Market volatility continues to be influenced by macroeconomic uncertainties, geopolitical tensions, and ongoing tariff discussions. Despite the turbulent environment, analysts are expressing optimism toward several growth stocks, particularly those in the technology and artificial intelligence sectors. A recent comparison using TipRanks’ Stock Comparison Tool highlighted three notable contenders: BigBear.ai Holdings (BBAI), CoreWeave (CRWV), and AppLovin (APP).
BigBear.ai Holdings, which specializes in AI-driven decision intelligence solutions, has seen its stock rise over 31% in 2025 and an impressive 292% over the past year. The company reported a backlog of $385 million at the end of Q1 2025, reflecting an annual growth rate of 30%. While analysts have raised concerns about its high debt and low revenue growth, there is confidence in BigBear’s strategy focused on international expansion and securing government contracts. Northland Securities analyst Michael Latimore recently reiterated a Hold rating on BBAI but adjusted his price target to $3.50, highlighting the company’s solid backlog growth.
CoreWeave is another player worth noting, particularly for its focus on AI infrastructure. The company has recorded an astounding 420% surge in Q1 2025 revenue, reaching $981.6 million, and ended the quarter with a backlog of $25.9 billion. While Bank of America analyst Bradley Sills downgraded the stock to Hold amid valuation concerns, he acknowledged the positives, such as its partnership with OpenAI. The average price target for CoreWeave is currently set at $78.53, which indicates significant downside risk.
AppLovin, known for its AI solutions in the adtech industry, has experienced a 301% increase in stock price over the past year, driven by a remarkable 40% revenue growth and a 149% surge in earnings per share in Q1 2025. Despite facing headwinds from its exclusion from the S&P 500 Index and short-seller criticism, analysts maintain a bullish outlook. Piper Sandler raised its price target for AppLovin to $470, reinforcing a Buy rating due to its continuous growth in the digital ad market. The stock carries a Strong Buy consensus rating, indicating significant upside potential.
In summary, while the broader economic landscape remains uncertain, there is a notable divergence in sentiment among analysts regarding these three growth stocks. AppLovin is currently viewed as the most promising option, backed by solid fundamentals and a robust demand for its AI-driven advertising solutions. This assessment reflects a strong belief in its ability to outperform the market as it expands its offerings.