- Clover Health Investments And 2 Other Insider Picks For Growth
May 11, 2026
Over the last 7 days, the United States market has risen by 2.2%, contributing to a substantial 31% climb over the past year, with earnings expected to grow by 17% annually. In such an environment, stocks with high insider ownership can be appealing as they often indicate confidence from those closest to the company’s operations and potential for growth, making them noteworthy considerations for investors seeking opportunities in this thriving market.
Top 10 Growth Companies With High Insider Ownership In The United States
Name Insider Ownership Earnings Growth Uxin (UXIN) 35.7% 74.1% Upstart Holdings (UPST) 12.8% 58.5% QT Imaging Holdings (QTI) 26.3% 110.2% Precigen (PGEN) 11.9% 68.4% Karman Holdings (KRMN) 17% 53.2% Corcept Therapeutics (CORT) 11.8% 48.7% Clene (CLNN) 10.9% 62.2% Caledonia Mining (CMCL) 14.1% 29.6% Astera Labs (ALAB) 10.8% 31.5% AppLovin (APP) 27.4% 21.4%
Click here to see the full list of 188 stocks from our Fast Growing US Companies With High Insider Ownership screener.
Here we highlight a subset of our preferred stocks from the screener.
Clover Health Investments
Simply Wall St Growth Rating: ★★★★☆☆
Overview: Clover Health Investments Corp. offers Medicare Advantage plans in the United States and has a market cap of $1.64 billion.
Operations: The company's revenue primarily comes from its insurance segment, which generated $2.21 billion.
Insider Ownership: 22.1%
Clover Health Investments is experiencing strong growth, with revenue rising to US$749.19 million in Q1 2026 from US$462.33 million a year ago and achieving net income of US$27.33 million. Despite significant insider selling recently, the company trades at a good value relative to peers and industry standards, being 90.4% below its estimated fair value. Revenue is expected to grow faster than the broader market at 14.8% annually, though insider buying has not been substantial recently.
Take a closer look at Clover Health Investments' potential here in our earnings growth report. Upon reviewing our latest valuation report, Clover Health Investments' share price might be too pessimistic.CLOV Earnings and Revenue Growth as at May 2026
ATRenew
Simply Wall St Growth Rating: ★★★★★☆
Overview: ATRenew Inc. operates by selling pre-owned consumer electronics through online platforms and other channels in China, with a market cap of approximately $1.05 billion.
Operations: The company's revenue is primarily generated from its retail electronics segment, which amounted to CN¥21.05 billion.
Insider Ownership: 11.9%
ATRenew's recent performance is marked by a significant turnaround, achieving net income of CNY 336.29 million for 2025 from a previous loss. The company forecasts revenue growth between 25.9% and 28.1% year-over-year for Q1 2026, indicating robust momentum despite slower annual revenue growth projections of 19.2%. Earnings are expected to grow significantly at over 35% annually, outpacing the US market average. Insider ownership remains strong with no substantial insider trading activity recently reported.
Story Continues
Navigate through the intricacies of ATRenew with our comprehensive analyst estimates report here. Our expertly prepared valuation report ATRenew implies its share price may be too high.RERE Ownership Breakdown as at May 2026
Ryan Specialty Holdings
Simply Wall St Growth Rating: ★★★★☆☆
Overview: Ryan Specialty Holdings, Inc. provides specialty products and solutions for insurance brokers, agents, and carriers across various regions globally, with a market cap of $8.26 billion.
Operations: The company generates revenue of $3.10 billion from its Insurance Brokers segment, providing specialized services for brokers, agents, and carriers across multiple regions.
Insider Ownership: 12.1%
Ryan Specialty Holdings showcases strong growth potential with earnings projected to rise significantly at 46.9% annually, outpacing the US market. Recent results highlight a turnaround from a net loss to a net income of US$40.6 million in Q1 2026, alongside substantial insider buying activity. Despite slower revenue growth forecasts of 7.8%, the company remains undervalued and actively engages in share buybacks and strategic acquisitions, reinforcing its commitment to shareholder value enhancement.
