Issue 4: Growth Pitches

19 Growth Pitches Curated from Across Substack

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

This week, our team curated 19 Growth Stock Pitches from the top finance publications on Substack.

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Nordnet (STO: SAVE) — Outsiders Corner

🇸🇪 | $ 7.10 B | Finance | NEAR HIGH 🤑

Nordnet operates a digital investment platform across the Nordic countries offering stocks, funds, pensions, and loans. Since its 2019 re-listing, revenue has compounded at 26% annually and pre-tax profit at 54%. Its brokerage share in the Nordic savings market rose from 15% to 21%, while fund and pension capital shares doubled, showcasing its ability to gain ground across verticals. With return on equity above 30% and over 60% profit margins, Nordnet combines capital efficiency with consistent innovation in a structurally growing market.

Uber (NYSE: UBER) — Accrued Interest

🇺🇸 | $ 202.17 B | Tech | NEAR HIGH 🤑

Uber operates a global platform connecting consumers to rides, food, groceries, and freight services across three core segments. Uber converted 112% of EBITDA into free cash flow in Q1 2025, up from 67% a year earlier, highlighting growing financial strength. Strategic moves like its Waymo partnership in Atlanta strengthen Uber’s position in autonomous vehicles while Delivery and Freight, now 44% of revenue, provide diversified, resilient growth drivers.

IREN (NASDAQ: IREN) — Antoniolin Ares

🇺🇸 | $ 4.08 B | Finance | 9% off High

Iris Energy owns and operates bitcoin mining data centres and provides high-performance computing solutions. It has increased its mining power from 1.1 to 50 exahash between Q3 FY2022 and Q3 FY2025 while cutting energy use per terahash by almost half. Energy costs fell from $0.05 to $0.03 per kilowatt hour through renewable sources in Texas. Vertical integration and liquid cooling innovation enhance cost efficiency and capacity, supported by 2.9 GW of secured grid capacity, creating a strong competitive moat in a growing market.

Kraken Robotics (TSXV: PNG) — Crash Capital 69

🇨🇦 | $ 605.15 M | Tech | NEAR HIGH 🤑

Kraken Robotics designs and manufactures software-centric sensors, batteries, and underwater robotic systems for military and commercial use. The Ghost Shark program alone could generate around $200 million annually, based on 15–25 units sold at $10 million each. Additionally, the Dive-LD program may deliver up to $450 million yearly from battery sales for 200 units. Its unique subsea battery technology reduces volume by 50%, extending operational time and payload capacity. Exclusive partnerships with defence contractors create high switching costs, underpinning long-term demand in a growing market.

Palantir (NASDAQ: PLTR) — Sergey Cyw

🇺🇸 | $ 314.82 B | Tech | 6% off High

Palantir Technologies develops software platforms for data integration and AI-driven analytics in government and commercial sectors. Its US commercial revenue grew 71% year-on-year, now annualising at $1 billion. The company targets a $200 billion market with projected growth of 18%–25% through 2030. High implementation costs of $2.5–$7.5 million per client create significant switching barriers. Palantir’s proprietary technology and trusted government contracts underpin its competitive edge while its AI Platform accelerates commercial revenue growth with a 54% annual increase.

TransMedics (NASDAQ: TMDX) — Global Equity Briefing

🇺🇸 | $ 4.23 B | Healthcare | 29% off High

TransMedics develops innovative organ preservation and transport solutions with its Organ Care System (OCS) for lungs, hearts, and livers. Sales have grown 20-fold over five years, driving a 440% stock increase since its 2019 IPO. Clinical trials show OCS boosts lung utilisation from 23% to 87% and heart utilisation from 32% to 81%. Its integrated National Organ Program enhances service stickiness and pricing power. With a $200 million European facility investment, TransMedics is well positioned to capitalise on global market expansion and sustained industry growth.

