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12 Best Revenue Growth Stocks to Buy According to Wall Street Analysts

In this article, we will be looking at the 12 Best Revenue Growth Stocks to Buy According to Wall Street Analysts.

On May 22, Reuters reported that high-flying US stocks could face more ups and downs in the final days of a blowout corporate earnings season. Investors are now dealing with a more difficult environment, as inflation is rising and government bond yields are also moving higher.

The S&P 500 index is up over 9% so far this year after wobbling this past week and ending close to its all-time high. The index has posted gains for eight weeks in a row.

Anthony Saglimbene, chief market strategist at Ameriprise, noted that solid earnings have allowed investors to overlook concerns such as higher yields, surging oil prices, and ongoing tensions linked to the US-Israeli war with Iran. Saglimbene added that “company reporting is kind of done now.”

According to Saglimbene, “investors are moving beyond the earnings season, and the macro environment is starting to take more center stage.”

With this background in mind, let’s take a look at the 12 best revenue growth stocks to buy according to Wall Street analysts.

Our Methodology

To compile our list of the 12 best revenue growth stocks to buy according to Wall Street analysts, we looked for companies with a compound annual growth rate (CAGR) in revenue exceeding 25% over the past 5 years. To ensure the reliability of our findings, we consulted Seeking Alpha to confirm the 5-year revenue growth rate for each company. Next, we focused on the stocks that analysts believe have the most potential for growth. Finally, we ranked the 12 best revenue growth stocks based on their average price target upside potential according to analysts as of May 21, 2026. These stocks are also popular among elite hedge funds.

Why do we care about what hedge funds do? 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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).

12 Best Revenue Growth Stocks to Buy According to Wall Street Analysts

12. Snowflake Inc. (NYSE:SNOW)

5-Year Revenue CAGR: 51.23%

Average Price Target Upside Potential According to Analysts: 37.73%

Number of Hedge Fund Holders: 90

Snowflake Inc. (NYSE:SNOW) is one of the best revenue growth stocks to buy according to Wall Street analysts. On May 22, TD Cowen reaffirmed its Buy rating on Snowflake Inc. (NYSE:SNOW) with a price target of $255 on the stock.

The research firm said discussions with partners pointed to a strong quarterly performance and improved outlooks for the company. TD Cowen said growth drivers include core cloud data warehouse consumption, competitive migrations, and increasing adoption of Snowpark and machine learning. The firm also highlighted emerging AI adoption as another factor supporting Snowflake Inc.’s (NYSE:SNOW) momentum.

According to TD Cowen, the company is expected to deliver a stronger upside compared to the previous two quarters and there is potential for another quarter of growth acceleration. The firm added that it expects to hear more about the benefits of consumption velocity from CoCo.

Snowflake Inc. (NYSE:SNOW) is scheduled to release its financial results for the first quarter of fiscal year 2027, which ended April 30, 2026, after the close of the US markets on May 27, 2026.

Snowflake Inc. (NYSE:SNOW) is an American cloud-based data platform company. It offers an AI Data Cloud platform, which enables organizations to build, use, and share data, applications, and AI.

11. Booking Holdings Inc. (NASDAQ:BKNG)

5-Year Revenue CAGR: 37.42%

Average Price Target Upside Potential According to Analysts: 37.78%

Number of Hedge Fund Holders: 109

Booking Holdings Inc. (NASDAQ:BKNG) is one of the best revenue growth stocks to buy according to Wall Street analysts. On April 29, DA Davidson reduced its price target on Booking Holdings Inc. (NASDAQ:BKNG) from $240 to $230 and maintained its Buy rating on the stock after the company reported its Q1 results.

The research firm pointed to the impact of the conflict in the Middle East, which flared up during the later part of the quarter and impacted Middle East inbound and outbound travel. However, Booking Holdings Inc. (NASDAQ:BKNG) still delivered generally solid quarterly results. DA Davidson noted that, outside of the Middle East-related challenges, the company has not yet seen broader weakness in global travel demand linked to the conflict.

On the same day, TD Cowen analyst Kevin Kopelman cut the firm’s price target on Booking Holdings Inc. (NASDAQ:BKNG) from $240 to $230 and kept a Buy rating on the stock.

