In this article, we will take a look at the 20 Best Fast Growth Stocks to Invest In.
The labor market demonstrated unexpected resiliency as job growth in June exceeded expectations thanks to government employment, likely removing a July interest rate cut from the equation.
According to the Bureau of Labor Statistics, nonfarm payrolls climbed a seasonally adjusted 147,000 for the month, which was slightly above the upwardly revised 144,000 in May and higher than the 110,000 projection. In addition, unemployment dropped to 4.1%, the lowest level since February, despite a predicted uptick of 4.3%. Following the data, stocks gained, and Treasury yields rapidly surged.
However, Wall Street went on another wild ride after President Trump sent letters to 14 nations, including South Korea and Japan, announcing drastically increased tariffs on imports, while delaying their enforcement to August 1. Back in April, the President had halted all so-called reciprocal tariffs with trading partners at 10% until July 9 in order to facilitate negotiations. There have only been two agreements made so far: one with Vietnam and one with Britain. Washington and Beijing restored a tenuous truce in their trade war in June when they reached an agreement on a framework related to tariff rates.
With that, let’s take a look at the 20 best fast growth stocks to invest in.
Our Methodology
For this list, we utilized screeners to identify stocks meeting specific criteria as of July 5. Our selection criteria focused on stocks with a quarterly revenue growth rate of at least 25%, thus indicating solid growth. In addition, we ranked these stocks based on the number of hedge funds invested in each of them, shedding light on growth stocks favored by market elites.
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).
20. Circle Internet Group (NYSE:CRCL)
Quarterly Revenue Growth: 58.50%
Number of Hedge Fund Holders: N/A
Circle Internet Group (NYSE:CRCL) ranks among the 20 best fast growth stocks to invest in. On June 30, Citi began coverage of Circle Internet Group (NYSE:CRCL) with a Buy rating and a $243 price target. The firm attributed its optimistic outlook for the company in large part to Circle’s potential to become a prominent facilitator of stablecoin adoption.
Although stablecoins provide small gains in speed, cost, and transparency for a variety of payment methods, Citi pointed out that the main technological benefit that could lead to the introduction of new payment use cases is their programmability.
The firm cited a number of reasons for its bullish outlook, including legislative momentum, a “winner takes most” market structure, a sizable addressable opportunity, scarcity value, and Circle’s substantial operating leverage potential.
Circle Internet Group (NYSE:CRCL), also known as Circle, is a peer-to-peer payments technology company that currently manages USDC, a cryptocurrency whose value is based on the US dollar.
19. Venture Global, Inc. (NYSE:VG)
Quarterly Revenue Growth: 77.33%
Number of Hedge Fund Holders: 24
Venture Global Inc. (NYSE:VG) ranks among the 20 best fast growth stocks to invest in. On June 30, Mizuho maintained its Outperform rating on Venture Global Inc. (NYSE:VG) and raised its price target on the company’s shares from $16 to $17.
The company’s thin float of about 3% of equity value and increased short interest, which sped up stock appreciation, were among the technical variables the firm credited with contributing to VG’s recent climb.
Despite technical considerations, Mizuho pointed out that the stock’s performance following what it called a “overly punitive” March sell-off is supported by fundamental improvements, which allow investors time to appreciate the company’s growth potential.
Additionally, Mizuho cited Venture Global Inc. (NYSE:VG)’s more cautious approach to expansion, which includes the company’s decision to withdraw its Delta LNG application and its affirmation that it intends to finish brownfield expansions, especially at Plaquemines, before moving forward with CP3/Delta projects.
Venture Global Inc. (NYSE:VG) builds and designs LNG export projects to supply the world with inexpensive, clean energy. The company ranks as the second-biggest LNG exporter in the US.
18. Brookfield Asset Management Ltd. (NYSE:BAM)
Quarterly Revenue Growth: 650.69%
Number of Hedge Fund Holders: 38
Brookfield Asset Management Ltd. (NYSE:BAM) ranks among the 20 best fast growth stocks to invest in. With a $60 price target and a Neutral rating, Piper Sandler began coverage of Brookfield Asset Management Ltd. (NYSE:BAM) on June 30. The price target is roughly thirty times the firm’s projected 2026 earnings for the company.
Given that Brookfield Asset Management Ltd. (NYSE:BAM) is now trading at about 27.5x, which is toward the higher end of the alternative asset management range, Piper Sandler pointed out that the Neutral rating is essentially a valuation call.
