Zacks Investment Ideas feature highlights: AppLovin, Meta Platforms and Alphabet

For Immediate ReleaseChicago, IL – September 18, 2025 – Today, Zacks Investment Ideas feature highlights AppLovin APP, Meta Platforms META and Alphabet GOOGL.AppLovin Stock Hits an All-Time High: Buy, Hold or Take Profits?One stock that has seen a very strong resurgence amid subdued tariff concerns and hopes of an interest rate cut is AppLovin.Attributed to bullish strategic moves, financial performance, and market momentum, the mobile app technology provider has seen its stock rebound and soar over +100% in the last six months, and is up +80% year to date.More astonishing, since going public in April of 2021, AppLovin stock has now skyrocketed +800%. Hitting an all-time high of $613 a share in Wednesday’s trading sessions, it’s certainly a worthy topic of whether investors should buy, hold, or take profits in APP.AI Ad Dominance & International ExpansionReigniting optimism for AppLovin stock has been the company’s AXON 2.0 platform, a machine learning engine for mobile ad delivery that has been outperforming business expectations.Determining when and which ads to display and to whom, AXON 2.0 optimizes advertisers' reach, engagement, and monetization, especially in the mobile and e-commerce sectors. Furthermore, AppLovin is fueling its growth by rolling out its ad tech globally, targeting markets in Europe and Asia with offices in Tokyo, Berlin, and Seoul.Most importantly, this international expansion has dramatically increased AppLovin’s total addressable market and has reduced reliance on U.S. gaming revenue.AppLovin’s Shift Beyond GamingNotably, AppLovin divested its mobile gaming division for $400 million in June to Tripledot Studios, also receiving a 20% equity consideration in the company at the time of closing.The strategic move will allow AppLovin to streamline its operations and focus entirely on its high-growth ad tech platform. To that point, AppLovin is positioned as the third-largest ad platform provider in the U.S. behindMeta Platforms and Alphabet.AppLovin’s Explosive Financial GrowthSpeaking to AppLovin’s high-growth ad tech platform, its annual sales are now expected to increase 17% this year to $5.5 billion from $4.71 billion in 2024. Plus, fiscal 2026 sales are projected to climb another 26% to $6.93 billion.Echoing the excitement for AppLovin stock is that since the pandemic, its top line has stretched over 200% with annual sales at $1.45 billion in 2020.S&P 500 Inclusion & Analyst UpgradesFurther boosting investor sentiment and institutional credibility is that AppLovin's stock will be added to the S&P 500 next Monday, September 22.Although AppLovin stock has blown past its Average Zacks Price Target of $524.86 a share, it’s noteworthy that several analysts have boosted their price target for APP to over $640. Notably, this includes analysts at Benchmark, BTIG, and Wedbush, citing their bullish stance on AppLovin’s AI-powered mobile ad-tech platform.Positive EPS RevisionsMost influential to the Zacks Rank, earnings estimate revisions (EPS) are nicely up for AppLovin over the last 60 days for FY25 and FY26. Expecting high-double-digit EPS growth for the foreseeable future, FY25 revisions have risen 7% in the last two months from $8.44 to $9.03, with FY26 estimates spiking 12% from $12.07 to $13.55.Bottom LineAlthough it may certainly be a good time to take profits in AppLovin stock if needed, the technology services innovator has continued to grow into what was a very lofty valuation in the past. Keeping this in mind, it wouldn’t be surprising if there is still more upside and higher highs ahead with APP sporting a Zacks Rank #1 (Strong Buy) at the moment.Free: Instant Access to Zacks' Market-Crushing StrategiesSince 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.Get all the details here >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.Beyond Nvidia: AI's Second Wave Is HereThe AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.See "2nd Wave" AI stocks now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report AppLovin Corporation (APP): Free Stock Analysis Report Alphabet Inc. (GOOGL): Free Stock Analysis Report Meta Platforms, Inc. (META): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks