Financial Performance - AppLovin's ad tech platform is projected to generate approximately $55 billion in annual sales this year, a 17% increase from $471 billion last year [6] - Fiscal year 2026 sales are projected to climb another 26% to $693 billion [6] - Since the pandemic, AppLovin's top line has grown over 200%, with annual sales at $145 billion in 2020 [6] - Fiscal year 25 EPS revisions have risen 7% in the last 2 months from $844 to $93 [9] - Fiscal year 26 EPS estimates have spiked 12% from $127 to $1355 [9] Market Position and Growth Strategy - AppLovin's stock has rebounded and soared over 100% in the last 6 months and is up 80% year to date [2] - Since going public in April 2021, AppLovin's stock has skyrocketed 800% [2] - AppLovin is positioned as the third-largest ad platform provider in the US, behind Meta Platforms and Alphabet [5] - AppLovin divested its mobile gaming division for $400 million in June to Triple Dot Studios, receiving a 20% equity consideration in Triple Dot [4] - AppLovin's international expansion has dramatically increased its total addressable market and reduced reliance on US gaming revenue [4] Catalysts for Stock Growth - AppLovin's Exxon 20% platform, a machine learning engine for mobile and delivery, has been outperforming business expectations [3] - AppLovin's stock will be added to the S&P 500 next Monday, September 22nd [7] - Several analysts have boosted their price targets for AppLovin to over $640 [7]

Greetings. I'm Sean Puit, Zach's equity strategist. And today I'm going to be discussing whether it's time to buy, hold, or take profits in Alphabet stock near all-time highs.So, as the fourth company on the US stock exchange to hit a three trillion market cap, Alphabet hit another all-time high of $253 a share in Tuesday's trading session. And of course, that's on a postsplit basis. So, following the 20 to1 stock split in July of 2022, a GGL is now up more than 120%.The recent surge has been attributed to ...

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[Music] Take a look at today's bull of the day. A Zach's rank number one, strong buy. [Music] And today's bear of the day, a Zach's rank number five, strong cell.[Music] Visit zachs. com/bull to get seven stocks set to outperform the market over the next 30 days. ...

Stock Recommendations - Zacks 排名第一的股票为强力买入评级 [1] - Zacks 排名第五的股票为强力卖出评级 [1] Investment Opportunities - Zacks 提供未来 30 天内有望跑赢市场的七只股票 [1] - 访问 zachs.com/bull 获取精选股票信息 [1]

[Music] Stocks our strategists feel are poised to deliver positive returns are featured now in their top stock picks of the week. Welcome to another edition of Zach's top stock picks. I'm Brian Bolan.I'm the aggressive growth stock strategist here at Zachs. I've got a top stock pick and later on Andrew Ro is going to join me and he has got a top stock pick for the week. All right, let's get right into it, shall we.My top stock pick for the week is Microsoft and that's MSFT. If you're following along at home ...

Greetings. I'm Sean Puit, Zach's equity strategist. Today, I'm going to be discussing whether it's time to buy, hold, or take profits in Robin Hood stock near all-time highs.So, as one of the most searched for companies on zaps. com, uh Robin Hood Markets stock, uh ticker symbol HOD, has skyrocketed a remarkable 215% in 2025, hitting a new all-time high of $123 in Wednesday's trading session this week. Uh so the extensive rally in Robin Hood stock has been attributed to a mix of strategic moves that have bo ...

Greetings. I'm Sean Puit, Zach's equity strategist, and today I'm going to be discussing whether investors should chase the post-earning surge in Oracle stock. So, should investors chase the post earning surge in Oracle stock.So, although Oracle posted mixed results for his fiscal first quarter on Tuesday evening uh this week, the cloud providers infusion of AI products, services, and applications absolutely wowed investors. And Oracle stock is uh dipped under $300 a share in Friday's trading session. Uh bu ...

[Music] Take a look at today's bull of the day. A Zach's rank number one, strong buy. [Music] And today's bear of the day, a Zach's rank number five, strong cell.[Music] Visit zachs. com/bull to get seven stocks set to outperform the market over the next 30 days. ...

Stock Picks Overview - Strategists highlight stocks poised for positive returns, focusing on Zacks Rank 1 Strong Buys [1][11] - The analysis covers companies across various industries with rising earnings estimates [20][21] Build-A-Bear Workshop (BBW) Analysis - Build-A-Bear has a Zacks Rank 1 (Strong Buy) with a retail renaissance [1] - The stock exhibits strong value, growth, and momentum characteristics, indicated by a VGM composite score of A [2] - Revenue growth is projected at 74% for the current year and 315% for the next year [3] - Earnings growth is expected to accelerate from 69% this year to 1038% next year, indicating improved efficiency and margins [4] - Zach's consensus estimates have increased over the last 60 days, with analysts raising numbers for both the current and next year [5] - The stock has shown an average earnings beat of about $017 per quarter [6] MasTec (MTZ) Analysis - MasTec, a construction and engineering firm, is benefiting from the demand for power generation, particularly for data centers [11] - The company reported record revenue, up 20%, with a backlog jump of 4% quarter-over-quarter and 23% year-over-year [12] - Analysts project continued earnings growth into 2026 and 2027 [13] - The company shows double-digit sales growth, with 13 billion market cap, and earnings are expected to grow by another 21% next year [14] - Analysts have raised earnings estimates for the full year, expecting $624, up from $608, and $760 for next year, reflecting a 21% earnings growth [15][16] - The PE ratio is at 28, reflecting the tremendous earnings growth in the construction engineering sector driven by AI infrastructure spending [17][18]