Jim Cramer Says AppLovin Has 'No Real Competition'
'AppLovin is a hugely profitable way for companies to advertise through mobile video games, which are typically free as long as you watch the ads. This company's got software and AI solutions that make its model unassailable. They have no real competition. The revenue growth is stunning. It was a $10 billion company two years ago. Now it's $120 billion, as this is the company that can get your ad in front of everyone who plays games on their phone. I know it's richly valued. I don't care. When you have no competition, well, guess what? You do pretty darn well.'
A close-up of a mobile device, showing an advertiser reaching out to a consumer via a software-based platform.
AppLovin (NASDAQ:APP) provides a software platform that supports app marketing, monetization, and distribution through advertising solutions, analytics tools, and connected TV services. The company also operates mobile games and offers tools for app developers and publishers.
While we acknowledge the potential of APP as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.
Disclosure: None. This article is originally published at Insider Monkey.
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