Analyst sees entry point in AppLovin following short seller report

Investing.com

28 Feb

Investing.com -- Bank of America reiterated Applovin Corp (NASDAQ:APP) as its top stock pick, saying the mobile adtech firm’s financial performance and growth outlook remain strong despite recent declines following a short seller report.

The brokerage highlighted multiple catalysts through the first half of 2025 to sustain AppLovin’s rally, citing superior profit margins and long-term growth projections that outpace industry peers.

It also pointed to the company’s expanding role in transforming mobile gaming into an e-commerce advertising platform.

BofA sees the recent share price drop as a buying opportunity, noting that AppLovin now trades at a discount to peers despite expected EBITDA growth of 51% through 2026. It maintained a price target of $580, arguing that any valuation discount should fade as investors gain clarity on the company’s business model.

AppLovin’s CEO addressed what the firm called inaccuracies in the short seller report during a Feb. 26 call with analysts and in a blog post. CEO emphasized that the company’s auction process is fair, with safeguards including a Big Four audit to ensure compliance, and denied claims of ad fraud.

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It also pointed to the company’s expanding role in transforming mobile gaming into an e-commerce advertising platform.BofA sees the recent share price drop as a buying opportunity, noting that AppLovin now trades at a discount to peers despite expected EBITDA growth of 51% through 2026. It maintained a price target of $580, arguing that any valuation discount should fade as investors gain clarity on the company’s business model.AppLovin’s CEO addressed what the firm called inaccuracies in the short seller report during a Feb. 26 call with analysts and in a blog post. 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CEO emphasized that the company’s auction process is fair, with safeguards including a Big Four audit to ensure compliance, and denied claims of ad fraud. \nRelated Articles\nAnalyst sees entry point in AppLovin following short seller report\nTesla seeking approval to offer ride-hailing services in California, Bloomberg News reports\nStarlink owner Musk wrongly accuses Verizon of faulty US aviation system","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}}}