In this article, we will discuss 12 High Growth E-commerce Stocks To Buy.
The rapid rise of e-commerce has already created some of the stock market’s biggest winners, yet the long-term opportunity in online retail is far from exhausted. Throughout the 2010s, global e-commerce sales expanded at an annual rate of roughly 15%, with adoption accelerating sharply during the COVID-19 pandemic as consumers shifted spending online. While growth moderated after the pandemic and e-commerce’s share of total retail briefly declined through early 2022 as spending normalized toward services and physical stores, the sector has since settled into a sustainable growth trajectory of around 7% annually—still well ahead of traditional retail.
Despite this normalization, the structural tailwinds behind e-commerce remain firmly intact. The scale of the opportunity is substantial; approximately 2.8 billion people worldwide made at least one online purchase this year, representing around 27% of the global population. Average revenue per user (ARPU) is expected to reach $3,950, underscoring both the maturity and monetization potential of the market. Supporting this ecosystem are more than 31 million e-commerce websites and online stores operating globally, reflecting both intense competition and sustained innovation. Global online sales are expected to reach approximately $6.86 trillion by the end of 2025, representing 8.3% year-over-year growth and accounting for more than 20% of total global retail sales. Looking further ahead, global e-commerce sales are projected to exceed $8.1 trillion by 2027, driven by continued shifts in consumer behavior, expanding digital infrastructure, improved logistics networks, and deeper integration of artificial intelligence across the shopping experience.
This large-scale transformation in consumer behavior is reshaping how people shop. Omnichannel strategies, AI-powered personalization, and data-driven merchandising are enhancing online discovery and conversion, while physical retailers are increasingly adopting hybrid models such as click-and-collect and digitally enhanced in-store experiences. As a result, online retail continues to meaningfully outpace brick-and-mortar growth, with global e-commerce sales projected to rise 8.3% by the end of 2025, compared with only 3% growth for in-store sales.
Against this backdrop, e-commerce stocks continue to present a compelling high-growth investment opportunity. Market leaders such as Amazon.com Inc. (NASDAQ:AMZN) dominate at scale, while specialized platforms and niche players are carving out defensible positions with differentiated offerings and technology-driven advantages.
Given this dynamic and rapidly evolving landscape, the objective of this article is to provide a strategic, data-driven analysis of the fastest growing e-commerce stocks, highlighting companies best positioned to benefit from the next phase of global online retail growth. With this context in mind, here is a list of 12 high growth e-commerce stocks to buy.
Our Methodology
For this article, we used the Finviz stock screener to compile a list of the top e-commerce stocks. We then selected 12 stocks that had a revenue growth of over 10% in the past five years. The stocks are ranked in ascending order of their revenue growth. We also included the hedge fund sentiment for each stock, which was sourced from Insider Monkey’s database, as of Q3 2025.
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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
12 High Growth E-commerce Stocks To Buy
12. Revolve Group, Inc. (NYSE:RVLV)
5-year Revenue Growth: 13.46%
Number of Hedge Fund Holders: 24
On January 22, KeyBanc raised its price target on Revolve Group to $35 from $25 while maintaining an Overweight rating on the shares. The firm pointed to growing confidence in the company’s tariff mitigation initiatives, improving profitability profile, and continued assortment diversification as key factors underpinning its more constructive outlook. KeyBanc believes these elements position Revolve Group, Inc. (NYSE:RVLV) well to sustain growth despite a volatile consumer and retail environment.
The company’s third quarter 2025 results supported this optimism, with adjusted EBITDA rising 45% year over year to $25 million, the highest level ever recorded for a third quarter. Margin expansion was driven by disciplined cost management and operating leverage, alongside targeted investments in technology. Management highlighted the increasing use of artificial intelligence across design and back-office functions, which is contributing to improved productivity, faster decision-making, and meaningful cost efficiencies across Revolve Group, Inc. (NYSE:RVLV).
Founded in 2003 and headquartered in Cerritos, California, Revolve Group, Inc. (NYSE:RVLV) operates as an online fashion retailer catering primarily to millennial and Generation Z consumers in the U.S. and internationally. The company runs two core segments, REVOLVE and FWRD, blending data-driven merchandising with influencer-led marketing and premium brand partnerships.
11. Alibaba Group Holding Limited (NYSE:BABA)
5-year Revenue Growth: 13.54%
Number of Hedge Fund Holders: 130
Jefferies analyst Thomas Chong lowered the firm’s price target on Alibaba Group Holding Limited (NYSE:BABA) to $225 from $231 while maintaining a Buy rating on the shares as part of an earnings preview on January 8. Despite the modest adjustment, Jefferies reaffirmed Alibaba as a top pick for 2026, highlighting the company’s expanding opportunities in artificial intelligence and cloud computing. The analyst also noted that Alibaba Group Holding Limited (NYSE:BABA) is expected to continue making steady progress in quick commerce during the December quarter, supported by improving execution across key operating metrics.
The company’s underlying fundamentals reinforce this positive long-term view. For the second quarter of fiscal 2026, Alibaba Group Holding Limited (NYSE:BABA) reported a 15% year-over-year increase in total revenue, excluding Sun Art and Intime. Growth was driven by a 10% increase in China e-commerce Customer Management Revenue and a strong 34% rise in Cloud Intelligence revenue. Notably, AI-related product revenues grew at a triple-digit pace for the ninth consecutive quarter, with external customer revenue accelerating by 29%, underscoring the increasing monetization of Alibaba’s AI and cloud capabilities.
Founded in 1999 and headquartered in Hangzhou, China, Alibaba Group Holding Limited (NYSE:BABA) operates one of the world’s largest digital commerce and cloud ecosystems. Through Alibaba.com, the company connects U.S. businesses with more than 40 million global B2B buyers, while its broader platform spans e-commerce, logistics, cloud computing, and AI-driven services.
