In this article, we will look at the 10 Best Fast Growth Stocks to Buy According to Hedge Funds.
First-quarter earnings results provided a strong backdrop for US equities. FactSet, in its earnings season update published May 8, noted that 84% of S&P 500 companies that reported Q1 2026 results exceeded earnings estimates. This is the highest beat rate since Q2 2021, FactSet said. It added that the blended earnings growth rate for the quarter reached 27.7%, also the index’s strongest quarterly performance since Q4 2021. Leading that charge are growth-oriented sectors like Information Technology, Communication Services, and Consumer Discretionary, all of which posted double-digit earnings growth.
No wonder Goldman Sachs noted in its May 25 note to clients that hedge fund positions in fast growth stocks, which are mostly tech stocks, are hovering near record highs. The note said that hedge funds purchased technology stocks at the fastest pace in nearly three months the week ended May 23. Semiconductor manufacturers and software firms led the buying. Goldman added that global information technology allocations within hedge fund portfolios have since reached their highest levels since 2016.
For investors looking for fast growth names, the places to look are in sectors like artificial-intelligence hyperscalers, industrials, financials, and consumer discretionary. This is according to Morgan Stanley’s research. The bank noted that many S&P 500 companies, mostly from the aforementioned sectors, beat first-quarter expectations by 6%, which is the strongest beat rate in four years. Serena Tang, Morgan Stanley’s Chief Cross-Asset Strategist, noted that they expect this momentum to carry on into the foreseeable future because “risk assets are supported by strong macro and micro fundamentals, which are reinforced by a powerful AI-driven capex cycle.”
With that backdrop in mind, this article identifies 10 fast growth stocks that hedge funds are betting on most heavily right now.
Our Methodology
To compile our list of the 10 best fast growth stocks to buy according to hedge funds, we used the Finviz stock screener to identify companies with an analyst-forecasted EPS growth rate of over 30% for the next five years. We then ranked qualifying stocks by the number of hedge funds holding positions in each, using Insider Monkey’s database of 13F filings from Q1 2026. The list is in ascending order.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research shows we can outperform the market by imitating the top stock picks of the best hedge funds. Insider Monkey’s quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).
Best Fast Growth Stocks to Buy According to Hedge Funds
10. Arm Holdings plc (NASDAQ:ARM)
Number of Hedge Fund Holdings: 46
EPS Growth Next 5 Years: 30.66%
Arm Holdings plc (NASDAQ:ARM) is one of the best fast growth stocks to buy according to hedge funds. On June 2, at Computex 2026, Arm Holdings plc (NASDAQ:ARM) announced that Oracle Cloud Infrastructure, or OCI, had joined the Arm AGI CPU ecosystem. OCI is the latest addition to a growing list of partners backing Arm’s new chip purpose-built for agentic AI workloads.
According to Arm, OCI’s participation is notable because the cloud platform already runs Arm-based infrastructure at scale. The infrastructure supports large cloud-native workloads for enterprise customers including Uber. Therefore, the move to explore the AGI CPU is an extension of that existing relationship into next-generation AI infrastructure, said Arm.
The company stated that the AGI CPU was designed specifically for agentic AI. Unlike earlier AI models, agentic AI systems reason, plan, and act continuously, and they coordinate across tools, services, and data sources, routing tasks, executing code, and maintaining context across distributed systems. All of this extra work happens largely outside the AI model itself, and places enormous new demands on the CPU. This environment is the target of the AGI CPU, said Arm.
Arm detailed that the AGI CPU delivers over twice the performance per rack compared to traditional x86 CPU deployments. The company estimates that the performance improvements could save infrastructure operators up to $10 billion in capital expenditure for every gigawatt of AI data center capacity deployed.
OCI joins AI infrastructure players such as Verda, Cerebras, Cloudflare, SK Telecom, F5, SAP, Meta, Rebellions, OpenAI, and Positron.
Arm Holdings plc (NASDAQ:ARM) is a semiconductor and software design company. It develops and licenses intellectual property for CPUs, GPUs, and other system-on-chip components. The company’s architecture powers the majority of smartphones globally.
9. Dell Technologies Inc. (NYSE:DELL)
Number of Hedge Fund Holdings: 72
EPS Growth Next 5 Years: 35.43%
Dell Technologies Inc. (NYSE:DELL) is one of the best fast growth stocks to buy according to hedge funds. On June 22, Dell Technologies Inc. unveiled the PowerEdge XE8812, a new server built on Nvidia’s Vera Rubin NVL4 architecture. The unveiling happened at the ISC High Performance Computing conference in Hamburg, Germany.
