In this article, we will discuss the 11 Unstoppable Growth Stocks to Invest in Now.
BlackRock highlighted that the trade conflict between the US and China continues to cause major economic disruptions. However, the expectations of a supply-driven contraction in the US are very different from a typical business cycle recession. The hard economic rules binding on policy are expected to limit the damage. Furthermore, the AI mega force has been keeping the firm overweight on the US stocks and positive on developed market stocks, despite the expectations of volatility.
Focus Areas Amidst Tariff Worries
BlackRock believes that some of the sectors are more exposed to tariffs as compared to others, with sectoral differences already at play in the earnings releases for Q1 2025. The companies that are at the forefront of the AI mega force continued to keep fueling the US equity strength, while policy uncertainty significantly impacts the broader market. The leading technology companies managed to exceed the Q1 earnings expectations, highlighted the increasing AI-driven demand, and announced plans to raise investments focused on AI.
Such trends strengthen the fact that how AI mega force continues to persist despite the supply-driven disruptions. As a result, BlackRock has remained positive on developed market (DM) stocks, primarily the US. On the other hand, automakers have been tagged by the firm as the ones most exposed to key supply inputs from China. Furthermore, some of the automakers have highlighted the impact of tariffs in their respective expectations for full-year earnings.
READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In.
Franklin Templeton believes that it is of utmost importance to remember that tough economic and/or market phases are finite. Investors who tend to see most of the profits during the recovery are the ones staying the course during the stormy weather. The investment firm continues to see increased potential for a sustained period of small-cap leadership. Considering its metric of choice to gauge index valuations, EV/EBIT, the Russell 2000 is far more attractively valued as compared to the Russell 1000, says Franklin Templeton.
As per the investment manager, the valuation situation becomes even more attractive when consensus earnings growth is included. Notably, growth stocks are the ones capable of increasing their earnings faster as compared to an average business in the respective industry or broader market. At 2024 end, the Russell 2000 was expected to see stronger earnings growth in 2025 as compared to the Russell 1000, based on EPS, added the investment firm.
Amidst such trends, we will now have a look at the 11 Unstoppable Growth Stocks to Invest in Now.
An experienced fund advisor setting parameters on investments with remaining maturities of one to three years.
Our Methodology
To list the 11 Unstoppable Growth Stocks to Invest in Now, we used a screener to shortlist the companies catering to the growth sectors that have 3-year revenue growth of at least ~25%, and that have appreciated significantly on a YTD basis. We also mentioned hedge fund sentiments around each stock, as of Q4 2024. Finally, the stocks were arranged in ascending order of their hedge fund sentiment.
Note: The data was recorded on May 9.
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. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
11 Unstoppable Growth Stocks to Invest in Now
11. Xeris Biopharma Holdings, Inc. (NASDAQ:XERS)
Number of Hedge Fund Holders: 21
3-Year Revenue Growth: ~51.9%
% Increase on a YTD Basis: ~44.8%
Xeris Biopharma Holdings, Inc. (NASDAQ:XERS) is a biopharmaceutical company that is engaged in developing and commercializing therapies in Illinois. Oppenheimer upped the company’s price target to $7 from $6, keeping an “Outperform” rating on its shares. The firm noted that Xeris Biopharma Holdings, Inc. (NASDAQ:XERS) reported Q1 2025 total revenue of $60.1 million, topping the firm’s/consensus estimates. For Recorlev®, Q1 2025 net revenues came in at $25.5 million, reflecting a rise of ~141% YoY. This growth was backed by the fact that the average number of patients on Recorlev® increased 124% YoY. For Gvoke®, Q1 2025 net revenue sat at $20.8 million, up by ~26% YoY. Oppenheimer also believes that the company has no apparent tariff threat since the manufacturing is wholly domestic.
