Global bond markets have been under pressure as the 10 year US Treasury yield hit its highest level since 2002, lifting borrowing costs and putting sensitive growth stories under the microscope. Investors are searching for businesses that can grow earnings without relying heavily on cheap debt. This article highlights three companies from a high quality growth screen.
The three stocks below are just a sample, with the full screen surfacing 287 more businesses with similarly compelling growth stories that are not covered here. To identify and analyze the ideas that best fit your own risk profile and time horizon, head straight into the Healthy high growth potential screener.
Broadcom (AVGO)
Broadcom is a key pick for the Healthy high growth potential theme because its semiconductor business powers high-performance data center and AI networking, while its software arm provides additional earnings depth and helps support its financial position.
Broadcom Inc. supplies semiconductor hardware and infrastructure software. Semiconductor Solutions, including AI focused data center networking, generates about US$59.4b in sales, and Infrastructure Software adds roughly US$29.7b in sales. The stock’s market value sits near US$1.68t.
"Broadcom is generating substantial free cash flow, expanding its custom silicon business, strengthening its position in networking, and integrating software assets that further diversify earnings."
What happens to that growth profile if a single assumption about long-term AI infrastructure demand or funding conditions shifts?
If that question is on your mind, read the full narrative for Broadcom to see how Broadcom’s free cash flow and AI exposure could decouple from funding swings.
Oracle (ORCL)
Oracle leans into the Healthy high growth potential theme through its cloud software and infrastructure platforms, while still running a broad enterprise software and hardware operation. Cloud and software contribute about US$62.8b of its revenue versus US$5.8b from services and US$3.2b from hardware, with the stock valued around US$417.7b.
For this screener, Oracle matters because its cloud subscriptions and AI-ready infrastructure sit at the center of analyst expectations for strong earnings expansion over the next few years. These expectations are supported by long contracts that stretch well beyond a typical software renewal cycle.
"The foundation of Oracle’s AI narrative rests on its Gen2 AI infrastructure and the validation it received from the premier generative AI powerhouse, OpenAI."
The real swing factor is how one large concentration risk plays through the income statement and cash flows over that same window.
That concentration risk is only the starting point, with the full narrative for Oracle unpacking how Oracle’s AI infrastructure story could accelerate or be masked by a few key contracts.
Palantir Technologies (PLTR)
Palantir Technologies builds AI driven data platforms that fit the Healthy high growth potential theme through subscription style software such as Foundry, its AI Platform and Apollo. The business generates about US$3.2b from government clients and US$2.9b from commercial customers, with a market value near US$449.3b.
For this screener, Palantir matters because its AI ready platforms turn complex data into decisions for both governments and enterprises, creating the kind of scalable software contracts that can support rapid earnings expansion when demand holds up.
"But the balance sheet tells a different story: the company has zero debt and tons of cash, so that model rewarded it heavily and gave a fair value close to $925."
What happens to that high growth earnings story if a single pressure on large enterprise AI spending or contract timing starts to bite?
When those pressures hit, read the full narrative for Palantir Technologies to see how Palantir Technologies’ cash pile, contracts and AI demand could keep the story accelerating.
Seeking Fresh Alternatives Before They Fly
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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