Issue 3: Growth Pitches
The leading 22 Substack Growth Pitches This Week
Welcome to this weeks Growth Stock Pitch Issue from PitchStack! 💰
This week, our team curated 22 Growth Stock Pitches from the top finance publications on Substack.
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Veeva Systems (NYSE: VEEV) — Lewistown Capital
🇺🇸 | $ 47.06 B | Healthcare | NEAR HIGH 🤑
Veeva Systems provides cloud-based software solutions for the life sciences industry worldwide. The company has achieved a remarkable revenue growth, increasing over 13 times since its 2013 IPO, with a CAGR of approximately 26%, while maintaining operating margins around 40% non-GAAP. Veeva is positioned to leverage AI to enhance efficiency by 15% in the $2 trillion life sciences industry, potentially unlocking $300 billion in efficiencies. Its strong competitive moat, built on deep industry expertise and essential software solutions, ensures customer retention and market dominance.
Immersion (NASDAQ: IMMR) — Maaiz Khan
🇺🇸 | $ 255.28 M | Tech | 19% from Low
Immersion Corporation invents, scales, and licenses haptic technologies for digital products globally. Trading at a 30% discount to its intrinsic value, with a net asset value of $11.04 per share against a current stock price of $7.55, it offers a compelling investment opportunity. The company's IP business, boasting over 1,200 patents, generates approximately $25 million in annual cash flow. Its strategic shift to a pure-play licensing model, supported by a lean operational structure, positions Immersion for sustained profitability and growth.
Evolution AB (STO: EVO) — Recital
🇸🇪 | $ 15.76 B | Cons. Disc. | 22% from Low
Evolution AB (publ) develops, produces, markets, and licenses live casino and slots solutions to gaming operators. Its highly profitable business model, with EBITDA margins nearing 70%, leverages geographic arbitrage to maximise profitability. Offering a total shareholder return proposition with a dividend yield over 4% and share buybacks of nearly 4% annually, it provides a robust 8% return floor. Evolution AB's formidable moat in the iGaming industry, driven by unmatched scale and innovation, positions it as a leader in the Live Casino segment, enhancing its investment appeal.
Cloudflare (NYSE: NET) — Sergey Cyw
🇺🇸 | $ 67.92 B | Tech | NEAR HIGH 🤑
Cloudflare is a global cloud platform providing security, performance and reliability services for websites and applications. Its expansive network infrastructure, with over 285 data centres worldwide, ensures low latency and high availability. Its infrastructure supports roughly 20% of the web, creating a robust economic moat through economies of scale and network effects, making it a compelling investment opportunity in the cloud services sector.
Computer Modelling Group (TSX: CMG) — Compound And Fire
🇨🇦 | $ 437.62 M | Tech | 8% from Low
Computer Modelling Group Ltd. develops and licenses reservoir simulation software globally. In FY25, CMG achieved a revenue milestone of CAD 129.4 million, marking a 19% increase, which underscores its resilience in a challenging market. With a contract renewal rate exceeding 98%, CMG enjoys a stable income stream, highlighting the essential nature of its offerings. The strategic shift to CMG 4.0, focusing on cloud-based solutions and new energy sectors, positions the company to adapt to the evolving energy landscape and explore sustainable energy opportunities.
SoFi Technologies (NASDAQ: SOFI) — Archive Invest
🇺🇸 | $ 20.13 B | Finance | NEAR HIGH 🤑
SoFi Technologies provides digital financial services through its Lending, Technology Platform, and Financial Services segments. The company has demonstrated remarkable growth, with revenue rising from $565.5 million to $2.64 billion over four years, a total increase of 367%. After sustained losses through 2023, SoFi achieved a significant turnaround with $498.7 million in net income in 2024. Additionally, its Financial Services revenue nearly doubled to $821.5 million in 2024, showcasing strategic diversification that strengthens its competitive position in the fintech industry
Micron (NASDAQ: MU) — Hyper Tech Invest
🇺🇸 | $ 137.74 B | Tech | 10% off High
Micron Technology designs and manufactures advanced memory and storage solutions for data centers, mobile and automotive markets. The company’s Q3 results showed remarkable growth, with revenue up 36.6% year-over-year and net income surging by 211%. Its Q4 guidance projects sales of $10.7 billion, surpassing analyst expectations and indicating continued growth. Additionally, Micron’s strategic focus on DRAM and HBM technologies, with HBM revenue growing nearly 50% sequentially, positions it as a leader in high-margin memory solutions.
