美股异动丨AppLovin盘前跌5.7%，强劲业绩表现仍未缓解市场恐慌情绪，遭小摩下调目标价至500美元

格隆汇02-12

AI营销平台AppLovin(APP.US)盘前跌5.7%，，报430.94美元。消息面上，AppLovin去年第四季度业绩表现强劲，营收同比增长66%至16.6亿美元，高于分析师预期的16亿美元；调整后EBITDA同比增长82%至14亿美元，EBITDA利润率为84%；每股收益3.24美元，超过分析师预期的2.95美元。 AppLovin联合创始人兼CEO Adam Foroughi CEO强硬回应称市场情绪与现实脱节，强调AI带来的内容爆发将使公司的流量分发能力更加稀缺，并指出竞价密度的增加反而提升了平台收益。业绩公布后，摩根大通将Applovin的目标价从650美元下调至500美元，Piper Sandler将其目标价从800美元下调至650美元。(格隆汇)

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