Professional
Added to YB: 2025-01-08
Pitch date: 2025-01-08
APP [bullish]
AppLovin Corporation
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
$119.1B
Pitch Price
N/A
Price Target
425.00 (+29%)
Dividend
N/A
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.
Read full article (2 min)