3 US Growth Stocks Facing A Big CPI Test Today
Interest rates and inflation are back in the spotlight today as traders watch the latest US CPI print and fresh guidance from chip‑equipment giant ASML. That mix of data can quickly reshape how growth stocks are priced. When borrowing costs and bond yields shift, highly valued companies can move fast. This article unpacks 3 US growth stocks exposed to that CPI and ASML story, and explains why their next moves could matter for your portfolio.
The three stocks that follow are only a sample set, and the same filters on growth, valuation and volatility surfaced 31 more US companies with similarly punchy stories that are not covered below. To see the full list, identify rate sensitive opportunities and analyze potential high conviction ideas in the US Growth Stocks Sensitive to Interest Rates screener.
Datadog (DDOG)
Overview: Datadog provides a cloud based observability and security platform that helps organizations monitor, analyze and protect large scale digital infrastructure.
Operations: Datadog generates about US$4.0b from IT infrastructure monitoring and related services, with roughly US$2.7b from the United States and US$1.1b internationally.
Market Cap: US$103.2b
Datadog sits in the center of this interest rate sensitive growth screen, with high recurring software revenue, rich valuation multiples and earnings expectations that react quickly when discount rates or Fed commentary shift.
"Expanding AI workloads, with over 750 AI customers including all 10 of the top AI leaders and growing use cases such as GPU monitoring, Agent Observability, AI Guard and Bits AI, can support higher observability and security spend per customer and feed Datadog revenue growth over time."
What happens to that AI fueled spending power if a single assumption about customer concentration and future budget intensity starts to crack?
If that concentration risk worries you, read the full narrative for Datadog to see how AI demand, pricing power and rate sensitivity could be decoupling under the surface.
MongoDB (MDB)
Overview: MongoDB runs a general purpose cloud database platform that lets developers build, run and manage modern applications across multiple environments.
Operations: MongoDB generates about US$2.8b from data processing services, supported by customer activity across Asia Pacific and Europe, Middle East and Africa.
Market Cap: US$30.7b
MongoDB sits firmly in this interest rate sensitive growth group because its cloud database platform, rich AI use cases and long dated earnings profile mean changes in discount rates can quickly reshape how investors value its future cash flows.
"The launch of Atlas Agent Engine as an open, governed agent runtime with persistent memory that is immediately available to existing Atlas customers in public preview creates a path for incremental AI agent workloads to land directly on MongoDB."
The real test for MongoDB now is what happens to usage, pricing power and margins if a single assumption about AI driven demand shifts.
That single shift could be crucial. Read the full narrative for MongoDB to see whether AI agent workloads are accelerating real usage or simply masking demand risk.
PDF Solutions (PDFS)
Overview: PDF Solutions supplies software, data platforms and IP that help semiconductor manufacturers improve yields, monitor tools and coordinate complex, AI driven chip production.
Operations: PDF Solutions generates about US$241 million from software and programming, with roughly US$125 million from the United States and US$116 million from overseas markets.
Market Cap: US$2.2b
PDF Solutions matters in this interest rate sensitive growth screen because it links rich semiconductor analytics software to capex heavy chip manufacturing, so shifts in risk appetite and discount rates can quickly influence how investors value its AI and data driven opportunity set.
"Accelerated enterprise adoption of PDF's secure, cloud-based supply chain orchestration and analytics solutions, including secureWISE, Sapience Manufacturing Hub and Exensio, positions the company to address the industry's growing need for integrated data traceability and resilient manufacturing networks; this supports recurring revenue growth and earnings stability."
The real swing factor is what happens to that earnings power if a single assumption about future semiconductor investment intensity starts to break.
If that risk is what you keep coming back to, read the full narrative for PDF Solutions to see whether PDF Solutions is quietly compounding or masking fragility.
Seeking Alternatives Before The Crowd?
Fresh opportunities do not wait. Momentum shifts, early breakouts get caught, and under the radar stories stop being quiet once capital flies in. Act now and get in early.
- Target resilient income while rates move by reviewing hand picked companies in the 8 dividend fortresses that aim to keep cash flows flowing even when prices drop.
- Spot early AI momentum before headlines catch up and sift through the curated 39 profitable AI stocks that aren't just burning cash that already pair real earnings with fast changing technology themes.
- Position for potential infrastructure breakouts as grids modernize and evaluate the focused 43 power grid technology and infrastructure stocks that concentrates on businesses tied directly to long term electricity demand.
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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