A closer look at some of the most exciting up-and-coming companies.

Key Points

  • Most of these companies are growing fast by riding trends that are still taking shape, including AI data centers, cloud security, commercial space, digital finance, and precision diagnostics.
  • Many of them are focused on capturing large, growing, total addressable market opportunities.
  • These are volatile stocks, so size positions accordingly.

Some of the best growth stocks aren't household names, at least not yet. The companies below share two traits. They're rapidly growing their revenue (more are at or above 20% annually), and they're capitalizing on emerging growth trends such as AI-driven demand for data and power, cloud security, commercial space, financial technology, and health. Some are very young companies, while others are still early in capturing these growth trends.

However, there's a caveat with high growth: these investments are higher risk. Growth can slow quickly as new competitors emerge or due to disruptive innovation. Not every company will succeed, but the winners could richly reward investors.

Top up-and-coming businesses to consider

Here are some of the most compelling up-and-coming stocks to consider right now.

Here's a closer look at these up-and-coming companies.

ServiceTitan

ServiceTitan is a software platform for those in the trades industry (e.g., HVAC service providers, pest control, and contractors). It's growing briskly, with revenue surging 21% in the second quarter of its 2027 fiscal year to $292.8 million.

TTAN - ServiceTitan

NASDAQ · As of 4:00 PM ET 11/09/26

Key data points

The company is just scratching the surface of its market potential. ServiceTitan estimates that the full deployment of its platform by its existing customers represents a $1.8 billion annual revenue opportunity (up from the current $1.1 billion annual run rate). It's launching new products to better serve its existing customers and make its platform more appealing to new customers, including financial technology and AI (Max).

This innovation is putting it in a better position to capture the much larger $13 billion serviceable market opportunity within the trades and markets it currently serves. Meanwhile, ServiceTitan estimates its total addressable market at more than $30 billion across all trades and markets. That provides it with a very long growth runway.

Coinbase Global

Coinbase Global is the largest cryptocurrency exchange in the U.S. It allows users to buy and sell cryptocurrencies, such as Bitcoin (BTC +1.34%) and Ethereum (ETH +1.72%).

COIN - Coinbase Global

NASDAQ · As of 4:00 PM ET 11/09/26

Key data points

Coinbase aims to build the crypto economy -- a fair, accessible, efficient, and transparent financial system powered by crypto. As more people start trading cryptocurrency and other digital assets, Coinbase will likely continue thriving. The company's market share of crypto trading volume increased to 10.7% in the third quarter of 2026, marking its fourth straight quarter of market share gains. Meanwhile, it's expanding into new markets like predictions (82% quarterly compound growth since its launch) and sees a new market on the horizon: agentic finance (AiFi). Coinbase estimates that AI agents could process $3 trillion to $5 trillion of transactions by 2030.

Bloom Energy

Bloom Energy is a leading developer of advanced fuel cells. Its systems are becoming the standard for companies seeking on-site power solutions, including AI data centers.

BE - Bloom Energy

NYSE · As of 4:00 PM ET 11/09/26

Key data points

The company's strategic partners include cloud giant Oracle (ORCL +3.18%) and financial giant Brookfield Asset Management (BAM +2.32%). It's helping these and other strategic partners rapidly deploy power solutions for AI data centers.

Bloom Energy is growing blisteringly fast. The company expects its revenue to surge 122% in 2026 to around $4.5 billion, with even faster profit growth.

Upstart

Upstart is the leading AI lending platform. It aims to improve access to affordable credit for more people while reducing banks' costs. It does so by leveraging AI to more accurately identify risks and approve more applicants than traditional credit-score-based lending models.

UPST - Upstart

NASDAQ · As of 4:00 PM ET 11/09/26

Key data points

The company originated $4.1 billion in loans during the third quarter of 2026. While that was up 44% year over year on a record 574,089 loan originations, it's just a fraction of the more than $25 trillion in annual global credit originations. The company's revenue jumped 34% to $371 million. Upstart expects to grow its revenue at a 35% compound annual rate through 2028 as it continues to leverage its AI-powered platform to originate more loans.

Rocket Lab

Rocket Lab is an end-to-end space company. It delivers launch services and manufactures satellites and spacecraft components, as well as on-orbit management solutions. Since its first launch in 2019, Rocket Lab has delivered more than 200 satellites to orbit for private and public sector organizations.

RKLB - Rocket Lab

NASDAQ · As of 4:00 PM ET 11/09/26

Key data points

The company's revenue rocketed 62% in the second quarter of 2026 to a record $234 million. It should continue growing briskly. Rocket Lab ended the period with a record backlog of $2.4 billion, a 137% year-over-year increase. It also agreed to buy satellite services provider Iridium Communications (IRDM +2.36%) in an $8 billion deal in mid-2026 to create a fully integrated space company. Additionally, it bought Motive Space Systems, a leader in space robotics, and Mynaric, a leading provider of optical communications equipment, in 2026. These deals will help accelerate Rocket Lab's already robust growth drivers.

Lemonade

Lemonade is a tech-based insurance company that uses an AI-powered platform to make it easier for customers to buy insurance and process claims. Customers can buy a new insurance policy in a matter of minutes, and Lemonade can process claims in a few seconds. That's lightning-fast compared to the days it often takes traditional insurance companies to process and pay claims.

