Morgan Stanley has raised its rating for the shares of AppLovin $APP (-1.57%) shares, but at the same time lowered the price target. The analysts justify the change with positive operational developments, but see short-term risks for the valuation. Despite the price target correction, the outlook remains optimistic in the long term, particularly with regard to the advertising technology business.

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$APP (-1.57%)

The AppLovin offer for TikTok is provisional

White House heavily involved in TikTok deal talks

Amazon and OnlyFans founders also join the bidding race for TikTok

April 3 (Reuters) - Marketing platform AppLovin (APP.O), opens new tabgave notice on Thursday that it has made a bid for TikTok assets outside China, ahead of an April 5 deadline set by U.S. President Donald Trump to find a non-Chinese buyer for the short-video app used by 170 million Americans.

AppLovin said in a regulatory filing that its proposal for TikTok was preliminary and there was no guarantee that a transaction would materialize.

Bidders for the short-form video social media company are piling up as the deadline for TikTok to find a buyer approaches over the weekend. TikTok did not immediately respond to a Reuters request for comment.

"The addition of TikTok could accelerate AppLovin's transition to a global advertising powerhouse, but regulatory and geopolitical complexities remain a critical variable for investors," said Michael Ashley Schulman, chief investment officer at Running Point Capital.

Amazon (AMZN.O), opens new taband also a consortium led by OnlyFans founder Tim Stokely are the latest to throw their hat in the ring for TikTok.

US authorities raised security concerns about the app's links to China, which TikTok and its owner ByteDance denied.

Trump said last month that his administration was in contact with four different groups about the sale of the platform, without naming them.

The White House has been involved to an unprecedented degree in the closely watched negotiations over the deal, effectively playing the role of an investment bank.

Trump also said he would consider a deal for TikTok in which China agrees to sell ByteDance's short video app in exchange for an exemption from US tariffs on Chinese imports.

Private equity firm Blackstone (BX.N), opens new tabReuters reported that the firm is currently discussing joining ByteDance's non-Chinese shareholders, led by Susquehanna International Group and General Atlantic, in contributing fresh capital to a bid for TikTok's US business.

https://www.reuters.com/technology/applovin-bids-tiktok-all-markets-outside-china-2025-04-03/

if it falls, we will buy more. ✌️

Due to the short attacks, an independent auditor will be appointed to investigate the allegations. According to $APP (-1.57%) that the company is taking the whole thing seriously, has nothing to hide and wants to act transparently.

"PALO ALTO, Calif.--(BUSINESS WIRE)-- AppLovin Corporation, (NASDAQ: APP) ("AppLovin" or the "Company") today announced that it has retained Alex Spiro, partner and Co-Chair of the Investigations, Government Enforcement & White Collar Defense Practice at Quinn Emanuel Urquhart & Sullivan, a nationally recognized legal firm with deep expertise in securities and corporate investigations, to conduct an independent review and investigation into recent short report activity targeting the Company."

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$APP (-1.57%) next short report out.

The accusations are relatively similar to those in the first report.

https://de.investing.com/news/stock-market-news/applovinaktie-sturzt-nach-bericht-von-leerverkaufer-ab-93CH-2933490

to a green Friday.😉

I made some changes to my portfolio yesterday and added to a few positions and bought a few new derivatives as I was expecting a counter-reaction.

I also sold the put on the S&P once with a 55% profit, but I can imagine trading it again.

I have small amounts in these stocks in my long-term portfolio $HIMS (-2.1%) , $GOOGL (-1.1%), $AMZN (-1.37%) and $MAIN (-1.11%) invested in these stocks.

I have invested the derivatives in $CEG (+1.02%) , $APP (-1.57%) , $ANET (+1.72%) and $AXON (+1.08%) . These have repeatedly turned at certain levels in the last few days in the weak market environment. I have therefore chosen the KO thresholds approx. 10% lower. These 4 investments are all very short-term. The target is 25-30%. Due to the leverage, 1-2 good days are enough.

I wish everyone green portfolios today. Good luck.

$APP (-1.57%)

Shares of AppLovin (NASDAQ: NASDAQ:APP) gained 6% after the company announced a large share buyback worth $500 million. The move is a strategic response to the previous week's 22% drop in the share price, which was triggered by negative sentiment due to short-seller reports.

In a nutshell:

Controversy over business practices weighs on share price

Analysts emphasize strong fundamentals

AI advertising technology remains competitive advantage

Share buybacks as a sign of confidence

Despite the downturn, Wall Street analysts were quick to protect AppLovin. Several firms called the price drop a buying opportunity, citing robust fundamentals and a competitive advantage in mobile app monetization. The swift reaction illustrates the polarized views shaping the company's narrative in the financial markets.

AI innovation at the core

AppLovin's AI-powered advertising engine remains central to its appeal. The platform, which is designed to optimize revenue for app developers, has driven impressive growth and positioned the company as a market leader in the ad tech space. Analysts argue that this technology underpins the long-term potential, even if critics question the practices.

The company's ability to use artificial intelligence sets it apart in a crowded digital advertising landscape. Competitors like Meta and Google dominate broader markets, but AppLovin's focus on mobile gaming and app ecosystems creates a lucrative niche. This specialization has drawn both praise and skepticism and reinforces its current market focus.

Financial metrics signal strength

Key indicators reveal AppLovin's underlying stability amidst the storm:

Revenue projections for 2025 show significant growth, building on prior year profits.

Debt remains manageable relative to market capitalization.

Cash reserves provide a buffer against short-term volatility.

These metrics strengthen the case for resilience and suggest that the company can survive the current test. However, investors remain vigilant as the interplay between operational strength and market sentiment unfolds.

https://www.stock-world.de/applovin-aktie-aktuelle-wirtschaftszahlen-analysiert/