Why Applovin Stock Popped Today
Key Points
Its research arm published a bullish outlook on the global app marketplace.
This expanded last year and is set to do so again, according to the analysis.
- 10 stocks we like better than AppLovin ›
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 installs of such software rose by 10% year over year in 2025. Meanwhile, sessions with such apps increased by 7%.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks »
Image source: Getty Images.
The business unit is predicting more gains in the future, not least because it believes mobile device users will become increasingly multi-platform over the course of this year. In turn, this should increase demand for analytics and measurement products -- such as those in which Applovin specializes.
Adjust recommends that developers consider the full app ecosystem to take advantage of these opportunities. It quoted its director of marketing, Tiahn Wetzler, as saying that "Sustainable app growth will depend on capturing user journeys across web, app, and other connected environments. It's no longer sufficient to view users in device silos when we know that conversion is influenced by multiple touchpoints."
Positive signs
The Adjust report basically confirms what's been apparent for years -- the app universe is large, diverse, and expanding, so there's little doubt Applovin still has great potential within its confines. The only question is whether it can take advantage of this, and given recent indications -- such as the estimates-topping fourth quarter it posted last week -- I'd say it has a good shot.
Should you buy stock in AppLovin right now?
Before you buy stock in AppLovin, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and AppLovin wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $415,256!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,133,904!*
Now, it’s worth noting Stock Advisor’s total average return is 889% — a market-crushing outperformance compared to 193% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of February 18, 2026.
Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Recommended Articles
