SOPA Images/LightRocket via Getty Images Thesis I recommend a Strong Buy rating for AppLovin (NASDAQ:APP) stock as it presents a compelling opportunity due to its new, rapidly growing, high-margin software segment powered by AXON 2, combined with its attractive valuation relative to industry peers. Company Overview AppLovin is a technology company that provides software solutions for app developers to market, monetize, analyze, and publish their apps. The company was founded in 2012 and is headquartered in ...

经营风险 - 公司的经营和行业风险可能导致 Class A 普通股的市场价格波动[53][54] - 公司需要关注广告效果、数据处理透明度、收入来源的多样化和增长[54][55] - 公司需要注意竞争对手的行动和成本，以及系统故障、安全漏洞可能带来的费用[54][56] - 公司需要关注税率、财务会计标准变化、全球经济状况等因素对业务的影响[54][57] 技术风险 - 公司需要注意新应用软件的收入和受欢迎程度的不确定性[55][61] - 公司需要警惕安全漏洞、数据泄露、网络攻击等可能损害声誉和业务的风险[56][57] - 公司正在加大对隐私、安全和内容审查方面的投资，以应对第三方滥用服务和用户数据的情况[60][61] - 公司依赖第三方平台分发应用并收取收入，主要集中在苹果应用商店、谷歌Play商店和Facebook等平台[62][66] 市场风险 - 公司的竞争对手包括Facebook、Google、Unity Software等公司[70][72] - 公司面临着来自全球各地的宏观经济不确定性、政治不确定性和国际冲突的影响[68][79] - 移动应用生态系统高度分散，竞争加剧，可能导致用户减少、用户获取成本增加、用户参与度降低[72][80] - 公司未来成功取决于对新兴技术和商业模式的适应能力和资源分配[73][101] 战略风险 - 公司计划通过战略收购和合作拓展和多元化业务，但可能面临一系列与此类交易相关的风险[81][84] - 公司计划通过开设新办事处、与新国际游戏工作室建立战略合作伙伴关系、收购可能具有国际业务的公司，并在额外国家和语言提供应用程序来扩展国际业务[84][85] - 公司进行了战略审查，优化了应用程序组合，减少了用户获取支出，导致应用程序调整后的EBITDA利润率提高，但应用程序收入和月活跃付费用户下降[88][89] - 公司依赖于推出或收购新应用程序，并持续改善现有应用程序的体验和盈利能力，成功推出或收购应用程序的能力取决于多个因素，包括市场营销、用户增长、技术变化等[90][102]

d3sign/Moment via Getty Images Investment action I recommended a hold rating for AppLovin (NASDAQ:APP) when I wrote about it the last time, as I wanted to wait for management to provide guidance for FY24 before taking a position. Based on my current outlook and analysis on APP, I recommend a buy rating. Based on the recent performance and the very positive FY24 outlook, I have become more confident in the stock performance outlook. The AXON 2.0 platform is working well, driving more than 80% growth in the s ...

移动营销 - 预测分析在跨渠道营销中的应用可以帮助快速做出明智决策[1] - 通过预测分析，移动营销人员和开发者可以解锁数据和洞见，做出快速、明智的决策[2] 个性化和AI驱动的方法 - 通过个性化和AI驱动的方法，游戏、电商和金融行业可以提高用户留存率和收入[3] 移动应用趋势 - 移动支付推动了金融科技应用的采用，金融科技应用的内购收入同比增长118%[5] 游戏应用增长 - 游戏应用在2023年第四季度全球安装量增长了7%，动作、休闲和益智类游戏占据了最大份额[6] 移动商务应用增长 - 移动商务应用的安装量在2023年增长了56%，北美地区的电商应用安装量增长最为显著[7] 广告商发展重点 - CTV和新渠道如PC和游戏机将成为广告商的下一个发展重点[8] Adjust公司 - Adjust是一家受全球营销人员信赖的公司，提供跨平台的应用测量和增长服务，为各种公司提供强大的测量和分析工具[9]

AppLovin - 提供技术平台，使开发者能够营销、盈利、分析和发布应用程序[1] Carlisle Companies - 从事设计、制造和销售各种屋顶和防水产品、工程产品和精加工设备[2] Molson Coors - 全球啤酒和其他饮料产品制造和销售公司，拥有多样化品牌组合[3] Tradeweb Markets - 电子市场运营商，负责交易利率、信用、货币市场和股票资产类别的产品[4] MSA Safety Incorporporated - 开发、制造和供应保护人员和设施基础设施的安全产品[5]

Investors might want to bet on AppLovin (APP) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook. Analysts' growing optimism on the earnings prospects of this mobile app technology company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earn ...

Oscar Wong/Moment via Getty Images Last month, I started coverage of AppLovin (NASDAQ:APP) with a “Buy” rating, saying its upgraded AXON engine has already shown significant early progress after its launch and that 2024 looked poised to be a good year. The stock has already risen about 40% in just over a month since my write-up. With the company reporting Q4 results, let’s catch on the name. Company Profile As a quick refresher, APP is an adtech company whose solutions are designed to help mobile app develo ...

It's no secret that the surest way for a publicly traded company to be showered with a bunch of analyst price target raises is to post impressive quarterly results. That goes a long way to explaining the huge price gains of AppLovin (APP 24.81%) stock over the past few trading days. According to data compiled by S&P Global Market Intelligence, as of late Thursday evening the company's share price had ballooned by more than 26% week to date. An estimates-trouncing final quarter of 2023 That share price pop i ...

Proactive金融新闻团队 - Proactive金融新闻团队在伦敦、纽约、多伦多、温哥华、悉尼和珀斯设有分支机构和工作室[2] - Proactive团队专注于中小市值市场，同时也关注蓝筹公司、大宗商品和更广泛的投资故事[3] - Proactive团队提供市场上包括生物技术和制药、矿业和自然资源、电池金属、石油和天然气、加密货币以及新兴数字和电动汽车技术在内的新闻和独特见解[4]

Key Takeaways AppLovin shares jumped more than 20% in pre-market trading Thursday after the app development company topped analysts' quarterly earnings and sales estimates, issued upbeat first-quarter guidance and announced an expansion of its stock buyback program. The company attributed the better-than-expected quarterly results to a strong holiday season, growth in the mobile app advertising market, and bidding enhancements to its platform. Further upside in the AppLovin share price may meet chart resist ...