BTIG analyst Clark Lampen maintains $Applovin (APP.US)$ with a buy rating, and adjusts the target price from $150 to $202.
According to TipRanks data, the analyst has a success rate of 56.9% and a total average return of 15.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Applovin (APP.US)$'s main analysts recently are as follows:
The stock's recent upward trajectory can be ascribed to growing investor confidence regarding future commerce contributions and a better understanding of the company's strong position within the gaming industry. Moreover, even when considering projections for FY26, the valuation remains appealing.
AppLovin's market position within the mobile games sector is likened to Google's stance in programmatic following its acquisition of DoubleClick in 2008. The company is anticipated to persist in gaining market share and surpassing revenue forecasts in the $34B sector. The substantial size of the mobile game user acquisition market supports the projection of AppLovin achieving a 20-30% compound annual growth rate in software revenue through 2027.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
BTIG分析师Clark Lampen维持$Applovin (APP.US)$买入评级，并将目标价从150美元上调至202美元。
根据TipRanks数据显示，该分析师近一年总胜率为56.9%，总平均回报率为15.5%。
此外，综合报道，$Applovin (APP.US)$近期主要分析师观点如下：
股票最近上涨的轨迹可以归因于投资者对未来商业贡献的信心增强，以及对公司在游戏行业中强势地位的更好了解。此外，即使考虑到FY26的预测，这个估值仍然很吸引人。
AppLovin在手游股板块内的市场位置类似于Google在2008年收购DoubleClick后在程序化领域的地位。公司预计将继续增加市场份额，并超越340亿美元行业板块的营业收入预测。手游用户获取市场的巨大规模支持了AppLovin在软件营业收入方面实现2027年20-30%的复合年增长率的预测。
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TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