Xeris Biopharma Holdings, Inc. (NASDAQ:XERS)’s performance demonstrates sustained momentum throughout its portfolio, led by healthy demand for Recorlev®. Recorlev® has been distinguishing itself as the company’s fastest-growing and now its largest product, gaining traction as a uniquely differentiated therapy for patients with hypercortisolism and endogenous Cushing’s syndrome. Thanks to its strong Q1 2025 performance and healthy momentum in the business, it has tightened FY 2025 total revenue guidance to $260 million – $275 million. This revision is from its previous range of $255 million – $275 million.
10. AnaptysBio, Inc. (NASDAQ:ANAB)
Number of Hedge Fund Holders: 22
3-Year Revenue Growth: ~28.3%
% Increase on a YTD Basis: ~46.6%
AnaptysBio, Inc. (NASDAQ:ANAB) is a clinical-stage biotechnology company, focusing on developing antibody product candidates for unmet medical needs in inflammation and immuno-oncology. Leerink Partners analyst David Risinger has maintained a bullish stance on the company’s stock, giving it a Buy rating. The analyst’s rating is backed by factors associated with its strategic collaborations and potential financial gains. The strong increase in sales of Jemperli, a product under AnaptysBio, Inc. (NASDAQ:ANAB)’s collaboration with GSK, demonstrates healthy market performance and future growth potential.
GSK announced robust commercial performance for Jemperli ($220 million in Q1 2025 sales) with more than 15% Q-o-Q growth. Furthermore, there are expectations of receipt of a $75 million commercial sales milestone payment from GSK in either 2025 or 2026 after Jemperli achieves $1 billion in worldwide net sales in a calendar year. The expansion of Jemperli’s market presence, which includes recent approvals in multiple countries, further aids the analyst’s positive outlook. In Q1 2025, the collaboration revenue came in at $27.8 million as compared to $7.2 million in Q1 2024. This rise was off the back of a $11.0 million increase in royalties recognized for sales of Jemperli and $9.6 million in revenue recognized for the Vanda license agreement.
9. ACM Research, Inc. (NASDAQ:ACMR)
Number of Hedge Fund Holders: 23
3-Year Revenue Growth: ~45.9%
% Increase on a YTD Basis: ~42.5%
ACM Research, Inc. (NASDAQ:ACMR) is engaged in developing, manufacturing, and selling single-wafer wet cleaning equipment utilised by semiconductor manufacturers in several manufacturing steps to improve product yield, in fabricating integrated circuits, or chips. Analyst Mark Miller from Benchmark Co. maintained a “Buy” rating on the company’s stock, keeping the price objective at $38.00. The analyst’s rating is backed by its robust financial performance and strategic market positioning. As per the analyst, ACM Research, Inc. (NASDAQ:ACMR) managed to qualify new tools with major customers, exhibiting robust demand and customer acceptance of its products. Also, the impact of tariffs is expected to be minimal, aiding its positive outlook, opines Miller.
ACM Research, Inc. (NASDAQ:ACMR) achieved numerous strategic milestones, such as the qualification of its high-temperature SPM tool by a leading logic customer in China and customer acceptance for its backside/bevel etch tool from a US customer. For 2025, ACM Research, Inc. (NASDAQ:ACMR) anticipates incremental revenue contribution from Tahoe, SPM, and furnace tools, and progress in customer evaluations of Track, PECVD, and panel-level packaging platforms. The company opines that its focused effort on developing world-class tools throughout the customer base can support its efforts for additional major customer wins across global markets.
8. Pagaya Technologies Ltd. (NASDAQ:PGY)
Number of Hedge Fund Holders: 24
3-Year Revenue Growth: ~25%
% Increase on a YTD Basis: ~51.4%
Pagaya Technologies Ltd. (NASDAQ:PGY) is a financial technology company focused on reshaping the lending marketplace via machine learning, big data analytics, and sophisticated AI-driven credit and analysis technology. Mark Palmer from Benchmark Co. reiterated a “Buy” rating on the company’s stock with a price objective of $25.00. The analyst’s rating comes off the back of factors highlighting Pagaya Technologies Ltd. (NASDAQ:PGY)’s healthy financial performance and strategic achievements. The company entered a new era in 2025, an era of profitability. This milestone, along with a strong YoY revenue increase and lower operating expenses, cements the company’s ability to enhance its profitability and operational consistency, says the analyst.