The firm noted that the company’s results missed because of the impact of the Iran conflict, including disruptions in travel between Europe and the Asia-Pacific region. The analyst noted that Booking Holdings Inc.’s (NASDAQ:BKNG) guidance assumes there will be no improvement in travel trends during May and June. Despite this, TD Cowen believes that the travel demand is solid in other areas, with accelerating trends in the US and stable demand within Europe and the Asia-Pacific region.

Booking Holdings Inc. (NASDAQ:BKNG) is a leading global travel technology company that provides online travel and related services.

10. Shopify Inc. (NASDAQ:SHOP)

5-Year Revenue CAGR: 29.10%

Average Price Target Upside Potential According to Analysts: 43.05%

Number of Hedge Fund Holders: 101

Shopify Inc. (NASDAQ:SHOP) is one of the best revenue growth stocks to buy according to Wall Street analysts. On May 7, Barclays reduced its price target on Shopify Inc. (NASDAQ:SHOP) from $130 to $126 and maintained an Equal Weight rating on the stock.

On the same day, Citi also cut its price target on Shopify Inc. (NASDAQ:SHOP) from $163 to $156 and maintained its Buy rating on the stock. The research firm noted that the company’s sales momentum continued in the first quarter.

These updates came after the company reported its first-quarter results. Shopify Inc. (NASDAQ:SHOP) reported revenue growth of 34% year-over-year and 15% free cash flow margins. The company said the quarter showed broad-based growth across geographies, merchant sizes, and channels. In the first quarter alone, Shopify Inc. (NASDAQ:SHOP) reported more than $100 billion in gross merchandise volume (GMV).

Harley Finkelstein, President of Shopify Inc. (NASDAQ:SHOP), said the company has “entered the AI era with a clear edge: strong, durable growth and two decades of commerce intelligence.”  He pointed out that this puts the company in a “category of one,” and that this advantage will “compound throughout 2026.”

Looking ahead, Shopify Inc. (NASDAQ:SHOP) expects second-quarter 2026 revenue to grow at a high-twenties percentage rate on a year-over-year basis.

Shopify Inc. (NASDAQ:SHOP) is a Canadian multinational commerce and financial technology company that offers an all-in-one e-commerce platform and a wide range of financial tools and services.

9. Nu Holdings Ltd. (NYSE:NU)

5-Year Revenue CAGR: 74.11%

Average Price Target Upside Potential According to Analysts: 44.38%

Number of Hedge Fund Holders: 108

Nu Holdings Ltd. (NYSE:NU) is one of the best revenue growth stocks to buy according to Wall Street analysts. On May 21, BofA reduced its price target on Nu Holdings Ltd. (NYSE:NU) from $17 to $16 and kept its Neutral rating on the stock after the company reported its results for Q1 2026.

The research firm noted that the quarterly results disappointed for “a second consecutive quarter.” BofA analysts reduced the firm’s BRL net income estimates for fiscal years 2026 and 2027 by 6% and 9%, respectively, after incorporating the latest results in the firm’s model.

Earlier, on May 20, UBS also cut its price target on Nu Holdings Ltd. (NYSE:NU) from $18.10 to $16.90 while maintaining a Buy rating on the stock after the company released its results for the first quarter of 2026.

In Q1 2026, Nu Holdings Ltd. (NYSE:NU) added about 4 million customers to bring its total global customer base to more than 135 million by March 2026.

Nu Holdings Ltd. (NYSE:NU) is a financial technology company that operates a digital banking platform. The company has a fully digital model and offers a wide range of financial services to customers in Brazil, Mexico, and Colombia.

8. Carvana Co. (NYSE:CVNA)

5-Year Revenue CAGR: 27.31%

Average Price Target Upside Potential According to Analysts: 44.43%

Number of Hedge Fund Holders: 100

Carvana Co. (NYSE:CVNA) is one of the best revenue growth stocks to buy according to Wall Street analysts. On May 15, Baird analyst Craig Kennison raised the firm’s price target on Carvana Co. (NYSE:CVNA) from $80 to $88 while maintaining an Outperform rating on the stock. This update came after the firm updated its model following the company’s 5-for-1 stock split.

Earlier, on May 14, Barclays lowered its price target on Carvana Co. (NYSE:CVNA) from $475 to $93 while keeping an Overweight rating on the stock. The research firm pointed to the company’s stock split for the change in its price target.

