文章核心观点 - 罗素1000指数涵盖美国95%市值的股票，YCharts筛选出截至2025年3月31日的12个月内表现最佳的股票，AppLovin和Palantir Technologies排名靠前，部分华尔街分析师预计这两只股票明年仍有上涨空间 [1] AppLovin相关情况 - 开发广告技术软件，可让开发者在移动和联网电视广告活动中推广应用并实现盈利，历史上平台广告多集中于视频游戏，现推出电子商务广告产品拓展核心直接面向消费者市场 [2] - 凭借推荐引擎Axon实现差异化，其机器学习算法评估广告展示潜在价值，匹配广告商需求和最合适的发布商资源，受益于网络效应，预测能力随时间提升 [3] - 第四季度财报表现强劲，营收增长44%至14亿美元，GAAP收益增长253%至每股摊薄收益0.49美元，新电子商务广告产品数月内达到10亿美元年化营收，预计2025年约占营收10% [4] - 首席执行官强调第四季度在直接面向消费者品牌之外的试点成功，全球超1000万家在线广告企业或可使用其平台，可寻址市场正在扩大 [5] - 华尔街预计公司2025年收益增长45%，当前53倍的市盈率相对便宜，PEG比率为1.2，Axon过去六个季度平均超出共识收益预期26%，建议耐心投资者买入 [6] - Loop Capital Markets的Rob Sanderson给予AppLovin目标价每股650美元，较当前股价238美元有173%的上涨空间 [10] Palantir Technologies相关情况 - 开发软件平台，帮助商业组织和政府机构整合和分析复杂数据，关键差异化在于基于本体的软件架构，用户可通过分析应用和机器学习模型查询本体数据以获取洞察并推动决策 [7][8] - 2023年推出人工智能平台AIP，增强核心分析平台，支持大语言模型和自然语言处理 [9] - Wedbush Securities的Dan Ives给予Palantir目标价每股120美元，较当前股价94美元有28%的上涨空间 [10] - 推出AIP后财务业绩持续提升，第四季度营收增长36%至8.28亿美元，连续第六次加速，非GAAP净收入增长75%至每股摊薄收益0.14美元 [11] - 华尔街预计Palantir 2025年调整后收益增长36%，当前229倍的调整后市盈率看似过高，PEG比率为6.4，过去六个季度平均超出共识收益预期13%，但当前估值仍显昂贵 [12] - 分析师Dan Ives认为虽当前估值高，但投资者应展望未来，预计Palantir可能在两三年内实现1万亿美元市值，较当前2200亿美元市值有355%的上涨空间 [13]

RADNOR, Pa., April 19, 2025 /PRNewswire/ -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) informs investors that securities class action lawsuits have been filed against AppLovin Corporation ("AppLovin") (NASDAQ: APP) on behalf of those who purchased or otherwise acquired AppLovin securities between May 10, 2023, and February 25, 2025, inclusive (the "Class Period"). The lead plaintiff deadline is May 5, 2025.CONTACT KESSLER TOPAZ MELTZER & CHECK, LLP:If you suffered AppLovin losses, you ...

AppLovin TodayAPPAppLovin$238.22 +8.41 (+3.66%) 52-Week Range$60.67▼$525.15P/E Ratio52.47Price Target$424.84Add to WatchlistAppLovin Corporation NASDAQ: APP, a mobile marketing platform, has presented a contrasting image for tech sector investors. The company’s share price soared past $500 after the announcement of outstanding full-year 2024 financial results in February 2025. However, this peak was short-lived, with AppLovin’s stock price dropping since then to around $245, despite the company reporting t ...

NEW YORK, April 18, 2025 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in AppLovin Corporation ("AppLovin" or the "Company") (NASDAQ: APP) of a class action securities lawsuit.CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of AppLovin investors who were adversely affected by alleged securities fraud between May 10, 2023 and February 25, 2025. Follow the link below to get more information and be contacted by a member of our team:https://zlk.com/pslra-1/applovin-corporation-lawsuit ...

AppLovin (NASDAQ: APP ) is undergoing a vital shift from mobile gaming to becoming a pure-play ad-tech powerhouse through its AI-powered AXON platform. With the majority of Q4-24 revenue now stemming from advertising and a divestiture of its Apps segment, theHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc ...

NEW YORK, April 17, 2025 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of AppLovin Corporation (NASDAQ: APP).Shareholders who purchased shares of APP during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.CONTACT US HERE:https://securitiesclasslaw.com/securities/applovin-corporation-loss-submission-form/?id=143335&from=4CLASS PERIOD: May 10, 2023 ...

I initiated coverage on AppLovin Corp (NASDAQ: APP ) back in November last year, where I discussed the disruptive potential inherent to the company. AppLovin has been under the spotlight since the AI proliferation boom began dominating market sentiment in around 2024.I specialize in analyzing individual stocks. With a strong educational background in both finance and economics, I’ve developed a deep fascination with the stock market and the potential it offers to investors at all levels. I keep a close watc ...

RADNOR, Pa., April 15, 2025 (GLOBE NEWSWIRE) -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) informs investors that securities class action lawsuits have been filed in the United States District Court for the Northern District of California against AppLovin Corporation (“AppLovin”) (NASDAQ: APP) on behalf of those who purchased or otherwise acquired AppLovin securities between May 10, 2023, and February 25, 2025, inclusive (the “Class Period”). The lead plaintiff deadline is May 5, 2025 ...

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $100,000 In AppLovin To Contact Him Directly To Discuss Their OptionsIf you suffered losses exceeding $100,000 in AppLovin between May 10, 2023 to February 25, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).[You may also click here for additional information]NEW YORK, April 15, 2025 /PRNewswi ...

RADNOR, Pa., April 14, 2025 /PRNewswire/ -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com)  informs investors that securities class action lawsuits have been filed against AppLovin Corporation ("AppLovin") (NASDAQ: APP) on behalf of those who purchased or otherwise acquired AppLovin securities between May 10, 2023, and February 25, 2025, inclusive (the "Class Period"). The lead plaintiff deadline is May 5, 2025.CONTACT KESSLER TOPAZ MELTZER & CHECK, LLP:If you suffered AppLovin losses, yo ...