Unlock comprehensive insights into our analysis of Ryan Specialty Holdings stock in this growth report. Our valuation report unveils the possibility Ryan Specialty Holdings' shares may be trading at a premium.RYAN Ownership Breakdown as at May 2026
Seize The Opportunity
Explore the 188 names from our Fast Growing US Companies With High Insider Ownership screener here. Seeking Other Investments? Uncover the next big thing with financially sound penny stocks that balance risk and reward.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.The analysis only considers stock directly held by insiders. It does not include indirectly owned stock through other vehicles such as corporate and/or trust entities. All forecast revenue and earnings growth rates quoted are in terms of annualised (per annum) growth rates over 1-3 years.
Companies discussed in this article include CLOVRERE and RYAN.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Astera Labs (ALAB) Touted To Solve Big AI Bottleneck
May 11, 2026
Astera Labs Inc. (NASDAQ:ALAB) is one of the
14 Stocks That Will Skyrocket.
Another stock part of Abeyta’s newsletter, this one’s pitched as the one that “plays a vital role in solving one of the biggest bottlenecks in the AI industry.” Naturally, it’s also part of the AI infrastructure, and according to Abeyta, the firm is responsible for the communication between the processors that work inside an AI data center. In fact, as the AI buildout accelerates even more, this firm could become “one of the most critical players in the entire AI industry,” says the author.Astera Labs (ALAB) Touted To Solve Big AI Bottleneck
Pixabay/Public Domain
Johnson is cautiously optimistic that the stock being talked about in the newsletter is Astera Labs Inc. (NASDAQ:ALAB). The firm provides connectivity products that rely on microcontrollers, sensors, and its COSMOS suite. The shares are up by 180% over the past year and by 11% year-to-date. RBC Capital discussed Astera Labs Inc. (NASDAQ:ALAB)’s stock on April 21st. It raised the share price target to $250 from $225 and kept a Buy rating on the shares. The financial firm commented that the connectivity company could benefit from a growth in usage of Amazon’s Trainium chips.
While we acknowledge the potential of ALAB as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.
Disclosure: None. Follow Insider Monkey on Google News.
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- Is Astera Labs. (ALAB) the Best American Semiconductor Stock to Buy According to Analysts?
May 11, 2026
Astera Labs, Inc. (NASDAQ:ALAB) is one of the
9 Best American Semiconductor Stocks to Buy According to Analysts.
On May 6, 2026, Needham raised the firm’s price target on Astera Labs, Inc. (NASDAQ:ALAB) to $260 from $220 while maintaining a Buy rating. The firm said the company delivered another significant beat-and-raise quarter, driven by continued growth across its Scorpio, Aries, and Taurus product families. Needham also noted that Astera Labs expects its optical portfolio to begin ramping in FY27, leveraging technology acquired through the aiXscale transaction.
Roth Capital also raised its price target on Astera Labs, Inc. (NASDAQ:ALAB) to $275 from $225 while maintaining a Buy rating. The firm said the company posted another strong revenue beat and guidance increase, supported by ongoing PCIe retimer growth and increasing contributions from PCIe switch products.
Similarly, RBC Capital raised its price target on Astera Labs, Inc. (NASDAQ:ALAB) to $270 from $250 and maintained an Outperform rating. RBC said the quarter was driven by generative AI demand and continued new product ramps. The firm added that Astera Labs’ core PCIe retimer business continues to benefit from the transition to Gen6, while Scorpio-P switch revenue exceeded 20% of total sales during the quarter, with two additional customer ramps expected later this year.Is Astera Labs. (ALAB) the Best American Semiconductor Stock to Buy According to Analysts?
Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process.
On May 5, 2026, Astera Labs, Inc. (NASDAQ:ALAB) reported Q1 EPS of 61c, ahead of the 54c consensus estimate, while revenue totaled $308.36M compared to expectations of $292.32M. CEO Jitendra Mohan said revenue grew 14% sequentially and 93% year over year to a record $308.4M, driven by strong demand for the company’s PCIe 6 portfolio. Mohan added that adoption of Astera Labs’ Intelligent Connectivity Platform continues to expand through initial shipments of the Scorpio X-Series 320-lane AI scale-up fabric switch, additional design engagements for custom and optical solutions, and growing market share across the company’s PCIe switch and Smart Cable Module portfolio. Mohan also said the company continues investing to strengthen its position in rack-scale AI infrastructure technologies alongside customers.
