Issue 2: Growth Pitches

Our Team’s 18 Favourite Growth Pitches This Week

Welcome to this weeks Growth Stock Pitch Issue from PitchStack! 💰

This week, our team curated 18 Growth Stock Pitches from the top finance publications on Substack.

🧐 Curious about a pitch? Click the Company Name to read the full investment idea.

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Frequency Electronics (NASDAQ: FEIM) — Stock Narratives

🇺🇸 | $ 224.88 M | Tech | 6% off High

Frequency Electronics designs and manufactures precision time and frequency control products for various applications. The company is strategically positioned to benefit from the Golden Dome initiative, with an estimated spend of $500 billion to $1 trillion, offering significant growth potential for its solutions. The atomic clock market, valued at $600 million annually, is projected to reach $1 billion by 2035, aligning with Frequency Electronics' expansion goals. Its monopolistic characteristics and vertical integration provide a strong competitive edge, securing critical national security contracts and enhancing its market position.

Horizon Robotics (HKSE: 9660.HK) — Next Gen Investors

🇭🇰 | $ 9.83 B | Tech | 43% from Low

Horizon Information Technology offers smart driving solutions for passenger vehicles with proprietary software and hardware technologies. Horizon Robotics is projected to grow its revenue from CNY 499.9 million in 2021 to CNY 10.56 billion by 2027, maintaining strong gross profit margins of around 70%. The Chinese passenger car market's expected CAGR of 6.38% from 2025 to 2029 presents a significant opportunity for Horizon to expand. Additionally, strong national policy support in China enhances its competitive edge, aligning with government initiatives for smart driving technology adoption.

Zeta Global (NYSE: ZETA) — Folio Trail

🇺🇸 | $ 3.94 B | Tech | 22% from Low

Zeta Global Holdings operates an omnichannel data-driven cloud platform offering consumer intelligence and marketing automation software. In Q1 2025, revenue surged by 36% year-over-year to $264 million, with adjusted EBITDA rising 53% to $47 million, highlighting robust financial performance. Analyst price targets averaging $30.00 suggest a potential upside of over 100% from the current stock price of $12.25.

NVIDIA (NASDAQ: NVDA) — Next Gen Investors

🇺🇸 | $ 3.52 T | Tech | 6% off High

NVIDIA provides graphics, compute, and networking solutions globally. Its datacenter revenues are projected to reach $400 billion annually by 2026, driven by high-margin AI infrastructure deployments, which could significantly boost earnings. At GTC Paris, NVIDIA revealed visibility into $1.5 trillion in global AI infrastructure investments, with European GPU capacity expected to triple by 2025. This positions NVIDIA centrally in AI infrastructure growth. Additionally, its strategic shift to an AI infrastructure provider enhances its competitive edge, expanding influence across cloud, enterprise IT, and sovereign AI sectors.

Elliptic Laboratories (OSL: ELABS.OL) — Under Followed Stocks

🇪🇺 | $ 135.56 M | Tech | 16% off High

Elliptic Laboratories ASA is an AI software company providing virtual smart sensors for various industries. The company is set for substantial growth, acheiving a 93% revenue increase in 2024 and an EBITDA margin of 19%, marking its first profitable year. Its technology, already in over 500 million devices, is used by 6 of the top 10 smartphone OEMs, including Xiaomi and Lenovo, indicating strong market penetration. Additionally, its software-only solutions offer cost efficiency and innovative design options, making it a valuable partner for manufacturers.

High Tide (NASDAQ: HITI) — Mvc Investing

🇺🇸 | $ 174.83 M | Healthcare | 29% from Low

High Tide operates in the cannabis retail sector across Canada, Europe, and the United States. The company's impressive 12% year-over-year revenue growth, adjusted for a shorter fiscal quarter, underscores its capacity to enhance financial performance amid challenging conditions. Its core business, contributing 96.6% of total revenue, saw gross margins rise from 24.5% to 25.5%, with adjusted EBITDA margins improving from 6.2% to 7.6%, reflecting strong operational efficiency. Furthermore, strategic entry into the German medical cannabis market, supported by exclusive partnerships, offers promising international expansion opportunities.

