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AppLovin price target raised to $420 from $350 at Morgan Stanley

Morgan Stanley raised the firm’s price target on AppLovin (APP) to $420 from $350 and keeps an Overweight rating on the shares. The company “delivered a strong beat” as the core gaming ads outperformed and non-gaming continued to build momentum, the analyst tells investors. The firm, which comes away from earnings “incrementally bullish on the opportunity ahead for further share gains,” as raised its FY25 and FY26 EBITDA estimates by 18% each.

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