Worksport (NASDAQ: WKSP) — Little Fish Capital

🇺🇸 | $ 19.71 M | Cons. Disc. | 14% from Low

Worksport designs and sells truck tonneau covers across Canada and the US, offering products like the SC3 tri-fold and TC3 aluminum covers. Its Q1 2025 revenue surged 337% year-on-year to $2.24 million, with April and May exceeding the entire quarter. The dealer network expanded from 94 to over 550, supported by major distributors, strengthening market reach. Upcoming launches, including the SOLIS Solar Tonneau Cover and COR Portable Energy System, position Worksport to capitalise on growing demand for sustainable energy solutions alongside its core truck accessories business.

Oscar Health (NYSE: OSCR) — FJ Research

🇺🇸 | $ 4.28 B | Healthcare | 45% from Low

Oscar Health provides technology-driven health insurance products in the US, including Individual & Family, Small Group, and Medicare Advantage plans. It projects over $2 earnings per share by 2027, despite the expiration of enhanced ACA subsidies. Administrative expenses per member have declined while service quality improved, reflecting efficient scaling. Its vertically integrated tech stack enables real-time management of members and claims, reducing costs and improving outcomes. Experienced leadership and focus on growing ICHRA markets position Oscar well for long-term growth in the evolving healthcare landscape.

LVMH (PAR: MC) — Compound And Fire

🇪🇺 | $ 279.47 B | Cons. Disc. | 12% from Low

LVMH operates a global luxury goods portfolio, including Louis Vuitton and Dior, generating €41.1 billion in 2024. Despite a 3% revenue decline, its LV and Dior segment maintains a strong 37% Adjusted EBIT margin. Strategic acquisitions like Tiffany & Co. have expanded its US presence and brand portfolio. Sustainability efforts, including a 55% CO2 emissions reduction, and Bernard Arnault’s visionary leadership underpin its luxury market dominance.

Hoffmann Green Cement Technologies (PAR: ALHGR) — Stellar Ium

🇪🇺 | $ 85.58 M | Commodities | 19% from Low

Hoffmann Green Cement Technologies designs and markets low-carbon cement and concrete solutions, targeting 1 million tons of annual sales and a 6% market share in France by 2030. Projected revenue for FY25 rose 34% to €17.8 million. Its clinker-free cement significantly reduces carbon emissions, aligning with global sustainability trends. The company’s licensing model enables global expansion through local production. Founders hold over 50% ownership, ensuring strategic alignment and long-term growth focus.

Gabriel India (NSE: GABRIEL) — Karanshah 137

🇮🇳 | $ 1.64 B | Cons. Disc. | NEAR HIGH 🤑

Gabriel India manufactures ride control and automotive components, serving two and three wheelers, passenger cars and commercial vehicles. Its strategic shift into electric vehicle drivetrains and transmission parts aligns with India’s EV market, projected to grow over 40% CAGR. Restructuring is expected to boost FY25 earnings per share by ₹7, a 41% uplift. Joint ventures with Dana Anand and Henkel Anand enhance capabilities in EV and noise reduction solutions. Expansion into automotive fluids and adhesives, combined with a strong aftermarket presence, supports sustained volume growth and market share gains.

SAP (XETRA: SAP) — Rijnberk Invest Insights

🇩🇪 | $ 361.66 B | Tech | 7% off High

SAP develops enterprise software solutions worldwide, specialising in cloud-based applications and intelligent technologies. Its cloud revenue reached $5 billion in Q1 2025, up 26% year-on-year, supported by an $18.2 billion backlog. Cloud subscriptions and support now represent 60–65% of total revenue. SAP’s deep integration in mission-critical systems creates high switching costs, fostering customer loyalty. The company’s focus on AI and cloud solutions, combined with its global reach, supports sustainable growth and competitive advantage against peers like Oracle.

