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# Growth Stocks Research — Concise Report
**As of 30 September 2026**
# 1. Objective
The purpose of this research was to identify **genuine growth stocks with potential for further fundamental rerating**, rather than simply companies with high historical growth.
Your investment framework prioritises:
* Revenue acceleration
* Operating leverage and margin expansion
* Improving unit economics
* Rising EPS
* Strong/free-cash-flow potential
* Large credible markets
* Underappreciated business change
* Valuation versus implied future growth
* Catalysts over the next 12–24 months
* Risk-adjusted returns and opportunity cost
The framework explicitly allows **“wait”, “watchlist” or “no trade”** when valuation or evidence is insufficient.
# 2. Initial growth-stock universe
The research identified the following broad groups:
# AI / semiconductor infrastructure
**NVDA, CRDO, ANET, MU, SNDK, FN, AEIS, SIMO**
# AI power / data-centre infrastructure
**VRT, PWR, FIX, STRL, MOD, FPS**
# Software / AI monetisation
**APP, PLTR, RDDT, GLBE, CRWD, AVPT**
The key conclusion was that **AI infrastructure should not be viewed purely as GPU exposure**.
The broader investment chain is:
**AI models → GPUs → networking → memory → power → cooling → data-centre construction → grid infrastructure**
This creates opportunities well beyond NVIDIA.
# 3. Most interesting companies from the Excel screener
The uploaded screener contained approximately **340 stocks**.
The strongest fundamental candidates identified were:
|Stock|Revenue growth|5Y Revenue CAGR|5Y EBIT CAGR|5Y FCF CAGR|
|:-|:-|:-|:-|:-|
|**FPS**|**78.0%**|**34.9%**|**61.5%**|**164.6%**|
|**CRDO**|**86.1%**|**35.5%**|**49.1%**|**83.3%**|
|**SIMO**|**111.0%**|12.4%|34.1%|**150.2%**|
|**STRL**|**64.2%**|**25.3%**|31.9%|30.3%|
|**RDDT**|**53.4%**|**29.3%**|43.1%|66.2%|
|**GLBE**|**38.9%**|**22.6%**|**54.6%**|31.3%|
|**FN**|**31.1%**|**22.3%**|39.0%|**119.3%**|
|**AEIS**|**34.9%**|18.3%|**45.0%**|78.0%|
|**MOD**|**27.6%**|**22.8%**|42.0%|78.4%|
|**AVPT**|21.7%|**23.4%**|**55.1%**|43.0%|
These numbers are **screening projections**, not guarantees.
# 4. Key company conclusions
# FPS — Forgent Power Solutions
Potentially the most interesting discovery.
Excel projections:
* Revenue: **+78%**
* 5Y revenue CAGR: **34.9%**
* EBIT CAGR: **61.5%**
* FCF CAGR: **164.6%**
Actual FY2026:
* Revenue **+89%**
* Net income **+508%**
* Adjusted EBITDA **+163%**
* Bookings **+375%**
* Backlog **+256%**
* FY2027 revenue guidance: **$2.4–2.6bn**
* EBITDA guidance: **$575–625m**
**Thesis:** AI/data-centre power infrastructure with significant operating leverage.
# CRDO — Credo Technology
Excel:
* Revenue growth: **86.1%**
* 5Y revenue CAGR: **35.5%**
* EBIT CAGR: **49.1%**
* FCF CAGR: **83.3%**
Latest quarter:
* Revenue: **$479m**
* YoY growth: **114.7%**
* Net income growth: **140%**
* Non-GAAP gross margin: approximately **68%**
* Next-quarter revenue guidance: **$525–535m**
**Thesis:** One of the cleanest high-growth AI networking/connectivity businesses.
**Main risk:** valuation and the assumption that extremely high growth persists.
# STRL — Sterling Infrastructure
Excel:
* Revenue growth: **64.2%**
* 5Y revenue CAGR: **25.3%**
* EBIT CAGR: **31.9%**
* FCF CAGR: **30.3%**
Actual Q2:
* Revenue **+90%**
* Organic growth \~**50%**
* Net income **+120%**
* EBITDA **+104%**
* Backlog **+116%**
* 2026 revenue guidance: approximately **$4.0–4.15bn**
**Thesis:** Data-centre infrastructure beneficiary without being a semiconductor company.
# GLBE — Global-e
Excel:
* Revenue growth: **38.9%**
* 5Y revenue CAGR: **22.6%**
* EBIT CAGR: **54.6%**
* Net-income CAGR: **54.2%**
Actual Q2:
* GMV **+44%**
* Revenue **+39%**
* Adjusted EBITDA margin **20.9%**
* Margin expansion: **+300 bps**
**Thesis:** Strong revenue growth combined with operating leverage.
# RDDT — Reddit
Excel:
* Revenue growth: **53.4%**
* 5Y revenue CAGR: **29.3%**
* EBIT CAGR: **43.1%**
* FCF CAGR: **66.2%**
Actual Q2:
* Revenue **+61%**
* DAUq **+18%**
* WAUq **+24%**
* Net income **+183%**
* EBITDA **+106%**
* FCF **+135%**
**Thesis:** User growth is translating into substantially faster monetisation and cash-flow growth.
# FN — Fabrinet
Excel:
* Revenue growth: **31.1%**
* 5Y revenue CAGR: **22.3%**
* EBIT CAGR: **39.0%**
* FCF CAGR: **119.3%**
Actual FY2026:
* Revenue **+36%**
* Revenue: **$4.64bn**
* Q4 revenue **+45%**
* EPS: **$13.05 vs $9.17**
**Thesis:** Less obvious optical/AI infrastructure exposure with strong cash-flow economics.
# AEIS — Advanced Energy Industries
Excel:
* Revenue growth: **34.9%**
* 5Y revenue CAGR: **18.3%**
* EBIT CAGR: **45.0%**
* FCF CAGR: **78.0%**
Q2 2026:
* Revenue **+30%**
* Semiconductor revenue **+33%**
* Data-centre revenue **+35%**
* Gross margin: **41.9%**
* Operating cash flow: **$86m**
Management expected data-centre revenue to grow **>50% in 2026**.
