Core Viewpoint - The Trade Desk has experienced significant revenue growth and is projected to continue growing at over 20% annually, while AppLovin is rapidly gaining market capitalization and attention in the adtech space, with a focus on its software business and expansion into new sectors [1][4][13]. Company Overview - The Trade Desk went public in 2016 and has seen its stock price increase over 4,000% since then, indicating strong investor interest and a successful business model [1][3]. - AppLovin's market capitalization is approaching $100 billion, showcasing its rapid growth compared to The Trade Desk, which took eight years to reach a market cap of over $60 billion [4]. Business Model - The Trade Desk partners with advertisers to place ads through real-time auctions, targeting specific audience demographics based on publisher data [2]. - AppLovin operates a dual business model, with a significant focus on mobile app development and a growing software segment that utilizes AI to optimize ad placements [8][9]. Revenue Growth - AppLovin's software revenue grew by 59% year-over-year in the same quarter it reported a 2% decline in overall revenue, highlighting the strength of its software business [9]. - Following the launch of Axon 2.0, AppLovin's software revenue growth accelerated, with year-over-year growth rates reaching as high as 91% [10]. Profitability - AppLovin has generated $1.7 billion in free cash flow over the last 12 months, reflecting a profit margin of around 40%, which is exceptional in the industry [11]. Future Prospects - AppLovin is exploring expansion into the e-commerce app sector, with initial results being promising, and management believes it can sustain over 20% annual revenue growth while maintaining profit margins [12][13].

Core Viewpoint - Growth investors are increasingly focused on identifying stocks with above-average financial growth, and AppLovin (APP) is highlighted as a strong candidate due to its favorable growth metrics and Zacks Rank [2][9]. Earnings Growth - AppLovin has a historical EPS growth rate of 229.4%, with projected EPS growth of 314.7% for the current year, significantly outperforming the industry average of 27.8% [4]. Asset Utilization Ratio - The company's asset utilization ratio stands at 0.8, indicating that AppLovin generates $0.8 in sales for every dollar in assets, which is higher than the industry average of 0.61, showcasing better efficiency [5]. Sales Growth - AppLovin's sales are expected to grow by 39.9% this year, contrasting sharply with the industry average of 0%, indicating strong sales growth potential [6]. Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for AppLovin, with the Zacks Consensus Estimate for the current year increasing by 17.4% over the past month, suggesting favorable market sentiment [7][8]. Overall Assessment - The combination of a Growth Score of A and a Zacks Rank 1 positions AppLovin as a potential outperformer and a solid choice for growth investors [8][9].

I have recommended this stock three times this year. My first recommendation in February is up 364%, my second is up 225%, and my third is up 113%. AppLovin (NASDAQ: APP ) is oneI have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravitate to Tech stocksAnalyst’s Disclosure: I/we have no ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, November 11:AppLovin Corporation (APP) : This digital advertising platform provider has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 19.9% over the last 60 days.AppLovin's shares gained 287.9% over the last three months compared with the S&P 500’s advanced of 12.1%. The company possesses a Momentum Score of A.Century Aluminum Company (CENX) : This al ...

Marketers are getting great results with its products, driving higher revenue growth.AppLovin (APP -6.30%) delivered yet another quarter of fantastic results that are sending the stock higher.*Stock prices used were the afternoon prices of Nov. 6, 2024. The video was published on Nov. 8, 2024. ...

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Pitney Bowes Inc. (PBI) : This shipping and mailing company has seen the Zacks Consensus Estimate for its current year earnings increasing 8.6% over the last 60 days.Kinross Gold Corporation (KGC) : This gold mining company has seen the Zacks Consensus Estimate for its current year earnings increasing 17% over the last 60 days.Rayonier Advanced Materials Inc. (RYAM) : This cellulose specialty company has seen the Zacks Consensus Estimat ...

Index Changes - AppLovin Corporation (Nasdaq: APP) will be added to the Nasdaq-100 Index® (Nasdaq: NDX®) and the Nasdaq-100 Equal Weighted™ Index (Nasdaq: NDXE™) before market open on November 18, 2024 [1] - AppLovin Corporation will replace Dollar Tree, Inc (Nasdaq: DLTR) in the Nasdaq-100 Index® and the Nasdaq-100 Equal Weighted™ Index [1] - Dollar Tree, Inc will be removed from the Nasdaq-100 Ex-Tech Sector™ Index (Nasdaq: NDXX™), the Nasdaq-100 ESG™ Index (Nasdaq: NDXESG™), the Nasdaq-100 Sustainable ESG Select™ Index (Nasdaq: NDXSES™), the Nasdaq-100 ex Top 30™ Index (Nasdaq: NDX70™), and the Nasdaq-100 ex Top 30 UCITS™ Index (Nasdaq: NDX70U™) on the same date [2] - AppLovin Corporation will be considered for inclusion in the Nasdaq-100 Tech Sector™ Index (Nasdaq: NDXT™), the Nasdaq-100 Technology Sector Market-Cap Weighted™ Index (NDXTMC™), and the Nasdaq-100 Technology Sector Adjusted Market-Cap Weighted™ Index (NDXT10™) at the next quarterly rebalancing [2] Company Information - Nasdaq (Nasdaq: NDAQ) is a global technology company serving corporate clients, investment managers, banks, brokers, and exchange operators [4] - Nasdaq provides data, analytics, software, exchange capabilities, and client-centric services to help clients optimize and execute their business vision [4]

I specialize in analyzing individual stocks. With a strong educational background in both finance and economics, I’ve developed a deep fascination with the stock market and the potential it offers to investors at all levels. I keep a close watch on market trends, particularly in the tech sector. My investment philosophy centers on simplicity, as I believe that while complex analysis can be valuable, fundamental financial ratios and metrics often provide the clearest insights. I write for Seeking Alpha to co ...

Shares of AppLovin (APP 8.45%), an online gaming and advertising company, soared higher this week after it reported third-quarter financial results that blew past Wall Street's consensus estimates. AppLovin's shares jumped 45% this week, as of this writing, adding to the company's stunning gains over the past year of more than 500%. AppLovin continues its stunning growth AppLovin's sales popped 39% in the quarter to $1.2 billion, which outpaced analysts' consensus estimate of $1.13 billion. Similarly, the c ...