AInvest Newsletter
Daily stocks & crypto headlines, free to your inbox
_6ff029a61766633234293.png?format=webp&width=1186&height=250)
BTIG Raises AppLovin Price Target to $547, Keeps Buy Rating Amid Q2 Earnings
ByAinvest
Friday, Aug 15, 2025 3:11 am ET1min read
BTIG raises price target for AppLovin (APP) from $483 to $547 and maintains a Buy rating after the company reported Q2 2025 results slightly better than expectations. The firm notes the launch and expansion of AppLovin's self-serve advertising tool, AXON Ads Manager, in the seasonally strongest quarter, as well as growth through referral programs and international expansion. AppLovin is an American technology company providing end-to-end software and AI solutions for businesses to reach, monetize, and grow their audiences.
BTIG has raised its price target for AppLovin (APP) from $483 to $547 and maintains a Buy rating following the company's Q2 2025 earnings report. The firm highlighted the launch and expansion of AppLovin's self-serve advertising tool, AXON Ads Manager, in the seasonally strongest quarter, as well as growth through referral programs and international expansion.AppLovin's revenue surged 77% to $1.26 billion in Q2 2025, with gross margins improving to 87.7% and operating costs reduced by 29%. The company's earnings per share (EPS) from continuing operations jumped to $2.39, and adjusted EBITDA nearly doubled to $1 billion [1]. Despite missing revenue expectations by 1.2%, AppLovin's strong financial health was reflected in its robust profit and growth metrics [2].
The company's core gaming ad business continues to drive growth, with the MAX marketplace consistently seeing double-digit growth rates. AppLovin plans to launch a self-service platform for advertisers in 2026, with the new AXON Ads Manager serving as the foundation for this platform [1].
Looking ahead, AppLovin's guidance for Q3 CY2025 is $1.33 billion at the midpoint, above analyst estimates of $1.31 billion. The company expects the referral-based launch of AXON to accelerate advertiser onboarding, particularly outside the gaming vertical [2].
References:
[1] https://www.ainvest.com/news/applovin-posts-record-revenue-q2-surges-77-1-26-billion-short-seller-claims-fail-impact-stock-2508/
[2] https://finance.yahoo.com/news/app-q2-deep-dive-platform-072127530.html
Ainvest News articles are AI-generated using advanced large language model (LLM) technology designed to analyze and synthesize publicly available data and news. While AI tools assist in producing initial drafts and insights, all AI generated content published on Ainvest is subject to comprehensive human editorial review before publication. A designated human editor reviews, verifies, and approves each article for factual accuracy, coherence, and compliance with AInvest Fintech Inc’s editorial and disclosure standards.
Despite these review procedures, the information provided may still contain inaccuracies, incomplete data, or time sensitive references due to the inherent limitations of AI generated analysis and evolving changes. The material is provided strictly for informational and educational purposes and does not constitute personalized investment, legal, or financial advice. Readers should independently verify all facts, figures, and statements before making any decision based on this content.
AInvest Fintech Inc. its affiliates, and partners accept no liability or responsibility for any direct or consequential losses arising from reliance on this content. All articles and analyses are subject to revision, update, or removal without prior notice to maintain accuracy and integrity in our publications.
Comments
No comments yet