BUZZ-AppLovin shares dip as competition in ad market heats up

Reuters

Feb 12

** Shares of marketing platform AppLovin APP.O down 4.38% to $436.81 premarket

** Co faces a tougher market as competition for ad dollars from Big Tech and newer advertising platforms intensifies

** J.P. Morgan says "Meta is the only one that we believe has merit, with APP shares likely to remain sensitive to any spikes in Meta spend"

** Co beat Q4 sales estimates on Wednesday, driven by strong demand for its advertising services and AI-powered tools

** APP forecasts Q1 sales between $1.75 bln and $1.78 bln, above estimates of $1.70 bln.

** 26 of 30 brokerages rate the stock "buy" or higher, 3 "hold" and 1 "sell"; their median PT is $702.5 - data compiled by LSEG

** As of last close, stock down 32.20% YTD

(Reporting by Kanishka Ajmera in Bengaluru)

((mail to: Kanishka.Ajmera@thomsonreuters.com))

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Morgan says \"<a href=\"https://laohu8.com/S/META\">Meta</a> is the only one that we believe has merit, with APP shares likely to remain sensitive to any spikes in Meta spend\"     </p><p>** Co beat Q4 sales <span>estimates</span> on Wednesday, driven by strong demand for its advertising services and AI-powered tools</p><p>     ** APP forecasts Q1 sales between $1.75 bln and $1.78 bln, above estimates of $1.70 bln.</p><p>** 26 of 30 brokerages rate the stock \"buy\" or higher, 3 \"hold\" and 1 \"sell\"; their median PT is $702.5 - data compiled by LSEG</p><p>** As of last close, stock down 32.20% YTD</p><p>(Reporting by Kanishka Ajmera in Bengaluru)</p><p>((mail to: Kanishka.Ajmera@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"APP","symbol_name":"AppLovin Corporation","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260212:nL6N3Z80QY:1","article_id":"2610942674","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2610942674","pubTimestamp":1770893961,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-AppLovin shares dip as competition in ad market heats up** Shares of marketing platform AppLovin APP.O down 4.38% to $436.81 premarket** Co faces a tougher market as competition for ad dollars from Big Tech and newer advertising platforms intensifies ** J.P. 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Morgan says \"Meta is the only one that we believe has merit, with APP shares likely to remain sensitive to any spikes in Meta spend\"     ** Co beat Q4 sales estimates on Wednesday, driven by strong demand for its advertising services and AI-powered tools     ** APP forecasts Q1 sales between $1.75 bln and $1.78 bln, above estimates of $1.70 bln.** 26 of 30 brokerages rate the stock \"buy\" or higher, 3 \"hold\" and 1 \"sell\"; their median PT is $702.5 - data compiled by LSEG** As of last close, stock down 32.20% YTD(Reporting by Kanishka Ajmera in Bengaluru)((mail to: Kanishka.Ajmera@thomsonreuters.com))","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"}}}