The firm believes that this value “appropriately reflects a best-in-class return profile” and recognizes that BAM’s recent simplification of its organizational structure makes it a potential catalyst for inclusion in the S&P 500.
According to Piper Sandler, Brookfield Asset Management Ltd. (NYSE:BAM) has three primary advantages: its ability to raise funds, its position in rapidly expanding industries with long-term tailwinds, and its ability to execute transactions at the forefront of the industry thanks to operational capabilities that have produced alluring returns.
Brookfield Asset Management Ltd. (NYSE:BAM) is a prominent asset manager in the fields of infrastructure, private equity, credit, renewable energy and transition, and real estate.
17. ARM Holdings plc (NASDAQ:ARM)
Quarterly Revenue Growth: 33.73%
Number of Hedge Fund Holders: 42
Arm Holdings plc (NASDAQ:ARM) ranks among the 20 best fast growth stocks to invest in. On July 2, Mizuho maintained its Outperform rating on Arm Holdings plc (NASDAQ:ARM) and raised its price target from $160 to $180. In contrast to consensus projections of $1.05 billion and $0.35 for the June quarter, the research firm maintained its revenue and EPS estimates at $1.07 billion and $0.35, respectively.
With Azure penetration rising from 5–10% in 2024 to 15-20% in 2025 and potentially reaching roughly 33% in 2026, the firm sees Arm Holdings plc (NASDAQ:ARM) as a “major beneficiary” of Cobalt, which it predicts would expand 100% year over year in 2025.
Mizuho outlined some other growth drivers as well, including the potential benefits of an OpenAI/ARM AI processor for Softbank’s Project Stargate, a potential CPU relationship with META, and the availability of over 1,500 engineers for CPU/GPU/DPU development thanks to Softbank’s acquisitions of Graphcore and Ampere.
Arm Holdings plc (NASDAQ:ARM) is British software design and semiconductor company. The company provides microprocessors, graphics processing units, systems intellectual property (IPs), and other associated services.
16. Ares Management Corporation (NYSE:ARES)
Quarterly Revenue Growth: 56.52%
Number of Hedge Fund Holders: 42
Ares Management Corporation (NYSE:ARES) ranks among the 20 best fast growth stocks to invest in. On June 30, TD Cowen reaffirmed its Buy rating on Ares Management Corporation (NYSE:ARES) but raised its price target from $199 to $204. The TD Cowen-sponsored investor meetings on June 25 strengthened the firm’s confidence in Ares Management’s platform capabilities, which led to the price target rise.
The meetings, according to TD Cowen, reinforced the company’s faith in the “compounding nature” of Ares Management’s platform and boosted assurance that management can reach and even surpass the key performance metrics set forth at the company’s 2024 Investor Day. The firm cited Ares Management’s “Incumbency Advantage” in particular as an important contributor to its optimistic outlook.
Ares Management Corporation (NYSE:ARES) is an alternative asset management with operations in Asia, Europe, and the United States. The company is divided into different divisions, including the Real Estate Group, the Private Equity Group, the Direct Lending Group, and the Tradable Credit Group.
15. Monolithic Power Systems, Inc. (NASDAQ:MPWR)
Quarterly Revenue Growth: 39.24%
Number of Hedge Fund Holders: 47
Monolithic Power Systems, Inc. (NASDAQ:MPWR) ranks among the 20 best fast growth stocks to invest in. Citi reiterated its Buy rating on Monolithic Power Systems, Inc. (NASDAQ:MPWR) and boosted its price target from $700 to $785 on June 4. The update came after a meeting with the company’s management during Citi’s annual Silicon Valley Bus Tour.
Bernie Blegen, the CFO of Monolithic Power Systems, and Tony Balow, the head of investor relations, met with Citi analysts. The discussions uncovered a bullish attitude toward the company’s Auto Business, which makes up 23% of sales, and a cautiously hopeful perspective for the Enterprise business, which makes up 25% of sales.
The analysts noted that Monolithic Power Systems, Inc. (NASDAQ:MPWR) could benefit from recent encouraging data points in the analog industry from companies like ADI, MCHP, and ON. Furthermore, management remains optimistic about possible development in the second half of 2025.
