The Best Growth Stocks to Buy Right Now

Why It Matters

Their rapid top‑line growth and attractive valuations give investors exposure to the booming AI‑infrastructure market while offering a hedge against more expensive, established cloud players.

Key Takeaways

• CoreWeave expanded to 43 data centers, hosting 250k Nvidia GPUs
• CoreWeave revenue jumped from $16 M (2022) to $5.1 B (2025)
• Nebius revenue surged 351% to $530 M in 2025, targeting $10.1 B by 2027
• Nebius trades at 14× sales with debt‑to‑equity of 1.7, lower than CoreWeave
• Both firms aim profitability by 2028 as scale reduces costs

Pulse Analysis

The AI‑infrastructure sector is becoming the backbone of next‑generation computing, attracting capital that once flowed to traditional cloud giants. With enterprise demand for GPU‑accelerated workloads accelerating, investors are scouting niche players that can deliver specialized performance at lower cost. Growth‑oriented stocks that combine rapid revenue expansion with sub‑industry valuations are especially appealing in a market where headline‑grabbing AI names trade at premium multiples.

CoreWeave’s transformation from a crypto miner to a dedicated AI‑compute provider illustrates how asset repurposing can create a defensible niche. By deploying over a quarter‑million Nvidia data‑center GPUs, the company claims processing speeds 35 times faster and costs 80% lower than AWS or Azure for comparable tasks. Revenue growth from $16 million to $5.1 billion in three years underscores the scalability of its model, while a price‑to‑sales ratio under five suggests significant upside. The primary risks remain high leverage and ongoing reliance on Microsoft, though new contracts with OpenAI and Nvidia aim to diversify its customer base and drive profitability by 2028.

Nebius Group’s story is one of geopolitical repositioning and service diversification. After shedding Russian assets and re‑incorporating in the Netherlands, the firm now offers a full‑stack AI platform that blends managed software—such as Kubernetes—with colocation services across Europe and the United States. Its revenue jump to $530 million and projected $10.1 billion by 2027 reflect strong demand in data‑training, ed‑tech, and autonomous‑robotics markets. Trading at 14× sales with a modest 1.7 debt‑to‑equity ratio, Nebius presents a higher‑priced but lower‑risk alternative to CoreWeave, especially for investors seeking exposure to AI infrastructure without heavy dependence on a single cloud partner. Both companies are poised to benefit from the inevitable shift toward specialized, high‑performance cloud services.