Jim Cramer Says He “Can’t Name a Single Competitor to AppLovin”

3 days ago 4

Syeda Seirut Javed

Thu, January 8, 2026 astatine 6:20 AM CST 2 min read

AppLovin Corporation (NASDAQ:APP) is 1 of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer discussed the company’s valuation, on with existent maturation and aboriginal maturation expectations, arsenic helium commented:

“The eighth-best banal successful the Nasdaq-100 was AppLovin. Now, that’s an advertizing bundle institution that helps its customers, similar galore mobile crippled developers, turn their scope and monetize their platforms. Now, this is different 1 with a large retail following. The banal enactment up immense gains earlier successful the twelvemonth earlier flattening retired implicit the past fewer months, but did decorativeness 2025 up 108%. Of course… immoderate radical would telephone these cult stocks. AppLovin’s expensive, trading astatine 43 times this year’s net estimates, which lone seems inexpensive successful examination to Palantir. That said, this institution has legitimately large maturation and the concern is incredibly profitable. Right now, you cognize what, I can’t sanction a azygous rival to AppLovin. It’s similar this institution has the full marketplace to itself. Specifically, AppLovin has seen its gross astir triple successful the past 4 years. Meanwhile, the net per stock person gone from adjacent to thing to an expected $9.37 for 2025, which would beryllium much than treble 2024’s number. The champion part, AppLovin’s maturation is expected to proceed oregon adjacent accelerate. Wall Street’s looking for 37% gross maturation and 56% net growth. And that’s wherefore I’m much comfy recommending this 1 due to the fact that adjacent though AppLovin trades similar a speculative stock, the concern truly isn’t that speculative.”

Stock marketplace information showing an upward trajectory. Photo by Burak The Weekender connected Pexels

AppLovin Corporation (NASDAQ:APP) provides a bundle level that helps advertisers and app developers marketplace and monetize their content. The institution offers advertizing solutions, analytics tools, connected TV services, and mobile games.

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Disclosure: None. This nonfiction is primitively published astatine Insider Monkey.


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