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2 Growth Stocks That Could Go Parabolic

newsfeedback@fool.com (Jennifer Saibil)
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⚡ Quantum Brief
AI infrastructure provider CoreWeave surged 300% in revenue since its 2025 IPO, fueled by Nvidia’s $2B January investment and locked-in long-term contracts for its GPU-powered data centers. SanDisk’s stock rocketed 1,000% post-IPO, driven by 61% YoY revenue growth and 76% data center demand, positioning its NAND flash memory as critical for AI and digital storage. CoreWeave’s 43 global data centers—11 added in 2025—secure future revenue, though high debt and unprofitability pose risks despite its 6.7x sales valuation. SanDisk’s profitability contrasts CoreWeave, with net income jumping from $104M to $803M YoY, yet trades at a low 15x P/E, signaling undervaluation amid explosive growth. Both stocks defy the S&P 500’s oil-driven decline, with CoreWeave up 13% and SanDisk 179% YTD, reflecting AI’s outsized market momentum.
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By Jennifer Saibil – Mar 18, 2026 at 1:00PM ESTKey PointsCoreWeave has long-term revenue contracts with committed revenue.Sandisk specialized in memory and storage products that play an important role in digital technology.The S&P 500 has started to fall since oil prices have started to soar, which means that there might be some great bargains on the horizon. Not all stocks are down this year, though. At the time of this writing, Sandisk (SNDK +4.41%) stock continues to skyrocket, up 179% in 2026, and CoreWeave (CRWV +2.83%) is up a more temperate 13%. Here's why both of these stocks could go parabolic. Image source: The Motley Fool. 1. CoreWeave CoreWeave provides an artificial intelligence (AI) infrastructure platform for hyperscalers and developers. It offers high power and competitive pricing, and as AI demand increases across the board, revenue has been skyrocketing. It's increased 300% from the time CoreWeave went public just over a year ago. Since AI development is still in its infancy, CoreWeave has a long growth runway, and it's investing in its business to capture the opportunity. It has 43 data centers today, including 11 in the U.S. and Europe that it opened in 2025. Since its work is contract-based, the company has locked in committed revenue sources for the coming years. However, it continues to build new data centers and position itself to benefit from the AI explosion. ExpandNASDAQ: CRWVCoreWeaveToday's Change(2.83%) $2.32Current Price$84.44Key Data PointsMarket Cap$43BDay's Range$80.04 - $85.2852wk Range$33.52 - $187.00Volume464KAvg Vol26MGross Margin47.77% It has achieved this attention because of its partnership with Nvidia. Nvidia has been a major investor in CoreWeave, which is one of the company's main customers for its graphics processing units (GPUs). Nvidia strengthened the relationship in January with the announcement of a new $2 billion investment in the company. There's a fair amount of risk in investing in CoreWeave stock today, since it isn't profitable and has a huge debt load. However, it trades at a surprisingly reasonable price of 6.7 times trailing 12-month sales, and it has incredible potential. 2. Sandisk Sandisk also went public just over a year ago, and its stock is up more than 1,000% since then. The company is also centered around AI, providing storage solutions for data and memory. It's most sought-after for its NAND flash memory products, which retain data when devices are powered off and are a vital component of today's digital technology. ExpandNASDAQ: SNDKSandiskToday's Change(4.41%) $31.79Current Price$751.96Key Data PointsMarket Cap$106BDay's Range$715.50 - $753.5052wk Range$27.89 - $753.50Volume13MAvg Vol18MGross Margin34.81% The company is growing at a fast rate, and unlike CoreWeave, it's extremely profitable. It's meeting the moment by developing products crucial for AI, but it's been around for a long time and has other thriving segments. Revenue increased 61% year over year in the fiscal 2026 second quarter (ended Jan. 2), and net income rose from $104 million to $803 million. Data center revenue is a major growth driver, up 76% year over year. Despite its incredible growth, Sandisk stock is attractively priced, trading at a price-to-earnings (P/E) ratio of only 15. At that price, there's tons of room to grow in the near term, in addition to its huge long-term growth runway.Read NextMar 17, 2026 •By John Bromels1 Artificial Intelligence (AI) Stock That Could Surprise Investors in 2026Mar 17, 2026 •By Adria CiminoCoreWeave Just Landed a Deal With Perplexity.

Why This Neocloud Stock Could Be the Comeback Play of 2026.Mar 17, 2026 •By Patrick SandersShould You Forget CoreWeave and Buy 3 Artificial Intelligence (AI) Stocks Right Now?Mar 16, 2026 •By Daniel SparksWhy I'm Still Not Buying CoreWeave StockMar 14, 2026 •By Adria CiminoThe Bull Case and Bear Case for CoreWeave Stock Right NowMar 14, 2026 •By Howard SmithWhy CoreWeave Stock Surged Higher This WeekAbout the AuthorJennifer Saibil has been a contributing Motley Fool stock market analyst covering the consumer goods and financial sectors since 2019. She previously worked in the financial sector and has written for other finance publications. She holds a bachelor’s degree in finance from Yeshiva University and a master’s degree in public administration from New York University’s Wagner School of Public Service.TMFanibirdStocks MentionedCoreWeaveNASDAQ: CRWV$84.38(+2.75%)+$2.26SandiskNASDAQ: SNDK$756.55(+5.05%)+$36.38*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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