**Thesis:** Power conversion + semiconductor/data-centre exposure.
# MOD — Modine
Excel:
* Revenue growth: **27.6%**
* 5Y revenue CAGR: **22.8%**
* EBIT CAGR: **42.0%**
* FCF CAGR: **78.4%**
Q1 FY2027:
* Revenue **+28%**
* EPS **+44%**
* Data-centre revenue **+90%**
* FY2027 sales outlook **+20–35%**
**Thesis:** Thermal-management/cooling exposure to data centres.
# 5. Important cyclical candidates
# MU — Micron
Not a conventional long-duration compounder, but a major **earnings inflection**.
Q3 FY2026:
* Revenue: **$41.46bn**
* Prior-year quarter: **$9.30bn**
* Operating cash flow: **$25.39bn**
* Net income: **$28.24bn**
The thesis is:
**HBM + AI memory demand → dramatically higher earnings → potential valuation rerating.**
The risk is that memory remains cyclical.
# SIMO — Silicon Motion
Excel:
* Revenue growth: **111%**
* EPS growth: **206%**
* EBIT growth: **411%**
* FCF CAGR: **150%**
Very attractive numbers, but much of this represents **earnings/base-effect acceleration**.
Therefore:
**High-growth/inflection trade rather than automatically a 10-year compounder.**
# SNDK
Extremely strong AI-storage/memory earnings story, but the share price had already increased roughly **1,400%+ over the preceding year**.
Therefore the central question becomes:
>How much of the future earnings improvement is already priced in?
# 6. Mega-cap growth
# NVDA
Still unquestionably a growth company:
* Q2 FY2027 revenue: **$96.2bn**
* Revenue growth: **+106%**
* Data-centre revenue: **$89bn**
* Data-centre growth: **+117%**
* Gross margin: **75%**
However, NVIDIA is now a **mega-cap growth company**, not an early-stage growth discovery.
The investment challenge is the amount of future growth already embedded in its valuation.
# PLTR
Fundamentally exceptional:
* Q2 revenue: **$1.935bn**
* Revenue growth: **+93%**
* U.S. commercial revenue: **+149%**
* Adjusted operating margin: **62%**
* 2026 revenue-growth guidance: approximately **82%**
But valuation was extremely demanding, around **99× forward earnings** in the data reviewed.
Therefore:
**Excellent growth business ≠ automatically attractive investment at any price.**
# APP
One of the more interesting growth/valuation combinations:
* Q2 revenue: **$1.924bn**
* Revenue growth: **+53%**
* EBITDA growth: **+58%**
* FCF: **$863m**
APP's AI-driven advertising platform is generating substantial operating leverage.
# 7. Names requiring caution
The screener produces some spectacular-looking numbers that need interpretation.
# KLIC
* EPS growth: **98,148%**
* EBIT growth: **2,781%**
* 5Y EBIT CAGR: **113%**
These numbers are dominated by a low/base-effect situation and should **not** be interpreted as sustainable 98,000% growth.
# HUBS
* EPS growth: **1,452%**
* EBIT growth: **6,054%**
But actual revenue growth is closer to the high-teens.
# APPN
* EPS growth: **6,482%**
* EBIT growth: **720%**
Again, largely an earnings-recovery/operating-leverage effect rather than equivalent revenue growth.
# 8. Final research shortlist
After combining the **Excel projections + actual operating evidence + business quality**, the most interesting group became:
# Highest-priority research
**FPS** — power distribution / data centres
**CRDO** — AI connectivity
**STRL** — data-centre infrastructure
**GLBE** — e-commerce infrastructure
**RDDT** — advertising/platform monetisation
**FN** — optical/AI manufacturing
**AEIS** — power conversion
**MOD** — thermal/data-centre infrastructure
# Secondary
**SIMO** — storage/controller inflection
**MU** — HBM/memory cycle
**AVPT** — software compounder
**NVT** — electrical/data-centre infrastructure
**SANM** — electronics manufacturing
**GRAB** — platform growth
**FLYW** — fintech/software
**GWRE** — insurance software
**TOST** — restaurant software/payments
# High-quality but valuation-sensitive
**NVDA**
**ANET**
**PLTR**
**APP**
**CRWD**
# 9. Overall conclusion
The research changed the focus from simply asking:
>**“Which stocks are growing fastest?”**
to:
>**“Which companies have accelerating fundamentals that the market may not yet have fully priced?”**
The most interesting **fundamental inflection candidates from the spreadsheet** are:
**FPS → CRDO → STRL → GLBE → RDDT → FN → AEIS → MOD**
The most interesting **cyclical earnings-inflation candidates** are:
**MU → SIMO → SNDK**
The **mega-cap/established growth leaders** are:
**NVDA → ANET → PLTR → APP → CRWD**
The biggest unresolved question is **valuation**. Your spreadsheet establishes the growth side very well, but the next stage needs to determine whether these companies are **cheap, fairly valued or already priced for near-perfect execution**. Your framework explicitly identifies this as a required question before making an investment decision.
**Bottom line:** the research has reduced the original \~340-stock universe to roughly **8–15 names worth serious second-stage due diligence**, with **FPS and CRDO standing out most strongly from the combination of projected growth and current fundamental evidence.**

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