In FQ1 2025, Pagaya Technologies Ltd. (NASDAQ:PGY)’s GAAP net income attributable to its shareholders came in at $8 million, reflecting a rise of $29 million YoY. This strong growth stemmed mainly from revenue growth and operational efficiencies. The company’s total revenue and other income amounted to $290 million, reflecting 18% growth YoY, thanks to 19% growth in revenue from fees. Pagaya Technologies Ltd. (NASDAQ:PGY)’s adjusted EBITDA amounted to $80 million, reflecting a rise of $40 million as compared to the prior year period, thanks to the growth in FRLPC (revenue from fees less production costs) and operating leverage as the business scales.
7. Halozyme Therapeutics, Inc. (NASDAQ:HALO)
Number of Hedge Fund Holders: 25
3-Year Revenue Growth: ~31.9%
% Increase on a YTD Basis: ~37.2%
Halozyme Therapeutics, Inc. (NASDAQ:HALO) is a biotechnology company focused on developing and commercializing novel oncology therapies. Robert Wasserman from Benchmark Co. maintained a “Buy” rating on the company’s stock with a price objective of $75.00. The analyst’s rating stems from factors such as the company’s impressive financial performance and strategic developments. In Q1 2025, Halozyme Therapeutics, Inc. (NASDAQ:HALO)’s revenue came in at $264.9 million as compared to $195.9 million in Q1 2024. The 35% YoY growth was mainly aided by growth in royalty revenue and higher sales of bulk rHuPH20.
The analyst highlighted that Halozyme Therapeutics, Inc. (NASDAQ:HALO) has made significant progress in its development pipeline, receiving approvals for new indications as well as delivery mechanisms for numerous products. In April 2025, argenx received US FDA approval of VYVGART® Hytrulo prefilled syringe for self-injection for treating adult patients with generalized myasthenia gravis who are anti-acetylcholine receptor antibody positive and adult patients with CIDP. Furthermore, Halozyme Therapeutics, Inc. (NASDAQ:HALO)’s strong operating cash flow and higher cash reserves, together with a new share repurchase program, aid the favourable outlook. Cash, cash equivalents, and marketable securities sat at $747.9 million on March 31, 2025 as compared to $596.1 million on December 31, 2024. This rise stemmed mainly from the cash generated from operations.
6. Dave Inc. (NASDAQ:DAVE)
Number of Hedge Fund Holders: 27
3-Year Revenue Growth: ~33.2%
% Increase on a YTD Basis: ~93.7%
Dave Inc. (NASDAQ:DAVE) offers various financial products and services via its financial services platform. Mark Palmer, an analyst from Benchmark Co., reiterated a “Buy” rating on the company’s stock, and the associated price target was increased to $202.00. The analyst’s rating is backed by a combination of factors demonstrating Dave Inc. (NASDAQ:DAVE)’s healthy financial performance and strategic improvements. As per the analyst, the company released outstanding Q1 2025 results, significantly surpassing the market expectations in critical financial metrics like revenue and adjusted EBITDA. The company’s Q1 2025 revenue came in at $108.0 million, reflecting accelerating growth of 47% YoY.
In Q1 2025, Dave Inc. (NASDAQ:DAVE)’s adjusted EBITDA rose 235% YoY and 32% sequentially to $44.2 million. This acceleration was aided by strong execution throughout the business and amplified by the early success of its new fee structure, which improved monetization and conversion rates while maintaining healthy member retention. The analyst highlighted that Dave Inc. (NASDAQ:DAVE) demonstrated improvement in credit metrics, with a strong reduction in its delinquency rate despite a surge in loan originations. The company’s credit metrics touched record levels with its 28-day delinquency rate dropping by 33 basis points YoY, driven by ongoing optimization of CashAI.
