In this article, we will discuss the 14 High Growth Large Cap Stocks to Buy Right Now.
Chris Harvey, CIBC’s equity and portfolio strategy head, recently appeared on CNBC television, highlighting that it anticipates the S&P 500 to reach 7,450. However, he believes that before this gain, there will be a pullback. Harvey also believes that there needs to be a repricing of risk. While the underlying fundamentals seem fine, the risk is just too expensive at this juncture, added Harvey. Moving forward, there will be a preference towards better risk rewards.
Harvey also highlighted that the focus is on where the fundamentals can change. Instead of specific sectors, there will be more diversity.
What Lies Ahead?
As per UBS, the corporate earnings continued to exceed expectations this year, with technology sector results particularly fueling optimism, and forward estimates proving resilient despite the macro-economic uncertainties.
The firm highlighted that forward P/E multiples are only slightly higher compared to the start of the year, strengthening the fact that earnings growth drove market gains, and not valuation bubbles. The bottom-up earnings estimates continued to revise higher, and UBS anticipates strong profit growth to remain a critical driver of equity performance in the year ahead.
Amidst such trends, we will now have a look at the 14 High Growth Large Cap Stocks to Buy Right Now.
Our Methodology
To list the 14 High Growth Large Cap Stocks to Buy Right Now, we used a screener to shortlist stocks with a market cap of at least $10 billion and that have revenue growth of at least 30% over the past 5 years. After getting an extensive list, we chose the ones popular among hedge funds, as of Q3 2025. Finally, the stocks are arranged in ascending order of their hedge funds.
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).
Note: All the data is as of December 23.
14 High Growth Large Cap Stocks to Buy Right Now
14. Zscaler, Inc. (NASDAQ:ZS)
M-Cap: $36.7 billion
Number of Hedge Fund Holders: 50
5-year Revenue Growth: ~42.6%
Zscaler, Inc. (NASDAQ:ZS) is one of the High Growth Large Cap Stocks to Buy Right Now. On December 18, Morgan Stanley reduced the price target on the company’s stock to $305 from $335, while keeping an “Overweight” rating on the company’s stock. As per the analyst, the cybersecurity stocks remained mainly flat on the year, while platform names increased by ~30%, on average. However, the rest of the space was down ~12%. According to the firm, the platform stocks are the easiest way to gain exposure to cyber stocks. It expects them to continue to outperform, believing that there are other opportunities as well.
In a different update, Mizuho upgraded Zscaler, Inc. (NASDAQ:ZS)’s stock from “Neutral” to “Outperform,” setting a price objective of $310.00. Mizuho highlighted that the decline in the stock came after strong fiscal Q1 2026 results. Notably, the company’s stock declined by over ~26% over the past 6 months. As per the firm, the investors are now well-compensated, despite describing that there has been a lack of transparency. Zscaler, Inc. (NASDAQ:ZS) is very well-placed within zero trust SASE.
Mizuho added that Zscaler, Inc. (NASDAQ:ZS)’s stock trades at a peak YTD EV to ARR discount as compared to its peers.
Zscaler, Inc. (NASDAQ:ZS) operates as a cloud security company.
13. Axon Enterprise, Inc. (NASDAQ:AXON)
M-Cap: $46.0 billion
Number of Hedge Fund Holders: 61
5-year Revenue Growth: ~32.4%
Axon Enterprise, Inc. (NASDAQ:AXON) is one of the High Growth Large Cap Stocks to Buy Right Now. On December 17, Morgan Stanley analyst Meta Marshall reduced the price objective on the company’s stock to $713 from $760, while keeping an “Overweight” rating. The analyst believes that the AI trade broadened out from semi stocks in 2025, which supported the infrastructure stocks, mainly within the optical sector. As per the analyst, this trade can continue, mainly in optical, through H1 2026. That being said, the investors are required to be more selective for full-year returns, considering the multiples, added Marshall.
