Loading...
Back to narrative

Update shared on 18 Oct 2025

Fair value Increased 5.33%

AXON And Shopify Integration Will Unlock Global Mobile Advertising

n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
268.5%
7D
-2.9%

Narrative Update: AppLovin Analyst Price Target Revised Upward

Analysts have raised their fair value price target for AppLovin from $613.59 to $646.30, citing improved revenue growth projections and a slight increase in expected profit margins.

What's in the News

  • AppLovin Corporation was added to the S&P Global 1200 index (Key Developments)
  • AppLovin joined the S&P 500 Equal Weighted index (Key Developments)
  • The company was dropped from the Russell Small Cap Comp Growth Index (Key Developments)
  • A repurchase of 732,000 shares was completed between April and June 2025, marking over 21% completed under the buyback program (Key Developments)
  • The company issued earnings guidance for the third quarter of 2025, with expected revenue between $1,320 million and $1,340 million (Key Developments)

Valuation Changes

  • Consensus Analyst Price Target increased from $613.59 to $646.30, reflecting a higher valuation outlook.
  • Discount Rate decreased slightly from 8.50% to 8.47%.
  • Revenue Growth projection edged up from 22.36% to 22.82%.
  • Net Profit Margin expectation rose slightly from 57.88% to 57.98%.
  • Future P/E ratio increased from 44.57x to 46.32x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.