5. TransMedics Group, Inc. (NASDAQ:TMDX)
Number of Hedge Fund Holders: 29
3-Year Revenue Growth: ~132.02%
% Increase on a YTD Basis: ~67.6%
TransMedics Group, Inc. (NASDAQ:TMDX) is a commercial-stage medical technology company that is engaged in transforming organ transplant therapy for end-stage organ failure patients throughout multiple disease states. William Blair analyst, Ryan Daniels, reiterated the bullish stance on the company’s stock, giving a “Buy” rating on May 6. The analyst’s rating is backed by a combination of factors demonstrating TransMedics Group, Inc. (NASDAQ:TMDX)’s healthy financial performance and promising growth prospects. As per the analyst, the company reported impressive Q1 2025 results, with sales significantly exceeding expectations and a notable increase in EPS.
The financial strength is further bolstered by the management’s decision to increase guidance for 2025, reflecting confidence in sustained growth, added Daniels. TransMedics Group, Inc. (NASDAQ:TMDX) posted total revenue of $143.5 million in Q1 2025, reflecting a 48% rise as compared to Q1 2024. Furthermore, the analyst has highlighted the competitive advantages of TransMedics Group, Inc. (NASDAQ:TMDX)’s NOP platform, which provides clinical and operational benefits that can help maintain its market position amidst emerging competition. The company’s capability to reap the benefits from new opportunities, together with potential for higher adoption of its platform over the upcoming years, further cements its footing as a compelling growth story, added Daniels.
Renaissance Investment Management, an investment management company, released its Q4 2024 investor letter. Here is what the fund said:
“TransMedics Group, Inc. (NASDAQ:TMDX) detracted the most from performance in the quarter as the organ trans plant solutions company reported third-quarter results that were modestly below expectations. However, the company’s proprietary organ preservation system coupled with its logistics solutions should allow significant opportunities for market-share gain for a number of years, and we believe that long-term growth opportunities remain intact.
Trading and stock movements during the quarter led to several changes in portfolio sector weights. The Information Technology, Health Care, Financials, and Consumer Staples sector weights increased during the quarter, while the Industrials, Consumer Discretionary, Energy, and Communication Services sector weights decreased.”
4. JFrog Ltd. (NASDAQ:FROG)
Number of Hedge Fund Holders: 32
3-Year Revenue Growth: ~25.9%
% Increase on a YTD Basis: ~27.04%
JFrog Ltd. (NASDAQ:FROG) offers a software supply chain platform. Analyst Mike Cikos from Needham maintained a “Buy” rating on the company’s stock, while keeping the price objective at $46.00. The analyst’s rating is backed by the company’s impressive financial performance, evidenced by its healthy revenue growth and strong increase in remaining performance obligations. In Q1 2025, JFrog Ltd. (NASDAQ:FROG)’s revenue came in at $122.4 million, reflecting a rise of 22% YoY, while its remaining performance obligations sat at $424.2 million as of March 31, 2025.
Furthermore, JFrog Ltd. (NASDAQ:FROG)’s net dollar retention rate remained stable at 116%, exhibiting its ability to retain and expand within the existing customer base, added the analyst. The continuation of multi-year deals cements its resilient business model, aiding the analyst’s rating. JFrog Ltd. (NASDAQ:FROG)’s customers with over $100K ARR rose to 1,051 as compared to 911 in the year-ago period. During Q1 2025, the company saw cloud momentum fueled by increased usage, it accelerated full-platform adoption, and continued to witness growth in its security core.
