The S&P 500’s Shiller CAPE ratio recently reached its highest level in more than 20 years, suggesting stock valuations are bloated. At the same time, economists around the world are anticipating muted economic growth in 2026, and some are even calling for a recession.
To outperform in a slow economy at a time when stock valuations are sky-high, earnings and revenue growth are critical. Unfortunately, identifying attractively valued stocks that consistently generate impressive growth numbers can be difficult. Here are 10 stocks CFRA analysts recommend that have reported at least 15% annual revenue growth over the past three years:
Stock
Nvidia Corp. （ticker: NVDA）
Meta Platforms Inc. （META）
Broadcom Inc. （AVGO）
Eli Lilly & Co. （LLY）
JPMorgan Chase & Co. （JPM）
Palantir Technologies Inc. （PLTR）
Bank of America Corp. （BAC）
Morgan Stanley （MS）
Goldman Sachs Group Inc. （GS）
Wells Fargo & Co. （WFC）
Nvidia Corp. （NVDA）
High-end semiconductor maker Nvidia has been one of the most spectacular growth stories in the entire stock market in the past 15 years. Nvidia’s growth numbers have wowed Wall Street, especially for a company of Nvidia’s size. Nvidia’s revenue grew 73% year over year in the fiscal fourth quarter, while net income grew 94%. Analyst Angelo Zino says edge device penetration, software opportunities and an expanding total addressable market will help Nvidia maintain its growth. Zino projects 61% revenue growth in fiscal 2027 and 23% growth in 2028. CFRA has a “strong buy” rating and $250 price target for NVDA stock, which closed at $172.70 on March 20.
Meta Platforms Inc. （META）
Meta Platforms is a market leader in social media and online advertising and is the parent of Facebook, Instagram and other platforms. /Meta has maintained impressive growth even as the company has matured, including 24% revenue growth and 7% family daily active people growth in the fourth quarter. Zino says Meta has an appealing combination of digital advertising opportunities, artificial intelligence monetization potential and an attractive valuation. He says Meta will leverage AI to create even more engaging experiences for users. He projects 25% revenue growth in 2026. CFRA has a “buy” rating and $804 price target for META stock, which closed at $593.66 on March 20.
Broadcom Inc. （AVGO）
Broadcom is a diversified designer, developer and supplier of analog semiconductor devices. /Broadcom reported 24% revenue growth in fiscal 2025 and has maintained 29% growth as of the most recent quarter, including 106% growth in AI revenue. Zino says Broadcom’s application-specific integrated circuit （ASIC） business and its networking business will help the company be a major winner from the AI infrastructure investment boom. He also says Broadcom will triple its semiconductor revenue by 2027. Zino projects 64% revenue growth in fiscal 2026 and 41% growth in 2027. CFRA has a “buy” rating and $428 price target for AVGO stock, which closed at $310.51 on March 20.
Eli Lilly & Co. （LLY）
Eli Lilly produces brand-name prescription drugs to treat a wide range of medical conditions, such as diabetes, cancer and neurological disorders. In the fourth quarter, Lilly reported 43% revenue growth, including impressive 110% revenue growth for diabetes and weight-loss drug Mounjaro. Revenue from diabetes and weight-loss drug Zepbound also surged 123% in the quarter. Analyst Sel Hardy says an aging U.S. population and surging demand for GLP-1 diabetes and obesity drugs will support Lilly’s growth. She projects 25.9% revenue growth in 2026. CFRA has a “strong buy” rating and $1,325 price target for LLY stock, which closed at $906.70 on March 20.
JPMorgan Chase & Co. （JPM）
JPMorgan Chase is one of the world’s largest banks and financial services companies with over $4 trillion in assets./ JPMorgan reported 7% revenue growth in the fourth quarter, but net income was down 7%. Analyst Kenneth Leon says wallet share gains across JPMorgan’s core businesses will drive higher fee service income from investment banking and asset management. In addition, Leon says the Donald Trump administration will likely support the banking industry with pro-business policies and facilitate elevated capital market activity. He projects 5.2% revenue growth in 2026. CFRA has a “buy” rating and $340 price target for JPM stock, which closed at $286.56 on March 20.
Palantir Technologies Inc. （PLTR）
Palantir is a Big Data company that builds software platforms that can analyze massive amounts of data using machine learning and AI technology. Palantir’s stock price has been on a tear in recent years, and that performance has been fueled by extraordinary growth numbers. In the fourth quarter, Palantir reported 70% revenue growth, including 137% growth in U.S. commercial revenue and 66% growth in U.S. government revenue. Analyst Janice Quek says Palantir has even more upside ahead and projects 61% revenue growth in 2026. CFRA has a “buy” rating and $203 price target for PLTR stock, which closed at $150.68 on March 20.
Bank of America Corp. （BAC）
Bank of America is one of the largest U.S. commercial and investment banks and wealth management services providers. In the fourth quarter, Bank of America reported 7% revenue growth and 12% net income growth. Net interest income was up 10%, equities trading revenue was up 23% and investment banking fees were roughly flat compared to a year ago. Leon says healthy consumer spending will boost Bank of America’s credit card income, and a solid overall economy will help Bank of America generate net interest income growth. CFRA has a “buy” rating and $65 price target for BAC stock, which closed at $47.16 on March 20.
Morgan Stanley （MS）
Morgan Stanley is one of the largest U.S. investment banks. /Morgan Stanley reported 10% revenue growth in the fourth quarter, even as trading revenue declined 3% from a year ago. Leon anticipates an investment banking upturn will serve as a tailwind for Morgan Stanley’s growth. He predicts a healthy stream of offerings and initial public offerings in 2026 as financial sponsors monetize more than $1 trillion in private equity investments. Leon also anticipates higher fee income for Morgan Stanley and projects 7.7% revenue growth in 2026. CFRA has a “buy” rating and $220 price target for MS stock, which closed at $161.47 on March 20.
Goldman Sachs Group Inc. （GS）
Goldman Sachs is one of the world’s leading investment banks and securities companies. In the fourth quarter, Goldman reported a 3% drop in revenue but 12% growth in net income. Global banking and markets revenue was up 22%, while equity trading revenue was up 25% in the quarter. Leon says the investment banking industry will accelerate in 2026, and Goldman will benefit from a multiyear backlog from alternative investment firms that need to monetize private companies. He projects 10.5% revenue growth in 2026. CFRA has a “buy” rating and $1,000 price target for GS stock, which closed at $813.53 on March 20.
Wells Fargo & Co. （WFC）
Wells Fargo is one of the largest U.S. banks, lending mostly within the U.S. market. In 2025, the Federal Reserve finally lifted Wells Fargo’s punitive asset cap that had been in place since 2018 and had previously limited the bank’s growth opportunities. In the fourth quarter, Wells Fargo reported 4% revenue growth and 20% growth in new accounts. Analyst Alexander Yokum says Wells Fargo will likely continue to substantially improve its return on tangible common equity until it reaches the bank’s 17% to 18% target range. CFRA has a “buy” rating and $118 price target for WFC stock, which closed at $77.60 on March 20.