Monolithic Power Systems, Inc. (NASDAQ:MPWR) produces and markets small, ultra-efficient, user-friendly power management systems for various industries, including computers, automotive, data centers, and communications.
14. The Trade Desk Inc. (NASDAQ:TTD)
Quarterly Revenue Growth: 25.40%
Number of Hedge Fund Holders: 61
The Trade Desk, Inc. (NASDAQ:TTD) ranks among the 20 best fast growth stocks to invest in. Citing its status as a top independent demand-side platform, Citi reiterated its Buy rating and price target of $90 on The Trade Desk, Inc. (NASDAQ:TTD) on July 1.
Citi put The Trade Desk, Inc. (NASDAQ:TTD) on a 90-day positive catalyst watch in anticipation of the company’s second-quarter earnings announcement, noting indications of healthy connected TV (CTV) trends and increased ad expenditure. The investment firm stated that following talks at the Cannes Lions advertising festival, it left with a “incrementally more positive” perspective, implying that macro conditions have leveled off since Trade Desk released Q2 expectations in early May.
Citi recognized that investors had reservations regarding competition from Amazon’s DSP, though it added that The Trade Desk, Inc. (NASDAQ:TTD) remains unique and that the programmatic ad industry is big enough to accommodate several players.
The Trade Desk, Inc. (NASDAQ:TTD), a leading supplier of advertising technology, specializes in offering advertising solutions to digital marketers. Advertisers may plan, manage, and optimize their digital ad campaigns across various platforms and channels using its self-service, transparent software and cloud-based platform.
13. KLA Corporation (NASDAQ:KLAC)
Quarterly Revenue Growth: 29.23%
Number of Hedge Fund Holders: 61
KLA Corporation (NASDAQ:KLAC) ranks among the 20 best fast growth stocks to invest in. JPMorgan analysts maintained their price target of $900 and reiterated their Overweight rating on KLA Corporation (NASDAQ:KLAC) on June 3. This update is in line with the ongoing success of wafer front end (WFE) equipment sales, which increased by 6-8% in 2024 to reach between $97 billion and $99 billion.
Apart from lithography exports, process control systems, which include inspection and measurement systems, performed better than other WFE spending categories, showing a noteworthy 12% growth in 2024.
As the semiconductor industry navigates the challenges of changing technologies and rising production needs, the analysts’ remarks highlight the significance of process control systems in the manufacturing process.
KLA Corporation (NASDAQ:KLAC) develops, manufactures, and distributes process control, process-enabling, and yield management products for the semiconductor and associated electronics industries.
12. Cloudflare Inc. (NYSE:NET)
Quarterly Revenue Growth: 26.54%
Number of Hedge Fund Holders: 65
Cloudflare, Inc. (NYSE:NET) ranks among the 20 best fast growth stocks to invest in. TD Cowen raised its price target for Cloudflare, Inc. (NYSE:NET) from $150 to $200 on June 16 while keeping a Buy rating on the company’s shares. Although there is macroeconomic uncertainty, the firm noted that there still exists a high demand for Cloudflare’s platform since internet and security services continue to be mission-critical, outweighing broader economic worries.
Speaking on the recent interruption of the company’s services, TD Cowen explained that it was brought on by a third-party problem and was promptly fixed with no long-term effects. Customers praised Cloudflare, Inc. (NYSE:NET) for its quick resolution of the issue, the firm reported.
According to the analysts, Cloudflare, Inc. (NYSE:NET) has a clear route to achieving $5 billion in recurring revenue annually, with a projected acceleration in fiscal year 2026 relative to fiscal year 2025.
Cloudflare, Inc. (NYSE:NET) is a cloud-based cybersecurity and website management company that also offers routing and developer security solutions. It operates in numerous main categories, including Security Solutions, Performance Enhancement, Reliability, Zero Trust Infrastructure, and others.
11. Roblox Corporation (NYSE:RBLX)
Quarterly Revenue Growth: 29.19%
Number of Hedge Fund Holders: 68
Roblox Corporation (NYSE:RBLX) ranks among the 20 best fast growth stocks to invest in. On June 23, Oppenheimer maintained its $125 price target and Outperform rating on Roblox Corporation (NYSE:RBLX), referring to Grow a Garden’s potential booking upside.
The firm believes that most investors have undervalued Grow a Garden’s potential for second-quarter 2025 bookings, ignoring the game’s momentum brought on by successful live operations and widespread social media following.