Dell said the new server is an upgrade to its existing Vera Rubin server lineup. The upgrade steps the unit up from the Nvidia GB200 NVL4 to the Vera Rubin NVL4 platform, which is a transition that expands CPU cores from 144 to 176, adds more host memory, more GPU memory, and greater compute capacity overall. The goal, said Dell, is to bring the new platform up to standard for the most demanding AI and high-performance computing (HPC) workloads.
Importantly, the server delivers 50% more memory per socket compared to the prior generation. As per Dell, this feature matters because it allows organizations to run their largest AI models and scientific simulations entirely in memory. It solves the problem of delays that arise when a system has to pull data from storage mid-computation.
Also, the server is fanless and uses 100% direct liquid cooling for both CPUs and GPUs. The system is housed in an ORv3-style open-standard rack that supports over 300kW of power, which is capable of scaling to up to 144 GPUs per rack within Dell’s PowerRack 9100 system.
Dell Technologies Inc. designs, manufactures, and sells technology products and services. Its products include servers, data storage devices, networking equipment, and personal computers.
8. Marvell Technology, Inc. (NASDAQ:MRVL)
Number of Hedge Fund Holdings: 79
EPS Growth Next 5 Years: 46.60%
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the best fast growth stocks to buy according to hedge funds. On June 18, Bloomberg reported that Amazon is in active talks to sell its custom-made Trainium AI chips to third-party companies for use in their own data centers, a move that enlarges the addressable market for Marvell Technology, Inc.. Marvell is Amazon’s lead design and manufacturing partner for the Trainium platform.
Bloomberg cited Amazon’s AI chief Peter DeSantis who confirmed the talks at the VivaTech conference in Paris. However, said Bloomberg, DeSantis declined to name potential buyers. Bloomberg added that the AI chief framed the push partly around the growing demand for sovereign AI infrastructure, particularly in Europe, where regulations increasingly require that data and computing be processed and stored locally.
Bloomberg further noted that Amazon CEO Andy Jassy had foreshadowed the move in his April 2026 shareholder letter. The CEO estimated that if Amazon’s chip business operated as a standalone company selling to both AWS and third parties, it would be running at an annual rate of roughly $50 billion, said Bloomberg. It added that the $50 billion figure reframed Trainium not as an internal cost-saving tool but as a commercially scalable business.
Marvell Technology, Inc. is a semiconductor company. It designs, develops, and sells data infrastructure solutions, including custom silicon, networking chips, storage accelerators, and connectivity products for cloud data centers, enterprise networking, automotive, and carrier infrastructure markets.
7. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holdings: 96
EPS Growth Next 5 Years: 59.78%
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the best fast growth stocks to buy according to hedge funds. On June 22, Palantir Technologies Inc. announced that the US Army has established the common data layer baseline for its Next Generation Command and Control (NGC2) program, and selected its Foundry platform as the cloud data layer underpinning the entire architecture.
NGC2 is the Army’s highest-priority modernization initiative. Put simply, it is the Army’s effort to replace fragmented legacy command systems with a unified, data-driven infrastructure. This infrastructure will be able to serve commanders and soldiers at every level of the force, and will give them better information and faster.
Within the architecture, Palantir’s Foundry will handle the cloud data layer, while Anduril’s Lattice will be the tactical data layer, that is, the field-facing component that operates closer to where soldiers are deployed. The two platforms form the data backbone on which all future NGC2 applications and AI-enabled mission capabilities will run.
Commenting on the development, Akash Jain, Palantir USG’s President and CTO, said that the underlying architecture is the “most consequential decisions in a program like NGC2.” He added that the Army establishing a common data baseline for NGC2 from the outset enables it to create “the foundation on which future applications and AI-enabled mission capabilities can be built.” Jain stated: “As the cloud data layer, Foundry helps make that foundation durable and extensible..”
Palantir Technologies Inc. is a software company that builds and operates data integration and analytics platforms. It primarily serves government agencies and commercial enterprises through its Gotham and Foundry platforms.
6. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holdings: 112
EPS Growth Next 5 Years: 76.00%
Intel Corporation (NASDAQ:INTC) is one of the best fast growth stocks to buy according to hedge funds. On June 26, Goldman Sachs initiated coverage of the stock with a Neutral rating and $150 price target. The firm anticipates favorable trends in the server CPU market driven by agentic AI along with upside potential from Intel’s foundry business. However, it also believes that the stock’s recent rally has priced in much of this optimism.
