看好Axon 2.0平台前景投行瑞银和Piper Sandler大幅上调Applovin(APP.US)目标价

智通财经

Sep 27

智通财经APP获悉，投行瑞银和Piper Sandler以Applovin(APP.US)持续展现的业务执行力为由上调了其目标股价。

瑞银分析师克里斯·昆塔里奇在致客户报告中表示："未来12个月内，我们预计AppLovin将通过需求端与供给端双管齐下的扩张举措，提升Axon 2.0平台的效能，进而推动估值倍数与盈利预测的上调。针对二季度财报后的市场调研显示，网络广告客户反馈其推荐项目需求稳固，且存在向财富1000强品牌服务代理商扩大认知的机遇。在移动游戏领域调研中，未发现任何动摇AppLovin行业领导地位的因素。"

昆塔里奇将AppLovin目标股价从540美元大幅上调至810美元，维持"买入"评级并列为该行首选标的。

Piper Sandler分析师詹姆斯·卡拉汉持相似观点，对将于10月1日启动小范围上线的Axon广告管理平台表示期待。

"我们保持乐观态度，"卡拉汉在报告中写道，"管理层对该产品展现出充分信心，我们认为这具有坚实基础。AppLovin正进军规模扩大约20倍的市场，早期迹象表明其有望成为头部广告平台。尽管推广过程将面临挑战且充满波动，市场的积极反馈是合理的。"

卡拉汉重申"增持"评级，将目标股价从500美元上调至740美元。

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