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Added to YB: 2025-09-26

Pitch date: 2025-09-23

APP [bullish]

AppLovin Corporation

+2.75%

current return

Author Info

No bio for this author

Company Info

AppLovin Corporation engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally.

Market Cap

$220.7B

Pitch Price

$652.75

Price Target

760.00 (+13%)

Dividend

N/A

EV/EBITDA

56.55

P/E

79.29

EV/Sales

35.28

Sector

Software

Category

growth

Show full summary:
Jefferies Sees $760 PT for AppLovin as Lead-Gen Ads Opportunity Emerges

APP: Jefferies PT $760. Tierra Agency CEO expects clients' monthly APP spend to reach $3-5M (vs META $4-5M). Strong demand for APP referral program from brands spending $200M/yr on paid media. Lead gen ads opportunity could be 3x size of e-comm for APP. Int'l expansion starting next 30 days.

Read full article (1 min)