Notably, Axon Enterprise, Inc. (NASDAQ:AXON)’s strategic emphasis on integration of AI capabilities in the core offerings placed it as a critical player in law enforcement data management and analysis. Its expanding ecosystem of products and services continues to create network effects, which can result in higher customer retention.
In a different update, Axon Enterprise, Inc. (NASDAQ:AXON) delivered a redemption notice regarding its 0.50% convertible senior notes due 2027. The company elected to redeem all of the outstanding notes on February 10, 2026, at a redemption price equal to 100% of the principal amount of the notes to be redeemed, along with accrued and unpaid interest on the notes redeemed to, but excluding, the redemption date.
Axon Enterprise, Inc. (NASDAQ:AXON) offers public safety technology solutions.
12. HubSpot, Inc. (NYSE:HUBS)
M-Cap: $20.8 billion
Number of Hedge Fund Holders: 63
5-year Revenue Growth: ~30%
HubSpot, Inc. (NYSE:HUBS) is one of the High Growth Large Cap Stocks to Buy Right Now. The company’s stock has a mean consensus rating of “Buy,” covered by ~36 analysts. Notably, its stock has an average price target of $579.55, reflecting an increase of ~45.6% from the closing price as of December 26.
Earlier, on December 17, BTIG assumed coverage of the company’s stock with a “Buy” rating and a price objective of $500. As per the analyst, HubSpot, Inc. (NYSE:HUBS) happens to be a best-in-class software asset thanks to the durable growth, expansion of margin, and consistent execution.
That being said, HubSpot, Inc. (NYSE:HUBS)’s stock has significantly underperformed on a YTD basis because of the broader concerns related to the potential GenAI disruption and slowed growth. Notably, the company’s stock witnessed a decline of over ~42% on a YTD basis. The firm believes that HubSpot, Inc. (NYSE:HUBS) possesses one of the best product expansion track records in all the software, cementing BTIG’s confidence that the company can embed and monetize GenAI throughout the entire front office.
Furthermore, HubSpot, Inc. (NYSE:HUBS)’s strategic emphasis on AI integration offers strong growth potential. The AI-powered features, including Breeze Intelligence and Breeze Agents, have the potential to result in improved customer retention.
HubSpot, Inc. (NYSE:HUBS) offers a cloud-based CRM platform for businesses.
11. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
M-Cap: $121.3 billion
Number of Hedge Fund Holders: 66
5-year Revenue Growth: ~43%
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the High Growth Large Cap Stocks to Buy Right Now. On December 19, J.P. Morgan analyst Brian Essex maintained a bullish stance on the company’s stock, giving a “Buy” rating. The analyst’s rating is backed by a combination of factors demonstrating the company’s structural advantages in next-gen security.
The analyst believes that CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is providing a significantly faster and more cost-effective alternative to legacy SIEM platforms through the unification of data and security functions via a single-agent architecture and LogScale’s index-free data engine.
The integration of Onum to push detection as well as response closer to the data source, along with automation capabilities such as Charlotte AI and agentic SOAR, addresses SOC staffing constraints and improves operational efficiency, added Essex. Furthermore, the analyst opines that disciplined M&A integration and robust execution since mid-year have been reinforcing the strength and cohesion of the platform.
In a different update, Citizens maintained “Market Outperform” rating on CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s stock with a price objective of $550.00. Notably, the firm opines that CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s premium valuation remains justified considering the healthy leadership position in the endpoint protection market as well as expansion of total addressable market.
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) offers cybersecurity solutions.
10. Carnival Corporation & plc (NYSE:CCL)
M-Cap: $41.6 billion
Number of Hedge Fund Holders: 69
5-year Revenue Growth: ~36.6%
Carnival Corporation & plc (NYSE:CCL) is one of the High Growth Large Cap Stocks to Buy Right Now. On December 19, Carnival Corporation & plc (NYSE:CCL) released its financial results for Q4 2025 and FY 2025, with adjusted net income coming at $454 million in Q4 2025, or $0.34 adjusted EPS, up by more than 140% as compared to 2024 and surpassing the September guidance by more than $150 million. This was led by robust close-in demand and effective cost management.