Baron Funds, an investment management company, released its Q4 2024 investor letter. Here is what the fund said:
“We initiated a position in JFrog Ltd. (NASDAQ:FROG), a leading provider of software tools that help developers manage, secure, and release modern software applications. JFrog’s flagship product, Artifactory, is a universal repository that stores and manages the “binaries” – the machine-readable files that applications rely on to run in production. As companies build increasingly complex applications with numerous dependencies and components from open-source libraries, managing these binaries has become mission-critical. JFrog simplifies this complexity by offering a centralized solution to store, track, and secure all software binaries, ensuring consistent deployments and faster development cycles. The company also provides adjacent security tools, such as JFrog Xray and Advanced Security, which continuously scan these binaries for vulnerabilities and policy violations, ensuring that only safe, compliant software reaches production.
JFrog has established itself as the industry standard in binary management, serving more than 7,000 customers, including 83% of the Fortune 100, the top 10 global technology corporations, the largest 10 financial institutions, and 9 of the top 10 health care organizations. The company is gaining market share from smaller competitors in the binary category due to its breadth and depth of coverage – Artifactory supports over 30 different package formats and programming languages (far more than competitors), while offering more efficient storage, deeper security context, and tighter integrations with other developer tools. Once adopted, JFrog delivers measurable ROI for customers by freeing up developer time, reducing complexity, and preventing costly security breaches. This has driven industry-leading customer gross retention rates of 97%, and solid 117% net expansion rates as customers expand their usage and adopt more product modules. 46 customers each spend more than $1 million annually on the platform. JFrog’s stickiness and strong developer brand awareness produce healthy unit economics, with trailing-twelve-month free cash flow margins more than doubling over the past two years to 22% as of the latest reported quarter.
Looking ahead, we believe JFrog can sustain healthy growth as generative AI adoption accelerates, driving the need to manage new binary types (e.g., large language model artifacts) and increasing overall application complexity. Additionally, we expect average deal sizes to grow as customers adopt higher-priced products like Advanced Security and migrate to JFrog’s cloud offering, which typically yields a 20% to 80% uplift in pricing. This combination of pricing power and operating leverage should drive strong free cash flow growth over time, which we believe will bode well for the stock.”
3. Duolingo, Inc. (NASDAQ:DUOL)
Number of Hedge Fund Holders: 52
3-Year Revenue Growth: ~43.1%
% Increase on a YTD Basis: ~57.3%
Duolingo, Inc. (NASDAQ:DUOL) operates as a mobile learning platform. Ryan MacDonald from Needham reiterated a “Buy” rating on the company’s stock with a price objective of $460.00. The analyst’s rating is backed by a combination of factors demonstrating the company’s healthy market position and growth potential. As per the analyst, Duolingo, Inc. (NASDAQ:DUOL)’s recent earnings report was impressive, demonstrating a rise in monthly active users fueled by the effective viral marketing strategy. In Q1 2025, the company’s daily active users (DAUs) came in at 46.6 million, reflecting a rise of 49% from the prior-year quarter, while monthly active users (MAUs) sat at 130.2 million, a rise of 33% from the prior-year quarter.
Duolingo, Inc. (NASDAQ:DUOL) was able to grow MAUs via product initiatives designed to make the app more social and engaging, via marketing, and by improving its courses. Collectively, these have supported the company to attract new users, retain existing users, and re-engage the millions of former users who return to the Duolingo App. As per the analyst, Duolingo, Inc. (NASDAQ:DUOL)’s success in cost optimization resulted in better-than-expected adjusted EBITDA performance, and MacDonald believes that there is potential for further financial leverage as the company continues to emphasize AI-driven initiatives. Notably, its adjusted EBITDA amounted to $62.8 million as compared to $44.0 million in the prior year quarter.
