AppLovin (NASDAQ:APP) jumped 6% during market action on Monday as the company prepares to launch its self-serve tool for non-gaming advertisers on October 1. Axon Ads Manager will allow e-commerce and other non-gaming clients to join the platform without the ...

Key Points Morgan Stanley lifted its price target for AppLovin to $750 and reiterated an overweight rating. The bank highlighted the Oct. 1 soft launch of Axon Ads Manager, a self-serve tool aimed at nongaming advertisers, as a near-term catalyst. This follows other recent bullish analyst calls, underscoring optimism about Axon's expansion beyond gaming. 10 stocks we like better than AppLovin › AppLovin (NASDAQ: APP) shares were climbing on Monday -- up as much as 7.8% as of 11:10 a.m. ET. Investo ...

Key Points Sales and profits are surging at the mobile advertising specialist. The company is expanding beyond its traditional base in mobile gaming. It's gaining market share on the more established digital advertising players. 10 stocks we like better than AppLovin › AppLovin (NASDAQ: APP) has been one of the biggest winners of the last few years as the adtech stock has put up monster growth and huge profit margins. The earlier launch of its artificial intelligence (AI)-based ad platform, Axon, ...

目标价与评级调整 - Oppenheimer将AppLovin目标价大幅上调240美元至740美元 [1] - 研究机构重申对公司"跑赢大盘"的评级 [1] 财务预期上调 - AppLovin将其非游戏业务营收预期从2.5亿美元上调至3.12亿美元 [1] - Oppenheimer相应上调公司整体营收预期至86亿美元 [1] - 预计公司经调整后EBITDA为72亿美元 [1] - 预期的EBITDA利润率达到83% [1] 业务增长动力 - 公司预计将受益于品牌方近期广告支出的增加 尤其是在假日购物季期间 [1] - 公司有望通过代理商及电商平台吸纳新客户 进一步扩大业务规模 [1] 公司核心业务 - AppLovin主要为企业提供营销软件及平台服务 助力企业实现移动应用的用户增长 商业变现与市场推广 [1] - 核心解决方案包括以人工智能为驱动的广告工具 如AppDiscovery 以及用于优化应用内广告收入的变现平台 如MAX [1]

Piper Sandler分析师詹姆斯·卡拉汉持相似观点，对将于10月1日启动小范围上线的Axon广告管理平台表 示期待。 "我们保持乐观态度，"卡拉汉在报告中写道，"管理层对该产品展现出充分信心，我们认为这具有坚实 基础。AppLovin正进军规模扩大约20倍的市场，早期迹象表明其有望成为头部广告平台。尽管推广过 程将面临挑战且充满波动，市场的积极反馈是合理的。" 卡拉汉重申"增持"评级，将目标股价从500美元上调至740美元。 智通财经APP获悉，投行瑞银和Piper Sandler以Applovin(APP.US)持续展现的业务执行力为由上调了其目 标股价。 瑞银分析师克里斯·昆塔里奇在致客户报告中表示："未来12个月内，我们预计AppLovin将通过需求端与 供给端双管齐下的扩张举措，提升Axon 2.0平台的效能，进而推动估值倍数与盈利预测的上调。针对二 季度财报后的市场调研显示，网络广告客户反馈其推荐项目需求稳固，且存在向财富1000强品牌服务代 理商扩大认知的机遇。在移动游戏领域调研中，未发现任何动摇AppLovin行业领导地位的因素。" 昆塔里奇将AppLovin目标股价从540美元大幅上调至 ...

BREAKING: Inflation Data Cements Rate Cut Expectations AppLovin (APP) stock received price-target hikes from two Wall Street analysts on Friday as the app marketing and advertising software company trades at record levels. Investment firms Piper Sandler and UBS reiterated their buy ratings on the stock as they upped their targets. Piper Sandler increased its price target to 740 from 500, while UBS hiked its target to 810 from 540. In afternoon trades on the stock market today, AppLovin stock rose more than ...

After hitting an all-time high of $525.15 in February, AppLovin Corp.'s (NASDAQ: APP) share price tumbled more than 35% due to a pending class action lawsuit and to short seller reports. ...

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期权活动概况 - 市场监测发现针对AppLovin的异常期权活动，共154笔，表明有大量投资者可能预判公司将有重大事件发生 [1][2] - 大额投资者的情绪出现分化，33%看涨而44%看跌，总体偏向看跌 [2] - 看跌期权（Puts）共有56笔，总价值为4,184,156美元，看涨期权（Calls）共有98笔，总价值为9,204,161美元 [2] - 过去三个月内，主要市场参与者关注的价格区间为30美元至980美元 [3] 重大期权交易明细 - 一笔看涨期权大额扫货交易，行权价675美元，到期日2025年10月17日，总交易额120万美元，看涨情绪 [10] - 一笔看跌期权大额扫货交易，行权价640美元，到期日2025年9月26日，总交易额330,800美元，看跌情绪 [10] - 一笔行权价较高的看跌期权交易，行权价660美元，总交易额260,100美元，看跌情绪 [10] - 一笔看涨期权交易，行权价570美元，总交易额211,000美元，但交易情绪为看跌 [10] 公司业务与市场表现 - 公司是一家垂直整合的广告技术平台，业务包括需求方平台（DSP）、供应方平台（SSP）和广告交易平台 [11] - 约80%收入来自需求方平台AppDiscovery，其余来自供应方平台Max [11] - 未来增长主要依赖AXON 2广告优化技术，该技术能帮助广告商按指定回报阈值投放广告 [11] - 当前股价为634.03美元，日内下跌1.23%，交易量为4,147,112股 [16] - 相对强弱指数（RSI）显示股票可能处于超买状态 [16] - 预计41天后公布财报 [16] 分析师观点 - 过去一个月内有5位专家发布评级，平均目标价为659美元 [13] - 杰富瑞维持买入评级，目标价615美元 [14] - Wedbush维持跑赢大盘评级，目标价725美元 [14] - Oppenheimer维持跑赢大盘评级，目标价740美元 [14] - 加拿大丰业银行维持板块跑赢大盘评级，目标价575美元 [14] - Benchmark维持买入评级，目标价640美元 [14]

近期股价表现 - 在最新收盘日中，AppLovin股价下跌1.42%，报收641.92美元，表现逊于标普500指数0.29%的跌幅，道琼斯指数下跌0.37%，纳斯达克指数下跌0.34% [1] - 然而，该股在过去一个月内大幅上涨38.75%，表现远超同期下跌0.47%的商业服务板块和上涨3.08%的标普500指数 [1] 即将发布的季度业绩预期 - 市场对公司即将发布的财报高度关注，预计其每股收益为2.34美元，较去年同期大幅增长87.2% [2] - 同时，市场共识预期营收将达到13.4亿美元，同比增长11.7% [2] 全年财务预期 - 对于整个财年，市场共识预期每股收益为9.03美元，较上年增长99.34% [3] - 全年营收预期为55亿美元，同比增长16.89% [3] 估值指标分析 - 公司当前远期市盈率为72.11倍，显著高于其行业平均远期市盈率22.01倍，显示估值存在溢价 [7] - 公司的PEG比率为3.61倍，该指标同时考虑了公司的预期盈利增长率，也高于其行业平均PEG比率1.89倍 [7] 分析师评级与行业排名 - AppLovin目前拥有Zacks Rank 1的评级 [6] - 公司所属的技术服务行业是商业服务板块的一部分，其Zacks行业排名为76位，位于所有250多个行业的前31%分位 [8] - 研究显示，排名前50%的行业表现优于后50%的行业，优势比例达2比1 [8]