3 AI Stocks With Earnings Growth Of At Least 30%

With the OECD warning that inflation could linger and central banks may keep tightening policy, investors are hunting for businesses that can grow earnings even as borrowing costs stay higher. That puts financially sound companies with strong profit growth potential in the spotlight. This article walks through three such stocks from our high quality growth shortlist and explains why each might deserve a closer look now.

The three examples below are only a small sample, and the full screen surfaced 1,575 more businesses with similarly compelling growth and financial strength stories that are not covered here. To identify and analyze the healthiest growth opportunities that fit your own risk profile, head straight into the Healthy high growth potential screener.

Marvell Technology (MRVL)

Overview: Marvell Technology designs high speed semiconductors that connect and store data inside large data centers, especially for cloud and AI workloads.

Operations: The business generates about US$9.5b from designing, developing and selling integrated circuits, with major customers in China, Taiwan, the United States and other regions.

Market Cap: US$230.1b

Marvell Technology matters for this Healthy high growth potential screen because its chips handle the heavy data traffic inside AI focused data centers, which is exactly where analysts see earnings power building over the next few years.

"NVIDIA's $2B investment (March 31, 2026) into Marvell via NVLink Fusion is not a component deal; it is an ecosystem architecture deal. NVIDIA is financially aligned with Marvell's success."

What happens to that earnings story if a single unseen pressure quietly shifts how much of this AI build out actually lands with Marvell.

If that pressure is what really decides how much of the AI build flows to Marvell Technology, the full narrative for Marvell Technology examines whether earnings power is quietly accelerating or stalling.

Broadcom (AVGO)

Overview: Broadcom is a digital infrastructure supplier that combines semiconductors and private cloud software, including VMware platforms, to support AI intensive enterprise computing.

Operations: Broadcom generates about US$59.4b from Semiconductor Solutions and US$29.7b from Infrastructure Software, giving it two sizable revenue engines.

Market Cap: US$1.7t

Broadcom matters for the Healthy high growth potential theme because its VMware based private cloud and AI focused software are plugged directly into enterprises shifting more workloads into controlled, higher value infrastructure rather than just chasing short term AI headlines.

"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 earnings trajectory if a single unresolved regulatory and financing pressure reshapes how aggressively customers commit to Broadcom’s AI infrastructure vision?

That pressure sits at the center of the story, and the full narrative for Broadcom shows how Broadcom’s AI ambitions, cash generation and regulatory risk could be quietly decoupling.

Micron Technology (MU)

Overview: Micron Technology makes memory and storage chips, with data-center DRAM and SSD products closely linked to cloud and AI infrastructure demand.

Operations: Micron generates roughly US$31.3b from Cloud Memory, US$21.2b from Core Data Center, US$27.2b from Mobile and Client, and US$10.5b from Automotive and Embedded.

Market Cap: US$1,179.0b

Micron Technology matters for this Healthy high growth potential screen because its data-center memory and storage portfolio directly feeds the AI build out where analysts see earnings power concentrating.

"High bandwidth memory is stacked DRAM designed to feed AI accelerators with enough bandwidth to keep them busy. It is more complex, more valuable, and more capacity-hungry than conventional DRAM."

The real swing factor is what happens to Micron’s earnings trajectory if a single unseen pressure shifts pricing power in this tight memory market.

If pricing power is the real swing factor, the full narrative for Micron Technology explains how Micron Technology’s earnings story could be accelerating or quietly capped by that pressure.

Seeking Alternatives Before Momentum Flies

Fresh opportunities move fast. Breakout stories gain momentum, under the radar for now, then get caught by the crowd. Screen tomorrow’s candidates while it matters and get in early.

• Spot resilient businesses that hold up when markets wobble by scanning the curated 30 resilient stocks with low risk scores and decide which ones deserve deeper research before prices move.
• Chase early strength in digital assets infrastructure by reviewing the hand picked 20 cryptocurrency and blockchain stocks and see which operators keep gaining traction while attention is still fragmented.
• Zero in on potential income anchors by checking the curated 7 dividend fortresses and filter for yields that might compensate you while markets debate the next move.

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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