Wall Street experts prefer Applovin over rival The Trade Desk, according to an April 23, 2026, analysis. Analysts favor Applovin’s long-term growth and market share momentum despite its premium stock price. The company demonstrates strong scaling and operating leverage.
Analysts set a median price target of $660 for Applovin. This target offers upside from current trading levels. Growth relies on improved ad optimization algorithms and new advertiser onboarding to increase conversion rates.
Applovin and The Trade Desk both experienced sell-offs over the last six months. Analysts project a clearer rebound path for Applovin.