3 Hypergrowth Tech Stocks to Buy in 2025

Leo Sun, The Motley Fool

Mon, Jun 9, 2025, 1:15 AM 5 min read

• Pinterest has carved out a defensible niche in the social media market.

• AppLovin has evolved into a high-growth AI advertising company.

• CrowdStrike is still disrupting older cybersecurity players with its cloud-native platform.

• 10 stocks we like better than Pinterest ›

Many hypergrowth tech stocks skyrocketed during the buying frenzy in meme stocks throughout 2020 and 2021. But in 2022 and 2023, many of those stocks stumbled as interest rates rose. Some bounced back in 2024 as interest rates declined, but cooled again this year as the Trump administration's tariffs, trade wars, and other unpredictable headwinds rattled the markets.

However, a lot of those hypergrowth plays are still built for long-term growth. So if you can stomach a bit of near-term volatility, these three stocks -- Pinterest (NYSE: PINS), AppLovin (NASDAQ: APPS), and CrowdStrike (NASDAQ: CRWD) -- might just be worth accumulating throughout the rest of the year.

Pinterest carved out its own niche in the crowded social media market with its virtual pinboards for sharing ideas, interests, and hobbies. That focus insulated it from the hate speech and misinformation that dogged other social media platforms, and its pinboards were a natural fit for digital ads and small digital storefronts.

Many retailers, like IKEA, have uploaded their entire catalogs to Pinterest's boards as "shoppable" pinboards.

From 2020 to 2024, Pinterest's year-end monthly active users (MAUs) increased from 459 million to 553 million, its annual revenue more than doubled from $1.69 billion to $3.65 billion, and the company finally turned profitable in 2024. Its MAUs grew 10% year over year to 570 million in the first quarter of 2025, which definitively deflated the bearish thesis that its popularity was just a pandemic-era fad.

Pinterest's recent growth was driven by its overseas expansion, new Gen Z users who curbed its dependence on older users, fresh video content, more e-commerce tools, and new artificial intelligence (AI)-driven recommendations, which crafted targeted ads based on its users' pinned interests. It should continue growing as it monetizes its overseas users more aggressively while deepening its lucrative advertising and e-commerce partnership with Amazon.

From 2024 to 2027, analysts expect Pinterest's revenue to grow at a compound annual growth rate (CAGR) of 14% and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to increase at a CAGR of 21%. It still looks cheap at 16 times this year's adjusted EBITDA -- and it could have plenty of room to grow as the social shopping market heats up.