AppLovin (APP) Surged Spurred By Broad-Based Growth Drivers

2 hours ago 1

Soumya Eswaran

Tue, December 30, 2025 astatine 6:13 AM CST 3 min read

BlackRock, an concern absorption company, released its third-quarter 2025 capitalist missive for “BlackRock Science and Technology Term Trust”. A transcript of the missive tin beryllium downloaded here. The BlackRock Science and Technology Term Trust (BSTZ) is simply a closed-end money focused connected investing successful the exertion sector. In Q3, the money returned 10.1% connected marketplace terms and 11.6% connected nett plus worth (NAV) compared to the MSCI Custom ACWI SMID Growth IT Call Overwrite Index’s 15.2%. During the quarter, the spot adjusted its investments successful the exertion assemblage to align with changing marketplace conditions and emerging opportunities. Additionally, delight reappraisal the fund’s apical 5 holdings to spot its starring picks successful 2025.

In its third-quarter 2025 capitalist letter, BlackRock Science and Technology Term Trust 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 7.02%, and its shares gained 115.80% of their worth implicit the past 52 weeks. On December 29, 2025, AppLovin Corporation (NASDAQ:APP) banal closed astatine $698.82 per share, with a marketplace capitalization of $236.17 billion.

BlackRock Science and Technology Term Trust stated the pursuing regarding AppLovin Corporation (NASDAQ:APP) successful its 3rd 4th 2025 capitalist letter:

"Within the portfolio, investments successful bundle and net subsectors contributed the astir to comparative returns. The bundle subsector benefited from a beardown rebound successful AI associated names successful Q3 driven by beardown AI (Artificial Intelligence) CAPEX (Capital Expenditure) commitments and robust earnings. Meanwhile, the net abstraction saw gains driven by a operation of macroeconomic tailwinds and beardown net from large players.

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.