AppLovin Corporation (APP) Delivered Exceptional Gains in Q3

2 hours ago 1

Soumya Eswaran

Mon, December 29, 2025 astatine 8:26 AM CST 2 min read

Bailard Inc., an concern absorption company, released its third-quarter 2025 capitalist missive for “Bailard Technology Strategy”. A transcript of the missive tin beryllium downloaded here. The strategy generated 9.36% nett of fees successful the 4th compared to the S&P North American Technology Index’s 13.14% return, the Morningstar U.S. Open-End Technology Categories’ 11.64% return, and the Lipper Science and Technology Fund Index’s 11.19% gain. The 4th showed improved exertion fundamentals pursuing the Q2 marketplace rebound, driven by structural request trends and evolving regulations crossed cardinal verticals. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Bailard Technology Strategy 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 14.54%, and its shares gained 112.96% of their worth implicit the past 52 weeks. On December 26, 2025, AppLovin Corporation (NASDAQ:APP) banal closed astatine $714.23 per share, with a marketplace capitalization of $241.588 billion.

Bailard Technology Strategy stated the pursuing regarding AppLovin Corporation (NASDAQ:APP) successful its 3rd 4th 2025 capitalist letter:

"AppLovin Corporation (NASDAQ:APP) (+160 bps; +105.25%) – Exceptional maturation successful mobile crippled advertizing and programmatic AdTech fueled outsized performance. Expansion into ecommerce markets further strengthens its outlook into 2026."

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.

In another article, we covered AppLovin Corporation (NASDAQ:APP) and shared the database of champion stocks to put successful for the adjacent 3 years. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.