Oppenheimer predicts that, under optimistic assumptions, Roblox’s quarterly bookings run-rate at the end of June could surpass management’s high-end guidance by 66%. This would indicate a 106% year-over-year increase in contrast to the 25% growth that the company’s plan reflects. The firm still expects at least 10% upside to the high end of management’s forecast, even with more conservative projections. This would mean that bookings are projected to rise by more than 40% year-over-year in the second quarter of 2025.
Roblox Corporation (NYSE:RBLX) is a video game developer based in California. With 2.9 million developers, 6 million active experiences, and 88.9 million active users per day, Roblox Corporation (NYSE: RBLX) extends beyond the traditional definition of a video game by combining its digital currency and offering an extensive range of unique virtual experiences.
10. Marvell Technology, Inc. (NASDAQ:MRVL)
Quarterly Revenue Growth: 63.26%
Number of Hedge Fund Holders: 73
Marvell Technology, Inc. (NASDAQ:MRVL) ranks among the 20 best fast growth stocks to invest in. In the wake of Marvell Technology, Inc. (NASDAQ:MRVL)’s virtual event for Custom AI Silicon, TD Cowen upheld its Buy rating and $70 price target on the company’s shares on June 18. In addition to showcasing its portfolio of intellectual property, Marvell Technology, Inc. (NASDAQ:MRVL) described the $94 billion market opportunity it believes exists in the datacenter area during the presentation.
Though it remains upbeat about Marvell’s possibilities, TD Cowen noted some reservations about the competitive dynamics in the custom XPU (accelerated processing unit) market.
The firm believes Marvell’s current stock price indicates “limited success” in the AI sector, though it might rise if the company’s strategy is successfully implemented.
According to TD Cowen, despite industry challenges from competition, “the rising tide” in AI technology adoption would help a number of industry firms, including Marvell Technology, Inc. (NASDAQ:MRVL).
Marvell Technology, Inc. (NASDAQ:MRVL) is a semiconductor development and manufacturing company with a major focus on data centers.
9. Cheniere Energy, Inc. (NYSE:LNG)
Quarterly Revenue Growth: 26.11%
Number of Hedge Fund Holders: 75
Cheniere Energy, Inc. (NYSE:LNG) ranks among the 20 best fast growth stocks to invest in. On June 30, Mizuho maintained its Outperform rating on Cheniere Energy, Inc. (NYSE:LNG) and raised its price target from $254 to $268. According to the firm, Cheniere’s recent report, which showed excellent positioning for growth and capital returns across a range of market conditions while executing cost-efficient expansions within the US LNG space, resulted in enhanced conviction.
Beyond the anticipated final investment decision on Midscale Trains 8 and 9, Cheniere Energy, Inc. (NYSE:LNG) surprised to the upside in terms of its run-rate output outlook once expansion and debottlenecking works are finished, projecting roughly 60-63 million tonnes per annum (mtpa), according to Mizuho.
While the firm notes that Cheniere’s capital allocation outlook appears extremely conservative, it also believes the company has a clear path toward about 75 mtpa of production by fiscal year 2030, supported by high-quality contracts.
Cheniere Energy, Inc. (NYSE:LNG) is an American provider of liquefied natural gas storage and transportation services. The company operates through its subsidiaries, which include Cheniere Marketing, LLC and Cheniere Energy Partners, L.P.
8. Palantir Technologies Inc. (NASDAQ:PLTR)
Quarterly Revenue Growth: 39.34%
Number of Hedge Fund Holders: 77
Palantir Technologies Inc. (NASDAQ:PLTR) ranks among the 20 best fast growth stocks to invest in. On June 30, Palantir Technologies Inc. (NASDAQ:PLTR) and Accenture Federal Services announced a strategic partnership which names Accenture Federal as a preferred implementation partner for Palantir’s AI solutions within US federal government agencies.
The partnership intends to implement AI-powered solutions to operational difficulties faced by federal agencies, ranging from improving decision-making skills to optimizing workflows. The three main products that the partnership will initially focus on include Operationalize Financial Intelligence, which will give comprehensive views of agency budgets across systems; Predictive Supply Chain Orchestration, which will optimize government agency supply chains; and Enterprise-to-Edge Data Fusion, which will modernize enterprise business systems.
