The market was closed last week, however, however, the S&P 500 has increased more than 7% since April 11, which indicates a positive feeling that returns. On May 10, David Lefkowitz, a capital strategist at the UBS Global Wealth Management, joined CNBC to discuss his bull’s case for U.S. shares. Lefkowitz acknowledged the volatility that has been from the tariff announcement; However, he believes that the backdrop is quite constructive. He elaborated that the market has had some signals of purchase that has been significant since the beginning of April, characterized by the volatility index giving one of the highest readings, the feeling of investors is wise and the positioning of investors has been depressed. Historically speaking, as long as these things have happened in the past, U.S. actions have worked exceptionally in the previous 6 to 12 months. Lefkowitz said he is not too worried about everyday news and volatility, as the market will get a lot in commercial negotiation offers. Rather, it is more focused on the biggest image, which indicates that stocks will ultimately end in the next 12 months.
Although he answered a question about the recent rebound on the market, Lefkowitz emphasized that when the volatility index is reduced, as he has in recent weeks, the story tells us that the market does not make new lows. Although the market will still be a little bit. However, it is planned to remain within the historical average of 5%. In addition, the capital strategist is also not concerned with the ratings and believes that as soon as companies begin to publish the growth of the results, the backdrop will help the market to reach its maximum.
While talking about his most convicted sectors, Lefkowitz said he likes secular growth actions. He elaborated that growth as a sector was affected by the beginning of the year due to doubts about the trends of the AI and its ability to generate investment performance. This has resulted in the sector at the bottom of the market. However, Lefkowitz believes that the demand for AI products and sophisticated infrastructure will continue to grow for at least the coming years, thus generating a growth in sustainable results.
To collect the list of 12 best growth actions to buy and keep in the long term, we used the finviz Stock Screenner, seeking Alpha and Insider Monkey the q4 2024 coverage fund database. Using the screener, we added a list of growth stocks that have grown at least 30% for the last 5 years. We then checked the growth of five -year sales for each action to look for alpha and classify the actions in ascending order of the number of coverage fund investors.
Why are we interested in the stocks that cover the funds? The reason is simple: our research has shown that we can overcome the market by imitating the best stock options for the best coverage funds. The strategy of our quarterly bulletin selects 14 stocks of small layers and large layers each quarter and has returned 373.4% since May 2014, surpassing its reference point at 218 percentage points (Check out more details here)).
Applovin (App): Ai-
A foreground of a mobile device, which shows an advertiser who reaches a consumer through a software -based platform.
5 -year sales growth: 36.49%
Number of coverage fund holders: 95
Applovin Corporation (NASDAQ: APP) is a mobile technology company that provides artificial intelligence solutions from end to end. The company mainly operates through two main business segments, including the advertising and applications segment. Under the advertising segment, the company operates a range of platforms, including Appdiscovery, Max, adjustment and Wurl. On the other hand, through its applications segment, the company operates a portfolio of free mobile games to play through its own studies or members.
On May 9, Bank of America’s analyst, Omar Dessouky, reiterated a purchase rating and a $ 580 price target on actions. The analyst based his upward feeling on the strong performance of the first quarter of 2025 of Applovin Corporation (NASDAQ: app), especially likes the advertising segment. The segment demonstrated a year -on -year growth of 78% to reach $ 1,158 million. This brought the company’s total revenue to $ 1.48 billion, reflecting 40% year -on -year growth. The analyst emphasized that this growth was mainly driven by game advertisers and a significant increase in e -commerce revenue, overcoming the Bank of America’s estimates.
Ensouky also pointed to the new Applovin Corporation Autoservice Board (NASDAQ: App), which is expected to accelerate on board advertisers and improve future growth perspectives. The company is classified as one of the best growth shares to buy and keep in the long term.
Carillon Eagle Mid Cap Growth Fund declared the following with regard to Applovin Corporation (NASDAQ: App) to his Q1 2025 Investor Letter:
“Applovin Corporation (NASDAQ: APP) It is a platform for mobile application developers to grow their applications through the acquisition, monetization and analysis of users. The company continued to report healthy growth and provided guidance that indicates robust future growth, thanks to the strong reception of its latest tools for existing customers and their expansion to new verticals. However, after the benefits, shareholders worried about a short film report that questions the data collection practices. Management addressed these problems thoroughly, but persistent questions and general news related to rates that affect the largest market have had problems. “”
Application usually Ranks 3rd In our list of the best growth stocks to buy and maintain long term. Although we recognize the potential of the application as an investment, our conviction lies in the belief that the AI actions have a greater promise to obtain higher yields and to do it in a shorter period. There is an AI stock that increased since the beginning of 2025, while the popular AI actions lost around 25%. If you are looking for an Ia stock that is more promising than the application but sells less than five times, see our report on this Ia stock cheap.