Furthermore, Carnival Corporation & plc (NYSE:CCL) saw total revenues of $6,330 million in Q4 2025, reflecting an increase from $5,938 million in Q4 2024, amidst higher passenger ticket revenues and Onboard and other revenues. Carnival Corporation & plc (NYSE:CCL) saw full-year revenues of $26.6 billion on record net yields (in constant currency), surpassing the guidance for the 4th time in 2025 as a result of healthy close-in demand.
Carnival Corporation & plc (NYSE:CCL) highlighted that fuel consumption per ALBD fell 5.6% in Q4 2025 as compared to the prior year because of the company’s efforts and investments to continuously reduce fuel consumption in its operations. The company reached a significant turning point, exceeding the investment grade leverage metric threshold with the net debt to adjusted EBITDA ratio of 3.4x for 2025.
Coming to the outlook, the company expects adjusted net income to increase by ~12% in FY 2026 as compared to the record 2025 on less than 1% capacity growth.
Carnival Corporation & plc (NYSE:CCL) is a cruise company that offers leisure travel services.
9. Natera, Inc. (NASDAQ:NTRA)
M-Cap: $32.2 billion
Number of Hedge Fund Holders: 70
5-year Revenue Growth: ~42.3%
Natera, Inc. (NASDAQ:NTRA) is one of the High Growth Large Cap Stocks to Buy Right Now. On December 18, the company announced publication of the findings from the randomized, phase III CALGB (Alliance)/SWOG 80702 study in JAMA Oncology. CALGB (Alliance)/SWOG 80702 assessed predictive value of postoperative personalized circulating tumor DNA (ctDNA) in patients having stage III colorectal cancer (CRC).
Furthermore, it was mentioned that, for patients having detectable ctDNA after surgery, the addition of celecoxib to standard chemotherapy improved both DFS and OS. Apart from highlighting Signatera’s predictive abilities in the setting, the publication underscores its value as a prognostic marker for disease recurrence and survival.
In a separate update, on December 17, Jefferies lifted the price objective on the company’s stock to $275.00 from $230.00, while maintaining a “Buy” rating. The firm cited Natera, Inc. (NASDAQ:NTRA)’s consistent pattern of surpassing expectations and raising guidance. Notably, the firm also noted increased average selling price from commercial coverage, new indications, as well as guidelines as the growth factors, with American College of Obstetricians and Gynecologists (ACOG) potentially acting as a catalyst for non-invasive prenatal testing (NIPT).
Elsewhere, Natera, Inc. (NASDAQ:NTRA), along with Quantum Leap Healthcare Collaborative, announced about publication of new findings from the I-SPY 2 trial in Nature Communications. Notably, the study assessed how Signatera can refine risk assessment in patients having early-stage breast cancer whose tumors resist neoadjuvant therapy (NAT).
Natera, Inc. (NASDAQ:NTRA) happens to be a global leader in cell-free DNA and precision medicine, dedicated to oncology, women’s health, and organ health.
8. Coinbase Global, Inc. (NASDAQ:COIN)
M-Cap: $63.8 billion
Number of Hedge Fund Holders: 73
5-year Revenue Growth: ~55.3%
Coinbase Global, Inc. (NASDAQ:COIN) is one of the High Growth Large Cap Stocks to Buy Right Now. On December 22, Bloomberg noted that the company will acquire a derivatives clearinghouse, The Clearing Company. This will be for boosting its entry into the growing prediction markets business. The acquisition is expected to help Coinbase Global, Inc. (NASDAQ:COIN) expand its ambitions to become the Everything Exchange.
