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Multiple analysts raised their price targets for AppLovin (APP), with Jefferies and Bank of America setting a high of $860, citing growth in its Axon ad platform.
Wedbush analysis on December 17, 2025, affirms AppLovin's (APP) lead in mobile game ads, with its stock falling 2.98%, while Unity Software's (U) position stabilizes as its stock dips 1.77%.
Zacks Equity Research identifies Skillsoft (SKIL) as a superior value stock compared to AppLovin (APP), citing SKIL's forward P/E of 1.36 versus APP's 72.43.
Digital Turbine's App Growth Platform revenue grew 20% year-over-year to $44.7 million in Q2 fiscal 2026, driven by a 30% surge in ad impressions.
AppLovin (APP) stock surged 89% in six months, driven by a 68% year-over-year revenue increase to $1.41 billion. The rally is supported by strong growth in AI-driven advertising and expansion into Connected TV (CTV), though its high valuation warrants caution.
U.S. stock indices are approaching all-time highs, driven by potent enthusiasm for artificial intelligence and widespread expectations of a Federal Reserve rate cut. This optimism is increasingly tempered by warnings over stretched valuations, the potential for an AI-centric market bubble, and conflicting economic forecasts for 2026.