PayPal (NASDAQ: PYPL) — Let It Compound

🇺🇸 | $ 74.09 B | Finance | 19% off High

PayPal operates a global digital payments platform connecting millions of consumers and merchants across approximately 200 markets. Its Total Payment Volume surged over seven-fold to $1.68 trillion in 2024, reflecting widespread adoption and a strong market position. With free cash flow reaching $6.8 billion, PayPal has a solid financial base to support growth and innovation. Strategic partnerships with payment networks and tech giants expand its reach, while ongoing product advancements ensure it remains a leader in the evolving digital payments landscape.

Grab (NASDAQ: GRAB) — Top Secret Stocks

🇺🇸 | $ 19.65 B | Tech | 13% off High

Grab offers superapps that provide mobility, delivery, financial, and enterprise services across Southeast Asia. Its financial services segment grew 36% year-on-year to $75 million in Q1 2025, with the loan portfolio rising 56% to $566 million. Overall revenue increased 18% to $773 million, supported by a 16% rise in on-demand GMV to $4.9 billion. Grab’s focus on AI integration enhances user experience and operational efficiency, strengthening its competitive position in a rapidly growing market.

Robinhood (NASDAQ: HOOD) — Archive Invest

🇺🇸 | $ 82.48 B | Tech | 7% off High

Robinhood operates a financial services platform in the United States, enabling investments in stocks, ETFs, options, gold, and cryptocurrencies. From 2020 to 2024, revenue grew 208%, reaching nearly $3 billion, driven by a 364% surge in cryptocurrency revenue. Transaction-based revenue more than doubled to $1.6 billion, while assets under custody nearly doubled to $192.9 billion. The company’s net profit margin improved from -203% in 2021 to 48% in 2024, highlighting disciplined execution and enhanced profitability.

Natera (NASDAQ: NTRA) — Perpetual Polymerase

🇺🇸 | $ 21.67 B | Healthcare | 13% off High

Natera develops molecular testing services globally, specialising in non-invasive prenatal and cancer diagnostics. Its Signatera test leads the minimal residual disease market with a 90–95% share, offering earlier cancer recurrence detection than imaging. The falling cost of sequencing, from $5 to under $1 per GB, enhances affordability and access to ctDNA tests. Advances in ultra-sensitive ctDNA technologies further improve precision, positioning Natera to benefit from increasing adoption and its strong competitive edge in the evolving oncology diagnostics landscape.

Safran (PAR: SAF) — Ditlev

🇪🇺 | $ 135.35 B | Industrials | NEAR HIGH 🤑

Safran designs and markets aerospace propulsion systems, aircraft equipment, and interiors worldwide. Its LEAP engine fleet of 8,800 units is expected to more than double by 2030, driving substantial aftermarket revenue through over 5,000 shop visits by 2040. Its 2025 revenue is projected to be €30.6 billion and an EBIT CAGR target of 13% through 2029. Its strategic role in the CFM International joint venture and focus on next-generation fuel-efficient engines position the company to lead the aerospace sector’s transition to cleaner technologies.

Cronos Group (NASDAQ: CRON) — Stock Pursuit

🇺🇸 | $ 786.25 M | Healthcare | 47% from Low

Cronos manufactures and markets cannabis and hemp-derived products across medical, adult-use, and wellness segments. The company’s four-year revenue CAGR of 26%, including a 35% increase in 2024, highlights strong growth momentum. With no debt and $838 million in cash and short-term investments, Cronos maintains a solid financial foundation at an 11% discount to net current asset value. Its 41% ownership by Altria provides valuable industry expertise, while strategic expansions in international markets like Germany and Israel support further growth potential.

Duolingo (NASDAQ: DUOL) — Sergey Cyw

🇺🇸 | $ 18.02 B | Tech | 27% off High

Duolingo develops a language-learning app offering courses in 40 languages worldwide. Its revenue grew 40.8% year-over-year in 2024 to $748 million, with projections of 35.9% growth in 2025. The global language learning market is expected to reach $115 billion by 2025, and Duolingo’s current 0.5% share of a $220 billion total addressable market suggests ample room for expansion. The company’s freemium model and AI-driven gamified learning enhance user engagement, reinforcing its position as a market leader with strong growth potential

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