Bloomberg further noted that the announcement comes days after the company started rolling out prediction markets and equities trading. The Clearing Company is known for utilising digital ledger technology to clear as well as settle trades in stablecoins, which can enable instant settlement, added Bloomberg.
In a different update, on December 17, Cantor Fitzgerald reduced the price target on the company’s stock to $320 from $459, while keeping an “Overweight” rating. As per the analyst, Coinbase Global, Inc. (NASDAQ:COIN)’s “System Update” event demonstrated the evolution towards an “Everything Exchange,” which includes new equities trading and prediction markets, hinting at a transition beyond the cyclical crypto trading.
The firm stated that, while product announcements remain positive, the near-term revenue and profitability estimates were reduced because of the decline in crypto sentiment. Notably, the 2026 consensus volume expectations of 14% might be overly optimistic if the crypto winter takes place.
Coinbase Global, Inc. (NASDAQ:COIN) operates a platform for crypto assets.
7. EchoStar Corporation (NASDAQ:SATS)
M-Cap: $30.3 billion
Number of Hedge Fund Holders: 79
5-year Revenue Growth: ~51.5%
EchoStar Corporation (NASDAQ:SATS) is one of the High Growth Large Cap Stocks to Buy Right Now. On December 23, Citi analyst Michael Rollins raised the price objective on EchoStar Corporation (NASDAQ:SATS)’s stock to $111 from $87, while maintaining a “Neutral” rating, as reported by The Fly. As per the analyst, the firm cited the recent press reports, which placed an upcoming secondary share sale at the potential private valuation for SpaceX at $800 billion.
In a separate update, on December 22, UBS reduced the price target on the company’s stock to $125 from $128, while keeping a “Neutral” rating, as reported by The Fly.
As per the analyst, after the sale of 75% – 80% of EchoStar Corporation (NASDAQ:SATS)’s spectrum portfolio for ~$43 billion, the company transitioned from a wireless operator to an investment company. This prompted the valuation shift, assigning $11 billion to the remaining spectrum on the basis of precedents.
Notably, the 3% SpaceX stake, which is now being implied at ~$22 billion or roughly $65 per share utilising $800 billion valuation, reflects strong upside compared to the prior marks, added UBS.
EchoStar Corporation (NASDAQ:SATS) offers networking technologies and services.
6. Apollo Global Management, Inc. (NYSE:APO)
M-Cap: $86.2 billion
Number of Hedge Fund Holders: 80
5-year Revenue Growth: ~71.2%
Apollo Global Management, Inc. (NYSE:APO) is one of the High Growth Large Cap Stocks to Buy Right Now. On December 16, Bloomberg reported that Apollo Global Management, Inc. (NYSE:APO) has been exploring a potential sale of its aviation company, Atlas Air Worldwide Holdings Inc. The investment firm happens to be in early stages of considering a potential divestment, and they are seeking to value the business at over $12 billion, including debt.
Bloomberg further added that the aircraft leasing sector witnessed increased consolidation over the years, which includes a $7.4 billion sale in September of Air Lease Corp. Atlas Air provides aircraft leasing as well as charter flights with its fleet of Boeing Co. jets, which include 747s, 777s, 767s, and 737s, noted Bloomberg, while quoting the company’s website.
In 2022, an investor group led by Apollo Global Management, Inc. (NYSE:APO) decided to acquire Atlas Air for ~$5.2 billion, which included debt.
In a different update, Apollo Global Management, Inc. (NYSE:APO) announced that Apollo-managed funds decided to acquire a majority stake in Prosol Group from Ardian. Notably, Apollo Global Management, Inc. (NYSE:APO) continues to invest in France for over 2 decades, having ~€14 billion invested with French companies throughout its strategies.
Apollo Global Management, Inc. (NYSE:APO) is a private equity firm that specializes in investments in credit, private equity, infrastructure, secondaries, and real estate markets.