LMND - Lemonade

NYSE · As of 4:00 PM ET 11/09/26

Key data points

The company is growing quickly. Its customer count was over 3.5 million at the end of the third quarter of 2026, up 23% from the previous year. It's also collecting a higher premium per customer (up 9% year over year to $440) as it expands its offerings (renter, home, life, auto, and pet insurance) to additional markets.

Lemonade is steadily growing its car insurance business, which also covers autonomous vehicles. Lemonade Autonomous Car added support for Tesla (TSLA +5.54%) FSD V14 Lite in October 2026 and covers Tesla owners in Arizona, Colorado, and Tennessee. The company expects Lemonade Car to play a key role in driving accelerated growth. With the insurance industry ripe for disruption, Lemonade can squeeze out a lot of growth by grabbing more market share from traditional insurers.

Sezzle

Sezzle is building an all-in-one digital financial platform for consumers. Its core business is buy-now, pay-later (BNPL) loans. However, it has steadily expanded its product portfolio to give users more ways to earn, learn, and spend wisely.

SEZL - Sezzle

NASDAQ · As of 4:00 PM ET 11/09/26

Key data points

The company's revenue jumped nearly 43% in the third quarter of 2026 to a record $166.5 million. Sezzle grew its active subscriber count by more than 68% year over year to 955,000. The company is already profitable (with almost $48 million in net income in the third quarter) and is generating free cash flow. According to a Worldpay forecast, the North American e-commerce BNPL market will grow at a 12.6% compound annual rate through 2030, rising from $156 billion to a projected $288 billion, providing Sezzle with ample room to grow.

Snowflake

Snowflake operates a cloud-based data warehouse platform. It offers companies solutions (including the AI Data Cloud) to store all the data they collect while making it easily accessible. This technology is helping customers manage their AI data in the cloud.

SNOW - Snowflake

NYSE · As of 4:00 PM ET 11/09/26

Key data points

The company is expanding rapidly. Snowflake's product revenue soared 37% to almost $1.4 billion in the second quarter of its 2027 fiscal year, driven by new customers and stronger relationships with existing ones.

Snowflake sees a massive $460 billion market opportunity for its cloud data platform by 2031, more than two times its size in 2026 ($225 billion). Its ability to capitalize on this growing opportunity will help it continue delivering strong financial results.

Toast

Toast is a cloud-based restaurant management software company. Its point-of-sale and management system helps restaurants enhance their operations, boost sales, and deliver a better guest experience.

TOST - Toast

NYSE · As of 4:00 PM ET 11/09/26

Key data points

The software company grew its ARR run rate by 24% over the past year to $2.5 billion in the third quarter of 2026. A big growth driver was its addition of new locations. It has increased its location count by 21% to around 189,000 over the past year. Toast still has a long growth runway ahead, given that there are between 720,000 and 730,000 restaurants in the U.S. and more than 1 million foodservice establishments in total.

BillionToOne

BillionToOne is a precision diagnostics company. It aims to create powerful and accurate tests accessible to all.

BLLN - BillionToOne

NASDAQ · As of 4:00 PM ET 11/09/26

Key data points

The company is growing rapidly. Its total revenue rocketed 47% in the third quarter of 2026 to $123 million. BillionToOne expects its sales to surge 51% to 54% for the year to a range of $460 million and $470 million. It continues to launch new prenatal and oncology tests, driving its robust growth.

Zscaler

Zscaler is a cloud-based cybersecurity platform. Increasingly, employees and customers need to access information stored in off-site data centers rather than on a central server, often from remote locations. Zscaler helps them access this information securely. The company is also combining its pioneering Zero Trust platform with AI to secure its customers' use of AI applications.

ZS - Zscaler

NASDAQ · As of 4:00 PM ET 11/09/26

Key data points

The company's ARR climbed 25% to nearly $3.8 billion in its fiscal 2026 fourth quarter, and Zscaler expects it to grow another 16.6%-17.4% in fiscal 2027 to roughly $4 billion. The cybersecurity company continues to grow rapidly as new clients join its integrated platform and existing ones expand their relationships. Companies increasingly find they can consolidate their security architecture with Zscaler's better, lower-cost platform.

Zscaler sees a path to grow its ARR to $10 billion by 2031. Zscaler aims to achieve its bold target by bringing new customers into its network and upselling existing ones. It sees a serviceable market opportunity of more than $220 billion, including over $24 billion in securing AI.

Key Sectors for Growth

The main sectors poised for growth are:

These sectors are disrupting traditional industries, positioning them for strong growth in the coming decades.

These up-and-coming stocks are worth a closer look

These companies are all working to provide innovative solutions to some of the biggest problems facing other businesses and consumers. Their innovation positions them for robust growth in the coming years. That makes them intriguing stocks for growth-focused investors to consider.

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About the Author

Matt DiLallo has positions in Chewy, CrowdStrike, Klarna Group, Lemonade, ServiceTitan, Snowflake, Toast, Upstart, and Zscaler. The Motley Fool has positions in and recommends Bitcoin, Chewy, CrowdStrike, Ethereum, Klarna Group, Lemonade, On Holding, Snowflake, Toast, Upstart, and Zscaler. The Motley Fool recommends Coinbase Global and ServiceTitan. The Motley Fool has a disclosure policy.

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