What Makes AppLovin Corporation (APP) a Go-To Stock for Investors?

2 weeks ago 9

Soumya Eswaran

Wed, December 3, 2025 astatine 6:53 AM CST 2 min read

Scout Investments, Inc., an affiliate of Carillon Tower Advisers, precocious released its third-quarter 2025 capitalist missive for “Carillon Scout Mid Cap Fund”. A transcript of the missive tin beryllium downloaded here. The Russell Midcap Index posted affirmative returns successful the quarter, fueled by beardown firm earnings, the continued momentum successful artificial quality (AI) infrastructure, and the anticipation of the U.S. Federal Reserve’s (Fed) involvement rates. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Carillon Scout Mid Cap Fund highlighted stocks specified arsenic AppLovin Corporation (NASDAQ:APP). AppLovin Corporation (NASDAQ:APP) develops a software-based level for advertisers to heighten the selling and monetization of their content. The one-month instrumentality of AppLovin Corporation (NASDAQ:APP) was 5.83%, and its shares gained 74.74% of their worth implicit the past 52 weeks. On December 02, 2025, AppLovin Corporation (NASDAQ:APP) banal closed astatine $653.00 per share, with a marketplace capitalization of $220.68 billion.

Carillon Scout Mid Cap Fund stated the pursuing regarding AppLovin Corporation (NASDAQ:APP) successful its 3rd 4th 2025 capitalist letter:

"AppLovin Corporation (NASDAQ:APP) is simply a mobile exertion advertizing exertion supplier that has 1 of the astir precocious mediation and attribution platforms. The banal performed good pursuing a beardown net outlook, and investors began to amended recognize AppLovin’s maturation imaginable successful its halfway mobile gaming applications exertion and its emerging ecommerce advertizing opportunity. Industry checks bespeak awesome aboriginal marketplace stock gains successful ecommerce advertising, and we expect AppLovin’s self-serve exemplary rollout successful October to go a meaningful catalyst for the business."

AppLovin Corporation (APP) Is A "Cash Flow Machine," Says Jim Cramer

AppLovin Corporation (NASDAQ:APP) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 110 hedge money portfolios held AppLovin Corporation (NASDAQ:APP) astatine the extremity of the 3rd quarter, which was 109 successful the erstwhile quarter. In Q3 2025, AppLovin Corporation’s (NASDAQ:APP) revenue increased 68% from past twelvemonth to astir $1.405 billion. While we admit the imaginable of AppLovin Corporation (NASDAQ:APP) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.