AppLovin's first revenue miss in four quarters triggered a 54% year-to-date collapse despite 52% revenue growth and an 84% adjusted EBITDA margin.
UBS ***** yst Stephen Ju targets APP at $790, implying 158% upside, even as TTD cratered on its own Q2 revenue miss.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AppLovin didn't make the cut. Grab the names FREE today.
AppLovin (NASDAQ:APP) trades at $305.77, while the average Wall Street ***** yst target sits at $526.39. That gap implies roughly 72% of upside if the Street is right, and one bank thinks the disconnect is far wider.
AppLovin runs an AI-powered mobile advertising platform built around its AXON recommendation engine, which places ads inside mobile games and increasingly in e-commerce and consumer apps. Wall Street focuses on two factors: extraordinary margins (an 84% adjusted EBITDA margin in the latest quarter) and management's belief the auction technology can compound revenue at roughly 30% annually long term.
#revenue #analyst #upside
UBS ***** yst Stephen Ju targets APP at $790, implying 158% upside, even as TTD cratered on its own Q2 revenue miss.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AppLovin didn't make the cut. Grab the names FREE today.
AppLovin (NASDAQ:APP) trades at $305.77, while the average Wall Street ***** yst target sits at $526.39. That gap implies roughly 72% of upside if the Street is right, and one bank thinks the disconnect is far wider.
AppLovin runs an AI-powered mobile advertising platform built around its AXON recommendation engine, which places ads inside mobile games and increasingly in e-commerce and consumer apps. Wall Street focuses on two factors: extraordinary margins (an 84% adjusted EBITDA margin in the latest quarter) and management's belief the auction technology can compound revenue at roughly 30% annually long term.
#revenue #analyst #upside
15 hours ago
