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goldman sachs analyst highlights trends in retail and e commerce at shoptalk 2025
At the 2025 Shoptalk Conference, Goldman Sachs analyst Eric Sheridan highlighted key trends in eCommerce, emphasizing the evolution of search, the importance of video content, and the role of AI in enhancing brand experiences. He identified stable demand for digital transformation and noted retail media's growing significance. Sheridan's top stock picks include Amazon, Alphabet, and Gap, while he anticipates Shopify's growth in the B2B sector amid a favorable competitive landscape.
UBS analyst Chris Kuntarich has raised AppLovin Corp's price target to $630 from $440, maintaining a Buy rating, following strong gaming sector performance and impressive e-commerce growth. The company reported a 43.44% revenue increase and $2.32 billion EBITDA over the last year, with a projected fiscal year 2026 EBITDA of $5.75 billion. Other analysts have also increased their price targets, reflecting confidence in AppLovin's robust advertising revenue and strategic moves, including the sale of its apps business.
UBS analyst Chris Kuntarich has raised AppLovin Corp's price target to $630 from $440, maintaining a Buy rating, following strong gaming sector performance and impressive e-commerce growth. The company reported a 43.44% revenue increase and $2.32 billion EBITDA over the last year, with a projected fiscal year 2026 EBITDA of $5.75 billion. Other analysts have also increased their price targets, reflecting confidence in AppLovin's robust advertising revenue and strategic moves, including the sale of its apps business.
UBS analyst Chris Kuntarich has raised the price target for AppLovin shares from $440 to $630, maintaining a Buy rating, following strong growth in gaming and e-commerce. The company reported a 43.44% revenue increase and $2.32 billion in EBITDA over the past year, with a projected FY2026 EBITDA of $5.75 billion. Other analysts have also increased their price targets, reflecting confidence in AppLovin's performance and strategic moves, including the sale of its app business.
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