Astera Labs, Inc. (NASDAQ:ALAB) designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure.
While we acknowledge the potential of ALAB as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
Story Continues
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.
Disclosure: None. Follow Insider Monkey on Google News.
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- Astera Labs Rides on Strong Scorpio Portfolio: What Lies Ahead?
May 11, 2026 · zacks.com
ALAB sees strong demand for its Scorpio portfolio, which drives over one-third of revenues and is set to become its largest product line by 2026.
- Here’s Why Artisan Mid Cap Fund Reduced Its Holdings in Astera Labs (ALAB)
May 11, 2026
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. A copy of the letter is available to download here. In Q1 2026, the Artisan Mid Cap Fund reported negative absolute returns but slightly outperformed the Russell Midcap® Growth Index. The market favored lower volatility and income-oriented equities, with value outpacing growth significantly. Despite challenges for growth strategies, selective stock choices in sectors like industrials and healthcare provided strength, while consumer discretionary faced weaknesses. Mid- and small-cap indices showed resilience amid lagging large-cap growth stocks. The escalating conflict in Iran influenced market behavior, and AI-related investments continued to support capital spending and earnings. In addition, please check the Fund’s top five holdings to know its best picks in 2026.
In its first-quarter 2026 investor letter, Artisan Mid Cap Fund highlighted stocks like Astera Labs, Inc. (NASDAQ:ALAB). Astera Labs, Inc. (NASDAQ:ALAB) is a semiconductor-based connectivity solutions provider for cloud and AI infrastructure. On May 8, 2026, Astera Labs, Inc. (NASDAQ:ALAB) closed at $199.79 per share. One-month return of Astera Labs, Inc. (NASDAQ:ALAB) was 19.78%, and its shares gained 148.87% over the past 52 weeks. Astera Labs, Inc. (NASDAQ:ALAB) has a market capitalization of $34.25 billion.
Artisan Mid Cap Fund stated the following regarding Astera Labs, Inc. (NASDAQ:ALAB) in its Q1 2026 investor letter:
"Notable trims during the quarter were Coherent, Wingstop and Astera Labs, Inc. (NASDAQ:ALAB). Astera Labs is a fabless provider of connectivity chips designed to address data, network and memory bandwidth bottlenecks in data centers. Its solutions are designed to improve system efficiency and enable communication across heterogeneous computing architectures, positioning the company to potentially benefit from continued AI-driven infrastructure growth. We reduced the position as our conviction moderated, primarily due to customer concentration risk and increasing investment requirements, while maintaining exposure to the company’s longer term growth opportunity."Marvell (MRVL) Gains Analyst Support on AWS Exposure, Optical Demand
Photo from AAOI
Astera Labs, Inc. (NASDAQ:ALAB) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 52 hedge fund portfolios held Astera Labs, Inc. (NASDAQ:ALAB) at the end of the fourth quarter, compared to 57 in the previous quarter. While we acknowledge the potential of Astera Labs, Inc. (NASDAQ:ALAB) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
Story Continues
In another article, we covered Astera Labs, Inc. (NASDAQ:ALAB) and shared the list of best American semiconductor stocks to buy according to analysts. Artisan Mid Cap Fund initiated a position in Astera Labs, Inc. (NASDAQ:ALAB) in Q4 2025, citing its long-term growth opportunity. In addition, please check out our hedge fund investor letters Q1 2026 page for more investor letters from hedge funds and other leading investors.
READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.
Disclosure: None. This article is originally published at Insider Monkey.
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- May 2026's Leading Growth Stocks With Insider Influence
May 11, 2026
Over the last 7 days, the United States market has risen by 2.2%, contributing to a robust 31% increase over the past year, with earnings projected to grow by 17% annually. In this thriving environment, growth companies with high insider ownership are particularly noteworthy as they often align management's interests with those of shareholders, potentially driving long-term performance.
Top 10 Growth Companies With High Insider Ownership In The United States
Name Insider Ownership Earnings Growth Uxin (UXIN) 35.7% 74.1% Upstart Holdings (UPST) 12.8% 58.5% QT Imaging Holdings (QTI) 26.3% 110.2% Precigen (PGEN) 11.9% 68.4% Karman Holdings (KRMN) 17% 53.2% Corcept Therapeutics (CORT) 11.8% 48.7% Clene (CLNN) 10.9% 62.2% Caledonia Mining (CMCL) 14.1% 29.6% Astera Labs (ALAB) 10.8% 31.5% AppLovin (APP) 27.4% 21.4%
Click here to see the full list of 188 stocks from our Fast Growing US Companies With High Insider Ownership screener.
