Loop Capital analyst Rob Sanderson maintains $Applovin (APP.US)$ with a buy rating, and maintains the target price at $385.
According to TipRanks data, the analyst has a success rate of 60.9% and a total average return of 14.7% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Applovin (APP.US)$'s main analysts recently are as follows:
The firm's heightened price target for AppLovin reflects several positive developments subsequent to the company's Q3 earnings report. These include an increase in investor participation, the stock's inclusion in the Nasdaq 100 index, the announcement of a transition to an all-unsecured debt capital structure, and an upgrade to investment grade status by S&P.
Positive assessments of AppLovin's trial with its e-commerce product, including one featuring the Snow Agency, support increased projections for its ad revenue from FY24 to FY28. Although it's still in the preliminary stages, evaluations indicate that AppLovin's e-commerce solution is delivering returns on ad spend comparable to those seen with Meta, at a significant scale. There are expectations that AppLovin might surpass Alphabet in budget allocations by 2025, as per discussions with the Snow Agency.
Following a series of expert discussions regarding AppLovin's e-commerce pilot, early impressions and metrics appear favorable from both agency and direct-to-consumer brand perspectives, with returns on ad spend comparable to industry benchmarks. The recent stock performance, coupled with accelerating momentum in e-commerce, is expected to positively impact both the stock and underlying business momentum through 2025. AppLovin is perceived as a leading choice within its sector.
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.
Loop Capital分析师Rob Sanderson维持$Applovin (APP.US)$买入评级，维持目标价385美元。
根据TipRanks数据显示，该分析师近一年总胜率为60.9%，总平均回报率为14.7%。
此外，综合报道，$Applovin (APP.US)$近期主要分析师观点如下：
该公司提高了AppLovin的目标股价，这反映了该公司发布第三季度财报之后的几项积极进展。其中包括增加投资者的参与度，该股被纳入纳斯达克100指数，宣布向全无抵押债务资本结构过渡，以及标准普尔上调投资等级。
对AppLovin电子商务产品试用的积极评估，包括一项以Snow Agency为主题的试验，支持其从24财年到28财年广告收入的预期增加。尽管仍处于初步阶段，但评估表明，AppLovin的电子商务解决方案提供的广告支出回报率与Meta相当，规模可观。根据与雪地局的讨论，预计到2025年，AppLovin的预算分配可能会超过Alphabet。
在就AppLovin的电子商务试点进行了一系列专家讨论之后，从代理和直接面向消费者的品牌角度来看，早期印象和指标似乎都不错，广告支出回报率与行业基准相当。最近的股票表现，加上电子商务势头的加快，预计将在2025年之前对股票和基础业务势头产生积极影响。AppLovin被视为该行业的领先选择。
提示:
TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
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。