2. Okta, Inc. (NASDAQ:OKTA)
Number of Hedge Fund Holders: 72
3-Year Revenue Growth: ~26.1%
% Increase on a YTD Basis: ~51.5%
Okta, Inc. (NASDAQ:OKTA) operates as an identity partner in the US and internationally. Analyst Shrenik Kothari of Robert W. Baird maintained a “Buy” rating on the company’s stock, retaining the price objective of $130.00. As per the analyst, Okta, Inc. (NASDAQ:OKTA)’s financial results exhibited healthy growth and improving profitability, cementing its position in the mid-cap segment. The company’s valuation is attractive, and Kothari believes that its multiples remain lower than the median for high-growth SaaS companies, highlighting the potential for expansion.
In FY 2025, the company’s total revenue came in at $2.610 billion, reflecting an increase of 15% YoY. The subscription revenue sat at $2.556 billion, a rise of 16% YoY. GAAP net income amounted to $28 million as compared to a GAAP net loss of $355 million for FY 2024. Amidst a rapidly evolving IT and security landscape, companies are preferring Okta, Inc. (NASDAQ:OKTA) as their identity partner for its ability to deliver the broadest array of modern identity security with the flexibility to address the demands. Elsewhere, a report from Loop Capital initiated coverage on the company’s shares with a “Buy” rating and a price objective of $140 per share. The analyst highlighted expectations of higher demand for identity security as GenAI systems are increasing in deployment. White Brook Capital Partners, an investment management firm, published its Q4 2024 investor letter. Here is what the fund said:
“Okta, Inc. (NASDAQ:OKTA) was basically unchanged from where we bought it in 2024, although its had a good start to 2025. Okta’s products are used by customers and consumers to manage and secure identities. I believe we acquired shares at an attractive price and look forward to publishing a write up early this year.”
1. Uber Technologies, Inc. (NYSE:UBER)
Number of Hedge Fund Holders: 166
3-Year Revenue Growth: ~28.4%
% Increase on a YTD Basis: ~31.09%
Uber Technologies, Inc. (NYSE:UBER) is engaged in developing and operating proprietary technology applications. Analyst Brian Nowak from Morgan Stanley maintained a “Buy” rating on the company’s stock and has a price objective of $95.00. The analyst’s rating is backed by a combination of factors demonstrating the company’s strong growth trajectory and operational efficiency. Uber Technologies, Inc. (NYSE:UBER)’s platform continues to experience strong growth, mainly in its Mobility and Delivery segments. Notably, in Q1 2025, the mobility segment’s adjusted EBITDA saw an increase of 19% YoY, while that of the delivery segment increased by 45% YoY.
The analyst has noted the company’s ability to balance growth with profitability. Furthermore, the early positive signals from Waymo’s utilization on Uber Technologies, Inc. (NYSE:UBER)’s platform in Austin aid the analyst’s positive views. Elsewhere, Bank of America Securities analyst Justin Post reiterated the bullish stance on the company’s stock, giving a “Buy” rating. The analyst believes that overall business trends remain healthy. Uber Technologies, Inc. (NYSE:UBER)’s stable trip growth and expanding EBITDA margins exhibit strong underlying business fundamentals. Also, the company’s management gave a positive outlook, demonstrating stable pricing and steady volume growth, which are likely to support the long-term demand, says Post.
Optimist Fund, an investment management company, published its Q1 2025 investor letter. Here is what the fund said:
“Uber Technologies, Inc. (NYSE:UBER) – Uber posted its strongest quarter yet, with gross bookings rising 18% year-over-year to $44.2 billion and revenue growing 20% to $12.0 billion. Adjusted EBITDA jumped 44% to $1.8 billion, fueled by record demand across both Mobility and Delivery, while free cash flow reached $1.7 billion. Exceeding its three-year financial targets, the company heads into 2025 with accelerating momentum and emerging upside from autonomous vehicles. Uber’s growing free cash flow profile is attracting broader investor attention—including a recent investment from renowned value investor Bill Ackman. Our investment thesis remains intact.”
While we acknowledge the potential of UBER as an investment, our conviction lies in the belief that some deeply undervalued AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for a deeply undervalued AI stock that is more promising than UBER but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and investors. Please subscribe to our daily free newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
