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花旗取消90天催化剂观察,AppLovin成为焦点

2026-06-22 20:21

  • AppLovin (APP) was in focus on Monday as Citi removed a 90-day catalyst watch on the enterprise software and mobile gaming company.
  • Shares fell 2.4% in premarket trading.
  • “We are removing our positive catalyst watch as we now expect a slower ramp in eCommerce clients following Axon’s general availability,” Citi analysts wrote in a note. “We believe AppLovin will continue prioritizing targeted marketing to more sophisticated audiences (e.g., via channels like the All-In and Founders podcasts), with a gradual expansion into broader marketing over time. This measured approach supports deliberate brand building while enabling continued model refinements, reducing the risk of onboarding an influx of customers who may later churn due to fixable issues. However, with this strategy, we no longer anticipate a near-term inflection in client growth.”
  • Citi has a Buy rating and a $710 price target on AppLovin.

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