10 High-Growth Stocks to Hold Till 2040
1/ $Ondas Holdings Inc.(ONDS)$
$ONDS is developing an autonomous military infrastructure platform that combines AI-driven drones and robotics with advanced wireless networks.
Furthermore, $ONDS is also actively expanding through M&A, consolidating the fragmented military drone and robotics industries.
In the context of the Iran War, the demand for its capabilities has become especially clear.
The company is moving beyond the technology validation stage and shifting into the rapid execution and deployment phase.
It is securing new contracts for its drones and robotic systems almost every week.
2025 revenues are up 605% Y/Y, whilst 2026 guidance was increased to $375M, up from $180M Consensus estimate.
Following recent capital raises, $ONDS now holds $1.5 billion in cash, providing a significant liquidity advantage over competitors.
Overall, the company is strongly positioned to emerge as a leading military contractor in the era of drones and AI over the next decade.
2/ $IREN Ltd(IREN)$
$IREN is developing large-scale data center infrastructure to support the growing demand for capable AI deployment
As the CEO explains, “We see AI Cloud as a highly attractive opportunity for our platform.”
With global demand for computing power rising, data centers are facing limitations due to high energy costs and overloaded power grids. Older infrastructure is finding it difficult to expand while staying cost-efficient.
As AI adoption accelerates and energy-efficient compute becomes essential, IREN’s renewable-powered infrastructure creates a strong long-term growth tailwind.
In 10 years, investors won't believe that $IREN stock was available for $41.
It will all seem so obvious in hindsight that AI needed so much compute.
All skepticism regarding Depreciation, Interest Expense, Demand and Supply will seem as silly in hindsight as questions from 2014 about Netflix's streaming business model seem in 2026.
3/ $SoFi Technologies Inc.(SOFI)$
$SOFI is building a full-stack digital financial ecosystem that combines banking, lending, investing, and financial services into a single powerful platform.
The recent Short Seller report is not based in reality, and the company continues to execute.
The company’s membership has grown quickly, exceeding 13.6M users, supported by a strong cross-selling strategy across all its products
Each additional product increases customer engagement, reduces acquisition costs, and boosts lifetime value, strengthening SoFi’s ecosystem.
From this expanding member base, the company generated $36.4 billion in loans in 2025, driven by the explosive growth of the Loan Platform Business.
In addition to LPB products like SoFi Money, Invest, Credit Card, and Relay are generating high-margin, recurring revenue while also increasing user engagement.
Its technology platform gives SoFi a strong competitive advantage in the B2B space, offering a modern banking infrastructure used by hundreds of financial institutions worldwide.
With its bank charter, SoFi benefits from a lower cost of capital compared to other fintech companies, allowing it to offer more competitive loan pricing. This has supported steady profitability growth, with adjusted EBITDA margins rising to 31% in Q4 2025.
As a fully integrated, technology-driven financial institution with growing margins, diverse revenue streams, and an expanding ecosystem, SoFi is positioning itself as a long-term growth company in digital finance, capable of gaining market share from traditional banks while scaling profitably.
4/ $Eos Energy Enterprises Inc.(EOSE)$
$EOSE is building advanced energy storage systems designed to support the growing demand for reliable, long-duration power in a renewable-driven grid.
As management emphasizes, the shift toward clean energy is accelerating the need for storage solutions that are cost-effective, scalable, and independent of traditional lithium supply chains.
The Iran War is demonstrating that the need to diversify our economies from Middle East oil has never been stronger.
While it is experiencing some production issues, 2028 growth estimates are still impressive:
- $1.2B Revenues
- $328M EBITDA
- $100M FCF
With global electrification and renewable adoption increasing rapidly, existing energy infrastructure faces challenges related to intermittency and grid stability. Many current storage solutions are expensive or difficult to scale, creating a clear opportunity for alternative technologies.
The company is moving from early-stage commercialization into a phase of larger-scale deployment. It continues to secure new customer agreements and expand its project pipeline, reflecting rising demand for long-duration storage.
Eos’s zinc-based battery technology offers a differentiated approach, providing longer cycle life, improved safety, and reduced reliance on scarce raw materials. This positions the company well in markets where durability and cost stability are critical.
At the same time, Eos is scaling its manufacturing capacity and strengthening its supply chain to support future growth, while benefiting from increasing policy support for domestic energy infrastructure.
As energy storage becomes a key component of modern power systems, Eos is positioning itself as a competitive player in long-duration storage, with the potential to capture meaningful market share as the energy transition continues.
5/ $Klarna Group plc(KLAR)$
$KLAR is building a global digital payments platform focused on BNPL and seamless online shopping experiences.
The company sees strong growth potential in “buy now, pay later", as consumers, especially younger users, shift away from credit cards toward more modern payment options.
Klarna has scaled rapidly, serving 118M of users and partnering with 1M merchants worldwide.
GMV reached $128B and continues to expand as more transactions flow through its platform, supported by steady user growth and increasing purchase frequency. Its integration at checkout helps boost conversion rates while improving convenience.
