As Americans hit the road for the 4th of July in search of the perfect spot to celebrate, the journey can get chaotic – crowded roads, unexpected detours, and so many choices that it’s easy to get sidetracked or stuck in traffic, missing out on the real highlights along the way.
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The stock market isn’t so different. There’s a flood of information, opinions, and changing conditions – so much so that even experienced investors can find themselves off course, chasing the wrong signals.
That’s where TipRanks’ Smart Score comes in. Think of it as your GPS for investing, an AI-powered system that scans all the twists and turns: analyst ratings, insider trades, technicals, and broader market trends. It pulls everything together into a simple score from 1 to 10, so you can quickly spot the stocks most likely to get you where you want to go. A score of 10? That’s your green light.
In honor of Independence Day, we checked TipRanks for stocks with a ‘Perfect 10’ – and found two that aren’t just topping the Smart Score, but are also drawing attention from Wall Street pros. Let’s take a closer look at these top scorers and see what puts them in the spotlight this week.
AppLovin (APP)
The first ‘Perfect 10’ stock we’ll look at here, AppLovin, is an adtech company that specializes in AI-powered solutions for mobile app developers. AppLovin provides its customers with a suite of tools aimed at improving key aspects of the mobile app ecosystem: marketing, user acquisition, monetization, and data analysis.
Getting more specific, AppLovin enables users to maximize their digital advertising efficiency and earnings. The platform supports experimentation with various ad formats and placements, helping app developers optimize monetization at any scale and drive user growth and engagement. Ultimately, the goal is to boost revenue from connected apps.
AppLovin’s leadership in mobile advertising has fueled rapid expansion. The company’s stock has surged over 290% in the past 12 months, and it now carries a market cap of about $115 billion. AppLovin reports that its technologies connect business clients with roughly a billion daily users.
Financially, AppLovin delivered robust results in its latest quarter (Q1 2025). Revenue came in at $1.48 billion, marking a 40% year-over-year increase and beating analyst forecasts by about $100 million. On the bottom line, AppLovin reported GAAP earnings per share of $1.67, up nearly a dollar from a year earlier and 23 cents above expectations. The company is also a strong cash generator, producing $832 million in net cash from operations and $826 million in free cash flow during the quarter.
Moreover, AppLovin recently announced the sale of its mobile gaming unit to Tripledot Studios for $400 million in cash plus a 20% equity stake in the buyer, streamlining its focus on its high-growth adtech business.
Analyst James Callahan, in his coverage of APP for Piper Sandler, notes the company’s strong position in its niche, and its work with well-known customers.
“Our analysis looks at data across (1) app-ads.txt direct IDs, (2) sellers.json data, and (3) SDK net adds. Our work suggests the Zynga transition to MAX mediation is now largely complete, which is positive in our view as they can now spend on ROAS-based bidding objectives. APP’s share of direct IDs across studios did tick down since April, but appears mostly one-off & driven largely by changes at SuperPlay (acquired by Playtika). Sellers.json data, which tracks total supply by ad network, remains strongest for APP through June. APP’s share of SDK net adds ticked down, but the delta is largely driven by AdMob which is majority non-gaming apps,” Callahan noted.
Getting to his own bottom line, Callahan adds, “We remain buyers of APP, growing well above Digital Ad peers and expanding into new verticals. The non-gaming TAM is massive and management continues to execute in gaming.”
Being a buyer here, the analyst rates APP shares as Overweight (i.e., Buy), and he gives the stock a price target of $470, suggesting a ~38% upside for the coming 12 months. (To watch Callahan’s track record, click here)
Overall, the 18 recent analyst reviews of APP break down 15 to 3 in favor of Buys over Holds, coalescing to a Strong Buy consensus rating. The stock is selling for $341.64, and its $515.69 average price target implies that it will gain 51% by this time next year. (See APP stock analysis)
Birkenstock Holding (BIRK)
Next on our list of ‘Perfect 10s’ is Birkenstock Holding, a name with a long history in the footwear industry. Birkenstock’s sandals and clogs, with their cork soles and foot-conforming materials, have a long-standing reputation for quality and comfort, and since the 1960s have become associated with the hippie lifestyle in the US. The company was founded in western Germany and traces its roots back to 1774. Today, Birkenstock Holding is a multi-billion-euro business, with a global presence – or footprint, if you prefer.
Birkenstock offers wide-ranging lines of shoes and sandals, for men and women, in seasonal variants – everything from the company’s best-known clogs to loafers and casual dress shoes. Customers can find deck shoes, summer sandals, and winterized clogs, all offered in multiple colors and featuring the company’s trademark cork soles.
In Birkenstock’s last reported quarter, fiscal 2Q25, the company reported revenues of 574 million EUR, for a year-over-year gain of 19%. At the bottom line, Birkenstock had an adjusted net profit of 103 million EUR, up 33% from 2Q24, and an adjusted EPS of 0.55 EUR.
This stock has caught the attention of Baird’s Mark Altschwager, who likes Birkenstock’s position. The analyst believes that the company has built-in advantages that will allow it to navigate tough economic conditions in the coming month.
“With pricing power, diversified revenue streams, and owned European production, the brand is well poisoned to mitigate tariff headwinds, while prior margin drivers (price/mix, production capacity ramp) remain intact. FX headwinds are keeping estimate revisions in check, but with good visibility to premium (+~high-teens%) earnings growth and reasonable valuation (~15x adj-EBITDA, near current levels and one-year average), risk/reward looks attractive,” Altschwager opined.
Based on this position, Altschwager gives the stock an Outperform (i.e., Buy) rating, with a price target of US$70 to suggest a 43% upside by this time next year. (To watch Altschwager’s track record, click here)
It’s clear from the Strong Buy consensus rating that Wall Street agrees with the bullish take on BIRK. That rating is supported by 15 recent analyst reviews that include 12 Buys to 3 Holds. The shares have a current selling price of US$48.82 and their US$68.93 average price target implies that the stock will gain 41% in the year ahead. (See BIRK stock analysis)
To find good ideas for stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a tool that unites all of TipRanks’ equity insights.
Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.