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Citi replaces Take-Two with AppLovin as top interactive media pick

Citi elevated AppLovin (APP) to the firm’s top interactive media and entertainment, replacing Take-Two (TTWO). The firm believes AppLovin could be included in the S&P 500 Index in the upcoming index rebalancing round on June 6. Further, the launch of the company’s self-serve tools are apt to accelerate e-commerce revenue in Q4 and 2026, the analyst tells investors in a research note. Citi keeps a Buy rating on the shares with a $600 price target.

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