Barclays noted that Carvana Co. (NYSE:CVNA) is continuing to grow retail volumes at a strong pace, although this growth is slower than the 40% pace seen in the last six quarters.

This was the first split in the company’s history. Mark Jenkins, Carvana Co.’s (NYSE:CVNA) Chief Financial Officer, said the 5 for 1 split of its common stock comes after strong stock gains, with the company reaching record levels “for units and profitability while continuing to lead the industry in growth in 2025.”

Carvana Co. (NYSE:CVNA) operates a platform for buying and selling used cars. It allows customers to browse, research, and purchase vehicles online. The company offers services like financing, trade-ins, and delivery.

7. Agnico Eagle Mines Limited (NYSE:AEM)

5-Year Revenue CAGR: 31.71%

Average Price Target Upside Potential According to Analysts: 45.07%

Number of Hedge Fund Holders: 56

Agnico Eagle Mines Limited (NYSE:AEM) is one of the best revenue growth stocks to buy according to Wall Street analysts. On May 22, Barclays initiated coverage on Agnico Eagle Mines Limited (NYSE:AEM), giving the stock an Overweight rating and setting a price target of $213 for the US-listed shares and C$292 for the Canadian-listed shares.

Analyst Richard Garchitorena pointed out that the company is a low-cost gold miner, with more than 85% of its production coming from Finland and Canada. The research firm pointed to Agnico Eagle Mines Limited’s (NYSE:AEM) track record of driving share returns with acquisitions, including O3, Yamana, and Kirkland Lake.

Barclays noted that the company is planning three acquisitions in Finland. The firm also added that Agnico Eagle Mines Limited (NYSE:AEM) continues to work on growth opportunities within its current assets. Barclays expects growth to begin in 2028.

The research firm also highlighted that the stock is currently trading below its historical 10-year average EV/EBITDA multiple of 9.2x.

Agnico Eagle Mines Limited (NYSE:AEM) is a Canadian gold mining company. With operations in Canada, Finland, Australia, and Mexico, the company is one of the world’s largest producers of gold.

6. Uber Technologies, Inc. (NYSE:UBER)

5-Year Revenue CAGR: 37.83%

Average Price Target Upside Potential According to Analysts: 45.22%

Number of Hedge Fund Holders: 147

Uber Technologies, Inc. (NYSE:UBER) is one of the best revenue growth stocks to buy according to Wall Street analysts. On May 15, Citizens reiterated its Market Outperform rating on Uber Technologies, Inc. (NYSE:UBER) with a price target of $100 on the stock.

The firm’s analyst Andrew Boone said Uber Technologies, Inc. (NYSE:UBER) is trading at around 10.6 times the firm’s estimated 2027 EBITDA of $14.3 billion. The firm’s price target of $100 is based on approximately 14 times its projected 2027 EBITDA for the company.

A day earlier, on May 14, Truist Securities also reaffirmed its Buy rating on Uber Technologies, Inc. (NYSE:UBER) with a price target of $112 after an investor meeting with the company’s investor relations team.

Truist’s discussion focused on four main topics. These included the growth of autonomous vehicles and Uber Technologies, Inc.’s (NYSE:UBER) positioning strategy, expected acceleration in the US Mobility segment in 2026 despite higher gas prices, the role of the Uber One membership program in improving engagement and profitability, and the continued strength of the Eats business as it competes with DoorDash, Inc. (NASDAQ:DASH).

The firm also highlighted strong momentum in both Uber Technologies, Inc.’s (NYSE:UBER) Rides and Eats segments, including recent quarter-to-date trends. In the second half of 2026 and fiscal year 2027, Truist expects to see an accelerating pace of autonomous vehicle launches.

Uber Technologies, Inc. (NYSE:UBER) is a global transportation technology company that focuses on ride-hailing, courier services, food delivery, and freight transport.

While we acknowledge the potential of UBER 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 UBER and that has 100x upside potential, check out our report about the cheapest AI stock.

Click to continue reading and see the 5 Best Revenue Growth Stocks to Buy According to Wall Street Analysts.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

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Put another way, that’s roughly equal to:

  • 175 Teslas
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  • 140 Metas
  • 84 Googles
  • 65 Microsofts
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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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