In a separate vein, Palantir Technologies Inc. (NASDAQ:PLTR) and The Nuclear Company recently announced a new collaboration to create an AI-powered software system for nuclear building projects. The goal of this collaboration, which is a component of Palantir’s Warp Speed program, is to use data-driven procedures to overcome challenges related to the construction of nuclear plants.
Palantir Technologies Inc. (NASDAQ:PLTR) is a software and data analytics company that develops platforms for large corporations, financial institutions, and government organizations to analyze massive amounts of data.
7. ASML Holding N.V. (NASDAQ:ASML)
Quarterly Revenue Growth: 41.91%
Number of Hedge Fund Holders: 80
ASML Holding N.V. (NASDAQ:ASML) ranks among the 20 best fast growth stocks to invest in. On July 1, Bank of America reduced its price target for ASML Holding N.V. (NASDAQ:ASML) from €795 to €759. The firm cited several threats to the market for Foundry and Logic, especially in 2026. Nonetheless, the firm maintained its Buy rating for the stock, stating that the 19.6 times projected 2026 EV/EBITDA value remains attractive.
BofA highlighted many downside risks by reducing its calendar year 2026 and 2027 EPS estimates by 4% to 5%. These are include “slightly lower China revenues,” “lower high-NA revenues in 26E (4 units down from 8),” and “uncertainty surrounding demand from key chipmakers.”
Long-term, BofA remains optimistic despite the diminished projections for 2026. Citing “AI chip demand increasing from $253bn this year (35% of global chip demand) to $794bn in 2030,” the firm stated that even with export limits, ASML’s earnings potential in 2030 would still be €40, with upside to €50 per share.
A key player in the semiconductor sector, ASML Holding N.V. (NASDAQ:ASML) specializes in lithographic systems, which employ light to etch intricate designs on silicon wafers, a crucial stage in the production of chips.
6. Carvana Co. (NYSE:CVNA)
Quarterly Revenue Growth: 38.26%
Number of Hedge Fund Holders: 90
Carvana Co. (NYSE:CVNA) ranks among the 20 best fast growth stocks to invest in. On July 7, Nicholas Jones, an analyst at Citizens JMP, reaffirmed a Market Outperform rating on Carvana Co. (NYSE:CVNA) with a $440 price target. The firm believes the automobile sector continues to be majorly steady despite some demand being brought forward earlier this year due to car tariff announcements and persistently high interest rates.
Since the beginning of the COVID pandemic, automobile affordability has been difficult, according to Citizens JMP, which has caused issues for the broader automotive industry. That said, the analyst thinks Carvana Co. (NYSE:CVNA) possesses company-specific growth drivers that can surpass overall growth despite these industry challenges as it uses technology to lower consumer friction.
Carvana Co. (NYSE:CVNA) is an online retailer of used cars based in Tempe, Arizona. Renowned for its multi-story automobile vending machines, the firm is the fastest-growing online used car dealer in the United States.
5. Snowflake Inc. (NYSE:SNOW)
Quarterly Revenue Growth: 25.75%
Number of Hedge Fund Holders: 94
Snowflake Inc. (NYSE:SNOW) ranks among the 20 best fast growth stocks to invest in. Stifel kept its buy rating and $220 price target on Snowflake Inc. (NYSE:SNOW) following meetings with the company’s investor relations team. Snowflake’s momentum with current data engineering and science tools, such as Snowpark and Dynamic Tables, was the primary subject of the meetings.
Additionally, the company talked about its approach to more recent offerings, such as Openflow and Crunchy Data. Management stated that they do not anticipate any significant revenue contribution from these offerings in their current outlook, which Stifel described as “duly conservative.”
According to Stifel, the discussions strengthened their opinion that stabilization within Snowflake’s core SQL business should be substantially complemented by current data engineering services. With new products and closer ties with Azure, the firm sees more opportunities for growth.
Snowflake Inc. (NYSE:SNOW) is an American cloud-based data storage company that operates a platform built on Amazon Web Services, Microsoft Azure, and Google Cloud. It also provides Snowflake Cortex with a set of AI capabilities that employ large language models to analyze unstructured data.
4. Micron Technology, Inc. (NASDAQ:MU)
Quarterly Revenue Growth: 36.56%
Number of Hedge Fund Holders: 96
Micron Technology, Inc. (NASDAQ:MU) ranks among the 20 best fast growth stocks to invest in. Following better-than-expected quarterly results, CFRA maintained its Buy rating on Micron Technology, Inc. (NASDAQ:MU) and increased its price target from $117 to $155 on June 26.
