Macquarie Maintains Applovin(APP.US) With Buy Rating, Announces Target Price $450

麥格理集團維持Applovin(APP.US)買入評級，目標價450美元

moomoo資訊 · 12/07 03:31 · 評級/大行評級

Macquarie analyst Tim Nollen maintains $Applovin (APP.US)$ with a buy rating, and sets the target price at $450.

According to TipRanks data, the analyst has a success rate of 51.1% and a total average return of 19.2% over the past year.

AnalystRecentRatingAutoNews_80414672891322_20241206_2fdc07c019d6c9e17b0ce6461e79a77478cb9905_1733513431659565_mm_en

Furthermore, according to the comprehensive report, the opinions of $Applovin (APP.US)$'s main analysts recently are as follows:

The firm became increasingly positive on the company's potential for growth in mobile gaming and eCommerce sectors after discussions with company management. This optimism has led to an adjustment in their growth forecast and a reevaluation of the valuation multiple to better match that of the company's peers. Management highlighted ongoing improvements in their business model, initial successes in their venture into eCommerce, and opportunities for enhanced conversion rates.
AppLovin's entrance into e-commerce advertising is seen as a significant expansion beyond its effective mobile gaming sector, potentially accessing a market exceeding $120 billion. The company is believed to be well-positioned for success, benefiting from a robust financial architecture and a significant opportunity within the e-commerce segment.
AppLovin's Software Platform business is seeing benefits from AXON 2.0, which offers a competitive edge by effectively utilizing data from its leading mediation platform. This enhancement improves the precision of predictive algorithms used in AppDiscovery. Additionally, there's increased confidence in AppLovin's venture into the e-commerce advertising sector. Simultaneous maintenance of cost discipline is expected to broaden the company's adjusted EBITDA margin and bolster free cash flow generation.

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.

麥格理集團分析師Tim Nollen維持$Applovin (APP.US)$買入評級，目標價450美元。

根據TipRanks數據顯示，該分析師近一年總勝率為51.1%，總平均回報率為19.2%。

AnalystRecentRatingAutoNews_80414672891322_20241206_2fdc07c019d6c9e17b0ce6461e79a77478cb9905_1733513431659565_mm_tc

此外，綜合報道，$Applovin (APP.US)$近期主要分析師觀點如下：

與公司管理層的討論後，該公司對其在移動arvr遊戲和電子商務板塊的增長潛力愈加積極。這種樂觀情緒導致他們的增長預測進行了調整，並重新評估了估值倍數，以更好地與公司同行相匹配。管理層強調了其業務模式的持續改善，在電子商務領域初步成功的開拓，以及提高轉化率的機會。
AppLovin進入電子商務廣告被視爲其在有效的移動arvr遊戲板塊之外的重要擴展，潛在市場超出1200億人民幣。人們相信該公司處於成功的良好位置，受益於強大的財務架構以及電子商務板塊內的重要機會。
AppLovin的軟件業務正在受益於AXON 2.0，這通過有效利用其領先的調解平台數據提供了競爭優勢。這一增強改善了AppDiscovery中使用的預測算法的準確性。此外，人們對AppLovin在電子商務廣告板塊的創業公司有了更大的信心。同時，預計對成本紀律的持續維護將拓寬公司的調整後EBITDA利潤率，並增強自由現金流的產生。

提示:

TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。

TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。

分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。

總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。

声明：本內容僅用作提供資訊及教育之目的，不構成對任何特定投資或投資策略的推薦或認可。更多信息

Macquarie Maintains Applovin(APP.US) With Buy Rating, Announces Target Price $450

Macquarie Maintains Applovin(APP.US) With Buy Rating, Announces Target Price $450

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