We'll examine a selection from our screener results.
Himax Technologies
Simply Wall St Growth Rating: ★★★★☆☆
Overview: Himax Technologies, Inc. is a fabless semiconductor company that offers display imaging processing technologies across various countries including China, Taiwan, Korea, Japan, the United States, and Mexico, with a market cap of $3.10 billion.
Operations: Himax Technologies generates revenue through its provision of display imaging processing technologies across multiple international markets, including China, Taiwan, Korea, Japan, the United States, and Mexico.
Insider Ownership: 29.2%
Earnings Growth Forecast: 65.7% p.a.
Himax Technologies is experiencing significant earnings growth, forecasted at 65.67% annually, surpassing the US market's average. However, its profit margins have declined from 9.5% to 3.9% year-over-year, and revenue has decreased to US$199 million in Q1 2026 from US$215 million a year ago. Despite this, upcoming projects and innovative product advancements in microdisplay technology for AR glasses suggest potential future growth opportunities amidst current financial challenges.
Delve into the full analysis future growth report here for a deeper understanding of Himax Technologies. Insights from our recent valuation report point to the potential overvaluation of Himax Technologies shares in the market.HIMX Ownership Breakdown as at May 2026
On Holding
Simply Wall St Growth Rating: ★★★★★☆
Overview: On Holding AG develops and distributes performance sports products under the On brand across various global regions, with a market cap of approximately $11.66 billion.
Operations: The company's revenue primarily comes from the Athletic Footwear segment, generating CHF 3.01 billion.
Story Continues
Insider Ownership: 25.9%
Earnings Growth Forecast: 24.4% p.a.
On Holding is undergoing significant organizational changes to align its founder-led vision with execution, promoting Scott Maguire as President & COO and appointing co-founders David Allemann and Caspar Coppetti as Co-CEOs. Despite a decline in profit margins from 10.5% to 6.8%, the company's earnings are forecasted to grow significantly at 24.38% annually, outpacing the US market's average growth rate. Revenue guidance for 2026 indicates an expected increase of at least 23%, reaching CHF 3.44 billion on a constant currency basis, reflecting robust growth potential amidst strategic leadership transitions.
Navigate through the intricacies of On Holding with our comprehensive analyst estimates report here. In light of our recent valuation report, it seems possible that On Holding is trading beyond its estimated value.ONON Earnings and Revenue Growth as at May 2026
Warby Parker
Simply Wall St Growth Rating: ★★★★☆☆
Overview: Warby Parker Inc. operates as a retailer of eyewear products through its physical stores and online platform in the United States and Canada, with a market cap of approximately $3.63 billion.
Operations: The company's revenue is primarily derived from its Holistic Vision Care segment, amounting to $890.57 million.
Insider Ownership: 14.9%
Earnings Growth Forecast: 71.2% p.a.
Warby Parker's earnings are expected to grow significantly at 71.2% annually, surpassing the US market's average growth rate of 16.7%, despite a low forecasted Return on Equity of 17.5%. The company reported Q1 sales of US$242.45 million, slightly up from the previous year, with net income marginally decreasing to US$3.18 million. Recent product expansions into performance eyewear and a share repurchase program signal strategic initiatives to bolster growth and shareholder value.
Unlock comprehensive insights into our analysis of Warby Parker stock in this growth report. The valuation report we've compiled suggests that Warby Parker's current price could be inflated.WRBY Ownership Breakdown as at May 2026
Key Takeaways
Access the full spectrum of 188 Fast Growing US Companies With High Insider Ownership by clicking on this link. Seeking Other Investments? The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 14 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.The analysis only considers stock directly held by insiders. It does not include indirectly owned stock through other vehicles such as corporate and/or trust entities. All forecast revenue and earnings growth rates quoted are in terms of annualised (per annum) growth rates over 1-3 years.
