1. Jefferies lists AppLovin as a top pick for 2026 despite market pullback. 2. AppLovin has more than doubled in value in 2025, hitting $725 last week. 3. Jefferies predicts further gains ahead, with a target of $860 for AppLovin. 4. AI bubble concerns have generally impacted tech stocks, but AppLovin remains strong. 5. Jefferies highlighted AppLovin for its strong fundamentals and peer-leading growth.