Boot Barn (NYSE: BOOT) — Kroker Equity Research

🇺🇸 | $ 4.81 B | Cons. Disc. | 11% off High

Boot Barn Holdings operates specialty retail stores in the United States, offering western and work-related footwear, apparel, and accessories. In fiscal year 2025, the company achieved net sales of $1.91 billion, marking a 14.6% year-over-year increase, while net income rose by 23% to $180.9 million, highlighting its strong market position. With over 400 stores across 45 states, Boot Barn's market leadership in the niche western and workwear sector is reinforced by its focus on exclusive high-margin brands and an omni-channel strategy that enhances customer loyalty and brand recognition.

Amazon (NASDAQ: AMZN) — Cosmic Capital

🇺🇸 | $ 2.21 T | Cons. Disc. | 14% off High

Amazon engages in the retail sale of consumer products and subscriptions through online and physical stores globally. AWS, its cloud segment, leads the market with a 39% share in Infrastructure as a Service, underscoring its dominance in a growing sector. In FY24, AWS revenue rose 19% to $108 billion, with operating profits surging 62% to $40 billion, reflecting robust financial health. Its extensive partner ecosystem, including SAP and Snowflake, enhances AWS's competitive edge, enabling continuous innovation and effective customer solutions in the expanding cloud market.

Nebius (NASDAQ: NBIS) — Global Equity Briefing

🇺🇸 | $ 11.31 B | Comm. Services | 14% off High

Nebius Group operates as a technology company building full-stack infrastructure for the global AI industry. The company has shown impressive growth, with its annualized ARR soaring by 684% year-over-year to $249 million, projecting to close the year between $750 million and $1 billion. Specializing in AI workloads, Nebius offers purpose-built AI servers and innovative liquid cooling systems that cut electricity usage by 20%, potentially reducing costs and boosting efficiency. With AI inference expected to dominate AI spending by 2027, Nebius is well positioned to capture this growing market demand.

HEICO (NYSE: HEI) — Compound And Fire

🇺🇸 | $ 38.46 B | Industrials | NEAR HIGH 🤑

HEICO designs, manufactures, and sells aerospace, defence, and electronic products globally. The company has achieved a compound annual growth rate of 16% in net sales, rising from $26.2 million in 1990 to $3.86 billion in 2024, showcasing its strategic vision and resilience. The aerospace aftermarket, projected to grow to $40.3 billion by 2030, aligns with HEICO's strengths in parts and services. Additionally, its cost leadership in FAA-approved PMA parts, priced 30–50% lower than OEM equivalents, secures customer loyalty and repeat business.

Evolution (OTC: EVVTY) — Hurley Investing

🇺🇸 | $ 14.84 B | Cons. Disc. | 15% from Low

Evolution AB develops, produces, markets, and licenses live casino and slots solutions to gaming operators primarily in Europe and the United States. Trading at approximately 50 cents on the dollar, Evolution AB presents a compelling value proposition, with its market price significantly undervaluing its intrinsic worth. The company boasts a 10% compounding annual growth rate across key financial metrics, all while maintaining a debt-free balance sheet. As a global leader in online casino gaming, Evolution AB's innovative offerings position it favourably in a rapidly expanding industry with robust market tailwinds.

Yü Group (LSE: YU) — The Value Bandit

🇬🇧 | $ 367.00 M | Utilities | 36% from Low

Yü Group supplies energy and utility solutions in the United Kingdom, including electricity, gas, and water. The company's stock has delivered a remarkable 688% return since its 2016 IPO, highlighting its significant growth potential. With impressive financial results, including £48.8M in adjusted EBITDA and a valuation of approximately 8.5x earnings, Yü Group demonstrates robust growth. Its strategic partnership with Shell offers a competitive edge by ensuring contracts with guaranteed profit margins, enhancing customer confidence and operational efficiency.