Companies discussed in this article include HIMXONON and WRBY.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Analysts Just Published A Bright New Outlook For Astera Labs, Inc.'s (NASDAQ:ALAB)
May 10, 2026
Celebrations may be in order for Astera Labs, Inc. (NASDAQ:ALAB) shareholders, with the analysts delivering a significant upgrade to their statutory estimates for the company. The analysts greatly increased their revenue estimates, suggesting a stark improvement in business fundamentals.
We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.
Following the upgrade, the most recent consensus for Astera Labs from its 23 analysts is for revenues of US$1.5b in 2026 which, if met, would be a major 54% increase on its sales over the past 12 months. Per-share earnings are expected to surge 33% to US$2.08. Before this latest update, the analysts had been forecasting revenues of US$1.4b and earnings per share (EPS) of US$1.60 in 2026. There has definitely been an improvement in perception recently, with the analysts substantially increasing both their earnings and revenue estimates.
See our latest analysis for Astera Labs NasdaqGS:ALAB Earnings and Revenue Growth May 10th 2026
With these upgrades, we're not surprised to see that the analysts have lifted their price target 19% to US$243 per share.
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Astera Labs' past performance and to peers in the same industry. We would highlight that Astera Labs' revenue growth is expected to slow, with the forecast 78% annualised growth rate until the end of 2026 being well below the historical 104% growth over the last year. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 21% annually. Even after the forecast slowdown in growth, it seems obvious that Astera Labs is also expected to grow faster than the wider industry.
The Bottom Line
The biggest takeaway for us from these new estimates is that analysts upgraded their earnings per share estimates, with improved earnings power expected for this year. Fortunately, analysts also upgraded their revenue estimates, and our data indicates sales are expected to perform better than the wider market. Given that the consensus looks almost universally bullish, with a substantial increase to forecasts and a higher price target, Astera Labs could be worth investigating further.
Even so, the longer term trajectory of the business is much more important for the value creation of shareholders. At Simply Wall St, we have a full range of analyst estimates for Astera Labs going out to 2028, and you can see them free on our platform here..
Story Continues
Another way to search for interesting companies that could be reaching an inflection point is to track whether management are buying or selling, with our free list of growing companies backed by insiders.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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- The Best Under-the-Radar AI Stocks to Buy in 2026
May 10, 2026
Key Points
You know it first and foremost as a personal computer company, but Dell is making a big splash in the artificial intelligence platform space too. To make the most of AI’s capabilities, the world needs a means of gathering physical data and then doing something mechanical with it. ON Semiconductor has solutions for both. Astera Labs solves problems that AI data center developers didn’t initially realize they’d be facing.10 stocks we like better than Astera Labs ›
You're certainly familiar with names like Nvidia and Palantir Technologies. The former remains the world's chief supplier of artificial intelligence (AI) data center processors, while the latter is one of the most-used decision-intelligence platforms. Both stocks have performed very well of late thanks to AI mania.
The problem with stepping into such well-known names, however, is simply that these trades can be very crowded and therefore very expensive. As Warren Buffett famously advises, "You can't buy what is popular and do well." Oh, there are clear exceptions to his argument -- both Palantir and Nvidia continued rallying well after both tickers became well-known must-haves. Plenty of investors understandably suspect that these two stocks' highest-growth phase is in the rearview mirror. Smart investors are looking for the next unknown AI gem that's yet to be discovered and subsequently fully valued.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
To this end, three under-the-radar AI stocks to buy this year before their underlying companies become a more important part of the AI conversation are Dell(NYSE: DELL), ON Semiconductor(NASDAQ: ON), and Astera Labs(NASDAQ: ALAB). Here's why.
Yes, Dell is waist-deep into the AI solutions business
Dell is not only still around as a major brand in the desktop and laptop space, but is also inching into the AI space with a platform called Dell AI Factory.
In simplest terms, Dell AI Factory allows organizations to harness the power of artificial intelligence in a way that's easy to implement and easy to use... using Dell's hardware of course (although often paired with Nvidia-made processors). Formula 1 racing team McClaren, energy and chemical outfit Worley, and retailer Lowe's are just some of the organizations that have been able to do something constructive with otherwise abstract and difficult-to-build AI tech.
