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5 Hyper-Growth Tech Stocks to Buy in 2026

The Motley Fool
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⚡ Quantum Brief
Five tech stocks—Nvidia, Micron, Palantir, AppLovin, and IonQ—are highlighted for 40%+ revenue growth in 2026, driven by AI and quantum computing expansion. Nvidia’s Q1 revenue is projected to surge 77% year-over-year, fueled by AI GPU dominance and its CUDA/NVLink ecosystem, cementing its hypergrowth despite its massive scale. Micron’s revenue jumped 57% last quarter as HBM demand for AI chips outstrips supply, with DRAM prices soaring and gross margins expanding to 56%, signaling sustained growth. Palantir’s AI platform (AIP) drove 70% Q4 revenue growth, with commercial and defense contracts fueling projections of 60%+ annual growth, leveraging AI for real-world problem-solving. IonQ’s quantum computing revenue spiked 429% in Q4, backed by trapped-ion tech achieving 99.99% fidelity and its pending SkyWater acquisition, positioning it as a leader in the post-AI quantum era.
5 Hyper-Growth Tech Stocks to Buy in 2026

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By Geoffrey Seiler – Mar 7, 2026 at 4:14PM ESTKey PointsNvidia and Micron are seeing huge growth coming from the AI infrastructure buildout.Palantir and AppLovin have been two of the best companies at harnessing AI to drive growth.IonQ is emerging as an early leader in quantum computing. The stock market tends to love growth, so investing in hypergrowth stocks could be a good idea -- if you pick the right ones. Let's look at the stocks of five companies growing their revenue by 40% or more to consider buying in 2026. Image source: Getty Images. Nvidia Given its size, it still boggles the mind that Nvidia (NVDA 2.94%) is a hypergrowth stock, but that is exactly what it is. The semiconductor company saw its revenue soar 73% last quarter to $68.1 billion. Meanwhile, it just forecast its revenue growth to accelerate to 77% in Q1. With the artificial intelligence (AI) infrastructure boom continuing unabated and the company's graphics processing units (GPUs) being the main chips powering AI workloads, the company still has a lot of growth in front of it. Meanwhile, the combination of its CUDA software platform and NVLink interconnect system provides it with a wide moat.

Micron Technology As demand for GPUs and other AI chips surges, so does demand for high-bandwidth memory (HBM), which is packaged with these chips to optimize their performance. Meanwhile, with HBM requiring upwards of three times the wafer capacity of traditional DRAM (dynamic random access memory), prices for HBM and DRAM in general are skyrocketing due to a lack of supply. ExpandNASDAQ: MUMicron TechnologyToday's Change(-6.68%) $-26.51Current Price$370.54Key Data PointsMarket Cap$417BDay's Range$367.50 - $391.1752wk Range$61.54 - $455.50Volume1.5MAvg Vol34MGross Margin45.53%Dividend Yield0.12% This is leading to hypergrowth for memory maker Micron Technology (MU 6.68%), which last quarter saw its revenue climb 57%. Just as importantly, its gross margins expanded from 38.4% to 56%, leading to a surge in profits and cash flow. With the company expecting HBM demand to grow at a 40% annual growth rate over the next few years and DRAM prices likely to remain high, the company has a long runway of growth ahead.

Palantir Technologies With revenue growth accelerating for 10 straight quarters and hitting 70% in Q4, Palantir Technologies (PLTR +3.03%) is in hypergrowth mode. Meanwhile, the generally conservative company is projecting over 60% revenue growth for this year. The company is one of the most important U.S. government defense contractors, while at the same time, its AI platform (AIP) has become a must-have AI operating system in the commercial space. With AIP giving customers the ability to harness AI to solve a plethora of real-world problems across industries, Palantir has a very long runway of growth still in front of it. ExpandNASDAQ: PLTRPalantir TechnologiesToday's Change(3.03%) $4.62Current Price$157.29Key Data PointsMarket Cap$376BDay's Range$150.34 - $161.4352wk Range$66.12 - $207.52Volume3.6MAvg Vol48MGross Margin82.37% AppLovin With 66% revenue growth in Q4, AppLovin (APP 1.16%) remains in hypergrowth mode. Meanwhile, the company has also been increasing its gross margins and lowering its operating costs at the same time, leading to huge profit growth and strong free cash flow generation. Meanwhile, its revenue growth is projected to remain robust, with the company guiding for Q1 revenue growth of over 50%. The company's Axon 2 platform has become the go-to adtech tool in the online gaming market, while it is looking to expand into other verticals, including e-commerce. Given the opportunities ahead of it, the company appears to have plenty of growth left in the tank. ExpandNASDAQ: APPAppLovinToday's Change(-1.16%) $-5.90Current Price$502.66Key Data PointsMarket Cap$169BDay's Range$491.48 - $509.5052wk Range$200.50 - $745.61Volume153KAvg Vol5.8MGross Margin85.47% IonQ While quantum computing is still far off from becoming mainstream, IonQ (IONQ 0.80%), nevertheless, has been experiencing hypergrowth. The company recently saw its revenue skyrocket by 429% in Q4 to $61.9 million. IonQ is at the forefront of quantum computing, with its trapped-ion technology thus far proving to be one of the most accurate, achieving 99.99% two-qubit gate fidelity. Meanwhile, the company has been aggressively making acquisitions to help improve and scale its technology, while also expanding into other areas of the quantum ecosystem. Its pending acquisition of quantum foundry SkyWater, meanwhile, will make it vertically integrated, which will let it better incorporate its designs with the manufacturing process and also help it scale. While IonQ remains a speculative stock in an emerging industry, it is setting itself up to be a potential leader in the next big technology after AI.Read NextMar 7, 2026 •By Ryan Vanzo1 Number From Nvidia's Earnings Report That Changes EverythingMar 7, 2026 •By Daniel SparksNvidia Stock Has Fallen Almost 5% This Year. Is Now a Good Time to Buy?Mar 7, 2026 •By Geoffrey Seiler3 Top Tech Stocks to Buy in MarchMar 7, 2026 •By Adam SpataccoForget Polymarket: 1 AI Stock That's a Smarter Bet Than Any Prediction MarketMar 7, 2026 •By Adria CiminoWhich AI Stock is the Second Cheapest of the Magnificent Seven?

The Answer May Surprise You.Mar 6, 2026 •By Motley Fool StaffNvidia Posts Earnings.

Wall Street Says "That's It?"About the AuthorGeoffrey Seiler is a contributing Motley Fool stock market analyst covering technology, consumer goods, healthcare, energy, and materials stocks. Prior to The Motley Fool, Geoffrey was a senior equity analyst at Raging Capital Management, a $600 million long-short hedge fund. He holds a bachelor’s degree in history from Haverford College.TMFFindProfitStocks MentionedNvidiaNASDAQ: NVDA$177.95(-2.94%)-$5.39Micron TechnologyNASDAQ: MU$370.54(-6.68%)-$26.51Palantir TechnologiesNASDAQ: PLTR$157.29(+3.03%)+$4.62AppLovinNASDAQ: APP$502.66(-1.16%)-$5.90IonQNYSE: IONQ$35.73(-0.80%)-$0.29*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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