文章核心观点 - 分析师此前对AppLovin股票的看涨观点是其最佳选股之一，自2024年8月以来该股票上涨255%，近期股价回调后仍有诸多理由保持看涨 [1] 分析师背景 - 分析师是经验丰富的首席财务官，在油田和房地产行业有深厚背景，有超十年金融经验，曾主导国内外复杂尽职调查和并购交易 [1] - 近年来分析师对上市公司股权研究分析产生浓厚兴趣，为迪拜一家资产管理规模超2000万美元的家族办公室提供股权研究服务 [1] - 分析师擅长分析财务报表、评估市场趋势、识别不同行业增长关键驱动因素，热衷于了解股权研究行业最新动态，通过继续教育和专业发展提升技能和知识 [1]

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In AppLovin To Contact Him Directly To Discuss Their Options If you purchased or acquired securities 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 13, 2025 (GLOBE NEWSWIRE) -- Faruqi ...

In a week of market volatility, the adtech sector was on fire this week after a down week to start April. The recovery is no surprise, as investors got a bit of good news from the Trump administration -- at least relative to what we knew a week ago.According to data provided by S&P Global Market Intelligence, shares of AppLovin (APP -4.81%) were up as much as 19.9%, Reddit (RDDT -1.42%) jumped 17%, and Spotify (SPOT -1.03%) was up 12.7%. The stocks were up 13.9%, 15.1%, and 8.4%, respectively, for the week ...

NEW YORK, April 11, 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 ...

The S&P 500 (SNPINDEX: ^GSPC) tumbled as much as 19% from its high during the recent stock market rout. The benchmark index rebounded more than 9% on April 9 when President Donald Trump announced a 90-day delay on the reciprocal tariffs he unveiled a week earlier, but it dropped sharply again on April 10 and remains firmly in correction territory at 15% below its record high.Of course, the stock market may fall even further if the Trump administration proceeds with the tariffs after the postponement expires ...

NEW YORK, April 10, 2025 (GLOBE NEWSWIRE) -- The law firm of Kirby McInerney LLP reminds investors that a class action lawsuit has been filed in the U.S. District Court for the Northern District of California on behalf of those who acquired AppLovin Corporation (“AppLovin” or the “Company”) (NASDAQ:APP) securities during the period from May 10, 2023, through February 25, 2025 (“the Class Period”). Investors have until May 5, 2025, to apply to the Court to be appointed as lead plaintiff in the lawsuit. [LEAR ...

RADNOR, Pa., April 9, 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 ...

文章核心观点 - 探讨AppLovin和UiPath两只AI驱动科技股哪个更具投资机会，认为AppLovin是更强投资选择 [2][13] AppLovin情况 业务优势 - 能将AI融入广告技术平台，在移动广告商寻求基于绩效解决方案背景下有优势，战略聚焦游戏和非游戏应用货币化拓宽市场、使收入基础多元化 [3] - 正转型为纯广告平台，出售9亿美元游戏部门后专注广告技术，投资自动化以服务超1000万家企业的全球数字广告市场 [4] 财务表现 - 2024年第四季度收入同比增长44%，调整后EBITDA同比增长78%、环比增长17.5%，净收入同比猛增248%、环比增长38% [5] 盈利预期 - Zacks对其2025年销售额和每股收益的共识估计分别同比增长20%和51%，过去30天每股收益估计呈上升趋势 [9] 估值情况 - 远期销售倍数为13.4倍，高于其中位数9.77倍 [12] UiPath情况 业务优势 - 是快速扩张的RPA市场领导者，综合自动化平台利于利用AI驱动自动化解决方案需求增长 [6] - 通过与微软、亚马逊AWS和Salesforce等全球合作伙伴战略协作实现增长，关键产品创新使其能抓住AI驱动自动化支出增长机会，还受益于高净收入留存率和深厚企业关系 [7][8] 财务表现 - 2025财年第四季度收入同比增长5%，达4.24亿美元，季度年度经常性收入增至16.7亿美元，同比增长14% [7] 盈利预期 - Zacks对其2025年销售额的共识估计同比增长7%，每股收益预计持平，过去30天每股收益估计呈下降趋势 [10] 估值情况 - 远期销售倍数为3.51倍，低于其12个月中位数4.61倍 [12]

文章核心观点 Robbins Geller Rudman & Dowd LLP宣布AppLovin集体诉讼案中，2023年5月10日至2025年2月25日期间购买该公司证券的投资者需在2025年5月5日前申请成为首席原告，诉讼指控AppLovin及其高管违反1934年《证券交易法》 [1] 案件相关信息 - AppLovin集体诉讼案名为Quiero v. AppLovin Corporation, Inc., No. 25 - cv - 02294 (N.D. Cal.) [1] - 若投资者遭受重大损失并想成为首席原告，可通过指定链接提供信息，也可联系律所律师 [2] - 诉讼指控被告在集体诉讼期间营造虚假印象，称AppLovin的AXON 2.0数字广告平台和“前沿AI技术”能更高效匹配广告与移动游戏等，实际该公司利用Meta Platforms的广告数据，采用操纵手段通过“后门安装计划”强迫用户安装应用，虚增安装数量和利润 [3] - 2025年2月26日分析师报告指出AppLovin逆向工程并利用Meta Platforms广告数据，采用操纵手段人为夸大广告点击率和应用下载率，消息传出后AppLovin股价下跌超12% [4] 首席原告流程 - 1995年《私人证券诉讼改革法案》允许集体诉讼期间购买AppLovin证券的投资者申请成为首席原告 [5] - 首席原告通常是对假定集体所寻求救济具有最大经济利益、且能代表假定集体的申请人，代表所有其他集体成员指导诉讼，可选择律所进行诉讼，投资者能否分享未来潜在赔偿与是否担任首席原告无关 [5] 律所相关信息 - Robbins Geller Rudman & Dowd LLP是全球领先的代表投资者处理证券欺诈案件的律所，过去十年中有六年在ISS证券集体诉讼服务排名中位居第一，为投资者追回66亿美元，比过去四年中任何其他律所多追回超22亿美元 [6] - 律所拥有200名律师，分布在10个办公室，其律师获得过许多历史上最大的证券集体诉讼赔偿，包括有史以来最大的72亿美元赔偿 [6]

文章核心观点 - 资深研究分析师退休后独立在Seeking Alpha分享投资见解，结合量化与金融理论分析公司和股票 [1] 分析师背景 - 拥有超43年投资研究公司工作经验，曾在多家机构任职，如曾担任Value Line助理研究总监 [1] - 有丰富股票研究经验，覆盖各类股票，还开发并运用过多种量化模型 [1] - 曾管理高收益固定收益基金，进行过量化资产配置策略研究，是如今智能投顾的基础 [1] - 曾编辑或撰写多份股票时事通讯，最著名的是《福布斯低价股报告》 [1] 投资理念 - 擅长基于规则/因素的股票投资策略，与其他有类似背景的人不同，不被数字左右，而是用数字启发投资故事 [1] - 理解量化投资，但不认同其他量化投资者只痴迷统计研究，而是结合量化与金融基础理论分析公司和股票 [1] - 认为投资关注未来，数字反映过去，应通过数字挖掘未来可能发生的故事 [1] 投资者教育 - 热衷于投资者教育，举办过众多股票选择和分析研讨会，还著有两本书《筛选市场》和《价值关联》 [1] 新开始 - 期待在Seeking Alpha的新身份，希望读者喜欢其分享内容，也欢迎批评建议 [1]