Oracle Stock And 2 Fast Earnings Growth Picks Investors Are Watching

With inflation trends softening in key markets and central banks signalling a gentler path on interest rates, investors are again paying close attention to companies where analysts expect strong earnings growth over the next 3 years. The Healthy high growth potential screener focuses on stocks that not only sit in an acceptable financial position but are also projected to grow their profits at a solid clip. Many investors see this as attractive when inflation and energy costs are in flux. In this article, you will see 3 of the strongest candidates from this screener and why they stand out now.

Oracle (ORCL)

Overview: Oracle is a global enterprise software and cloud infrastructure company that helps businesses, governments, and institutions run critical operations, from finance and HR to supply chains and healthcare, through its Oracle Cloud, databases, and application suites.

Operations: Oracle generates most of its US$67.4b revenue from Cloud and software at about US$58.5b, with smaller contributions from Services at roughly US$5.7b and Hardware at about US$3.1b.

Market Cap: US$368.5b

Oracle stands out in this screener because it is linking a fast growing AI cloud backlog with already reported fundamentals, including 36.5% earnings growth over the past year and a 25.2% net profit margin. The large Remaining Performance Obligations tied to AI infrastructure and the OpenAI partnership provide multi year revenue visibility based on current contracts. At the same time, heavy spending on data centers, a high debt load, concentration risk around OpenAI and a dividend that is not well covered by free cash flow keep leverage and execution in focus. For investors, the balance between the scale of the AI opportunity and these funding pressures is a key consideration.

Oracle’s rapidly expanding AI cloud backlog and solid reported margins suggest that the headline story may still be incomplete, and the real twist sits in the 4 key rewards and 3 important warning signs (1 is major!)

Iovance Biotherapeutics (IOVA)

Overview: Iovance Biotherapeutics is a commercial stage biotech company focused on personalized cell therapies that use a patient's own tumor infiltrating lymphocytes to treat advanced melanoma and other hard to treat solid cancers, led by its approved TIL therapy Amtagvi and supported by Proleukin in melanoma and renal cell carcinoma.

Operations: Iovance Biotherapeutics generates about US$285.6m in revenue from developing and commercializing therapies using autologous TIL, with roughly US$281.0m from the United States and US$4.6m from the rest of the world.

Market Cap: US$1.75b

Iovance Biotherapeutics has moved into a different category now that Amtagvi is approved and generating revenue, with guidance of US$350 to US$370m for 2026 and recent quarterly revenue of US$71.43m, while its TIL platform is being tested across multiple solid tumors and new regions such as Australia. Forecasts for fast revenue and earnings growth, plus a price that screens cheaply on several valuation measures, give investors a company that some models view as trading well below estimated fair value. The catch is that Iovance remains loss making, relies on external funding and has recently increased its authorized share count, so dilution and execution on commercialization are still front and center for anyone considering the stock.

Iovance Biotherapeutics now has real revenue, fast growth forecasts and a stock that screens as cheap, yet the full picture is not obvious at a glance. Before opinions harden, review the analyst forecasts for Iovance Biotherapeutics

Celcuity (CELC)

Overview: Celcuity is a clinical stage biotechnology company developing targeted cancer therapies, led by its drug gedatolisib, for patients with hormone receptor positive, HER2 negative advanced breast cancer and metastatic castration resistant prostate cancer.

Market Cap: US$5.42b

Celcuity has just crossed a major threshold, with the FDA fully approving REVTORPYK (gedatolisib) for HR+/HER2-, PIK3CA wild type advanced breast cancer. This moves the company from a purely clinical story to one with a commercial product built on reported Phase 3 data. At the same time, Celcuity is still reporting sizeable quarterly net losses and funding its activities with external capital, including a US$500m term loan facility and convertible notes, so execution risk and potential future dilution remain central questions. For investors, the balance between a newly approved drug in an estimated large addressable market, high valuation multiples and a pipeline that could expand into prostate cancer means the simple headline may not capture the full risk reward trade off in the details.

Celcuity’s transition from a clinical-stage story to generating approved REVTORPYK revenue makes the risk reward trade off far less straightforward, and the real tension shows up in the 3 key rewards and 3 important warning signs (1 is major!)

The three stocks here are just a starting point, because the full Healthy high growth potential screener includes 253 more companies with equally compelling earnings growth stories and financial profiles, all surfaced by the Healthy high growth potential screener. Use Simply Wall St to identify, analyze, and filter for the specific catalysts and narratives that matter to you, so you can focus on the highest conviction opportunities that best fit your approach.

Take Control of Your Investment Journey

If Iovance Biotherapeutics or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

Seeking Fresh Alternatives Beyond These Picks?

New ideas move fast. Some of the next breakout stocks could already be building momentum under the radar for now. Before the crowd catches on, consider acting while opportunities are still emerging.

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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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