美股异动丨AppLovin盘前跌5.7%,强劲业绩表现仍未缓解市场恐慌情绪,遭小摩下调目标价至500美元

格隆汇
Feb 12

AI营销平台AppLovin(APP.US)盘前跌5.7%,,报430.94美元。 消息面上,AppLovin去年第四季度业绩表现强劲,营收同比增长66%至16.6亿美元,高于分析师预期的16亿美元;调整后EBITDA同比增长82%至14亿美元,EBITDA利润率为84%;每股收益3.24美元,超过分析师预期的2.95美元。 AppLovin联合创始人兼CEO Adam Foroughi CEO强硬回应称市场情绪与现实脱节,强调AI带来的内容爆发将使公司的流量分发能力更加稀缺,并指出竞价密度的增加反而提升了平台收益。 业绩公布后,摩根大通将Applovin的目标价从650美元下调至500美元,Piper Sandler将其目标价从800美元下调至650美元。(格隆汇)

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