Analysts Recalibrate AppLovin Price Targets After Q4 Beat as Genie Debate Continues
Deutsche Bank highlights improved risk‑reward after the Project Genie selloff with the technology’s impact still uncertain.
Overview
- UBS cut its AppLovin price target to $686 from $840 on Feb. 10 and kept a Buy rating, citing a Q4 2025 beat driven by Axon 2.0, e‑commerce spend, and stronger advertiser adoption.
- Jefferies reduced its target to $700 from $860 with a Buy rating, while Wedbush’s Michael Pachter raised his target to $640 from $465 and maintained an Outperform rating.
- AppLovin’s latest results topped expectations, reinforcing momentum in its advertising platform and app monetization business across its Advertising and Apps segments.
- Deutsche Bank said the stock’s risk‑reward has meaningfully improved after the selloff tied to Google’s Project Genie and argued it is too early to judge potential disruption.
- The bank also noted Genie could expand game content and ultimately enhance advertising opportunities for platforms such as AppLovin, despite near‑term investor concerns.