Chipotle (NYSE: CMG) — Rijnberk Invest Insights

🇺🇸 | $ 72.46 B | Cons. Disc. | 42% from Low

Chipotle Mexican Grill owns and operates Chipotle Mexican Grill restaurants globally. The company's financial performance is impressive, with a 10-year revenue CAGR of 11% and EPS growth from $0.35 in 2014 to $1.11 in 2024, indicating robust financial health. New locations generate a 60% cash-on-cash return by year two, supporting self-funded expansion and reducing debt reliance. Chipotle's focus on health and sustainability aligns with consumer trends, fostering brand loyalty and positioning it as a leader in the fast-casual sector, enhancing customer retention and pricing power.

DLocal (NASDAQ: DLO) — Capitalist Letters

🇺🇸 | $ 2.93 B | Tech | 48% from Low

DLocal operates a payments platform serving various industries globally. Its total payment volume has grown by 60% annually since 2021, while revenues have increased by 42% annually, underscoring its effective market expansion. The global payment processing market is projected to grow significantly, and DLocal's strong product offering positions it to capture a substantial share. Additionally, its network effects create a growth flywheel, enhancing its competitive edge. These factors collectively suggest that DLocal is well placed to benefit from the burgeoning opportunities in emerging markets.

Smith+Nephew (LSE: SN) — Finota

🇬🇧 | $ 12.80 B | Healthcare | 13% off High

Smith & Nephew develops and sells medical devices globally, focusing on joint repair and wound care. The company's financial robustness is strong, with revenue reaching a record $5.8 billion in 2024, a 27% increase from 2020. Holding a 28% share in the sports medicine market, Smith & Nephew is well positioned to expand further with innovative products like the REGENETEN implant. Additionally, over 60% of 2024's growth stems from recent product launches, underscoring its commitment to R&D and sustaining its competitive edge.

T-Mobile (NASDAQ: TMUS) — Pacific Northwest Edge

🇺🇸 | $ 257.72 B | Comm. Services | 18% off High

T-Mobile provides mobile communications services across the United States. Its strategic merger with Sprint and extensive 5G rollout have strengthened its market position, enabling broader 5G coverage than AT&T and Verizon. Trading at a price-to-earnings ratio of 22, T-Mobile appears undervalued compared to historical highs, suggesting potential upside. Additionally, its innovative fixed wireless home internet service, offering speeds of 133 Mbps to 415 Mbps, positions T-Mobile to disrupt traditional ISPs, enhancing its growth prospects in the telecom sector.

Weave (NYSE: WEAV) — Paris Analyst

🇺🇸 | $ 613.48 M | Tech | NEAR LOW

Weave Communications provides a customer communications and engagement software platform in the US and Canada. The company is projected to achieve 15-20% revenue growth and a 15+% free cash flow margin within two years. Its payments segment, expected to exceed 20% of revenue within five years, benefits from high-margin upsells and strategic partnerships like Stripe. Additionally, Weave's expansion into non-dental verticals with limited competition secures a multi-year growth runway, enhancing its market dominance and long-term prospects.

Xvivo Perfusion (STO: XVIVO) — Next Gen Investors

🇸🇪 | $ 906.77 M | Healthcare | 12% from Low

Xvivo Perfusion develops solutions for organ, tissue, and cell preservation and perfusion for transplantation globally. Its lung business leads the thoracic segment, with machine perfusion making up 58% of net sales in Q4 and disposables sales rising by 45% to SEK 539.2 million. The perfusion systems market is set to grow from USD 5.00 billion in 2024 to USD 11.55 billion by 2032, offering significant growth potential. Over 80% of XVIVO's sales come from high-margin, recurring revenue streams, ensuring customer reliance and a strong economic moat.

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