AppLovin Corporation

(NASDAQ Global Select)
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Bullish +65

AppLovin Stock (APP): Analysts Expect Strong Q2 and More Upside Ahead

AI-generated analysis

πŸ“ˆ Citi analyst Jason Bazinet reiterates a 'Buy' rating on AppLovin (APP) with a $600.00 price target.

πŸ“… AppLovin is scheduled to report second-quarter 2025 results after market close on Wednesday, August 6th.

πŸ’° Analysts expect Q2 revenue and adjusted EBITDA to hit the high end of the company's guidance range.

πŸš€ Citi identifies self-serve tool launches in 4Q25 as a key upcoming development for AppLovin.

πŸ“± The firm notes potential implications from changes to app store fees on mobile ad spend.

πŸ† AppLovin is considered the top AI stock pick by Citi ahead of earnings.

πŸ€– AppLovin operates a leading marketing platform powered by artificial intelligence technology.

Bullish Signals
  • Citi analyst Jason Bazinet maintains a 'Buy' rating on AppLovin with a $600.00 price target, signaling strong institutional confidence.
  • Analysts expect the company to deliver results at the high end of its revenue and adjusted EBITDA guidance for Q2 2025.
  • AppLovin is identified as Citi's top pick among AI stocks, suggesting superior growth potential relative to peers.
Full Analysis
Citi analyst Jason Bazinet has reiterated a 'Buy' rating on AppLovin Corporation (NASDAQ: APP) with a price target of $600.00, maintaining the firm's view that the stock is its top pick heading into the upcoming earnings report scheduled for Wednesday, August 6th. The analyst expects AppLovin's second-quarter results to land at the high end of the company's guidance ranges for revenue and adjusted EBITDA. The firm highlights several key factors influencing the outlook, including the timing of self-serve tool launches expected in the fourth quarter of 2025 and potential impacts from changes to app store fees on mobile advertising spend. AppLovin provides a leading marketing platform powered by AI technology. While acknowledging investment risks, Citi maintains strong conviction in AppLovin's ability to deliver higher returns within a shorter timeframe compared to other AI stocks, citing its promising growth potential and strategic positioning in the market.