The Stock That's Quietly Outperformed NVIDIA 3-to-1 Since 2023 - 24/7 Wall St.[S&P 5006,857.60 -0.33%] [Dow Jones49,497.40 -0.32%][Nasdaq 10024,785.40 -0.41%][Russell 20002,644.62 -0.51%][FTSE 10010,630.50 -0.74%][Nikkei 22557,025.50 -0.90%][Stock Market Live February 19, 2026: S&P 500 (SPY) Slips on Walmart Outlook][Investing]# The Stock That's Quietly Outperformed NVIDIA 3-to-1 Since 2023### Quick ReadA technology stock actually returned 3,940% in three-year share-price gains versus 1,153% for NVIDIA stoc ...

Quick Read A technology stock actually returned 3,940% in three-year share-price gains versus 1,153% for NVIDIA stock. The company that outperformed NVIDIA in stock-price returns has demonstrated rapid financial growth. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. The most magnificent of the Magnificent Seven, NVIDIA (NASDAQ:NVDA) isn't just a king; it's a kingmaker in the financial markets. As a ...

AppLovin Corporation (NASDAQ:APP) is among the best money-making stocks to buy right now. On February 12, Michael Pachter, an analyst at Wedbush, lifted the price target on AppLovin Corporation (NASDAQ:APP) to $640 from $465 and maintained an Outperform rating. In its analysis, the firm highlighted the company’s strong Q4 results and the impressive opportunity it has had. What’s noteworthy is that AppLovin Corporation (NASDAQ:APP) is significantly benefiting from the current gaming momentum, the analyst ...

Applovin (NASDAQ: APP) enjoyed a surge of investor interest on Wednesday, as one of its key subsidiaries published quite an encouraging report on developments in mobile apps. With that tailwind at its back, the adtech specialist's stock surged, and by the end of the day, Applovin's stock had risen by more than 7%. Adjusting for continued growth Adjust, Applovin's measurement and analytics subsidiary, published its annual Mobile App Trends report before market open that day. It found that worldwide instal ...

James Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market ...

Core Viewpoint - Applovin Corp (NASDAQ:APP) is identified as a strong investment opportunity within the S&P 500, particularly following a recent 37% stock price drop, which Jefferies views as a buying opportunity, maintaining a Buy rating with a price target of $860 [1][5]. Financial Performance - Applovin reported Q4 2025 results with a 66% year-over-year revenue increase to $1.66 billion, surpassing Wall Street's expectation of $1.61 billion. The earnings per share (EPS) was $3.24, exceeding the forecast of $2.96. Free cash flow rose by 88% to $1.31 billion, increasing total cash on hand to $2.5 billion [3][4]. - For Q1 2026, Applovin anticipates revenue between $1.745 billion and $1.775 billion, indicating a sequential growth of 5% to 7%. Adjusted EBITDA is expected to be in the range of $1.465 billion to $1.495 billion, with an EBITDA margin of 84% [5]. Investment Returns - In Q4 2025, Applovin returned $481.7 million to investors through share repurchases, totaling $2.58 billion for the full year [4]. Market Position and Growth Potential - Analysts believe that concerns regarding CloudX, Meta Audience Network, and Google Genie are overstated, and they expect Applovin's tools, particularly in AI for gaming, to enhance its market position and drive revenue growth with high margins [2]. - The company is recognized for its marketing technology solutions that assist businesses in customer acquisition and revenue enhancement [6].

Group 1 - The core viewpoint of the article highlights the performance of popular Chinese concept stocks, with most showing an upward trend in pre-market trading [1] - Hesai Technologies saw an increase of nearly 4% [1] - Kingsoft Cloud experienced a rise of over 3% [1] - Baidu's stock price increased by more than 1% [1] Group 2 - In contrast, AI application stocks faced declines, with SAP SE dropping nearly 3% [1] - Applovin fell by nearly 2% [1] - Both Palantir and Snowflake saw declines of over 1% [1]

Core Insights - AppLovin's Q4 results support the previous investment thesis regarding the company's growth potential and market position [1] Company Performance - AppLovin has recently published its Q4 results, which are seen as a validation of the investment thesis [1] Investment Strategy - The focus is on identifying market asymmetries with a positive reward-to-risk ratio, particularly in high-quality companies that generate strong cash flow [2]

Core Insights - AppLovin's Q4 results support the previously established investment thesis, indicating strong performance and potential for future growth [1] Company Performance - The article emphasizes the validation of AppLovin's financial results, which align with the analyst's expectations and investment strategy [1] Investment Strategy - The focus is on identifying market asymmetries and investing in high-quality companies that generate strong cash flow, with AppLovin fitting this profile [2]

Core Viewpoint - AppLovin has experienced a significant decline in stock value in early 2026, despite strong revenue and earnings growth in previous years, primarily due to increased competition and market reactions to earnings reports [3][4][8] Financial Performance - In Q4 2025, AppLovin reported revenue of $1.66 billion, a 66% year-over-year increase, surpassing estimates of $1.61 billion [5] - Earnings per share (EPS) rose by 87% year-over-year to $3.24, exceeding expectations of $2.89 [5] - The adjusted EBITDA margin improved to over 84%, an increase of approximately 200 basis points compared to Q3 2025 [5] - For the next quarter, the company projects revenue of $1.76 billion at the midpoint, indicating a growth of 52% [6] Market Dynamics - AppLovin's stock has dropped over 40% in 2026, following a 700% return in 2024 and over 100% in 2025 [3][4] - A new competitive threat, particularly from Meta Platforms, contributed to a 16% drop in shares on February 4, followed by a nearly 20% decline after the latest earnings report on February 12 [4][8] - Analysts express concerns regarding potential competition from Meta, although AppLovin has specialized expertise in mobile game advertising, making it uncertain if Meta will aggressively pursue this niche [7] Competitive Landscape - Meta Platforms is projected to generate approximately $250 billion in revenue for 2026, compared to about $8 billion for AppLovin, which may limit Meta's financial incentive to disrupt AppLovin's market [7] - Despite the competitive pressures, analysts forecast more than 50% upside for AppLovin, indicating potential for recovery and growth [8]