Professional
Added to YB: 2025-01-08
Pitch date: 2025-01-08
APP [bullish]
AppLovin Corporation
+39.66%
current return
Author Info
No bio for this author
Company Info
AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.
Market Cap
$146.6B
Pitch Price
$315.00
Price Target
425.00 (-3%)
Dividend
N/A
EV/EBITDA
34.43
P/E
43.31
EV/Sales
26.97
Sector
Software
Category
growth
AppLovin's Growth Potential: Jefferies Raises Price Target to $425 on E-Commerce Expansion
APP: Bullish on e-commerce initiatives. 76% discount vs peers in revenue/minute. 1.4B DAUs. Positive expert checks, 10-20%+ ad budgets, META-like returns. Non-skippable ads reach older, female demo. CTR potential 1% to 5%. 2025 catalysts: self-serve platform, new formats. $425 PT, 30x FY26E EBITDA. $550M 2025 e-comm rev est.
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