Total Site Solutions (NASDAQ: TSSI) — Victorious Investing
🇺🇸 | $ 721.34 M | Tech | 10% off High
TSS provides services for planning, design, deployment, and maintenance of enterprise systems in the US. The company has shown remarkable financial growth, with revenue surging 172% in 2024 and 522% in Q1 FY25, highlighting strong market momentum. A $14 billion backlog of AI racks, largely from Dell, underscores a robust pipeline and TSS's critical role in AI infrastructure. Positioned to capitalise on the rapidly growing AI data center industry, with the global AI server market expected to reach $150 billion by 2027, TSS is well-placed for significant growth.
Ashtead Group (LSE: AHT) — D Invests
🇬🇧 | $ 27.20 B | Industrials | 38% from Low
Ashtead Group operates in construction, industrial and general equipment rental across North America and the UK. Its North American Specialty segment reported an 11% year-over-year increase in rental sales. With near-record free cash flow of $1.8 billion in 2025, Ashtead demonstrates strong financial health, supporting shareholder returns through dividends and buybacks. Additionally, its strategic position in a fragmented market offers a competitive edge, enabling it to serve as a comprehensive provider for large-scale projects.
Apollo Micro Systems (NSE: APOLLO) — Zen Nivesh
🇮🇳 | $ 751.69 M | Industrials | 13% off High
Apollo Micro Systems designs and develops advanced electronic and electro-mechanical solutions for defense and aerospace sectors in India.The company's order book has grown from ₹550 crores to ₹615 crores by May 2025, with management projecting a 3x expansion by March 2026. India's defence exports have surged nearly 30x over a decade, benefiting Apollo as the country becomes a significant global player. Additionally, Apollo's transition to a full-spectrum OEM positions it as a key player in India's expanding defence sector.
Datadog (NASDAQ: DDOG) — Sergey Cyw
🇺🇸 | $ 46.39 B | Tech | 21% off High
Datadog provides a monitoring and analytics platform for cloud-based developers and IT operations. With a total addressable market projected to reach $62 billion by 2026, Datadog is positioned for substantial growth, driven by strong demand for its observability platform and expansion into cloud security and AI solutions. The company’s robust financial position, with $4.4 billion in cash exceeding $1.8 billion in debt, supports its growth strategy. Additionally, Datadog’s platform offers over 850 integrations, more than any competitor, reinforcing its leadership in cloud observability.
Repare Therapeutics (NASDAQ: RPTX) — Student Investment Ideas
🇺🇸 | $ 59.62 M | Healthcare | 15% from Low
Repare Therapeutics is a clinical-stage precision oncology company focused on developing targeted cancer therapies using its proprietary SNIPRx platform. Trading at a 30-40% discount to its projected 2025 cash value, Repare offers investors an opportunity to purchase shares priced at $1.35, well below the estimated net cash value of $1.90 per share. With $124 million in cash and strategic restructuring efforts, including a significant staff reduction, the company is enhancing its capital preservation. Recent leadership changes and filings suggest a strategic transaction, potentially maximising shareholder value.
Central Asia Metals (LSE: CAML) — The Oak Bloke
🇬🇧 | $ 384.29 M | Commodities | 31% from Low
Central Asia Metals is a base metals producer with operations in Kazakhstan and Macedonia. The company's acquisition of the Antler project in Arizona is projected to generate significant cash flow, with an estimated net present value of over $700 million. The project is expected to yield 341,000 tonnes of copper-equivalent over 12 years, supporting a robust revenue projection of $3.16 billion. Operating in a mining-friendly jurisdiction with U.S. support for domestic mineral production, Central Asia Metals is well positioned in the current geopolitical climate.
Copart (NASDAQ: CPRT) — Rijnberk Invest Insights
🇺🇸 | $ 47.45 B | Cons. Disc. | 10% from Low
Copart operates online vehicle auctions and remarketing services across multiple countries, serving insurers, dealers, and charities. Trading at $48, the stock offers a 30% margin of safety against an estimated fair value of $83. With a return on invested capital exceeding 25%, Copart demonstrates strong financial health and growth potential, supporting its valuation. Its VB2 platform further enhances user experience and operational efficiency, reinforcing Copart’s position as an industry leader with a substantial competitive advantage.
Faes Farma (BME: FAE.MC) — Kroker Equity Research
🇪🇸 | $ 1.67 B | Healthcare | NEAR HIGH 🤑
Faes Farma develops and commercializes pharmaceutical products and raw materials for global healthcare markets. In 2024, the company achieved a 7.8% revenue increase to €510 million, driven by strong growth in its core pharmaceutical business. With a strategic plan to double revenues to €1 billion by 2030, Faes Farma aims for a high single-digit compound annual growth rate, supported by acquisitions and product launches. Its diversified revenue streams and proprietary products like Bilastine and Calcifediol underscore its competitive advantage and resilience in the pharmaceutical industry.
