Growth Stocks Screener

Fiscal Q4 revenue of $90.01B beat the $87.62B consensus; Azure grew 43% at constant currency versus Street estimates of 40.2%, and Azure FY26 revenue surpassed $100B for the first time (carried). No new print landed this period — the score reflects carried fundamentals rather than fresh confirmation. Key risk: FY2027 capex guidance was directional only.

Q2 revenue crossed $200.61B for the first time with AWS accelerating to 37% growth, its fastest since 2021 (carried). Topped a $3 trillion market cap for the first time on 3 August — a valuation milestone, not a fundamental catalyst, and treated as such. Note: Q2 GAAP EPS included roughly $53.4B of one-time investment gains, which is why the operating growth rate matters more than the headline surprise.

Record Q2 revenue of $980.6M, up 47.6% year over year, with adjusted operating income of $367.7M implying a 37.5% operating margin — a verified Rule of 40 near 85, one of only two names in the screen with both inputs confirmed. Enterprise Data (AI-datacenter power) grew 164.3% year over year; Q3 guidance came 16.5% above consensus. Carried from the prior window.

Fiscal Q4 beat with forward guidance tied directly to AI-driven fab investment (carried). Applied Materials reports in the coming week — the cleanest forthcoming read on whether equipment spend is actually being deployed rather than merely guided, and a direct read-through for this name.

The freshest verified acceleration in the screen (6 August): revenue $1.48B, up 38% year over year and 13.2% sequentially, adjusted EPS $0.76 versus $0.70, and Q3 guidance of $1.60B against a $1.55B consensus. The sequential acceleration is the key datum — it indicates the cyclical downturn in its end markets is easing rather than lapping an easy base. Management highlighted data-center and AI connectivity including a PCIe Gen 6 architecture. Key risk: leverage remains high and several banks trimmed price targets while keeping positive ratings.

The clearest growth re-acceleration of the period: full-year revenue growth guidance raised to 18-18.5% from 14-15%, against an analyst forecast of 14.8%. A mid-year raise of that magnitude changes the forward revenue base rather than one quarter's result. Q3 guidance of $1.51-1.52B on adjusted EPS of $1.42-1.47 also cleared consensus on both lines. Key risk: the cited +17% is a premarket figure, and the raise sets a demanding bar for the next two prints.

Q2 revenue rose 56.2% year over year to $11.68B on record crack spreads, with EPS of $6.22 against a $4.15 consensus (carried). Held on reported fundamentals — but flagged: energy was the weakest S&P sector this week as crude fell on Iran-deal speculation, meaning the crack-spread input that produced these numbers has turned. The next quarter will reflect that before this screen does.

Blowout Q2 beat with raised full-year 2026 guidance and confirmed backlog growth (carried). A physical-construction route into the AI-datacenter buildout, uncorrelated to semiconductor-cycle valuation risk.

The rare hypergrowth name that is also highly profitable: revenue up 85% year over year with US commercial up 133% on a roughly 46% GAAP operating margin (carried). Rule of 40 computes to about 131 from those two verified inputs — the screen's best profitability-plus-growth combination and one of only two names with both Rule-of-40 inputs confirmed.

Cloud revenue growth of 82% year over year remains one of the strongest hyperscaler rates in the screen (carried). Important quality note: Q2 GAAP EPS included roughly $98B of one-time gains primarily from unrealized equity-securities appreciation — excluding Alphabet and Amazon, the S&P 500's season earnings surprise falls from 29.2% to 10.9%. Judge the operating line, not the headline.

Expected current-year EPS growth near 791% (carried) — fundamentals remain exceptional. Confidence capped at Med: the complex rose more than 7% this week but entered it down roughly 15% since 1 July, with many constituents still 40-50% lower year to date, and no fresh print landed for this name.

The structural AI-compute engine with an elite growth and margin profile (carried). Gained more than 10% this week on the sector snapback, but that was a rate-path and sector move with no company catalyst behind it — a price event, not a fundamental one, and scored accordingly here.

Q2 FY26 non-GAAP EPS beat by 46.3% and grew 107.9% year over year; revenue rose 40% and orders more than doubled (carried). An infrastructure builder in the layer the market has consistently rewarded. Key risk: networking segment margin compressed year over year even as revenue surged.

Raised FY26 revenue guidance to $6.3B, up 32% at the midpoint, on a record backlog near $7B (carried). Optical networking is the physical plumbing of AI data centres. Key risk: a premium valuation leaves little room for a guidance miss.

Reported Q2 revenue of $531.2M, raised its full-year outlook and set FY26 adjusted EBITDA guidance, with shares up roughly 15% premarket. A clean beat-and-raise in the period's strongest fresh cohort. Key risk: the percentage figure cited is a premarket quote rather than a confirmed close.

Expected current-year revenue growth of 59.2% and earnings growth of 77.4% on data-centre and AI-infrastructure construction (carried), with a sustained top estimate-revision rank. Physical construction demand captures the AI buildout without semiconductor-cycle valuation risk.

Q1 revenue rose 130% year over year with EPS beating estimates by 388% (carried), driven by AI-datacentre power demand. Key risk: the premium valuation attached to that growth was explicitly flagged in research commentary.

Revenue up 56% and EPS up 114% year over year on the GLP-1 franchise, with an 82.5% gross margin (carried). Growth entirely uncorrelated to the AI-capex debate and to the rate path that drove this week's index moves.

Beat consensus on both revenue and earnings for fiscal Q4 with Q1 guidance above expectations, and posted the largest single move in the market this week at +29 to +30%. Classified GROWTH rather than HYPERGROWTH because full-year revenue growth guidance of 13% came in below the 13.4% consensus — price action does not set stage classification here; the reported growth rate does.

Reported better-than-expected second-quarter results, with shares up 13.3%. Part of the period's five-name enterprise-software beat cohort. Rule of 40 shown n/v: no verified margin figure was available to pair with the growth rate, and it is not estimated.

Q2 revenue grew 13% year over year to $1.308B, beating consensus; adjusted EPS of $0.70 beat the $0.61 estimate by over 15%, with operating margin expanding to 24.3% from 18.4% (carried). The FDA selected DexCom as the first participant in its TEMPO digital-health pilot; FY2026 revenue guidance was raised on the print.

Strong second-quarter billings growth outpaced analyst estimates, with adjusted EPS of $0.90 on revenue of $2.05B (carried). Cybersecurity spend is proving durable even as broader software names face AI-disruption scrutiny.

Beat second-quarter earnings estimates, with shares up more than 8% on 7 August. The smallest of the period's fresh software entries by magnitude, but a genuine verified beat in a cohort that produced five of them in one week.

Won a ten-year Pentagon software contract worth up to $7 billion (carried) — a durable multi-year revenue catalyst rather than a sentiment move. Enterprise software has generally held up better than mega-cap AI names through this period's volatility.

Q1 2026 results blew past expectations, prompting a raise in premium and services revenue guidance to $171-175B (carried). A managed-care turnaround with genuinely uncorrelated drivers — no AI exposure in either direction, and no new print this period.