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.
8. First Majestic Silver Corp. (NYSE:AG)
Average Upside Potential: 55.26%
First Majestic Silver Corp. (NYSE:AG) is one of the stocks set to explode in the next 2 years. On June 25, First Majestic Silver Corp. announced that it had received construction permits for the Santo Niño and Navidad portals at its Santa Elena mine in Mexico. To support these developments, the company plans to invest an additional $12 million throughout the year to accelerate underground access and prepare the Santo Niño project for near-term mining operations.
The announcement follows positive infill drilling results from both vein systems, which have returned significant silver and gold intercepts. These findings have outperformed initial models, confirming high-grade mineralization that supports First Majestic Silver Corp.’s (NYSE:AG) efforts to convert inferred mineral resources into indicated resources for future mine planning.
Management expects these targets to become major contributors to the Santa Elena site, with the potential to materially extend the mine’s overall lifespan. Ongoing work continues to focus on resource conversion and infrastructure expansion to position both areas as core components of the future production schedule.
First Majestic Silver Corp. (NYSE:AG) acquires, explores, develops, and produces mineral properties in North America. The company explores for silver and gold deposits.
7. Micron Technology Inc. (NASDAQ:MU)
Average Upside Potential: 61.33%
Micron Technology Inc. (NASDAQ:MU) is one of the stocks set to explode in the next 2 years. On July 9, Micron announced an investment of up to $3 billion aimed at strengthening the US semiconductor supply chain. This initiative is designed to secure a reliable domestic supply of critical manufacturing materials, enhance long-term planning flexibility, and support the rising demand for memory and storage solutions driven by artificial intelligence.
As part of this commitment, Micron Technology Inc. (NASDAQ:MU) will provide $500 million in financing to GlobalWafers to help advance its 300mm silicon wafer manufacturing facility in Sherman, Texas. The companies have also established a 10-year supply agreement, ensuring that Micron maintains consistent access to the raw materials necessary for its future technology roadmap and production goals.
Beyond this manufacturing expansion, both companies intend to collaborate on next-generation wafer technologies and process innovations to further support domestic infrastructure. The proposed transaction is currently subject to the completion of definitive agreements and standard closing conditions.
Micron Technology Inc. (NASDAQ:MU) provides memory and storage solutions sold into client, cloud server, enterprise, graphics, networking, smartphone, mobile-device, automotive, industrial, and consumer markets, among others.
6. POSCO Holdings Inc. (NYSE:PKX)
Average Upside Potential: 68.61%
POSCO Holdings Inc. (NYSE:PKX) is one of the stocks set to explode in the next 2 years. On June 11, Anson Resources Limited signed a definitive Demonstration Plant Agreement with POSCO Holdings to build and operate a Direct Lithium Extraction/DLE facility at the Green River Lithium Project in the Paradox Basin, Utah, USA. POSCO will lead the project at its own expense, taking full responsibility for the design, construction, operation, and maintenance of the facility to validate its proprietary DLE technology on a continuous industrial scale.
As part of the collaboration, POSCO will extract lithium from brines supplied by Anson, utilizing the site’s existing infrastructure. In connection with this partnership, POSCO will pay Anson a facilitation fee of approximately $5.2 million. The company plans to begin operating the demonstration plant in 2027, with the project expected to conclude in 2028.
This initiative highlights POSCO Holdings Inc.’s (NYSE:PKX) active role in advancing lithium extraction technology within the US market. While the demonstration plant is non-commercial, the agreement establishes a framework for both parties to discuss further commercial collaboration and potential joint investment opportunities in the Green River project as they work to de-risk the technical process.
POSCO Holdings Inc. (NYSE:PKX) is a South Korean steelmaking and industrial company. It produces and sells steel products such as hot-rolled, cold-rolled, and stainless steel, which are used in automotive, construction, shipbuilding, and machinery industries. The company also operates in energy, chemicals, and materials businesses, including lithium and nickel for batteries.
While we acknowledge the potential of PKX to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than PKX and that has 100x upside potential, check out our report about the cheapest AI stock.
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