Investors just watched a sharp global sell off in AI related stocks as markets questioned how much money will really keep flowing into data centres and chips. When growth stories wobble, attention shifts to companies where analysts still see strong earnings potential and balance sheets that look reasonably sound. This article highlights three such US listings from a high growth screener that filters for both earnings momentum and financial health.
The three stocks highlighted here offer a compelling starting point if you want exposure to companies where analysts see strong earnings growth potential alongside relatively healthy finances. However, if you want the pick of this theme, these 81 best high growth potential stocks are the best of the best.
Broadcom (AVGO)
Broadcom is a heavyweight in the digital infrastructure world, and its chip and software portfolio lines up closely with the Healthy high growth potential theme, especially where AI data centers need fast, reliable connectivity.
Broadcom generates about US$59.4b from Semiconductor Solutions and around US$29.7b from Infrastructure Software, combining AI focused hardware with diversified software. The group carries a market value of roughly US$1.39t.
"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 matters next is how one key swing factor affects future demand and the room for Broadcom to keep lifting profitability.
That hinges on how far this profitability story can run, which is exactly what the full narrative for Broadcom unpacks. It also examines where earnings momentum could still be underestimated.
ServiceNow (NOW)
ServiceNow is a pure-play cloud workflow platform that uses AI and automation to streamline work across IT, customer support, HR and risk. It generates about US$15.4b from internet software and services and carries a market value near US$112.9b.
ServiceNow fits the Healthy high growth potential theme because its AI led workflow platform is already being used at scale, and the debate now is how far that engine can drive earnings in the years ahead.
"ServiceNow AI crossed $1 billion in annual contract value in Q2 2026, suggesting AI is moving from experimentation toward meaningful enterprise spending."
What really matters for investors is how one subtle pressure on the business model ultimately shapes future profitability and growth durability.
That pressure point is exactly where the full narrative for ServiceNow shows whether ServiceNow’s AI momentum is accelerating sustainably or masking emerging friction in the model.
Arm Holdings (ARM)
Arm Holdings licenses CPU, GPU and NPU designs that chipmakers and cloud providers use to build power efficient processors for smartphones, data centers and AI edge devices, generating about US$5.5b from semiconductor equipment and services and carrying a roughly US$178.4b market value.
Arm matters for this Healthy high growth potential screen because its licensing and royalty model is wired directly into AI and cloud computing demand, so much of the expected earnings expansion rests on how effectively that engine scales from here.
"The single most important catalyst is AGI CPU execution: if Arm ships successfully, secures enough supply, and converts early customer demand into real revenue, the stock can continue to command a premium."
What comes next for Arm’s earnings profile may hinge on how one subtle shift in its revenue mix ultimately shapes long run profitability.
That revenue mix shift is exactly where the full narrative for Arm Holdings shows whether Arm Holdings’ AI royalties are accelerating faster than investors currently factor in.
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