AppLovin (APP) PT Lowered to $686 by UBS Following Strong Q4 2025 Performance, Axon 2.0 Results

AppLovin Corporation (NASDAQ:APP) is one of the best upside stocks to invest in right now. On February 10, UBS lowered its price target on AppLovin to $686 from $840 while keeping a Buy rating. This announcement was made as the firm noted that AppLovin’s Q4 2025 earnings results exceeded expectations due to strong performance from Axon 2.0, increased e-commerce spending, and higher advertiser adoption.

However, Wedbush analyst Michael Pachter raised the firm’s price target on AppLovin on the same day to $640 from $465 and maintained an Outperform rating. The firm highlighted AppLovin’s solid earnings beat and significant future growth opportunities and noted that the company is benefiting from strong momentum in gaming.

Jefferies lowered its price target on AppLovin Corporation (NASDAQ:APP) to $700 from $860 with a Buy rating. The firm described the results as impressive and remains constructive on the stock following the earnings report, despite the reduction in the price target.

AppLovin Corporation (NASDAQ:APP) builds a software-based platform for advertisers to enhance the marketing and monetization of their content in the US and internationally. It has two segments: Advertising and Apps.

While we acknowledge the potential of APP as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.