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AppLovin下滑,即使花旗增加了90天的催化剂观察

2026-06-02 21:26

  • AppLovin (APP) slipped 1.8% in premarket trading on Tuesday even as Citi added a 90-day catalyst watch to the stock.
  • "We see scope for potential upside as AppLovin’s eCommerce platform migrates from the pilot/referral phase to general availability by June 30, 2026," analysts at the firm wrote in a note to clients. "Currently, new eCommerce customers are somewhat limited as new firms must receive a referral code to join the platform. We expect general availability will open up the platform and may result in an acceleration of store growth and eCommerce revenue. We’d note, ahead of general availability, AppLovin seems to have increased Axon marketing. Axon.ai was a recent sponsor of both the All-In podcast and Founders podcasts. We would expect additional marketing efforts ahead of a general availability later this month."
  • The firm has a Buy rating and a $710 price target on AppLovin.

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