AppLovin Upgrade Pushes Shares Higher As Analyst Sees Potential TikTok-Like Trajectory

Benzinga_recent_news

01/27

Applovin Corporation (NASDAQ:APP) shares are trading higher on Monday after Needham upgraded the advertising technology company’s stock from a hold to a buy rating and announced a $700 price target. ...

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This strategic pivot is anticipated to mitigate typical seasonal fluctuations and drive quarter-over-quarter growth in early 2026.\nMcTernan indiciated in the note that that AppLovin is at the forefront of integrating AI into advertising, as the company utilizes its AXON platform to optimize ad placements dynamically. This AI-driven approach is not only enhancing user engagement but also maximizing ad revenue potential, setting a new standard in the digital advertising space.\nAccording to the note, the market has shown positive responses to AppLovin’s strategic moves, with notable increases in “pixel adds” and engagement from major brands like Kalshi and Etsy. These developments underscore the growing confidence in AppLovin’s platform and its ability to attract substantial e-commerce spending. Despite recent pullbacks, McTernan sees the weakness as temporary, with a strong upside potential based on current strategies and market positioning.\nLooking ahead, McTernan remains bullish on the long-term prospects for AppLovin, citing the company’s potential to mirror the explosive growth trajectory similar to TikTok’s advertising ramp-up in the U.S. With continued innovation, AppLovin is enhancing its current offerings and is well-positioned to lead the next wave of digital advertising evolution, according to the analyst.\n“We think there is potential upside to our estimates in our bull case which assumes APP revenue can experience a similar trajectory as TikTok,” McTernan said.\nApplovin is a vertically integrated advertising technology company that acts as a demand-side platform for advertisers, a supply-side platform for publishers, and an exchange facilitating transactions between the two. About 80% of Applovin’s revenue comes from the DSP, AppDiscovery, while the remainder comes from the SSP, Max.\nThe company’s primary tool for future growth is AXON 2, which is an ad optimizer operating within the DSP that allows advertisers to place ads according to specified return thresholds. This strategic focus on enhancing its technology offerings is crucial as it aims to capture more advertising dollars in a competitive market.\nInvestors are looking ahead to the next earnings report on Feb. 11, 2026.\nAPP Price Action: AppLovin shares were up 4.36% at $547.30 at the time of publication on Monday, according to Benzinga Pro data.\nThis content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}