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 59.6% and a total average return of 14.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Applovin (APP.US)$'s main analysts recently are as follows:
The recent elevation in the valuation of AppLovin can be credited to several favorable developments recorded after their Q3 earnings announcement. These include widened investor engagement, the inclusion of the company's stock in the Nasdaq 100 index, its shift towards an entirely unsecured debt capital structure, and an upgrade to investment grade status by an independent rating agency.
Positive indicators from a pilot of AppLovin's e-commerce product, involving collaborations such as with Snow Agency, have bolstered confidence, leading to a rise in ad revenue projections from FY24 to FY28. Although in its nascent stages, the pilot exhibits a return on ad spend comparable to established standards seen at Meta, and there is anticipation that AppLovin could surpass Alphabet in budget allocations by 2025.
Following discussions with two experts involved in AppLovin's e-commerce pilot, favorable early impressions and metrics were reported from both the agency and direct-to-consumer brand perspectives, matching return on ad spend levels of major competitors. It is believed that recent stock performance coupled with accelerating momentum in e-commerce could foster multiple advantageous cycles for the company, bolstering its business prospects into 2025. AppLovin is considered a prominent selection 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.
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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59.6%，总平均回报率为14.1%。
此外，综合报道，$Applovin (APP.US)$近期主要分析师观点如下：
AppLovin的估值最近上升可以归功于在第三季度财报发布后记录的若干有利发展。这包括投资者参与度的扩大、公司股票纳入纳斯达克100指数、完全转向无担保债务资本结构，以及独立评级机构升级为投资级别。
AppLovin电子商务产品试点的积极因子，包括与Snow Agency等的合作，增强了信心，导致从2024财年到2028财年的广告营业收入预测上升。尽管处于初期阶段，试点表现出的广告支出回报与Meta所见的成熟标准相当，并且预计到2025年AppLovin的预算分配可能会超过Alphabet。
在与两位参与AppLovin电子商务试点的专家讨论后，从代理机构和直接面向消费者品牌的角度都报告了积极的早期印象和指标，广告支出回报水平与主要竞争对手相匹配。有人认为，最近的股票表现加上电子商务的加速势头可能会为公司带来多重有利的循环，强化其到2025年的业务前景。AppLovin被视为其板块中的一个重要选择。
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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。
