3 High Growth Insider Stocks To Watch In October 2026

AI chip demand is pulling huge amounts of capital into data centers and power infrastructure, as shown by TSMC’s record profits tied to artificial intelligence hardware. When spending clusters around a powerful theme like this, fast growing businesses where founders and executives hold meaningful stakes can attract intense interest. This article highlights three such high growth, high insider ownership stocks from the screener that could be worth close attention.

The three stocks highlighted here offer a compelling starting point if you want exposure to fast growing businesses where insiders retain meaningful ownership stakes. However, if you want the names that matter most, these 54 high growth high conviction stocks are the strongest companies we've found.

Oracle (ORCL)

Oracle is a long-established enterprise software giant that now leans heavily on its fast-growing Fusion cloud applications and Oracle Cloud Infrastructure. It still earns most of its US$62.8b cloud and software revenue alongside US$5.8b from services and US$3.2b from hardware, and carries a market value around US$395.8b.

For this screener, Oracle matters because its cloud and AI infrastructure push reflects management’s own ambitions and analyst optimism, with the heavy lifting coming from Fusion SaaS and OCI rather than its older on-premise tools.

"For Oracle, winning this business was more than just a client acquisition; it was a powerful endorsement and validation that its Gen2 AI infrastructure could compete head to head with the largest hyperscalers on both performance and cost-effectiveness."

The key issue is how the pressures on Oracle’s cloud buildout ultimately affect long-term margins and cash generation.

That margin question is exactly what the full narrative for Oracle unpacks, separating short term cloud build costs from Oracle’s longer term AI infrastructure ambition.

AppLovin (APP)

AppLovin aligns directly with the screener’s fast growth theme through its AI-powered Advertising segment, where tools like Axon Ads Manager and MAX help app developers and marketers automate and scale ad monetization. The business generates about US$6.8b from Advertising and carries a market value near US$87.7b.

For investors looking at companies where AI is integrated into how revenue is earned, AppLovin’s ad platform offers a clear test case of that growth story in practice.

"In October 2025 the SEC opened an investigation into AppLovin’s data-collection methods and policies. For a company whose entire moat is data, that is close to the worst possible headline, and the market treated it that way."

What happens to earnings power from here depends heavily on how one unresolved pressure on that data advantage affects growth and margins.

That unresolved pressure on the data edge is exactly what the full narrative for AppLovin sets out to address, separating headline risk from where AppLovin’s earnings power could actually be accelerating.

Fermi (FRMI)

Fermi is a pre revenue Amarillo based builder of gigawatt scale private grids, with Project Matador aimed at supplying long duration, highly redundant power for hyperscale AI and advanced computing tenants, and the stock carries a market value of about US$2 billion.

For a screener focused on fast growth backed by committed insiders, Fermi sits right at the point where power and AI converge, with Project Matador giving management a very specific way to plug into that demand story.

"Rising power needs from artificial intelligence workloads are pushing large tenants to seek long duration, dedicated power solutions."

What really moves the needle for Fermi now depends on how one unresolved bottleneck shapes pricing power, asset utilization, and future margins.

That bottleneck is exactly what the full narrative for Fermi unpacks, showing how Fermi’s dedicated grids could turn today’s constraint into stronger pricing power and improved contract quality.

Seeking Alternatives Before They Take Off

Fresh opportunities do not wait. Breakout stories build momentum while data is still under the radar for now. Before the sweet spots get caught by the crowd, consider researching potential options early.

• Look for resilient compounders with strong balance sheets by scanning the curated list of solid balance sheet and fundamentals (25 results) that focus on keeping financial risk in check.
• Follow secular infrastructure demand while it still feels early and track the hand picked 42 power grid technology and infrastructure stocks quietly involved in important grid upgrades.
• Review potential AI-related opportunities by using the carefully filtered 38 profitable AI stocks that aren't just burning cash that highlights companies already generating meaningful cash instead of just burning capital.

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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