智通财经APP获悉，加拿大皇家银行资本市场(RBC Capital Markets)发表研报，首次覆盖AI应用龙头公 司AppLovin(APP.US)，给予"跑赢大盘"评级，并设定700美元目标价。 以Matthew Swanson为首的分析师指出，随着广告支出回报率(ROAS)和归因分析的重要性超越广告形式 与发布渠道，广告技术与营销技术正加速融合。 Swanson及其团队认为，AppLovin的固定成本模式在2026年全年有望实现超额增长，且利润率将保持行 业领先水平。这一判断支撑了其"跑赢大盘"评级及700美元目标价的设定。 上周，Wedbush在参加AppLovin的顾问电话会议后，也将该股目标价从725美元上调至745美元。 与此同时，Oppenheimer表示，尽管后续可能出现"更多干扰信息"，但美国证券交易委员会(SEC)对 AppLovin的潜在调查预计不会产生实质性影响。此前有消息称，SEC正就这家数字广告技术公司的数据 收集流程展开潜在调查。 分析师表示："AppLovin的平台覆盖范围持续扩大，需求来源更加多元化，且正借助个性化营销和电商 零售媒体趋势释放长期增长潜力，公司有望从中显著 ...

Key Takeaways AppLovin has jumped 140% in six months, outpacing major digital ad rivals and industry gains.Axon 2 has reignited mobile ad growth, expanding AppLovin's MAX publisher base and market reach.Q2 2025 revenues rose 77% and EBITDA 99%, with analysts projecting 103% earnings growth in 2025.AppLovin Corporation (APP) has surged 140% over the past six months, outpacing the broader industry’s modest 66% rally and major digital ad rivals like Alphabet (GOOGL) and Meta Platforms (META) , which have gaine ...

J Studios/DigitalVision via Getty Images By Brian Angerame, Portfolio Manager | Matthew Lilling, CFA, Portfolio Manager Mid Caps Find Footing Amid Policy Clarity - Market Overview Mid caps advanced in the third quarter as the investment landscape was shaped by a combination of monetary policy shifts, stabilizing earnings and improving sentiment. The Federal Reserve’s decision to cut rates in September, along with rising hope of further easing and expectations for earnings resilience in third-quarter re ...

Matthew Swanson from RBC Capital sets a price target of $700 for NASDAQ:APP, indicating a potential increase of approximately 18.62%.AppLovin reports a 77% year-over-year revenue growth in the second quarter, highlighting its strong financial health and innovative strategies.The company's market capitalization stands at approximately $199.59 billion, with a recent price increase of 3.55%, showcasing its significant market presence and investor confidence.AppLovin Corporation, trading on the NASDAQ under the ...

海外AI产品发布动态 - 2025年9月至10月期间海外AI产品密集发布，商业化进展加速[1] - 重点事件包括OpenAI推出Sora 2并开启电商生态建设、Anthropic发布Claude Sonnet 4.5、谷歌进行多模态应用创新、Meta发布Ray-Ban Display AI眼镜、AppLovin推出自助广告投放系统[1] - 上述产品从模型能力、变现形式、应用场景方面实现创新，进一步催化AI市场情绪[1] AI商业化前景与市场影响 - 随着AI应用逐步成熟并开始探索更多商业化形式，有望逐步弥合市场对于AI商业化效率和增量价值创造的分歧[1] - 行业对AI的长期价值将有更加清晰的定价[1] - 建议关注四季度AI相关产品进展，继续看好广告、电商、社交等场景落地[1] 未来潜在催化事件 - 后续重点关注潜在催化包括谷歌Gemini 3，预计四季度发布[1] - 亚马逊re:Invent大会将于12月1日举行，是另一重要潜在催化事件[1]

I am confident that AppLovin (NASDAQ: APP ) remains a "Strong Buy" rated stock. The projected rapid P/E ratio contraction over the next few years suggests that the stock is still very attractively valued. APP received severalI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In rece ...

I am confident that AppLovin (NASDAQ: APP ) remains a "Strong Buy" rated stock. The projected rapid P/E ratio contraction over the next few years suggests that the stock is still very attractively valued. APP received severalI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In rece ...

AppLovin (APP) has been having a wonderful time on Wall Street this year, with its shares climbing solid double digits in 2025. The ad-tech leader has carved out a dominant spot in mobile gaming, helping apps attract users and drive revenue through its artificial intelligence (AI)-powered Axon engine and Max mediation platform. But it’s not just gaming that’s fueling the momentum. AppLovin’s push into new frontiers, such as e-commerce, is adding another layer of excitement for investors. To top it off, th ...

AppLovin Corporation (NASDAQ:APP) is one of the best performing NASDAQ stocks according to hedge funds. On October 1, the company rebranded its customer-facing advertising platform as Axon. It launched Axon Ads Manager, a self-service ad management tool, which is initially available on a referral-only basis. Axon is powered by an AI engine that uses predictive analytics, real-time optimization, and continuous feedback to target ads more effectively and deliver measurable results for advertisers. AppLovin ...

Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty ImagesSOPA Images/LightRocket via Getty ImagesAppLovin Corporation (NASDAQ: APP) has seen a decline of nearly 20% in its market value within just ten days, erasing over $40 billion in market capitalization — one of the most significant short-term declines among major U.S. software companies this year. This selloff has prompted investors to question whether this is merely a sharp correction of an overheated stock or the beginning of a mor ...