{"id":246418,"date":"2025-10-28T13:39:08","date_gmt":"2025-10-28T13:39:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/246418\/"},"modified":"2025-10-28T13:39:08","modified_gmt":"2025-10-28T13:39:08","slug":"applovin-app-rated-buy-at-deutsche-bank-on-strength-of-ai-driven-advertising-platform","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/246418\/","title":{"rendered":"AppLovin (APP) Rated Buy at Deutsche Bank on Strength of AI-Driven Advertising Platform"},"content":{"rendered":"\n

AppLovin Corporation (NASDAQ:APP<\/a>) is one of the AI Stocks Making Waves on Wall Street.<\/a>\u00a0On October 22, Deutsche Bank initiated the stock as \u201cBuy\u201d with a $705 price target. The firm stated that the mobile tech company is firing on all cylinders and has built the \u201cbest-in-class\u201d advertising technology.<\/p>\n

Deutsche Bank analyst Benjamin Black noted that AppLovin is a dominant player within the mobile games\u2019 user acquisition advertising space. It currently boasts an 80% market share on the supply side and more than 55% on the demand side.<\/p>\n

According to Black, \u201cother than select walled gardens, no other ad platform can rival its +1bn-strong DAU [Daily Active Users] reach. APP has built best-in-class ad tech that becomes more performant the larger the company\u2019s scale.\u201d<\/p>\n

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\u201cAPP has built best-in-class ad tech that becomes more performant the larger the company\u2019s scale. More throughput (gross ad spend) \u2192 more signal for the model \u2192 better performance \u2192 more ad spend\u2026 and so the flywheel continues, creating a deeper and deeper moat. APP\u2019s Axon model is vertical agnostic and performs well across the open web, and AppLovin is now expanding into eCommerce advertising, which is multiple times the size of the mobile game in-app advertising TAM. Moving further down the road, we don\u2019t discount the possibility of the company penetrating other larger categories like financial services, media & entertainment, healthcare, and any transactional service on the web. Our analysis suggests that AppLovin likely can beat Street consensus for 2027 top line (25% CAGR growth over the 2024\u20132027 period) even with modest 5\u201310% penetration of the incremental ad spend by eCommerce companies. Traction in eCommerce should increase the diversity of ads which could drive improved ad conversions (to the benefit of take rates) and could attract incremental supply from game publishers that have been reluctant to advertise competing games on their platform.\u201d<\/p>\n

AppLovin Corporation (NASDAQ:APP) provides a leading marketing platform powered by AI technology.<\/p>\n

While we acknowledge the potential of APP as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock<\/a>.<\/p>\n

READ NEXT: 10 AI Stocks Analysts Are Watching Closely<\/a> and 10 Trending AI Stocks on Wall Street\u2019s Radar<\/a><\/p>\n

Disclosure: None.<\/p>\n","protected":false},"excerpt":{"rendered":"AppLovin Corporation (NASDAQ:APP) is one of the AI Stocks Making Waves on Wall Street.\u00a0On October 22, Deutsche Bank…\n","protected":false},"author":2,"featured_media":246419,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[146387,109148,9456,123517,64,63,146389,96993,203,146388,105],"class_list":{"0":"post-246418","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-mobile","8":"tag-advertising-technology","9":"tag-ai-stock","10":"tag-ai-technology","11":"tag-applovin","12":"tag-au","13":"tag-australia","14":"tag-benjamin-black","15":"tag-deutsche-bank","16":"tag-mobile","17":"tag-mobile-tech-company","18":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/246418","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=246418"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/246418\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/246419"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=246418"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=246418"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=246418"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}