3 AI Stocks With Earnings Growth Over 25%

Growth stocks just caught a break. The softer September US jobs report, with only 29,000 roles added and unemployment at 4.2%, has cooled expectations for another immediate Federal Reserve rate hike. That takes some pressure off fast expanding businesses that rely on investor confidence. High insider ownership adds another layer because executives have more skin in the game. This article highlights three such fast growing, founder backed stocks from our screener.

The three stocks below are a small sample, and the full screen uncovers 178 more fast growing, high insider ownership companies with equally compelling stories that are not covered here.

If you want to identify and analyze the ideas that best fit your own risk and return preferences, head straight into the Fast Growing Stocks With High Insider Ownership screener

CoreWeave (CRWV)

Overview: CoreWeave runs a specialist cloud platform that supplies large scale GPU based AI infrastructure, storage, and developer tools to enterprise customers.

Operations: CoreWeave reports all its US$7.6b revenue from Data Processing, with about US$7.0b generated in the United States and US$577 million elsewhere.

Market Cap: US$48.8b

CoreWeave matters for this fast growing, high insider ownership screen because its cloud platform directly powers the AI workloads many enterprises now depend on. This pulls together hardware, software, and services into a focused bet on where AI infrastructure demand goes next.

"The business model appears to be an extremely capital-intensive leasing play, acting as a high-leverage buffer where larger tech firms may use these providers to keep massive Capex off their own balance sheets, shifting depreciation and technical obsolescence risks entirely onto CRWV."

What ultimately happens to CoreWeave’s growth story hinges on how one quiet pressure shapes the balance between pricing power and long term returns.

That quiet pressure point is exactly what the full narrative for CoreWeave unpacks, revealing how CoreWeave’s capital cycle and pricing power could be decoupling from headline AI enthusiasm.

Tesla (TSLA)

Overview: Tesla builds, sells, and services electric vehicles and energy storage products worldwide, with its Automotive segment driving the growth story.

Operations: Tesla generates about US$90.8b from Automotive and US$12.8b from Energy Generation and Storage, with US$49.4b earned in the United States.

Market Cap: US$1.4t

Tesla matters for a fast growing, high insider ownership screen because its electric vehicle operation has become a global reference point for how founder led ambition, AI heavy software and capital intensive manufacturing can combine into a high expectation growth story backed by strong insider alignment.

"Tesla is pursuing a range of ambitious and, in some cases, speculative opportunities: AI leadership, robotaxis, humanoid robotics, and battery storage. In areas such as autonomous vehicles and robotics, significant technological and regulatory hurdles remain."

What ultimately happens to Tesla’s premium growth narrative may hinge on how one unresolved pressure reshapes the balance between software upside and real world profitability.

That unresolved pressure is exactly what the full narrative for Tesla unpacks, showing where Tesla’s ambitious bets could accelerate, stall, or quietly reshape the whole story.

Oracle (ORCL)

Overview: Oracle runs a global enterprise software and cloud platform, led by its Oracle Fusion Cloud applications and Oracle Cloud Infrastructure services.

Operations: Oracle generates about US$62.8b from Cloud and software, US$5.8b from Services, and US$3.2b from Hardware.

Market Cap: US$418.6b

Oracle matters for a fast growing, high insider ownership theme because its Oracle Cloud SaaS suite and OCI infrastructure sit at the center of management optimism about long term subscription growth, especially around AI heavy workloads and large enterprise cloud migrations.

"In 2024, OpenAI made headlines by expanding its cloud footprint to include Oracle Cloud Infrastructure (OCI), a move described as strategic, reflecting the growing demand for massive compute power and the need for multi-cloud resilience."

What happens to Oracle’s earnings power now hinges on how one capital intensive push shapes the balance between cloud demand and long term margins.

That capital push is exactly where the full narrative for Oracle shows how Oracle’s AI cloud ambitions, capital spend, and margin story could be quietly accelerating ahead of expectations.

Seeking Fresh Alternatives Before They Fly

Markets move fast and the best breakout stories rarely stay under the radar for long. Scan these fresh ideas before momentum is fully caught by the crowd.

• Spot strong cash positions and sturdy balance sheets by running the list of solid balance sheet and fundamentals (26 results).
• Explore the structural shift toward electrification and grid upgrades by scanning the curated 40 power grid technology and infrastructure stocks.
• Track where real profitability meets AI momentum by checking the hand picked 37 profitable AI stocks that aren't just burning cash.

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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