Growth Stock Radar

Tech volatility just hit a 23-year high with the VXN/VIX ratio reaching 1.7, creating sharp swings that favor active traders.

• Record $14.3B inflows...

Two standout growth names project triple-digit EPS expansion for 2026, backed by strong analyst support.

• GLBE forecasts 302.4% EPS growth and 30.1%...

Stifel highlights revenue realism as the key filter for space stocks, noting those with the highest estimate revisions and solid backlogs have...

Morgan Stanley's forecast for record $6.4 trillion global M&A in 2026 is materializing fast, with CCC Intelligent Solutions already exploring a sale...

Earnings season previews highlight AI leaders beating estimates while Palantir shows accelerating growth as a case study.

• Nvidia topped consensus...

Central banks are splitting sharply on rates, with direct implications for growth stock valuations.

• Fed holds steady, signals hike: New chairman...

Sector rotation from megacaps is creating entry points in small/mid-cap and software/cloud names.

• Ambiq Micro (AMBQ) jumped 8.96% on rotation into...

• SpaceX's nearly $86B IPO generated ~$500M in bank fees and drove equities trading strength, with Goldman and Morgan Stanley positioned to...

Resmed is divesting MatrixCare for $490 million to streamline around its core sleep and breathing health devices plus connected home care ecosystem....

• Quanta Services sees tech revenues doubling-plus by 2030 on AI data center demand, backed by $48.5B record backlog and major capacity investments.
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Zeta Global delivered its 19th consecutive beat-and-raise quarter in Q1 2026, with revenue surging 50% YoY to $396.3 million and raised full-year...

• Recent performance: CGC fell 4.5% over the past month, lagging the S&P 500 (+1.1%) and its industry (+2.5%).
• Earnings estimates: Near-term...

Cybersecurity growth names are accelerating on AI-driven identity demand, yet rich valuations create rotation questions.

• Keeper Security hit $225M...

• Strong beat: Adjusted EPS 28 cents vs 24 cents expected, revenue $1.56B vs $1.52B
• Guidance raised to 7-7.5% sales growth and $1.46-$1.52 EPS
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Heico earns a Zacks Rank #1 and Growth Score B, signaling strong potential for growth investors.

• EPS Growth: Projected at 18.9% this year, outpacing...

Victoria's Secret and Abercrombie & Fitch both view APAC as a key long-term growth driver but are expanding deliberately.

• Victoria's Secret...

IBM gets a fresh $330 price target from BofA on stronger software momentum, faster Confluent synergies, and rising enterprise AI demand in mainframe...

Growth doesn't guarantee lasting gains, and these three names show clear warning signs for traders.

• Teradyne (TER): Revenue growth slowing to 17.7%...

Ubiquiti's Buy rating was reaffirmed with an unchanged $980 price target as recent product launches in security cameras, travel connectivity, and...

ZoomInfo faces a class action lawsuit alleging executives misled investors on 2026 growth and AI product demand, leading to a sharp stock drop from...