{"id":891338,"date":"2026-02-09T23:12:30","date_gmt":"2026-02-10T05:12:30","guid":{"rendered":"https:\/\/newsycanuse.com\/index.php\/2026\/02\/09\/jefferies-says-applovin-app-stock-could-double-from-here\/"},"modified":"2026-02-09T23:12:30","modified_gmt":"2026-02-10T05:12:30","slug":"jefferies-says-applovin-app-stock-could-double-from-here","status":"publish","type":"post","link":"https:\/\/newsycanuse.com\/index.php\/2026\/02\/09\/jefferies-says-applovin-app-stock-could-double-from-here\/","title":{"rendered":"Jefferies Says AppLovin (APP) Stock Could Double From Here"},"content":{"rendered":"<article id=\"post-155320\">\n<div>\n<h2><span id=\"TLDR\"><\/span>TLDR<span><\/span><\/h2>\n<ul>\n<li>AppLovin (APP) stock jumped 7% Monday after Jefferies defended the 39% year-to-date decline as \u201ca great buying opportunity\u201d<\/li>\n<li>Jefferies maintained Buy rating with $860 price target, expecting over 50% revenue growth by fiscal year 2026<\/li>\n<li>Stock currently trades at $406.70, down 40% year-to-date as investors worry about AI threats to the business model<\/li>\n<li>Analyst James Heaney calls concerns about CloudX, Meta Audience Network, and Google Genie \u201coverblown risks\u201d<\/li>\n<li>Jefferies expects AppLovin to deliver a revenue beat in Q4 earnings, scheduled for February 11th<\/li>\n<\/ul>\n<hr>\n<p>AppLovin (APP) stock climbed 7% Monday after Jefferies analyst James Heaney stepped in to defend the battered shares. The stock closed Friday at $406.70, down 40% year-to-date.<\/p>\n<p><a href=\"https:\/\/knockoutstocks.com\/stock\/APP\" rel=\"nofollow\"><br \/>\n<img decoding=\"async\" src=\"https:\/\/knockoutstocks.com\/api\/stocks\/APP\/embed\" alt=\"APP Stock Card\"><br \/>\nAppLovin Corporation, APP<br \/>\n<\/a><\/p>\n<p>Heaney kept his Buy rating and $860 price target intact. He called the stock\u2019s steep decline \u201ca great buying opportunity\u201d for investors willing to look past near-term concerns.<\/p>\n<p>The mobile technology company has faced investor skepticism about AI\u2019s potential impact on its advertising platform. Fears centered on new tools from CloudX, Meta Audience Network, and Google Genie.<\/p>\n<blockquote>\n<p>Heaney dismissed these worries as \u201coverblown risks.\u201d He argued they\u2019ve created a pricing dislocation that doesn\u2019t reflect AppLovin\u2019s actual business strength.<\/p>\n<\/blockquote>\n<h2><span id=\"Valuation_Looks_Attractive\"><\/span>Valuation Looks Attractive<span><\/span><\/h2>\n<p>At current levels, <a href=\"https:\/\/blockonomi.com\/applovin-app-stock-shares-sink-on-money-laundering-allegations-from-capitalwatch\/\">AppLovin<\/a> trades at 15 times Jefferies\u2019 fiscal year 2027 EBITDA estimates. That multiple looks cheap for a company Heaney expects to grow revenue by over 50% through fiscal year 2026.<\/p>\n<p>The analyst\u2019s confidence stems from recent survey work and expert checks. Both AppLovin\u2019s core gaming business and its expanding e-commerce division showed positive trends in the research.<\/p>\n<p>Jefferies expects AppLovin to beat revenue forecasts when it reports fourth-quarter results on February 11th. The firm\u2019s surveys \u201ccontinued to be positive\u201d across both major business segments.<\/p>\n<h2><span id=\"Wall_Street_Remains_Bullish\"><\/span>Wall Street Remains Bullish<span><\/span><\/h2>\n<p>Other analysts have also backed <a href=\"https:\/\/blockonomi.com\/applovin-app-stock-q3-earnings-beat-sends-shares-higher-after-hours\/\">AppLovin<\/a> recently despite the stock\u2019s tumble. Needham upgraded shares to Buy with a $700 target, citing strength in e-commerce revenue growth for 2026.<\/p>\n<p>Piper Sandler maintained its Overweight rating and $800 price target. The firm pointed to consistent year-over-year growth in AppLovin\u2019s sellers.json total supply.<\/p>\n<p>Evercore ISI initiated coverage with an Outperform rating and $835 target. The firm called AppLovin\u2019s ad tech platform dominant in mobile gaming.<\/p>\n<p>Benchmark kept its Buy rating with a $775 price target. The firm downplayed concerns about AI-driven game creation tools affecting <a href=\"https:\/\/news.knockoutstocks.com\/applovin-app-stock-climbs-as-jefferies-sees-buying-opportunity\/\">AppLovin\u2019s<\/a> business.<\/p>\n<p>The analyst consensus strongly favors buying AppLovin stock at current levels, with a rating of 1.57. InvestingPro data shows the stock\u2019s RSI indicates oversold territory.<\/p>\n<p>AppLovin\u2019s year-to-date decline of 39.64% has created what multiple analysts view as an entry point. The company provides marketing software and tools that help mobile app developers acquire users and monetize their apps.<\/p>\n<p>Investors will get clarity on the business when AppLovin reports earnings in two days. The February 11th report will test whether Jefferies\u2019 optimism about a revenue beat proves accurate.<\/p>\n<div>\n<p><a href=\"http:\/\/blockonomi.com\/out\/bcbot\" alt=\"BC.Game Casino\" target=\"_blank\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/blockonomi.com\/wp-content\/uploads\/2024\/05\/bc-wide.gif\"><\/a><\/p>\n<\/div><\/div>\n<p><a href=\"https:\/\/blockonomi.com\/jefferies-says-applovin-app-stock-could-double-from-here\/\" class=\"button purchase\" rel=\"nofollow noopener\" target=\"_blank\">Read More<\/a><br \/>\n Trader Edge<\/p>\n","protected":false},"excerpt":{"rendered":"<p>TLDR AppLovin (APP) stock jumped 7% Monday after Jefferies defended the 39% year-to-date decline as \u201ca great buying opportunity\u201d Jefferies maintained Buy rating with $860 price target, expecting over 50% revenue growth by fiscal year 2026 Stock currently trades at $406.70, down 40% year-to-date as investors worry about AI threats to the business model Analyst<\/p>\n","protected":false},"author":1,"featured_media":891339,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[52548,35864],"tags":[],"class_list":["post-891338","post","type-post","status-publish","format-standard","has-post-thumbnail","category-applovin","category-jefferies"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/posts\/891338","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/comments?post=891338"}],"version-history":[{"count":0,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/posts\/891338\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/media\/891339"}],"wp:attachment":[{"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/media?parent=891338"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/categories?post=891338"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/newsycanuse.com\/index.php\/wp-json\/wp\/v2\/tags?post=891338"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}