5. Palantir Technologies Inc. (NASDAQ:PLTR)
M-Cap: $449.7 billion
Number of Hedge Fund Holders: 81
5-year Revenue Growth: ~31.2%
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the High Growth Large Cap Stocks to Buy Right Now. On December 16, it was announced that Accenture and Palantir Technologies Inc. (NASDAQ:PLTR) formed the Accenture Palantir Business Group, which has been designed to ramp up the delivery of advanced AI and data solutions that power new value and drive growth.
The expanded partnership with Accenture is expected to support enterprises in transforming themselves at speed and scale by utilising Palantir Technologies Inc. (NASDAQ:PLTR)’s platform. Furthermore, the partnership is expected to further accelerate the impact that both Accenture and Palantir are having in deploying AI-powered decision intelligence capabilities throughout industries.
Notably, the Accenture Palantir Business group would be helped by dedicated forward-deployed engineers (FDEs) from Palantir Technologies Inc. (NASDAQ:PLTR) and over 2,000 Palantir-skilled Accenture professionals possessing significant industry and functional experience, and Accenture FDEs to support the acceleration of the reinvention of business processes with Palantir’s platforms.
Overall, the group will focus on the complex operations of data center and AI infrastructure programs, which are important to economic resilience. The companies are expected to help clients in leveraging Palantir Foundry and the Artificial Intelligence Platform and tap into secure computing power in complex commercial as well as mission-critical environments.
Palantir Technologies Inc. (NASDAQ:PLTR) builds and deploys software platforms for the intelligence community to help in counterterrorism investigations and operations.
4. MongoDB, Inc. (NASDAQ:MDB)
M-Cap: $35.4 billion
Number of Hedge Fund Holders: 89
5-year Revenue Growth: ~33.6%
MongoDB, Inc. (NASDAQ:MDB) is one of the High Growth Large Cap Stocks to Buy Right Now. On December 24, analyst Brian White from Monness maintained a “Buy” rating on the company’s stock and has a price objective of $475.00. The analyst’s rating is backed by a combination of factors underscoring MongoDB, Inc. (NASDAQ:MDB)’s strengthening fundamentals and positioning for future growth.
Notably, after a tough 2024, MongoDB, Inc. (NASDAQ:MDB) posted a significant turnaround in 2025, enhancing operating margins and reviving momentum in the Atlas business without benefiting significantly from the AI-related workloads. Notably, the leadership changes have coincided with the improvement in execution, and investors have rewarded the progress.
The analyst further added that MongoDB, Inc. (NASDAQ:MDB) happens to be at the intersection of powerful secular trends throughout databases, cloud computing, and generative AI. This is despite the competitive and macroeconomic environment being tough.
Talking about the product level, Atlas exited a prolonged slump and continues to demonstrate sustained acceleration, with strong growth aided mainly by core database use cases as well as healthy demand from major U.S. customers and EMEA, added White. As per the analyst, Atlas remains well-placed to help the emerging AI agents as well as high-growth AI-native businesses requiring a scalable and modern data platform.
MongoDB, Inc. (NASDAQ:MDB) offers a general-purpose database platform.
3. KKR & Co. Inc. (NYSE:KKR)
M-Cap: $116.2 billion
Number of Hedge Fund Holders: 89
5-year Revenue Growth: ~36.3%
KKR & Co. Inc. (NYSE:KKR) is one of the High Growth Large Cap Stocks to Buy Right Now. On December 19, KKR & Co. Inc. (NYSE:KKR) announced income from monetization activity in excess of $525 million over the period from October 1, 2025 through December 19, 2025. The company highlighted that quarter-to-date monetization activity comprises ~95% of realized performance income and ~5% of realized investment income. Furthermore, ~45% of realized performance income was due to the revenues from the company’s strategic hedge fund partnerships that correspond to a 10%-20% compensation rate.
