周四盘中，移动广告技术公司AppLovin（APP）股价大涨17.17%，主要受益于公司发布的强劲第一季度财报以及战略调整计划。
根据AppLovin公布的一季度财报，公司在多个关键指标上均超出分析师预期。AppLovin报告调整后每股收益（EPS）为1.67美元，远超分析师预期的1.46美元；一季度营收达14.8亿美元，同比增长55%，高于分析师预期的13.8亿美元。其中，广告收入表现尤为亮眼，达11.6亿美元，同比增长71%。此外，公司一季度调整后EBITDA为10.1亿美元，也显著高于分析师预期的8.711亿美元。
除了亮眼的财务业绩，AppLovin还宣布了一项重大战略决策。公司同意将其移动游戏部门以约8亿美元的价格出售给英国游戏开发商TripleDot Studios，预计这笔交易将于二季度完成。AppLovin首席执行官Adam Foroughi表示，"我们本质上从来都不是游戏开发商。"此举显示AppLovin正在进一步聚焦其核心的AI驱动广告技术业务。受此利好消息影响，多家券商上调了AppLovin的目标价，其中摩根大通将目标价从270美元上调至355美元，摩根士丹利则将目标价从350美元上调至420美元。
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