Kraken Robotics (TSXV: PNG) — Top Secret Stocks
🇨🇦 | $ 593.27 M | Tech | NEAR HIGH 🤑
Kraken Robotics designs and manufactures software-centric sensors and underwater robotic systems for unmanned vehicles. The company has achieved remarkable revenue growth, surging from $4 million in 2018 to $70 million in 2023, reflecting its expanding market presence. Kraken's SeaPower batteries, with energy densities up to 260 Wh per litre, offer significant operational advantages, enhancing its competitive edge. Additionally, its unique synthetic aperture sonar technology positions Kraken as a leader in maritime robotics, catering to both defence and commercial sectors with clients like Lockheed Martin and Shell.
Wise (LSE: WISE) — Wonder Stcks
🇬🇧 | $ 14.61 B | Tech | 16% off High
Wise provides cross-border money transfer services for personal and business customers globally. With over £145 billion processed last year for 15.6 million active users, Wise taps into a vast market valued in the tens of trillions of pounds. Its infrastructure bypasses traditional networks, offering fees up to one-tenth of banks'. The expiration of its dual-class share structure in 2026 will allow index inclusion, unlocking capital from passive funds and potentially driving significant share price appreciation.
Nebius (NASDAQ: NBIS) — Lorenzo 2 Cents
🇺🇸 | $13. 71 B | Tech | NEAR HIGH 🤑
Nebius Group operates as a technology company building full-stack infrastructure for the global AI industry. The AI cloud market is projected to grow from $87 billion in 2024 to $647 billion by 2030, offering Nebius a significant opportunity to capture market share. In 2024, Nebius's core AI business grew over 600%, showcasing its dynamic presence in the sector. Its strategic vertical integration, including custom-designed data centres and proprietary hardware, ensures unmatched cost efficiency, allowing Nebius to offer the lowest pricing in the competitive GPU cloud market.
Property Databank (JPX: 4389.T) — Josh Chan 4
🇯🇵 | $ 73.70 M | Tech | 10% off High
Property Data Bank provides Internet-based application solutions for asset, facility and real estate management. The company's cloud segment has experienced robust growth, with sales increasing over 8% annually and a notable 20% surge in 2020. Valued at 6x EBITDA and 9x free cash flow, it offers an attractive investment opportunity, supported by a consistent 17% return on equity. With a near-monopoly in vertical software and strategic innovation initiatives, Property Data Bank is well positioned for long-term success in the property management sector.
Viant Technology (NASDAQ: DSP) — P14 Capital
🇺🇸 | $ 827.76 M | Tech | 50% off High
Viant Technology offers a comprehensive advertising software platform delivering data-driven audience targeting and campaign management tools. Its revenue surged by 30.6% year-over-year to $306.5 million, underpinned by a robust adjusted EBITDA margin of 15.3%. The US programmatic advertising market, where Viant is deeply invested, is projected to grow from $136 billion in 2023 to $202 billion in 2026. Additionally, Viant's strategic focus on connected TV advertising aligns with industry trends, enhancing its competitive positioning in a rapidly expanding sector.
AppLovin (NASDAQ: APP) — Folio Trail
🇺🇸 | $ 118.47 B | Tech | 33% off High
AppLovin Corporation builds software platforms that help mobile app developers market and monetise their apps worldwide. Its advertising revenue grew 71% year-on-year to $1.16 billion in Q1 2025, reflecting strong demand for its AI-driven platform. The advertising segment achieved an adjusted EBITDA margin of 81%, demonstrating exceptional operational efficiency. Meanwhile, its AXON AI platform processes over 30 terabytes of real-time data daily, optimising user engagement and attracting advertisers. This focus on high-margin ad technology supports AppLovin’s expansion into web advertising and e-commerce markets.
Oracle (NYSE: ORCL) — Penny Insight
🇺🇸 | $ 614.09 B | Tech | NEAR HIGH 🤑
Oracle Corporation provides enterprise IT products and cloud services worldwide, including its Oracle Fusion cloud software suite and database technologies. Its Remaining Performance Obligations rose 41% year-on-year to $137.8 billion, with a third expected as revenue in the next 12 months, signalling strong demand. The company’s stock surged 75% over two months amid investor optimism about its AI-centred transformation driven by Oracle Cloud Infrastructure. Strategic partnerships with OpenAI, NVIDIA, and others enhance Oracle’s AI offerings, supported by its $100 billion Stargate initiative to build AI-dedicated data centres.
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