Jefferies projects AppLovin's share of e-commerce advertising budgets will increase to 8.1% in Q4 2026, up from 6.7% a year earlier, maintaining its third-place ranking behind Meta and Google. Advertisers are shifting more budget to AppLovin, expecting 8.3% allocation in 2027. Despite this positive trend and growing advertiser adoption, Jefferies lowered its 2027 revenue forecast by 5% to $10.1 billion and cut its price target to $375, citing muted expectations for new-customer growth. The holiday quarter and improved prospecting campaigns support AppLovin's ad performance outlook.
AppLovin shares trade at USD 279.50 on Pluang as of Oct 09, 2026 03:11 WIB, down 0.64% in the past day. Despite Jefferies' forecast of rising e-commerce ad share to 8.1% in Q4 2026, the stock remains far below its 52-week high of USD 733.60. Market activity shows a heavier sell sentiment with 59% of orders being sell compared to 41% buy, reflecting cautious investor behavior amid mixed growth expectations.
AppLovin's stock jumped 6.5% on October 5, ending a nine-day losing streak caused by a revenue miss, a legal setback with Unity, and doubts about consumer ad growth. Despite a nearly 19% drop in two weeks and a 58% decline over the past year, the com...
AppLovin shares rose 6% to $283.87 following strong Q2 2026 results, including $1.92 billion revenue and $3.76 EPS, slightly beating estimates. The ad-tech sector shows mixed trends, with The Trade Desk down 1% and Digital Turbine up 2%. AppLovin's s...
