AppLovin Corporation (APP) stock has gained a massive 97% year to date, and we believe that it has the potential to sustain this momentum in the near term. Consequently, if you haven’t taken advantage of its share price appreciation yet, it’s time you add the stock to your portfolio. Let’s take a look at some other factors that make APP an attractive pick. Solid Rank and VGM Score: APP sports a Zacks Rank #1 (Strong Buy) and has a VGM Score of B. Our research shows that stocks with a VGM Score of A or B, wh ...

文章核心观点 1. 尽管AppLovin公司在第一季度业绩表现强劲,但其股价近期受到压力,主要是由于广告技术行业的持续变化可能威胁到AppLovin的竞争地位,以及市场预期AppLovin的增长速度将会快速放缓[1][2][3] 2. 尽管如此,AppLovin的核心业务仍在良好表现,通过改进AXON系统和增加游戏客户的采用,预计未来仍将保持增长[3] 3. 公司正在向其他垂直领域如CTV、网络广告等拓展,这些新领域将开始支撑公司的增长[3][9][10] 4. 尽管宏观环境仍然充满挑战,但数字广告市场在最近几个季度已经出现反弹,AppLovin的安装量数据也表明市场正在好转,这将支持公司的未来增长[4][5] 5. 苹果公司将替换SKAdNetwork和PCM广告归因框架,AppLovin受到的影响目前还不确定,但这只会影响公司业务的一部分,不太可能造成重大影响[6] 6. 竞争对手如Unity和Digital Turbine也在升级技术,缩小与AppLovin的差距,但AppLovin相信自身的创新将确保其领先地位得以维持[7] 7. AppLovin的软件平台业务收入增长接近90%,毛利率约73%,整体利润率有望进一步提升,体现了公司强大的盈利能力[11][13][14] 8. 公司正在积极拓展新的垂直领域,如电商等,这些新领域的收入增速已经超过游戏业务[9] 9. 尽管近期AppLovin的招聘数量有所下降,但这似乎是整个广告技术行业的普遍趋势,不太可能是AppLovin自身增长放缓的信号[16][17] 10. 总的来说,AppLovin的基本面有望继续改善,但目前其股价尚未完全反映这一点,估值水平仍有较大上涨空间[19]

The stock market has recently sent many investors on a wild ride. Many sectors have experienced impressive growth over the last year, with the S&P 500 Index reporting 24% growth while the average yearly return is roughly 10%. Many investors are still very interested in adding capital to existing positions and taking on new positions in this bullish environment, which could continue to increase in the near term. The overall stock market environment is ideal for investors who desire strong returns and the pos ...

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Wall Street’s popular adages are not matching this year. April is historically known for being favorable to investors. But this year, April ended on a disappointing note. For May, the popular adage is “Sell and Go Away.” However, last month turned out highly successful for U.S. stock markets. The three major stock indexes — the Dow, the S&P 500 and the Nasdaq Composite — were up 2.3%, 4.8% and 6.9%, respectively. The tech-heavy Nasdaq Composite recorded its best month since November 2023. On May 31, the blu ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell- side) analysts often affect a stock's price, do they really matter? Let's take a look at what these Wall Street heavyweights have to say about AppLovin (APP) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. AppLovin currently has an average broker ...

AppLovin (APP) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this mobile app technology company have returned +11.3% over the past month versus the Zacks S&P 500 composite's +4.8% change. The Zacks Technology Services industry, to which AppLovin belongs, has gained 7.4% over this period. Now the key question is: Where could the stock be headed in the near term? While media ...

Luis Alvarez/DigitalVision via Getty Images I first wrote about AppLovin (NASDAQ: NASDAQ:APP) a few weeks after it reported its fourth quarter 2023 earnings on February 14, 2024, and I initiated my coverage with a buy. Since that buy call, the stock has been up around 41% compared to the S&P 500 (SPX), which only rose 4.51%. The company recently reported its first quarter 2024 results on May 8, beating analysts' revenue estimates by approximately 9% and analysts' Generally Accepted Accounting Principles (GA ...

AppLovin is on an epic sprint, and it could have the legs to keep going. After toying for years with various digital advertising software stocks, I've finally landed on one I think is a winner: AppLovin (APP -0.89%). Nvidia may have (quite rightfully) captured the spotlight on Wall Street and catapulted itself into a spot among the largest companies in the world, but the GPU maker isn't the only business winning from the artificial intelligence (AI) race. Unlike some of the other businesses that like to fla ...

Shares of the app-promoting platform look less appealing than those of the publisher-minded advertising middleman PubMatic. Up more roughly 700% since the end of 2022, AppLovin (APP -0.89%) stock might look a bit intimidating to jump into now. There may not be enough near-term upside left to tap, while the potential for profit-taking is huge. If you're not keen on AppLovin and feel like you've missed the easy gains with it, but are interested in plugging into the same core craze that catapulted AppLovin sha ...