AppLovin (APP) Positioned for Ad Growth Beyond Gaming, Says Jefferies

6 days ago 11

Ghazal Ahmed

Sun, December 14, 2025 astatine 12:42 PM CST 1 min read

AppLovin Corporation (NASDAQ:APP) is 1 of the AI Stocks successful the Spotlight for Investors. On December 11, Jefferies raised its terms people connected the banal to $860.00 from $800.00 portion maintaining a “Buy” rating. Analysts astatine the steadfast spot beardown advertisement maturation imaginable for AppLovin, citing assurance successful borderline scalability and enlargement beyond gaming.

Jefferies has deemed AppLovin arsenic an “emerging person successful the mobile advertizing market.” Three cardinal factors enactment the firm’s bullish outlook. First, analysts spot a adjacent and medium-term upside to gross estimates successful the advertizing business.

Second, they judge AppLovin whitethorn execute a semipermanent adjusted EBITDA borderline of 80%, highlighting its profitability potential. Finally, the steadfast believes that the institution whitethorn grow beyond gaming, powering the “next limb of rev maturation successful FY26 and beyond.”

 “The hold into e-commerce and different beyond gaming verticals gives america assurance that the advertizing concern tin support 30%+ maturation implicit the adjacent fewer years.”

AppLovin Corporation (NASDAQ:APP) provides a starring selling level powered by AI technology.

While we admit the imaginable of APP arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: 12 Must-Watch AI Stocks connected Wall Street and 11 AI Stocks Analysts Are Watching Closely.

Disclosure: None.


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