AppLovin's AI Platform Grows 68%, Salesforce's Data Cloud Aims for AI Leadership
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 19 2026
0mins
Source: NASDAQ.COM
- AppLovin Growth Catalyst: AppLovin's AI-powered adtech platform Axon-2 achieved a 68% year-over-year growth last quarter, and despite its stock trading 22% below its 52-week high, the rapid revenue growth and expansion plans indicate strong market potential.
- Salesforce Data Cloud Strategy: Salesforce's newly launched Data Cloud (Data 360) aims to reduce AI hallucinations and enhance its competitiveness in agentic AI by integrating cloud computing and database management, even as its stock has dropped 28% due to slowing core growth.
- Workday HR Advantage: Workday boasts the world's largest clean HR and finance database and is enhancing its market position by introducing AI tools and acquiring Paradox, with its stock down 24%, yet it still shows strong mid-teens subscription revenue growth potential.
- GitLab New Pricing Model: GitLab's Duo Agent solution and new hybrid pricing model are expected to drive revenue growth, and despite a 45% stock decline due to AI concerns, the company maintains a revenue growth rate of over 25%, demonstrating market resilience.
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Analyst Views on APP
Wall Street analysts forecast APP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for APP is 763.44 USD with a low forecast of 650.00 USD and a high forecast of 860.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
20 Analyst Rating
17 Buy
3 Hold
0 Sell
Strong Buy
Current: 569.240
Low
650.00
Averages
763.44
High
860.00
Current: 569.240
Low
650.00
Averages
763.44
High
860.00
About APP
AppLovin Corporation is a marketing platform. The Company provides end-to-end software and artificial intelligence (AI) solutions for businesses to reach, monetize and grow their global audiences. Its advertising solutions include a comprehensive suite of tools including AppDiscovery, MAX, Adjust, Wurl and Axon Ads Manager. AppDiscovery is powered by AXON, its AI-powered advertising engine, and matches advertiser demand with publisher supply through auctions at vast scale and at microsecond-level speeds. MAX is its monetization solution, utilizing an advanced in-app bidding technology that optimizes the value of a publisher’s advertising inventory by running a real-time competitive auction, driving more competition, and higher returns for publishers. Adjust is its measurement and analytics marketing platform which provides marketers with the visibility, insights, and data needed to scale their apps marketing and drive more informed results. Wurl is its connected TV (CTV) platform.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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