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Added to YB: 2025-10-03

Pitch date: 2025-10-01

4180.T [bullish]

Appier Group, Inc.

-13.98%

current return

Author Info

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Company Info

Appier Group, Inc., operates as AI-native SaaS company in Japan and internationally. The company offers ad cloud products, such as RETARGETING, an AI-powered segmentation re-engages high-value users, driving conversions and sustainable growth; AIBID, an AI-driven bidding optimization product; AdCreative.

Market Cap

JPY 93.2B

Pitch Price

JPY 1.5K

Price Target

N/A

Dividend

0.25%

EV/EBITDA

12.08

P/E

36.06

EV/Sales

1.88

Sector

Software

Category

growth

Show full summary:
Appier Group: the multibagger is ready

4180.T: AI-native SaaS marketing platform targeting ¥70B revenue (+34% CAGR) & ¥9-11B op profit by 2027 vs ¥34B 2024 revenue. Q2 op profit +130% YoY to ¥806M, 119% NRR, record low churn. Down 34% since IPO creating asymmetry. Risks: heavy competition, ad budget cycles, privacy rules.

Read full article (3 min)