Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The information contained herein is for informational purposes only. Nothing in this article should be ...

Short-sellers are once again setting their sights on AppLovin Corp., even after traders who bet against the software maker’s shares got burned with an estimated $3.4 billion in paper losses over the past six months. The amount of shares borrowed and sold short this week climbed to the highest level since March, according to S3 Partners LLC. That marks a reversal of the short-covering that unfolded as the stock more than doubled from its low for the year in April. The latest leg up, which pushed the share ...

公司股价表现 - 公司股票因被纳入标普500指数单日上涨近12% [2] - 年初至今股价累计上涨近60% [2] - 2025年2月至4月期间股价曾下跌57% [6] - 从低点反弹150% [6] - 2022年通胀危机期间股价下跌超过90% [7] 财务业绩表现 - 第二季度收入同比增长77%至12.6亿美元 [3] - 每股收益2.39美元 同比增长169% 远超市场预期的1.96美元 [3] - 净利润增长超过一倍至8.195亿美元 [3] - 过去一年总收入增长48%至53亿美元 [8] - 营业利润达30亿美元 营业利润率55.6% [8] - 净利润率45.7% 显著高于标普500平均的12.6% [8] 业务运营与竞争优势 - 核心业务为移动广告和营销平台 [3] - 主要竞争优势是Axon 2.0机器学习算法 专门优化广告投放 [3] - 算法针对移动应用广告定制 积累了大量数据集 [4] - 已剥离游戏应用部门 更加专注于广告技术 [4] - 正积极拓展电子商务 联网电视和非游戏应用领域 [4] 行业发展趋势 - 数字广告行业正经历快速转型 [5] - AI增强平台提升广告定位和效率 [5] - 移动应用使用量增长和联网电视广告兴起形成行业利好 [5] - 公司电子商务广告 全球市场和自助广告平台举措进一步多元化收入来源 [5] 估值与财务状况 - 当前市盈率76倍 自由现金流倍数65倍 显著高于市场平均水平 [7] - 过去12个月运营现金流达29亿美元 [8] - 季度末债务35亿美元 对应1850亿美元市值 [8] - 现金资产比率保持在健康的20% [8] 竞争格局 - 缺乏Meta和Alphabet等竞争对手所拥有的第一方电子商务数据深度 [7] - 在移动应用广告细分领域具有差异化竞争优势 [4]

AppLovin Corporation (NASDAQ:APP) is one of the AI Stocks Gaining Attention on Wall Street. On September 4, Jefferies analyst James Heaney raised the price target on the stock to $615.00 (from $560.00) while maintaining a Buy rating. The price target raise follows meeting with AppLovin’s CEO/CFO. Mutiple growth drivers behind an expected fourth-quarter e-commerce advertising inflection have been highlighted by the firm, which includes spend growth from existing advertisers, international audience expansio ...

股价表现 - 周一AppLovin股价大幅上涨116% [1] - 公司股价年内累计涨幅达685% [1] - 公司市值已飙升至1840亿美元 [1] 纳入标普500指数 - 公司被宣布将纳入标普500指数 [2] - 纳入指数被视为对公司的重要认可，提升了其信誉度 [3] - 指数化投资在总投资资产中的占比从32%跃升至58% [4] - 标普500指数是获得美国大盘股被动敞口最受欢迎的方式 [5] 公司基本面与估值 - 公司当前估值高达今年预期收益的51倍 [7] - 上季度公司营收增长77% [7] - 上季度持续经营业务净利润增长156% [7] - 公司正转型为由人工智能驱动的数字广告巨头 [7] 市场情绪与前景 - 投资者似乎已摆脱或不再相信今年早些时候的做空报告 [1] - 若做空指控被证实不实，公司有望成为主要的数字广告巨头之一 [9]

Key Takeaways AppLovin shares surged 28% in three months, beating the industrys 15% gain.Q2 2025 revenues rose 77%, with adjusted EBITDA up 99% and net income up 156%.Analysts expect 98% earnings growth in 2025 and 51% more growth in 2026.AppLovin Corporation (APP) has jumped 28% in the last three months, outperforming the industry’s 15% growth. Investor optimism is growing in the ad tech sector. This article examines whether AppLovin remains a strong buying opportunity amid the upward momentum.<           ...

Investors are cheering AppLovin Corp (NASDAQ: APP) this morning following an announcement that it will replace MarketAxess Holdings on the benchmark index on September 22nd. The milestone marks a majo... ...

Robinhood Markets Inc (NASDAQ:HOOD) and AppLovin Corp (NASDAQ:APP) announced they will join the S&P 500 Index (SPX) before the market opens on Monday, Aug. 22. The former will substitute Caesars Entertainment (CZR), and the latter will take MarketAxess Holdings' (MKTX) spot. Below, let's take a look at how HOOD and APP are responding to the news.HOOD is up 14.7% at $116.16 at last check, pacing for its best single-day percentage gain since April 9 and trading just shy of its Aug. 12, record high of $117.70. ...

Trading app Robinhood Markets, mobile app monetization company AppLovin, and building company Emcor Group, will be added to the S&P 500 later this month, S&P Dow Jones Indices announced Friday. ...

公司股价表现 - Robinhood Markets、AppLovin及Emcor Group三家公司股价在盘前交易时段均出现上涨[1] - 股价上涨直接源于三家公司被宣布纳入标普500指数成分股[1] 指数调整影响 - 标普500指数成分股调整直接触发市场资金配置需求变化[1] - 指数基金与跟踪型ETF需被动调整持仓以匹配新成分股纳入[1]