AppLovin (APP) PT Lowered to $686 by UBS Following Strong Q4 2025 Performance, Axon 2.0 Results

Core Viewpoint - AppLovin Corporation (NASDAQ:APP) is currently viewed as a strong investment opportunity, with various analysts adjusting their price targets following the company's impressive Q4 2025 earnings results, driven by Axon 2.0, increased e-commerce spending, and higher advertiser adoption [1][2][3]. Group 1: Analyst Ratings and Price Targets - UBS lowered its price target on AppLovin to $686 from $840 while maintaining a Buy rating, citing strong Q4 2025 earnings results [1]. - Wedbush analyst Michael Pachter raised the price target on AppLovin to $640 from $465, maintaining an Outperform rating, highlighting solid earnings and future growth opportunities [2]. - Jefferies also lowered its price target on AppLovin to $700 from $860 but retained a Buy rating, describing the earnings results as impressive [3]. Group 2: Company Overview - AppLovin Corporation operates a software-based platform for advertisers, focusing on enhancing marketing and monetization of content both in the US and internationally, with two main segments: Advertising and Apps [4].