由于美国银行因对增长前景的担忧而下调评级，AppLovin股价下跌

2026-08-11 20:45

AppLovin (APP) shares slid 2% in premarket trading as Bank of America downgraded the mobile technology firm, citing concerns about its growth outlook.
“We believe the risks to APP’s articulated 30% Y/Y LT revenue growth trajectory (including 'Consumer') have increased,” analyst Omar Dessouky wrote in a note to clients. “Post Q2 print, Engineer-directed improvements to Gaming models appear to be the primary driver of Q/Q growth, while it has become unclear whether self-learning growth of 3-5% Q/Q still applies. The future trajectory of self-learning was not explicitly addressed on the recent print, Q3 guidance, or thereafter, and we think it plausible that given AppLovin’s high relative market share (we think 2x its next largest competitor), 3% Q/Q growth LT, based on self-learning alone, may no longer apply.”
Dessouky lowered his rating on AppLovin to Neutral from Buy and cut his price target to $400 from $430.
AppLovin shares are down 45% year-to-date and fell sharply after the company reported second-quarter results earlier this month that prompted several other Wall Street firms to downgrade the stock.

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