In a different update, on December 17, KKR & Co. Inc. (NYSE:KKR) released its 2026 global macro-outlook, highlighting that the 10-year forward CAGR implied by the S&P 500’s current market value remains close to 16% as compared to 8% for much of the previous decade. Furthermore, the team reduced its China inflation forecast to 0.3%, significantly below the 0.8% consensus, demonstrating deeper structural pressures in services, consumption, and the labor market.
It was also highlighted that companies are expected to continue to prioritize technology-driven productivity gains amid demographic and labor-supply headwinds. Notably, sustained underinvestment from governments as well as companies in worker retraining would open the door for private and public capital.
Overall, there will be better-than-expected GDP and earnings growth throughout most of the major regions in 2026, thanks to the low oil prices, increased savings rates, and accommodative financial conditions.
KKR & Co. Inc. (NYSE:KKR) is a private equity and real estate investment firm that specializes in direct and fund-of-fund investments.
2. DoorDash, Inc. (NASDAQ:DASH)
M-Cap: $100.8 billion
Number of Hedge Fund Holders: 91
5-year Revenue Growth: ~41.6%
DoorDash, Inc. (NASDAQ:DASH) is one of the High Growth Large Cap Stocks to Buy Right Now. On December 19, Wedbush lifted the price target on the company’s stock to $270 from $260, while keeping an “Outperform” rating. As per the analyst, DoorDash, Inc. (NASDAQ:DASH) happens to be a top mobility pick for next year as it maintains a leading position in the broader US food delivery. At the same time, the company is also successfully expanding into new initiatives.
Furthermore, the firm added that near-term margin pressure due to the increased spending is anticipated. However, such investments are expected to support long-term growth and the global total addressable market.
In a different update, DoorDash, Inc. (NASDAQ:DASH) announced that it is joining hands with OpenAI to bring grocery shopping options directly into ChatGPT. The company added that the new DoorDash app in ChatGPT allows customers to turn recipes into grocery orders delivered from local stores. AI has been unlocking an entirely new search and discovery experience for consumers which is dynamic and personalized.
Elsewhere, Bloomberg reported that DoorDash, Inc. (NASDAQ:DASH) has been experimenting with a standalone AI-powered app for users to locate new restaurants. The new app, Zesty, remains in public testing in San Francisco and New York.
DoorDash, Inc. (NASDAQ:DASH) operates a commerce platform, connecting merchants, consumers, and independent contractors.
1. Shopify Inc. (NASDAQ:SHOP)
M-Cap: $222.2 billion
Number of Hedge Fund Holders: 91
5-year Revenue Growth: ~34.2%
Shopify Inc. (NASDAQ:SHOP) is one of the High Growth Large Cap Stocks to Buy Right Now. On December 17, Wells Fargo increased its price objective to $198 from $125, while reiterating a “Buy” rating, noting its AI potential. Notably, the analysts at the firm believe that Shopify Inc. (NASDAQ:SHOP) happens to be an under-earning asset, which remains well-placed to benefit from evolving AI search and discovery technologies, thereby capturing demand-generation economics amidst an AI-supported marketplace.
The firm noted that Shopify Inc. (NASDAQ:SHOP)’s stock trades at 123 times its future earnings estimates, demonstrating an extremely high valuation. That being said, the analysts believe Shopify Inc. (NASDAQ:SHOP)’s revenue and operating income to surpass the Street’s estimates by over 20% and 50%, respectively, by 2028. This is expected to help justify the premium multiple for the company’s stock.
The firm believes that Agentic commerce is expected to emerge as a new revenue stream for Shopify Inc. (NASDAQ:SHOP), potentially touching $4 billion by 2028 and fueling positive revisions in estimates. As AI search engines reshape e-commerce discovery, the company will serve as a connective tissue for merchants looking for more direct sales channels, added Wells Fargo. Overall, the company’s stock has a consensus “Moderate Buy” rating from 29 analysts.
Shopify Inc. (NASDAQ:SHOP) is a commerce technology company that offers tools to start, scale, market, and run a business.
While we acknowledge the potential of SHOP 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 SHOP and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now.
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