your_photo/iStock via Getty Images Last week wrapped up quarterly earnings for most Mag 7 tech stocks (we still need to wait for numbers from the semiconductor king of the group - NVIDIA Corporation (NVDA) - which is set to report on Nov. 20). Investing Group leaders had a lot of say about the performances, and some made big calls regarding how these tech titans will perform long term. Cestrian Capital Research on Meta Platorms, Inc. (META): The social media giant delivered another strong quarter. Cestr ...

While Nvidia's spectacular surge remains the biggest story in the technology industry, the AI chipmaker's performance on the market has been dwarfed this year by a digital advertising company with a specialty in gaming.AppLovin has soared 310% in 2024, beating every U.S. tech company with a market cap of at least $5 billion, according to FactSet data. Nvidia, which has led the artificial intelligence boom and become the world's second-most valuable public company, is up 173% this year.Founded 12 years ago, ...

AppLovin TodayAPPAppLovin$163.53 -5.86 (-3.46%) 52-Week Range$35.79▼$174.46P/E Ratio69.59Price Target$136.78Add to WatchlistAppLovin NASDAQ: APP stock has had an incredible uptick in 2024, with shares over quadrupling in value. Despite its massive rise, Wall Street analysts are still projecting upside in the tech stock. In October, six of the eight analyst price target changes MarketBeat has tracked are above the current share price. So, what exactly does AppLovin do, and why is the market in love with this ...

文章核心观点 - 分析师预计AppLovin公司将在即将发布的财报中报告每股0.95美元的季度收益,同比增长216.7% [1] - 分析师预计公司收入将达到11.3亿美元,同比增长30.8% [1] - 过去30天内,分析师对该季度的EPS预估值上调了1.9% [2] 公司财务数据总结 收入分类 - 软件平台收入预计为7.63亿美元,同比增长51.3% [5] - 应用收入预计为3.68亿美元,同比增长2.2% [5] - 应用内购收入预计为2.49亿美元,同比增长0.7% [5] - 应用内广告收入预计为1.18亿美元,同比增长5.1% [6] 其他指标 - 每月活跃付费用户平均收入预计为52.24美元,去年同期为46美元 [6] - 应用分部调整后EBITDA预计为8317万美元,去年同期为5517万美元 [6] - 软件平台分部调整后EBITDA预计为5.59亿美元,去年同期为3.64亿美元 [7] 市场表现 - 过去一个月,AppLovin股价上涨25.2%,优于标普500指数下跌1% [7] - 根据Zacks评级,AppLovin被评为2级(买入),预计将在未来期间跑赢整体市场 [7]

文章核心观点 - AppLovin公司股价在过去一个月内上涨27.3%,创下52周新高,今年以来涨幅达317% [1] - AppLovin公司连续4个季度业绩超预期,最近一季度EPS为0.89美元,高于预期0.77美元,收入也略超预期 [2] - AppLovin公司本财年预计每股收益3.47美元,收入44.5亿美元,同比分别增长254.08%和35.47%;下一财年每股收益预计4.60美元,收入51.4亿美元,同比增长32.65%和15.56% [3] 公司估值分析 - AppLovin公司目前估值较高,市盈率47.9倍,高于同行业平均25.4倍;市销率66.2倍,也高于同行业12.1倍,PEG率为2.39 [7] - 但AppLovin公司的成长性较强,Zacks评级为买入,未来股价仍有上涨空间 [8] - 同行业公司Parsons Corporation也表现不错,Zacks评级为买入,最近一季度业绩超预期27.27% [9][10] - 整个科技服务行业处于较好的发展态势,为AppLovin和Parsons Corporation提供了良好的行业环境 [11]

The latest trading session saw AppLovin (APP) ending at $158.95, denoting a +0.06% adjustment from its last day's close. The stock outpaced the S&P 500's daily loss of 0.05%. Elsewhere, the Dow lost 0.02%, while the tech-heavy Nasdaq added 0.18%.Coming into today, shares of the mobile app technology company had gained 25.95% in the past month. In that same time, the Business Services sector gained 3.48%, while the S&P 500 gained 2.76%.The investment community will be paying close attention to the earnings p ...

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文章核心观点 - AppLovin Corporation是一家科技公司,提供在线广告平台,业务分为软件平台和应用程序两大部分 [1] - Beyond the Wall Investing是一个投资组织,提供机构投资者重点分析的信息 [1] 公司概况 - AppLovin Corporation是一家科技公司,提供在线广告平台,业务分为软件平台和应用程序两大部分 [1] - Beyond the Wall Investing是一个投资组织,提供机构投资者重点分析的信息 [1] 投资分析 - 分析师Daniel Sereda擅长从大量信息中提取关键观点,为Beyond the Wall Investing的投资者提供分析 [1] - Seeking Alpha的免责声明表示,过去的业绩不能保证未来的结果,分析师观点可能不代表Seeking Alpha的整体立场 [2]

AppLovin (APP) closed the most recent trading day at $143.81, moving -1.03% from the previous trading session. This change lagged the S&P 500's 0.76% loss on the day. At the same time, the Dow lost 0.75%, and the tech-heavy Nasdaq lost 1.01%.Shares of the mobile app technology company have appreciated by 24.99% over the course of the past month, outperforming the Business Services sector's gain of 3.52% and the S&P 500's gain of 4.31%.The upcoming earnings release of AppLovin will be of great interest to in ...

文章核心观点 - 分析师推荐对股票价格有影响,但其可靠性存在问题 [1][2] - 分析师推荐存在积极偏差,不能完全反映股票未来价格走势 [2][3] - 使用Zacks Rank等量化模型可以更有效地预测股价走势 [3][5] 公司概况 - AppLovin(APP)当前平均券商评级(ABR)为1.67,介于强烈买入和买入之间 [1] - 18家券商中有13家给予强烈买入评级,占72.2% [1] 分析师推荐的局限性 - 分析师推荐存在积极偏差,往往给予过于乐观的评级 [2][5] - 分析师推荐更多反映了券商自身利益,与普通投资者利益并不完全一致 [2][3] - 分析师推荐不如基于盈利预测修正的量化模型(如Zacks Rank)更能预测股价走势 [3][5] Zacks Rank的优势 - Zacks Rank是一个基于盈利预测修正的量化模型,能更准确预测股价走势 [3][5] - Zacks Rank的评级体系更加平衡,不存在券商推荐的积极偏差 [5] - Zacks Rank更新及时,能快速反映公司业务变化 [6] AppLovin的投资评级 - AppLovin当前Zacks Rank为3(中性),与券商推荐的买入评级存在差异 [7] - 分析师对AppLovin盈利预期稳定,可能导致其近期表现与大盘持平 [7]