And it's working! Last fiscal year's top line grew 19% to a record-breaking $113.5 billion, led by 40% growth from its infrastructure solutions group, which was led by an explosion of sales of its AI-optimized servers. Analysts are looking for comparable top-line and bottom-line growth this year as well. Its practical, turnkey offerings are the option that many companies not interested in piecing together their own AI solution have been waiting for.
Just be careful if you're interested. While most investors don't yet think of Dell as a participant in the AI revolution, enough of them have found and plowed into a stake in this $160 billion company to push shares up to a price that's 30% above Wall Street's consensus target of $191.21.
Much of this gain has occurred only recently, so analysts may not have had a chance to update their stances. Still, if you can hold out for a slightly better entry point, Dell is one of the stock market's better-kept AI secrets.
ON Semiconductor makes AI-powered automation possible
Creating a powerful AI platform is one thing. Doing something constructive with it is another. AI still needs a way to convert physical information into digital data and then do something mechanically useful with its computed information.
ON Semiconductor is quietly bridging that gap.
Simply put, ON makes a range of industrial sensors, wireless antennas, and microcontrollers, along with power controllers, high-capacity semiconductors, and motor controllers that are used in everything from driver-assistance tech to medical diagnostic equipment to factories to wearables, and more. The company's current developmental partners include electric vehicle (EV) makersGeely and Nio, but it's also working with China's Sineng Electric on energy-storage solutions. It's even partnered with Nvidia to develop new 800-volt power solutions that the next generation of AI data centers is likely to utilize to improve power efficiency.
Image source: Getty Images.
It's not a high-growth business yet, for the record; double-digit revenue growth is still a very good year for this company. Its revenue and earnings growth are apt to accelerate in the foreseeable future, however, driven by its soup-to-nuts offerings at a time when factories, automobiles, healthcare, and even cities are becoming more AI-automated.
ON's a consistent grower in the meantime and usually profitable. And when it isn't, it's often for non-operational reasons like last quarter's restructuring impairment charge. This fiscal viability makes it something of a standout compared to many of its direct competitors like Navitas and Wolfspeed.
Astera Labs hardware helps AI data centers function faster
Last but not least, add Astera Labs to your list of overlooked or unknown AI stocks to buy in 2026 before the crowd discovers its potential.
In the industry's infancy, AI data centers were built using existing, off-the-shelf components like Nvidia's graphics processing units (GPUs), networking hardware from Cisco, and PC memory chips from Micron. And it was fine... in the beginning. It didn't take the business very long to realize it was consuming and creating more digital information than this generation of equipment could handle. It needed more, but it also needed cost-effective solutions capable of integrating older hardware with newer components.
Astera Labs answered the call.
In simplest terms, Astera designs and manufactures entire systems that interconnect an AI data center's thousands of processors. Specifically, its Aries retimers and cables receive and deliver high-speed signals from processors, its Scorpio fabric switches make the most of available bandwidth, its Leo memory controllers improve the existing memory capacity of legacy physical interfaces, while its Taurus ethernet cards dramatically improve traditional networking solutions. Astera Labs also offers the software that makes all of this hardware work together to achieve some pretty amazing optimization. That's why its list of customers and partners consists of hyperscalers like Microsoft and Amazon.
The company's time is finally here. Last fiscal quarter's revenue of $308.4 million was 14% better than the previous quarter's and 93% higher year over year. Analysts expect comparable revenue growth this year and next to drive even more explosive earnings growth. Yes, Astera Labs is profitable too, on pace to report nearly $3 per-share profit in 2026, en-route to an expected $4.33 for 2027.
It's not a cheap stock, priced at 45 times next year's projected earnings. That's not terribly expensive, however, given the long-term opportunity at hand. Industry research outfit Global Market Insights expects the worldwide data center infrastructure market that Astera serves to grow at an average annual pace of 13.4% through 2034.
Should you buy stock in Astera Labs right now?
Before you buy stock in Astera Labs, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Astera Labs wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $471,827!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,319,291!*
Now, it’s worth noting Stock Advisor’s total average return is 986% — a market-crushing outperformance compared to 207% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of May 10, 2026.
