AppLovin: Now It's Time To Jump In (Rating Upgrade)
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AppLovin has been upgraded to a 'Buy' due to its reasonable valuation and strong growth prospects. The company reported significant Q4 growth and is strategically pivoting to an advertising platform, with a potential gaming unit sale to Tripledot Studios.
March 11, 2025 | 10:15 am
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AppLovin has been upgraded to a 'Buy' due to its strong Q4 performance and strategic shift towards an advertising platform. The potential sale of its gaming unit to Tripledot Studios could enhance margins and growth.
The upgrade to 'Buy' is based on AppLovin's strong Q4 results, including a 44% YoY increase in sales and a 78% YoY increase in adjusted EBITDA. The strategic pivot to an advertising platform and potential sale of its gaming unit to Tripledot Studios are expected to drive higher margins and growth, making the stock more attractive to investors.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100