报告投资评级 - 重申“买入”评级[1] 报告核心观点 - 公司YTD股价涨幅已超过700%，于2024年11月18日被纳入纳斯达克100指数和纳斯达克100等权重指数，随着公司关注度提升及强劲业绩表现，公司价值或迎来重估[1] - 参考大型广告平台和AI概念股均值，提高公司广告业务估值至45x 2025E EV/EBITDA，提升目标价至394美元[1] - 持续看好公司行业领先优势和长期发展潜力[1] 相关目录总结 公司优势 - 完善的产业链布局，在移动游戏领域建立了显著领先优势，拥有AppDiscovery、MAX、Adjust等核心产品，各产品之间能够产生协同效应[1] - 强大的AI广告引擎推动业务增长，AXON 2.0采用自学习型技术，能够随着规模的扩大不断自我改进，3Q24 AXON引擎取得了又一次突破，推动公司广告业务收入增长66%，环比加速增长17%[1] - 电商领域拓展，将极大提高潜在市场空间，公司正整合资源扩大电商业务规模，预计将于明年全面开放并逐渐产生实质性贡献[1] - 规模效应贡献高利润及高现金流，公司广告业务具有低边际成本的特点，3Q24公司广告业务调整后EBITDA率高达78%，公司整体自由现金流/调整后EBITDA高达76%[1] 财务预测 - 2024E - 2026E营业收入预计分别为4,585、5,470、6,400百万美元，经营利润预计分别为1,803、2,385、2,995百万美元，调整后EBITDA预计分别为2,626、3,356、4,139百万美元[5] - 2024E - 2026E净利润增速预计分别为291.5%、37.3%、30.4%，毛利率预计分别为75.3%、77.0%、78.0%，经营利润率预计分别为39.3%、43.6%、46.8%，净利率预计分别为30.4%、35.1%、39.1%[7]

The stock market and bitcoin have soared to all-time highs since Donald Trump’s victory. Wall Street is betting that lower corporate taxes, less red tape, and other efforts will drive economic and stock market growth everywhere from technology and crypto to infrastructure and beyond.See the Zacks Earnings Calendar to stay ahead of market-making news. Wall Street is also pleased with the outlook for earnings growth and the Fed’s rate cut projections. Of course, near-term profit-taking would hardly be shockin ...

关于The Trade Desk公司 - 广告技术公司The Trade Desk自2016年上市以来收入以超常速度增长且认为能以超20%的年增长率继续增长其股票自上市以来截至撰写时已上涨超4000% [1] - 公司与广告商合作在预算范围内将广告投放到不同内容发布商处通过瞬间拍卖投放广告并根据发布商数据定位广告商所追求的受众群体 [2] - 这种商业模式带来了惊人的收入增长投资者对其股票需求旺盛股票估值往往很高 [3] 关于AppLovin公司 - 2022年8月AppLovin管理层提出与Unity合并且条款对Unity更有利但被Unity拒绝 [5] - 2022年第三季度公司营收同比下降2%而此前一年营收增长90% [6] - 公司业务有两部分当时较大的是移动应用业务但管理层表示这不是最终目标而是为软件业务构建人工智能算法收集一手数据 [8] - 2022年第三季度公司软件业务营收同比增长59%且自那以后持续增长2023年第二季度推出Axon 2.0软件后各季度软件营收同比增长显著 [9][10] - 软件业务不仅推动了公司增长还拥有高利润率过去12个月公司有17亿美元自由现金流利润率约40%这解释了其股票令人印象深刻的上涨 [11] - 公司客户主要是移动游戏应用开发者目前正在试点进入电子商务应用领域早期结果很有希望 [12] - 公司管理层认为通过拓展新应用领域能从此处开始实现超20%的年营收增长若能保持利润率股票可能有更多上涨空间 [13]

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. However, it isn't easy to find a great growth stock.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond ...

公司股票推荐情况 - 今年已三次推荐某股票 第一次2月推荐涨幅364% 第二次推荐涨幅225% 第三次推荐涨幅113% [1] 分析师情况 - 有30多年航海经历 近15年对投资兴趣浓厚 从MF学到很多投资知识 工程师背景倾向于科技股 无相关公司股票期权或类似衍生品头寸 72小时内无开启相关头寸计划 文章为原创表达个人观点 除Seeking Alpha外无报酬 与文中提及股票公司无商业关系 [1]

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

关于AppLovin Corporation (APP) - 是数字广告平台提供商 拥有Zacks Rank 1 过去60天当前年度盈利的Zacks共识预估增长19.9% 过去三个月股价上涨287.9% 相比标普500指数12.1%的涨幅 动量得分A [1] 关于Century Aluminum Company (CENX) - 是铝制造公司 拥有Zacks Rank 1 过去60天当前年度盈利的Zacks共识预估增长19.2% 过去三个月股价上涨58.4% 相比标普500指数12.1%的涨幅 动量得分A [2] 关于Rayonier Advanced Materials Inc. (RYAM) - 是纤维素特种公司 拥有Zacks Rank 1 过去60天当前年度盈利的Zacks共识预估增长77.8% 过去三个月股价上涨39.7% 相比标普500指数12.1%的涨幅 动量得分A [3]

Marketers are getting great results with its products, driving higher revenue growth.AppLovin (APP -6.30%) delivered yet another quarter of fantastic results that are sending the stock higher.*Stock prices used were the afternoon prices of Nov. 6, 2024. The video was published on Nov. 8, 2024. ...

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Pitney Bowes Inc. (PBI) : This shipping and mailing company has seen the Zacks Consensus Estimate for its current year earnings increasing 8.6% over the last 60 days.Kinross Gold Corporation (KGC) : This gold mining company has seen the Zacks Consensus Estimate for its current year earnings increasing 17% over the last 60 days.Rayonier Advanced Materials Inc. (RYAM) : This cellulose specialty company has seen the Zacks Consensus Estimat ...

关于指数调整 - 2024年11月18日市场开盘前AppLovin Corporation将成为Nasdaq - 100 Index®和Nasdaq - 100 Equal Weighted™ Index的成分股取代Dollar Tree Inc [1] - Dollar Tree Inc将在同一天从Nasdaq - 100 Ex - Tech Sector™ IndexNasdaq - 100 ESG™ IndexNasdaq - 100 Sustainable ESG Select™ IndexNasdaq - 100 ex Top 30™ Index和Nasdaq - 100 ex Top 30 UCITS™ Index中被移除 [2] - AppLovin Corporation将在下一次季度再平衡时被考虑纳入Nasdaq - 100 Tech Sector™ IndexNasdaq - 100 Technology Sector Market - Cap Weighted™ Index和Nasdaq - 100 Technology Sector Adjusted Market - Cap Weighted™ Index [2] 关于公司信息获取 - 可通过https://www.applovin.com/获取AppLovin Corporation的更多信息 [3] 关于Nasdaq - Nasdaq是一家领先的全球技术公司为企业客户投资经理银行经纪人和交易所运营商服务帮助他们在全球资本市场和更广泛的金融体系中导航和互动 [4] - Nasdaq致力于提供世界领先的平台以提高全球经济的流动性透明度和完整性其多样的数据分析软件交易能力和以客户为中心的服务使客户能够自信地优化和执行其商业愿景 [4]