For the quarter ended December 2023, AppLovin (APP) reported revenue of $953.26 million, up 35.7% over the same period last year. EPS came in at $0.49, compared to $0.00 in the year-ago quarter. The reported revenue represents a surprise of +3.28% over the Zacks Consensus Estimate of $922.96 million. With the consensus EPS estimate being $0.35, the EPS surprise was +40.00%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine ...

AppLovin财报表现 - AppLovin在最近的季度每股收益为0.49美元，超过了Zacks Consensus Estimate的0.35美元[1] - 公司在过去四个季度中，三次超过了市场预期的每股收益[2] - AppLovin在2023年12月份的季度营收达到了9.5326亿美元，超过了Zacks Consensus Estimate[3] - 公司股价的短期走势将主要取决于管理层在财报电话会议中的评论[4]

公司业绩 - Applovin Corp.在假期季节表现强劲，帮助其取得超出预期的最新季度业绩[1] - 公司股价在周三延长交易中上涨了13%，因为Applovin APP在当前季度的展望也超出了预期[2] - 公司第四季度营收达到了9.53亿美元[2]

PALO ALTO, Calif.--(BUSINESS WIRE)--AppLovin (NASDAQ: APP), the leading marketing technology platform, today released Performance-driven Ad Trends 2024, revealing how AI tools are driving new efficiencies and broadening the possibilities of the creative process. The report explains how AppLovin’s in- house creative agency, SparkLabs, is using generative AI to improve workflows to elevate both the quality and impact of performance ads, and dives deep into the year’s top-performing creative strategies. "Embra ...

Investors interested in stocks from the Technology Services sector have probably already heard of Gen Digital (GEN) and AppLovin (APP) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while ...

公司表现 - AppLovin (NYSE: APP) 过去一年股价上涨超过260%，年初至今涨幅近15% [1] - 公司的 P/E 比率高达155，但最近的盈利表现强劲，过去五年年均销售增长近50% [1] - 技术上来看，很难找到一只中等市值股票在过去一年表现像 AppLovin 这样出色和稳定的 [1]

Many of the top stocks that operate in the massive and rapidly growing digital advertising industry had a stellar 2023. A refocus on profitability helped, as did a rebound in global marketing activity. AppLovin (APP -4.53%) was one of those stocks, notching a nearly 280% rally in 2023, though share prices remain down more than 60% from peaks hit in late 2021. Headed into 2024, it appears AppLovin's management is focused on the same things that helped it mount the 2023 comeback. Here's what investors need to ...

TTD股价分析 - The Trade Desk (TTD) 股价被高估，目前超过30倍的前瞻自由现金流[2] - TTD 的收入增长率正在减缓，分析师开始下调估值[46] APP投资前景 - AppLovin (APP) 虽然负债较多，但在2024年将成为比TTD更优越的投资[3] - APP 的增长率更加不确定，但以仅9倍的自由现金流估值，被认为是2024年比TTD更优越的投资[47]

公司业务 - AppLovin是一家高增长、新近盈利的科技公司，为应用开发者和CTV制造商提供多种广告和流媒体技术产品[2] - APP是一家优秀的公司，产品为客户提供巨大价值，收入迅速增长，净收入也随之增长，但股价波动较大[3] - APP的财务状况逐渐好转，营收和毛利显著增长，新的AI模型有望为客户带来更多支出和利润[32] 股价波动 - 通过出售APP的看跌期权，可以在股价波动期间赚取大量现金，同时有机会以更低的价格购买股票[6] - APP的估值相对较高，尽管公司业务和财务状况不断改善，但希望以更低的价格购买股票以增加安全边际[37] - 通过出售APP的看跌期权，可以获得8.3%的现金回报或以比当前市场价格低22%的折扣购买股票，是一个高概率的交易[55] 安全提醒 - 公司提醒大家要注意安全[62]

新分析师介绍 - 本文介绍了一些新分析师在Seeking Alpha平台上发布的第一篇文章的情况[3] - 新分析师们涵盖了不同领域的兴趣，包括长期股票、价值投资、科技、零售等[10][11][12][13][14][15][16][17][18][19][20] 公司分析和评价 - 他们分别对不同公司进行了分析和评价，提出了买入、持有和卖出等建议[10][11][12][13][14][15][16][17][18][19][20] Jerad的投资重点 - Jerad是一名专注于寻找高增长和基本被低估投资机会的投资分析师[21] Seeking FCF的投资方法 - Seeking FCF的投资方法注重于提前发现市场趋势和洞察，认为Intel的转机是一个买入机会[22] Florian对任天堂的看法 - Florian对投资科学有着浓厚兴趣，认为任天堂值得持有[23] Dannys的深度价值机会 - Dannys利用生物信息学和数据科学背景发现深度价值机会，认为Parex Resources是一个强烈的买入案例[24] Market Snippet的研究发现 - Market Snippet正在攻读金融硕士学位，通过细致的研究发现Square Enix值得持有[24] Allka Research的投资经验 - Allka Research在投资领域有20年经验，认为可口可乐值得持有[25] Value Voyage的价值投资 - Value Voyage是一名金融风险经理和特许替代投资分析师，专注于工业和消费领域的基本价值投资，认为LKQ Corporation是一个强有力的价值投资[26] David的价值投资重点 - David是一名价值投资者，专注于具有可持续自由现金流的企业，认为UFP Industries有很大的增长空间[27] Amrita和Uttam Dey的共同看法 - Amrita和新分析师Uttam Dey共同管理一家家族基金，致力于投资可持续增长的公司，认为monday.com值得买入[28] Daniel对Obsidian Energy的观点 - Daniel是委内瑞拉的经济学家，认为Obsidian Energy不值得持有[29]