2028 Revenue is expected to reach $6.35B and EBITDA of $1B!
Beyond payments, Klarna is evolving toward a broader digital banking model, offering savings accounts, debit products, and financial management tools. This expansion increases engagement, lowers customer acquisition costs, and drives higher lifetime value.
With a strong brand, growing user base, and expanding ecosystem, Klarna is well-positioned to capture a larger share of global consumer spending as digital finance continues to evolve.
6/ $Zeta Global Holdings Corp.(ZETA)$
$ZETA is building an AI-powered marketing and advertising company.
The company helps the world’s largest brands acquire, grow, and retain customers.
- 2028 Revenue Estimate of $2.3B
- 2028 EBITDA of $582M
The recent partnership with OpenAI, embedding its models into Zeta Global’s Athena AI agent, turns Zeta’s marketing platform into an agentic operating system that can analyze data, recommend actions, and even execute campaigns.
Athena for $ZETA is what AIP was for $PLTR
Athena will dramatically speed up decision cycles for enterprise marketers, increase customer stickiness, and drive more revenues.
With early access to OpenAI’s newest models and deeper integration with cutting-edge AI, Zeta is becoming the default AI layer for marketing operations.
As marketing and advertising budgets drift toward AI-driven, higher ROAS solutions, Zeta's first-party data ecosystem is positioned to attract new customers and sustain profitability.
7/ $MercadoLibre(MELI)$
$MELI Latin American platform includes e-commerce, logistics, payments, credit, and advertising, making it easy to use for hundreds of millions of users.
Built on a highly scalable but asset-intensive technology base, the company combines a marketplace model with its own logistics and payments systems. This structure supports efficient growth while turning its high fixed costs into a strong competitive advantage.
With $59.6B in platform sales and $253B in payment volume, Mercado Libre has become the core infrastructure for digital commerce in the region. It continues to benefit from long-term growth in online shopping, digital payments, and broader financial adoption.
Furthermore, contrary to popular belief, at maturity, e-commerce penetration in these markets will be even higher than in developed markets.
This is because:
1) Lower-income people tend to price-match more
2) There are fewer convenient brick-and-mortar commerce options.
You don't have as many auto parts shops in a 20K town in Brazil as you do in the US. So a Brazilian living there is more likely to order online than drive 1H to the nearest large auto parts shop to get the specific part he needs.
Moreover, a large portion of the population in South America remains underbanked or unbanked, limiting access to traditional financial services. Mercado Libre addresses this gap through Mercado Pago, which provides digital payments, credit, and financial tools. This drives the flywheel, creating more sales.
8/ $Grab Holdings(GRAB)$
Grab’s unified super-app platform allows the 700M people of Southeast Asia to access ride-hailing, food delivery, groceries, payments, and financial services.
The company is positioned to lead the digital consumer economy in Southeast Asia with over 50M monthly active users, a region where Grab acts as the default operating layer for everyday commerce.
- 2028 Revenue Estimate of $5.8B
- 2028 EBITDA of $1.5B
- 2028 FCF of $1.3B
Despite operating across diverse and complex regulatory environments, Grab has demonstrated consistent execution, achieving a GAAP profitability milestone in 2025 and sustaining 20%+ revenue growth, a trajectory expected to continue as operating leverage expands through the decade.
Its recent expansion to Taiwan demonstrates that its TAM is larger than many analysts believed.
9/ $AST SpaceMobile, Inc.(ASTS)$
$ATS is building a space-based cellular broadband network designed to provide direct connectivity to smartphones.
The company is developing a highly scalable infrastructure that combines advanced satellite technology with global telecom partnerships.
By integrating directly with mobile network operators, ASTS is able to extend coverage to remote and underserved areas while leveraging existing subscriber bases, without entering the B2C space.
- 2028 Revenue Estimate of $1.9B
- 2028 EBITDA of $1.3B
- 2028 FCF of -$209M
With billions of people still lacking reliable mobile connectivity, ASTS is targeting a massive global market opportunity driven by increasing demand for always-on communication and data access.
The company is moving from the testing phase into early commercial deployment, supported by agreements with major telecom providers.
As its satellite constellation expands, ASTS is positioned to generate recurring revenue through wholesale capacity and service partnerships.
With its first-mover advantage and differentiated technology, ASTS is positioning itself as a foundational layer of global connectivity, with the potential to play a major role in the future of mobile communications.
10/ $NEBIUS(NBIS)$
$NBIS is an AI data center cloud serving tech companies, Hyperscalers and emerging start-ups.
With a $24B market cap, $NBIS now trades for 3-4x 2026 ARR guidance.
Taking the $10B 2028 EBITDA estimate into account, $NBIS trades at 3x 2028 EBITDA.
The recent $2B investment from $NVDA validates their AI tech approach, with the company set to be the first to receive $NVDA newest Rubin Chips.
Meanwhile, the $27B deal with $META is a clear signal that the demand is strong and growing faster than the supply.
The AI revolution is here to stay, and the doomerism that Gulf countries will pull funding from the AI ecosystem is nonsense. If anything, the Iran war demonstrates that the need to diversify their economies has never been larger.
AI will play a critical role in this transformation, and I wouldn't be surprised to see a large 1GW+ data center development by $NBIS in the Middle East.
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