One of the main factors driving the company’s growth prospects, according to the firm, is Micron’s increasing exposure to high-bandwidth memory (HBM), which is “a lot less commoditized than other memory businesses.” In the upcoming quarters, CFRA anticipates that cyclical markets such as PCs, automobiles, and industrials would rebound.
In light of the possibility of higher tariffs for the semiconductor sector, CFRA also emphasized Micron’s U.S. expansion initiatives, notably in HBM production, as a possible competitive edge over international competitors.
Micron Technology, Inc. (NASDAQ:MU) is a leading manufacturer of solid-state drives (SSDs), flash memory, and dynamic random-access memory (DRAM), among other memory and data storage products. Being one of the biggest producers of DRAM and NAND flash memory, its components are essential to various electronic devices.
3. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Quarterly Revenue Growth: 35.90%
Number of Hedge Fund Holders: 97
Advanced Micro Devices, Inc. (NASDAQ:AMD) ranks among the 20 best fast growth stocks to invest in. Mizuho maintained its Outperform rating on Advanced Micro Devices, Inc. (NASDAQ:AMD) and raised its price target from $135 to $152 on July 2.
In contrast to the average forecast of $7.40 billion and $0.49 per share, the firm revised its June quarter revenue projection to $7.40 billion and earnings per share to $0.47. Mizuho also kept its fiscal year 2025 revenue projection for AMD at $32 billion while marginally reducing its EPS forecast to $3.90 from $4.02.
Although software limitations continue to place Advanced Micro Devices, Inc. (NASDAQ:AMD) behind its primary rival NVIDIA, Mizuho stated that the demand for AI accelerators “remains strong” and that many hyperscalers are looking for alternate GPU vendors.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is a global leader in semiconductor technology. The company, which serves both commercial and consumer industries, focuses in designing cutting-edge computer processors and associated technologies.
2. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
Quarterly Revenue Growth: 35.36%
Number of Hedge Fund Holders: 186
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the 20 best fast growth stocks to invest in. On July 3, Morgan Stanley analysts referred to Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) as their Top Pick and reaffirmed their Overweight rating on the company’s shares. According to Morgan Stanley, TSMC’s intentions for US expansion were bolstered by recently enhanced tax incentives that may lessen the long-term financial burden of its chip fabrication facilities in Arizona.
Morgan Stanley stated that tax incentives for semiconductor companies expanding their capacity in the United States could increase from 25% to 35% under the most recent “big beautiful bill” that was approved by the Senate on July 1.
According to the analysts, the updated credit structure “should lessen TSMC’s profit burden for its US capacity expansion” and “reaffirms the policy encouragement” for semiconductor manufacture in the country.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is a leading Taiwanese company that offers semiconductor manufacturing services.
1. NVIDIA Corporation (NASDAQ:NVDA)
Quarterly Revenue Growth: 69.18%
Number of Hedge Fund Holders: 212
NVIDIA Corporation (NASDAQ:NVDA) ranks among the 20 best fast growth stocks to invest in. On July 2, Mizuho reaffirmed its Outperform rating on NVIDIA Corporation (NASDAQ:NVDA), while raising its price target to $185 from $170. With data center revenues expected to reach about $41 billion, a 5% quarter-over-quarter increase, the firm maintained its July quarter revenue and earnings per share expectations at $45 billion and $0.98, respectively.
Citing tailwinds from the earlier-than-expected launch of the GB300 and air-cooled Rubin products as well as a slightly enhanced GPU supply, Mizuho increased its fiscal 2026 predictions from $195 billion in revenue and $4.16 in earnings per share to $202 billion and $4.38.
According to Mizuho, NVIDIA Corporation (NASDAQ:NVDA) is developing a new “B40” accelerator for the Chinese market, though exports are presently prohibited. That said, the Rubin product line is anticipated to spur further expansion through 2026.
NVIDIA Corporation (NASDAQ:NVDA), a world leader in networking and graphics processing, provides GPUs for the AI, gaming, HPC, and other industries. The company’s products span data centers, gaming, professional visualization, and the automotive markets.
While we acknowledge the potential of NVDA 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 NVDA and that has 100x upside potential, check out our report about this cheapest AI stock.
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