On June 23, BofA Securities analyst Vivek Arya raised the price target on the stock to $160.00 (from $135.00) while maintaining a Buy rating. Mizuho also raised its price target on Intel Corporation a day earlier to $135 from $128, keeping the Neutral rating unchanged. The firm cited Intel’s growing strength in advanced chip packaging as a potential long-term revenue driver.
The revision came after Mizuho hosted an expert call on advanced packaging, where analysts examined how chipmakers are racing to find new ways to connect and stack chips together. The firm noted that this technique has become increasingly critical as traditional chip miniaturization hits its physical limits.
The call compared Intel’s EMIB-T, which connects multiple chips side by side using an embedded bridge, and a competing approach from TSMC called CoWoS-L. Mizuho established that both approaches are gaining traction with customers and are seen as front-runners in the 2.5D packaging space.
Mizuho’s analysts said insights from the expert call convinced them that Intel’s EMIB-T holds a cost advantage over TSMC’s CoWoS-L. They however noted that Intel will need to get its production yields up to 99% before that advantage fully converts into market share.
Beyond EMIB-T, Mizuho highlighted Intel’s Foveros technology, which is a 3D chip stacking method, and emerging glass substrate materials. The materials offer better heat management and allow chips to be wired more densely together. These two, the analysts stated, are additional tools that could help Intel capture between 10% and 15% of the advanced packaging market over time.
Intel Corporation is a semiconductor company. It designs, manufactures, and sells microprocessors, chipsets, and other semiconductor products for computing, data center, networking, and Internet of Things markets.
5. Lam Research Corporation (NASDAQ:LRCX)
Number of Hedge Fund Holdings: 123
EPS Growth Next 5 Years: 33.61%
Lam Research Corporation (NASDAQ:LRCX) is one of the best fast growth stocks to buy according to hedge funds. On June 17, Citi raised its price target on Lam Research Corporation to $450 from $315, which was one among similar moves for several semiconductor equipment makers. The firm said the move was part of updating its global wafer fabrication equipment (WFE) spending forecasts to reflect what it sees as a multi-year boom in chip manufacturing investment.
In the revised WFE spending model, Citi, projects a bull-case spending of around $145 billion in 2026, which will rise to $200 billion in 2027, and top $250 billion in 2028.
Citi said it aligned its price targets for all three stocks to this revised WFE model and rolled them forward based on 2028 earnings power. In other words, the firm is increasingly confident that the investment cycle in chip manufacturing is a sustained, multi-year trend.
A key pillar of Citi’s revised model is the rise of agentic AI, which the firm said is driving a structural increase in demand for NAND flash memory. The analysts pointed out that there is a growing mismatch between how much memory the agentic AI systems need and how much is currently available.
Lam Research Corporation is a semiconductor equipment company. It designs, manufactures, and services wafer fabrication equipment used in the production of integrated circuits, including etch, deposition, and clean systems essential to advanced chip manufacturing.
4. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Number of Hedge Fund Holdings: 134
EPS Growth Next 5 Years: 62.77%
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best fast growth stocks to buy according to hedge funds. On June 8, Advanced Micro Devices, Inc.’s Chair and CEO, Dr. Lisa Su, announced the company’s commitment to invest up to £2 billion over the next five years in the United Kingdom. Dr. Su made the announcement on the first day of London Tech Week, which took place from June 8 to June 12.
The investment will be made in chunks where there will be a package for infrastructure deployments, research collaborations, and ecosystem partnerships. All these investments, said Dr. Su, will be centered on AMD’s Instinct GPUs, EPYC CPUs, and ROCm open software. These are the three pillars of AMD’s AI compute stack.
The CEO detailed that AMD, together with Dell Technologies, is already collaborating with the University of Cambridge to expand its national AI infrastructure footprint. This includes supporting the new Zenith AI supercomputer. The supercomputer is a major UK AI-for-science platform funded by the Department for Science, Innovation and Technology (DSIT) and UK Research and Innovation (UKRI). It is designed to serve a broad range of scientific disciplines like healthcare research, climate modeling, materials science, and engineering simulation.
The two companies are also building the Sunrise fusion AI system, which is a second AI supercomputer at Cambridge. This one is funded by the Department for Energy Security and Net Zero, owned by the UK Atomic Energy Authority (UKAEA). Sunrise is dedicated exclusively to the fusion energy mission.
Advanced Micro Devices, Inc. is a semiconductor company. It designs and sells microprocessors, GPUs, and adaptive system-on-chip products for data centers, personal computers, gaming, and embedded markets.
3. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holdings: 154
EPS Growth Next 5 Years: 148.21%
Micron Technology, Inc. (NASDAQ:MU) is one of the best fast growth stocks to buy according to hedge funds. On June 22, Micron Technology, Inc. announced a strategic agreement with Anthropic covering memory and storage architecture design, a multi-year supply agreement, Micron’s internal adoption of Claude, and a strategic equity investment by Micron in Anthropic’s Series H funding round. Anthropic is the AI safety and research company behind the Claude family of AI models.
The most important aspect of the deal is a joint technical collaboration where the two companies will work together to analyze how Micron’s memory and storage subsystems perform across different AI workloads and interact across the full infrastructure stack. According to Micron, the goal is to improve performance, energy efficiency, and what the companies call token economics.
Built on top of that technical work is a multi-year supply agreement covering Micron’s full data center portfolio. The supply agreement is intended to provide Anthropic with long-term access to Micron’s data-center memory and storage portfolio, including HBM, DRAM, and SSDs. According to Tom Brown, co-founder and chief compute officer at Anthropic, this agreement addresses a key concern for any rapidly scaling AI lab, which is reliable access to the memory hardware its infrastructure depends on.
Micron also committed to deploy Anthropic’s Claude models internally across its own engineering, manufacturing, and enterprise functions. Teams will use the tools to accelerate coding workflows and enable more advanced, agentic applications. The company will also become a strategic Anthropic backer through a Series H funding round.
Micron Technology, Inc. is a semiconductor company. It designs, manufactures, and sells memory and storage products, including DRAM, NAND flash, and solid-state drives for data centers, personal computers, mobile devices, and automotive markets.
2. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holdings: 173
EPS Growth Next 5 Years: 56.11%
Broadcom Inc. (NASDAQ:AVGO) is one of the best fast growth stocks to buy according to hedge funds. On June 17, Broadcom Inc. announced the expiration and results of its cash tender offers to buy back six series of its own outstanding senior notes. The company also raised the total buyback cap from the originally announced $2.5 billion to $3.0 billion.
Broadcom launched these offers less than a week ago on June 11 for six series of outstanding senior notes with maturities ranging from 2030 to 2038. The company noted that by the time the offers expired, approximately $5.5 billion in combined principal had been tendered across all six series.
Of the $5.5 billion tendered, Broadcom accepted about $2.9 billion for purchase, consisting of all notes validly tendered in the two highest-priority series. The 4.926% Senior Notes due 2037 had $2.5 billion outstanding, of which $1.84 billion was tendered and fully accepted at $982.01 per $1,000 face value. The 4.900% Senior Notes due 2038 had $1.75 billion outstanding, of which $1.05 billion was tendered and fully accepted at $970.29 per $1,000 face value.
Broadcom assigned the remaining four series lower acceptance priority levels, and while significant amounts were tendered from each, the company accepted none for purchase once the $3 billion cap was reached.
Broadcom Inc. is a semiconductor and infrastructure software company. It designs, develops, and supplies a range of semiconductor devices and enterprise software solutions, including networking chips, custom silicon, storage adapters, and mainframe software.
1. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holdings: 275
EPS Growth Next 5 Years: 45.51%
NVIDIA Corporation (NASDAQ:NVDA) is one of the best fast growth stocks to buy according to hedge funds. On June 22, NVIDIA Corporation unveiled a full stack of AI tools and partner deployments designed to move the telecom industry from task-based AI automation toward truly autonomous, around-the-clock network operations. The company made the unveiling at TM Forum’s DTW Ignite 2026 conference, which is ongoing until June 25 at the Bella Center in Copenhagen, Denmark.
According to NVIDIA, most of the AI gains telecom operators have made so far involve automating fixed, predetermined steps, and then humans still manually analyze insights and decide on next actions. The company stated that it is now enabling a different model where AI agents stay with a complex operational task from start to finish, across network, IT, and business systems simultaneously. All of this happens under strict policy constraints.
For deploying these agents safely in live environments, NVIDIA is offering NemoClaw, a blueprint for building long-running autonomous agents with policy-based guardrails. The company is also offering NVIDIA OpenShell, a secure runtime that gives agents sandboxed, controlled access to live telecom systems. These tools will ensure that every action is predictable, auditable, and stays within operator-defined policies, NVIDIA said in a blog post.
It added that several major industry partners are already building on this stack, including AdaptKey, Amdocs, NTT DATA, ServiceNow, and Tata Consultancy Services.
NVIDIA Corporation is a semiconductor company. It designs and sells GPUs, data center compute platforms, and software for gaming, professional visualization, data centers, and automotive markets.
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