An updated edition of the April 30, 2025, article.Founders cultivate and make a company from scratch. They have profound passion, a steadfast vision, and tireless dedication for their ventures. Their willingness to take risks often surpasses that of traditional managers, as they embrace unconventional ideas, champion innovation, and make bold decisions to drive success. As a result, these businesses often become true reflections of their founders’ core values, ideals and long-term ambitions.Founder-run comp ...

Key Takeaways AppLovin stock has jumped 41% in 3 months, outpacing industry and major digital ad players. Axon 2 has boosted ad spend to a $10B run rate and fueled rapid MAX publisher base growth. Q1 2025 results show 40% revenue growth and 144% net income rise, with strong analyst projections for 2025.AppLovin Corporation (APP) has delivered a stunning 50% surge over the past three months, significantly outperforming the industry’s 21% rally. In contrast, heavyweights in the in-game mobile advertising sp ...

公司股价表现 - AppLovin股价在6月9日因未被纳入标普500指数下跌超过8% [2] - Robinhood Markets同日因相同原因下跌2% [2] - 过去两年AppLovin累计涨幅达1840% Robinhood涨幅达697% [3] - 摩根士丹利同日将目标价从420美元上调至460美元 隐含20%上涨空间 [3][4] 标普500指数影响 - 未被纳入标普500导致公司错失机构投资者被动配置机会 特别是贝莱德、道富和先锋等大型资管公司的资金流入 [4][5] - 目前美国市场仅有两家市值超1000亿美元公司未被纳入标普500 除AppLovin外另一家是Strategy [7] - 公司广告科技业务过去12个月营收超37亿美元 业务模式优于Strategy的比特币相关业务 [8] 业务重组与估值 - 公司正在出售第一方(1P)游戏工作室业务 预计第二季度完成交易 [11] - 摩根士丹利认为出售1P业务将提升整体估值 因该业务仍会使用公司广告平台 可继续贡献高利润率收入 [11][12] - 分析师调整EBITDA预期 但预测更高的EBITDA乘数将推升估值 [13] 分析师观点 - 当前22位分析师给出的平均目标价为4381美元 最高目标价650美元 最低200美元 [10] - 摩根士丹利维持看涨观点 认为业务出售和未来可能纳入标普500构成双重利好 [14] - 公司当前获得"适度买入"评级 但未进入顶级分析师推荐的五支股票名单 [15][16]

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Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also authors The Pragmatic Optimist Newsletter along with his wife, Amrita Roy, who is also an author on the newsletter as well as on this platform. ...

S&P Dow Jones Indices made no changes to the S&P 500 index on Friday, snubbing Robinhood (HOOD) and AppLovin (APP). The company made no announcement but confirmed to multiple publications that there were no additions or deletions to the benchmark index. It's the first quarterly rebalance without an S&P 500 stock change since March 2022. Analysts had pegged Robinhood stock… ...

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!I initiated my coverage of AppLovin Corporation (NASDAQ: APP ) stock here on Seeking Alpha in mid-October last year with a "Hold" rating. Even as the stock kept growing, I thought that it should fall or grow outDaniel Sereda is chief investment analyst at a family o ...

Speaking of the S&P 500, that benchmark stock index is slated to get its regular adjustment this coming Friday, June 6 after market close. With 500 titles, the company that manages it, S&P Dow Jones Indices, typically swaps out several stocks for fresh titles when making such adjustments. AppLovin is an excellent candidate for S&P 500 inclusion for the upcoming changes, at least in the eyes of Bank of America analysts. The bank issued a research report flagging several stocks it believes could be newly incl ...

Shares of AppLovin (APP 4.28%), the app-based adtech platform, were soaring last month as the company reported strong first-quarter earnings report, and benefited from a broader recovery in the market and a risk-on mentality as investors downplayed the threat from tariffs and of a slowdown in the economy.According to data from S&P Global Market Intelligence, the stock finished last month up 46%. As you can see from the chart, the stock gained over several stages during May. AppLovin is back in vogueLike oth ...

Key Takeaways APP's Axon 2 has quadrupled ad spend and driven a $10B run rate for gaming client advertising. Axon 2 revived mobile gaming growth post-IDFA and boosted MAX publisher expansion beyond in-app revenue. In Q1 2025, APP's revenues rose 40%, EBITDA jumped 83%, and net income soared 144% year over year.AppLovin Corporation (APP) has emerged as a dominant force in the mobile advertising ecosystem, thanks to the strong performance of its AI engine, Axon 2.Launched in the second quarter of 2023, Axon ...