BBAI vs. CRWV vs. APP: Which Growth Stock Is the Best Pick, According to Wall Street Analysts?

Macro uncertainties, geopolitical tensions, and news on the tariff front have kept the stock market volatile. Despite ongoing uncertainties, analysts remain optimistic about several growth stocks and their potential to generate attractive returns over the long term. Using TipRanks’ Stock Comparison Tool, we placed BigBear.ai Holdings (BBAI), CoreWeave (CRWV), and AppLovin (APP) against each other to find the best growth stock, according to Wall Street analysts.

Confident Investing Starts Here:

BigBear.ai Holdings (NYSE:BBAI) Stock

BigBear.ai Holdings stock has risen more than 31% so far in 2025 and 292% over the past year, as investors are optimistic about the prospects of the data analytics company. BBAI offers artificial intelligence (AI)-powered decision intelligence solutions, mainly focused on national security, defense, and critical infrastructure.

The company ended Q1 2025 with a backlog of $385 million, reflecting 30% year-over-year growth. However, there have been concerns about BigBear.ai’s low revenue growth rate and high levels of debt. Looking ahead, the company is pursuing further growth through international expansion and strategic partnerships, while continuing to secure attractive government business.

What Is the Price Target for BBAI Stock?

Last month, Northland Securities analyst Michael Latimore reaffirmed a Hold rating on BBAI stock but lowered his price target to $3.50 from $4 after the company missed Q1 estimates due to further delays in government contracts. On the positive side, the 4-star analyst noted the solid growth in BigBear.ai’s backlog and management’s statement that their strategy is “beginning to resonate.”

On TipRanks, BigBear.ai Holdings stock is assigned a Moderate Buy consensus rating, backed by two Buys and two Holds. The average BBAI stock price target of $4.83 indicates a possible downside of 17.3% from current levels.

See more BBAI analyst ratings

CoreWeave (NASDAQ:CRWV) Stock

CoreWeave, a cloud provider specializing in AI infrastructure, is seeing robust adoption for its products. The company, which provides customers access to Nvidia’s (NVDA) GPUs (graphics processing units), went public in March. CRWV stock has risen about 300% to $159.99, compared to its IPO (initial public offering) price of $40.

Remarkably, CoreWeave delivered a 420% jump in its Q1 2025 revenue to $981.6 million. Moreover, the company ended the first quarter of 2025 with a robust backlog of $25.9 billion. Meanwhile, CoreWeave has entered into lucrative deals, including an expanded agreement of up to $4 billion with ChatGPT-maker OpenAI and a collaboration to power the recently announced cloud deal between Alphabet’s Google (GOOGL) and OpenAI.

CoreWeave has been in the news due to reports that it is in talks to acquire Core Scientific (CORZ).

Is CRWV a Good Stock to Buy?

Recently, Bank of America analyst Bradley Sills downgraded CoreWeave stock to Hold from Buy, citing valuation concerns following the strong rally after the company’s Q1 results. Also, the 4-star analyst expects $21 billion of negative free cash flow through 2027, due to elevated capital expenditure ($46.1 billion through 2027). However, Sills raised the price target for CRWV stock to $185 from $76, noting several positives, including the OpenAI deal and strong revenue momentum.

Overall, Wall Street has a Moderate Buy consensus rating on CoreWeave stock based on six Buys, 11 Holds, and one Sell recommendation. At $78.53, the average CRWV stock price target indicates a substantial downside risk of about 51%.

See more CRWV analyst ratings

AppLovin (NASDAQ:APP) Stock

Adtech company AppLovin has witnessed a 301% jump in its stock price over the past year. The company provides end-to-end software and AI solutions for businesses to reach, monetize, and grow their global audiences.

Notably, AppLovin’s strong growth rates have impressed investors. In Q1 2025, AppLovin’s revenue grew 40% and earnings per share (EPS) surged by 149%. Investors have also welcomed the company’s decision to sell its mobile gaming business to Tripledot Studios. The move is expected to enable AppLovin to focus more on its AI-powered ad business.

However, APP stock has declined more than 12% over the past month due to the disappointment related to its non-inclusion in the S&P 500 Index (SPX) and accusations by short-seller Casper Research. Nonetheless, most analysts remain bullish on AppLovin due to its strong fundamentals and demand for the AXON ad platform.

Is APP a Good Stock to Buy

Recently, Piper Sandler analyst James Callahan increased the price target for AppLovin stock to $470 from $455 and reaffirmed a Buy rating. While Piper Sandler’s checks suggest some weakness in AppLovin’s supply-side trends, it remains a buyer of APP stock, with the tech company growing well above its digital ad peers and expanding into new verticals.

With 16 Buys and three Holds, AppLovin stock scores a Strong Buy consensus rating. The average APP stock price target of $504.18 indicates 51% upside potential from current levels.

See more APP analyst ratings

Conclusion

Wall Street is sidelined on BigBear.ai stock, cautiously optimistic on CoreWeave, and highly bullish on AppLovin stock. Analysts see higher upside potential in APP stock than in the other two growth stocks. Wall Street’s bullish stance on AppLovin stock is backed by solid fundamentals and strong momentum in its AI-powered ad business. According to TipRanks’ Smart Score System, APP stock scores a “Perfect 10,” indicating that it has the ability to outperform the broader market over the long run.

Disclaimer & DisclosureReport an Issue

Source link

Visited 1 times, 1 visit(s) today

Related Article

CL/WTI 29/06/2025

Weekly Pairs in Focus – June 29

The Light Sweet Crude Oil market fell rather hard during the course of the week, as the Iranians and Israelis signed a cease-fire. This of course has taken some of the “risk premium” out of the market for crude oil, as tensions in the Middle East seem to be slowing down a bit. Because of

MarketBeat Week in Review – 06/23

MarketBeat Week in Review – 06/23

The S&P 500 made a new all-time high this week. The move was supported by several factors, such as a ceasefire between Israel and Iran, the announcement of a trade deal with China, and a reading on inflation that was in line with expectations. Adding more fuel to the rally is the growing expectation that

Line chart showing South Korea's benchmark Kospi index has been Asia's top performer this year

Crypto-crazy investors make South Korea the best-performing market in Asia

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. South Korea’s stock market has been supercharged by an investor frenzy over won-based digital money this month, following newly elected President Lee Jae-myung’s pledge to allow crypto assets backed by the national currency. Stocks that

Line chart of Share price, $ showing Nvidia stock has surged again

Nvidia executives cash out $1bn worth of shares

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Nvidia insiders have sold more than $1bn of the company’s stock over the past 12 months including a recent surge in trading as executives cash in on investors’ enthusiasm for artificial intelligence. More than $500mn

Humanoid robot thinking though AI

Where Will Nvidia Stock Be in 10 Years?

Technology companies must constantly evolve to stay relevant. And Nvidia (NVDA 1.74%) is no stranger to this phenomenon. Founded in 1993, the legendary chipmaker first made its name in video game graphics, eventually getting a notable boost from cryptocurrency mining before its big break with the arrival of generative AI in late 2022. Now, Nvidia’s

An Everyday Investor Built a $2 Million Portfolio Just Buying Palantir

An Everyday Investor Built a $2 Million Portfolio Just Buying Palantir

Diversifying your portfolio is one of the most basic pieces of investing advice that financial planners emphasize, but 47-year-old Etienne Breton has generated a seven-figure net worth and potentially secured early retirement in doing the opposite: going all-in on shares of software company Palantir. Up over 80% in 2025, Palantir is one of the hottest

0
Would love your thoughts, please comment.x
()
x