In this article, we will discuss the 10 Stocks Set to Explode in the Next 2 Years.
On July 8, Sophie Paquet, Portfolio Manager at National Bank Financial, joined BNN Bloomberg to discuss how the focus of the markets is shifting from geopolitical themes (specifically war, oil, and inflation) back toward corporate earnings and fundamentals. She viewed this as a healthy transition that grounds market activity in the factors that drive stock prices over time. She suggested that the current market narrative is driven more by expectations than by profit alone. She advised clients that the AI story is not ending, but maturing and noted that as markets sit at record highs, investors are looking beyond the second semester to ensure that profit growth is sustainable in the third and fourth quarters.
Paquet emphasized that she is less concerned with whether companies beat earnings estimates by small margins; instead, she is focusing on whether profits are growing, if customer spending is holding up, and how management teams describe their outlook for the next 6 to 12 months. She discussed the current market environment, describing the broadening of gains beyond the Mag 7 tech stocks as one of the healthiest developments of the year. She encouraged clients to maintain well-diversified portfolios, noting that investors do not need to rely solely on AI stocks to achieve strong performance. She highlighted that sectors such as consumer staples, financials, healthcare, and even gold have shown strength alongside the tech rotation. Paque’s consistent advice to clients remains to stay diversified and maintain a long-term perspective, which she describes as an often unexciting but essential strategy for protecting portfolios when market conditions become unpredictable.
Against this backdrop, lets take a look at some stocks that may explode in the next two years.
Our Methodology
We used screeners to identify stocks that are expected to grow their earnings by at least 30% over the next 5 years and have an average upside potential of at least 45%. We limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds.
Note: All data was sourced on July 10.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that 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).
10 Stocks Set to Explode in the Next 2 Years
10. Viavi Solutions (NASDAQ:VIAV)
Average Upside Potential: 49.67%
Viavi Solutions (NASDAQ:VIAV) is one of the stocks set to explode in the next 2 years. On July 1, VIAVI Solutions introduced the µPNT GDO-1000, a compact GNSS-disciplined oscillator designed for size- and power-constrained platforms. Measuring the size of a postage stamp and weighing under 4 grams, this M.2 B-key module provides a space-efficient alternative for defense, airborne systems, and data center equipment.
The device features dual-frequency L1/L5 reception and uses MEMS oscillator technology to achieve microsecond-class 24-hour holdover. By incorporating proprietary AI and ML algorithms, it maintains thermal stability and compensates for environmental conditions, offering performance levels previously associated with more expensive atomic-class clocks.
Designed for easy integration, the GDO-1000 draws approximately half a watt and functions without requiring custom mechanical designs. It includes multiple inputs and outputs for system flexibility and will be showcased at the Joint Navigation Conference through the beginning of the month.
Viavi Solutions (NASDAQ:VIAV) is a technology company that offers network testing, monitoring, and assurance solutions, as well as light-management technologies. The company serves various markets, including telecommunications, cloud, first responders, military, aerospace, and critical infrastructure.
9. Hecla Mining Company (NYSE:HL)
Average Upside Potential: 52.14%
Hecla Mining Company (NYSE:HL) is one of the stocks set to explode in the next 2 years. On July 8, NVRO Metals Limited announced a non-binding MoU with Hecla Greens Creek Mining Company, which is a wholly-owned subsidiary of the parent corporation, Hecla Mining, to process 35,000 tonnes of tailings. This agreement outlines a framework to utilize the NVRO Process for an industrial-scale campaign at the upcoming NVRO Metals Hub in Australia.
The partnership focuses on demonstrating the commercial viability of NVRO’s technology using Hecla’s material, marking a key milestone in reaching Technology Readiness Level 9. This collaboration is intended to validate the Metals Hub as a centralized processing platform capable of handling large-scale third-party feedstocks.
The initiative remains conditional upon the successful completion of a smaller 20-tonne demonstration campaign in Perth, as well as the final acquisition and commissioning of the Metals Hub. Both companies aim to satisfy these requirements by the end of December.
Hecla Mining Company (NYSE:HL) is the largest primary silver producer in the U.S. and Canada, also producing gold, lead, and zinc. It operates mines in Alaska (Greens Creek), Idaho (Lucky Friday), and Canada (Casa Berardi, Keno Hill), focusing on exploration and sustainable mining.
