摩根士丹利：AppLovin -剥离应用业务后更具价值
2025-06-10 02:16
June 9, 2025 04:01 AM GMT AppLovin Corp | North America It's More Valuable Without the Apps | What's Changed | | | | --- | --- | --- | | AppLovin Corp (APP.O) | From | To | | Price Target | $420.00 | $460.00 | We are bullish on APP's plan to sell its apps segment, which we expect would enhance shareholder value and be neutral to future earnings. By effectively shifting profits to the higher multiple ad segment, we believe APP would actually be more valuable without its 1P games. Remain OW, PT to $460. Key T ...