SemiVoice

seekingalpha

06/18/2025, 02:27 PM UTC

AppLovin：每股收益与营收开始背道而驰AppLovin: EPS And Revenue Start Moving In Opposite Directions

1、AppLovin增长动能减弱，最新季度营收增长但每股收益（EPS）环比下降；2、估值分析显示，在EPS增长放缓的背景下，市场对AppLovin的预期可能过于乐观；3、公司资本配置策略引发质疑，高债务水平下仍加大股票回购且研发预算停滞，偏离行业注重财务灵活性的最佳实践。

1. AppLovin's growth momentum is weakening, with EPS declining sequentially despite ongoing revenue growth; 2. Valuation analyses indicate the market may be overly optimistic about AppLovin's prospects amid slowing EPS trends; 3. The company's capital allocation strategy raises concerns due to aggressive share buybacks despite high debt levels and stagnant R&D spending, deviating from industry best practices.

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