AppLovin Corporation's stock surged to an all-time high of $525.04, reflecting a 23% increase on February 13, 2025, following the company's impressive fourth-quarter earnings report and the announcement of a $1 billion app portfolio sale. Analysts noted that the stock has risen over 400% since September 2024, prompting many to reassess their price targets for the company, which is now valued at approximately $157 billion. In related news, Roku Inc. also reported strong earnings, with platform revenue increasing to $1 billion in Q4, leading to upgrades from multiple Wall Street analysts. Roku's stock saw a notable rise, with its price target lifted to $120 from $100 by Needham, while JMP Securities maintained a market outperform rating and raised its target to $115. Roku's installed base reached 90 million homes, with political ad revenues contributing $70 million in Q4.