October 2026s Top Growth Stocks To Watch

Global financial authorities are rolling out new rules to improve transparency in banks and are coordinating stimulus to support growth, which puts well financed companies with strong earnings potential in the spotlight. Investors watching this shift may not want to ignore businesses expected to grow profits quickly while keeping their balance sheets in reasonable shape. This article breaks down three such stocks from our high growth screen and explains why they may deserve a closer look now.

These three examples are just a small sample of what qualifies, with the full screen surfacing 1,584 more companies that share similar high earnings growth expectations and workable balance sheets but are not covered below. To identify and analyze the ones that best fit your own risk profile and time horizon, head straight into the Healthy high growth potential screener.

Broadcom (AVGO)

Overview: Broadcom is a global semiconductor and infrastructure software company, with its Semiconductor Solutions segment powering high-performance data center and AI hardware.

Operations: Broadcom generates about US$59.4b from Semiconductor Solutions and US$29.7b from Infrastructure Software, highlighting a sizeable but diversified business mix.

Market Cap: US$1,676.5b

Broadcom matters for this high growth screen because its chip business is tightly linked to the build out of AI ready data centers. This gives analysts a clear reason to model strong earnings potential alongside a sizeable software contribution.

"Broadcom is benefiting from several long-term trends simultaneously: growth in AI infrastructure, rising networking and bandwidth requirements, increasing data center complexity, greater demand for custom silicon solutions, and continued enterprise software monetization."

What happens to that earnings story if a single pressure on future AI infrastructure spending or customer concentration breaks differently than expected?

If that single pressure point worries you, read the full narrative for Broadcom to see how Broadcom's profit engine could accelerate or stall under different AI spending paths.

Oracle (ORCL)

Overview: Oracle is a global software and cloud provider that runs critical databases, enterprise applications, and healthcare-focused cloud services for large organizations.

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$417.7b

Oracle matters for this Healthy high growth potential screen because its Oracle Health and broader cloud platform plug directly into fast growing healthcare IT demand while still sitting inside a wider enterprise software and database franchise.

"Oracle’s Gen2 AI infrastructure was validated when OpenAI began leveraging OCI Superclusters, capable of scaling up to 32,768 Nvidia GPUs per cluster, positioning OCI as a key extension of the Microsoft Azure AI platform."

What investors really need to watch now is how a single unseen pressure on Oracle’s capital intensive buildout influences future cash generation.

That hidden pressure point is exactly why reading the full narrative for Oracle can clarify where Oracle’s AI buildout could accelerate, decouple from expectations, or quietly stall.

ASML Holding (ENXTAM:ASML)

Overview: ASML Holding supplies chipmakers with advanced lithography machines, including EUV systems that are essential for leading edge semiconductor production.

Operations: ASML generates about €35.3b from semiconductor equipment and related services, selling primarily into major chip manufacturing regions across Asia, Europe, and the United States.

Market Cap: €613.3b

ASML Holding matters for this Healthy high growth potential screen because its EUV tools directly underpin chipmakers’ most advanced production lines. Analysts currently view these lines as an important source of earnings power over the next few years.

"Most importantly, ASML committed to extreme ultraviolet lithography (EUV) long before its commercial viability was clear. The development took more than 20 years, billions of euros, and unshakable belief."

The key uncertainty for ASML’s earnings outlook is what could happen if a central assumption about long term EUV tool demand ultimately proves too optimistic.

That EUV demand question is exactly what the full narrative for ASML Holding unpacks, revealing where ASML Holding’s earnings engine could accelerate, decouple from expectations, or quietly stall.

Seeking Fresh Alternatives Before Momentum Flies

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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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