RGTI
Rigetti Computing
-- 17.0800 TSLA
Tesla
-- 431.660 NVDA
NVIDIA
-- 137.010 LAES
SEALSQ Corp
-- 9.080 PLTR
Palantir
-- 79.080 
Comparison of APP in 2021 and 2024.
I felt that the charts for 2021 and 2024 are similar, so I put them together.![]()
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2021年
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In 2024.
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1. Stock Price Trends and Background
2021年Factors for Stock Price Increase:
1. Strengthened leadership in the app monetization market, with recognition for the recovery in the advertising market and the utilization of real-time bidding technology. (10/7)
2. Revenue increased by 39% year-on-year in the third quarter earnings (11/10), reaching an EBITDA margin of 60%, and a strong performance was announced.
3. The competitive advantage of advertising technology utilizing AI was recognized, leading to multiple "buy" ratings from analysts.
Factors for Stock Price Decline:
In November, concerns about revenue growth and changes in company executives caused market uncertainty, leading to a decline in stock prices.
1. Strengthened leadership in the app monetization market, with recognition for the recovery in the advertising market and the utilization of real-time bidding technology. (10/7)
2. Revenue increased by 39% year-on-year in the third quarter earnings (11/10), reaching an EBITDA margin of 60%, and a strong performance was announced.
3. The competitive advantage of advertising technology utilizing AI was recognized, leading to multiple "buy" ratings from analysts.
Factors for Stock Price Decline:
In November, concerns about revenue growth and changes in company executives caused market uncertainty, leading to a decline in stock prices.
In 2024.
Reasons for the increase in stock price:
1. In the third quarter earnings report (11/6), revenue increased by 38.6% compared to the same period last year, and EPS significantly exceeded expectations. The revenue outlook for 2025 is also positive.
2. Being included in the NASDAQ-100 index has further increased the company's valuation.
Reasons for the increase in stock price:
1. In the third quarter earnings report (11/6), revenue increased by 38.6% compared to the same period last year, and EPS significantly exceeded expectations. The revenue outlook for 2025 is also positive.
2. Being included in the NASDAQ-100 index has further increased the company's valuation.
Reasons for the decrease in stock price:
1. In December, the announcement of non-inclusion in the S&P 500 index led to a sharp decline in stock price due to disappointment, impacting investor sentiment.
2. The sale of stocks by company executives in December may have had a negative impact on short-term supply and demand.
1. In December, the announcement of non-inclusion in the S&P 500 index led to a sharp decline in stock price due to disappointment, impacting investor sentiment.
2. The sale of stocks by company executives in December may have had a negative impact on short-term supply and demand.
2. Revenue and Performance
2021年
Revenue Increase:
In the third quarter (11/10), revenue increased by 39% compared to the same period last year. The entry into the e-commerce sector is also performing well, with growth in the advertising platform being the main driving force.
2021年
Revenue Increase:
In the third quarter (11/10), revenue increased by 39% compared to the same period last year. The entry into the e-commerce sector is also performing well, with growth in the advertising platform being the main driving force.
In 2024.
Revenue Increase:
In the third quarter (11/6), revenue increased by 38.6% compared to the same period last year. EPS also exceeded expectations, with a projected revenue growth rate of 45% in 2025, indicating sustained growth.
Revenue Increase:
In the third quarter (11/6), revenue increased by 38.6% compared to the same period last year. EPS also exceeded expectations, with a projected revenue growth rate of 45% in 2025, indicating sustained growth.
3. Market Evaluation
2021年
2021年
Investment banks like Wells Fargo and Jefferies have given a "Buy" recommendation to AppLovin, raising the target price. They are evaluating the competitiveness of its advertising technology. (11/11)
In 2024.
Bank of America maintains a "Buy" recommendation and sets a price target of $432. The inclusion in the NASDAQ-100 Index has increased market valuation. (12/5)
Bank of America maintains a "Buy" recommendation and sets a price target of $432. The inclusion in the NASDAQ-100 Index has increased market valuation. (12/5)
4. Major Concerns
2021年
Concerns related to revenue growth rate.
Market uncertainty due to changes in the management team.
2021年
Concerns related to revenue growth rate.
Market uncertainty due to changes in the management team.
In 2024.
Impact on investor sentiment due to exclusion from the S&P 500 index.
Impact of stock sales by Company Executives.
Impact on investor sentiment due to exclusion from the S&P 500 index.
Impact of stock sales by Company Executives.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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fujikenner : Oh, it's a nice analysis!![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
？？
I'm drunk, so I can't think clearly, but is it still good to hold onto it for the long term?
わっさび OP fujikenner : Thank you.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
I think there will be adjustments, but I also believe that NICE Ltd is still strong.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")