James Brumley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Cisco Systems, Micron Technology, Microsoft, Nvidia, and Palantir Technologies. The Motley Fool recommends Astera Labs, Lowe's Companies, ON Semiconductor, and Wolfspeed. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
- The Best Under-the-Radar AI Stocks to Buy in 2026
May 10, 2026 · fool.com
You know the biggest names in the space. But do you know which stocks are next in line to dish out industry-leading gains?
- High Insider Ownership Boosts These Growth Stocks In May 2026
May 8, 2026
The United States market has experienced a robust performance, climbing 3.2% in the last week and rising by 31% over the past year, with earnings projected to grow by 16% annually in the coming years. In this thriving environment, growth companies with high insider ownership are particularly noteworthy as they often signal strong confidence from those closest to the business, aligning their interests with shareholders and potentially enhancing long-term value creation.
Top 10 Growth Companies With High Insider Ownership In The United States
Name Insider Ownership Earnings Growth Uxin (UXIN) 35.7% 74.1% Upstart Holdings (UPST) 12.8% 58.2% Precigen (PGEN) 11.9% 68.4% Karman Holdings (KRMN) 17% 53.2% Hesai Group (HSAI) 17.5% 27.1% Clene (CLNN) 10.9% 62.2% Caledonia Mining (CMCL) 14.1% 29.6% Astera Labs (ALAB) 10.8% 31.8% AppLovin (APP) 27.4% 21.4% Abeona Therapeutics (ABEO) 16.8% 29.8%
Click here to see the full list of 191 stocks from our Fast Growing US Companies With High Insider Ownership screener.
Let's explore several standout options from the results in the screener.
AlTi Global
Simply Wall St Growth Rating: ★★★★☆☆
Overview: AlTi Global, Inc. is a company that offers wealth and asset management services across various countries including France, Hong Kong, Italy, Portugal, Singapore, Switzerland, the United Kingdom, and the United States with a market cap of $566.53 million.
Operations: The company's revenue is primarily derived from its Wealth & Capital Solutions segment, which generated $254.96 million.
Insider Ownership: 34.3%
Earnings Growth Forecast: 130.9% p.a.
AlTi Global is experiencing significant insider interest, with former CEO Michael Tiedemann holding a 9.8% stake and exploring a buyout to take the company private. Despite recent leadership changes, including Nancy Curtin as interim CEO, AlTi's revenue rose to US$254.96 million in 2025 from US$198.39 million in 2024. The company's earnings are forecasted to grow substantially by over 130% annually, outpacing the broader US market growth expectations of 11.4%.
Click to explore a detailed breakdown of our findings in AlTi Global's earnings growth report. In light of our recent valuation report, it seems possible that AlTi Global is trading beyond its estimated value.ALTI Earnings and Revenue Growth as at May 2026
PDF Solutions
Simply Wall St Growth Rating: ★★★★☆☆
Overview: PDF Solutions, Inc. offers proprietary software, intellectual property for integrated circuit designs, measurement hardware tools, methodologies, and professional services globally with a market cap of $1.92 billion.
Operations: The company's revenue is primarily derived from its software and programming segment, which generated $219.02 million.
Story Continues
Insider Ownership: 11%
Earnings Growth Forecast: 83.4% p.a.
PDF Solutions is poised for growth with expected earnings expansion of 83.36% annually, surpassing the US market's average. Despite a recent net loss of US$0.64 million for 2025, revenue grew to US$219.02 million from US$179.47 million in 2024, and it is forecasted to continue growing at 17.6% per year. The company has not engaged in significant insider trading recently but maintains a focus on achieving profitability within three years.
Get an in-depth perspective on PDF Solutions' performance by reading our analyst estimates report here. Our valuation report unveils the possibility PDF Solutions' shares may be trading at a premium.PDFS Ownership Breakdown as at May 2026
TIC Solutions
Simply Wall St Growth Rating: ★★★★☆☆
Overview: TIC Solutions, Inc. offers essential asset integrity services across North America and has a market cap of $2.29 billion.
Operations: Revenue Segments (in millions of $): null
Insider Ownership: 11.3%
Earnings Growth Forecast: 112.2% p.a.
TIC Solutions is navigating a growth trajectory with earnings expected to expand by 112.23% annually, outpacing the US market's average. Despite recent losses, including a first-quarter net loss of US$41.55 million, revenue surged to US$488.03 million from US$234.22 million year-over-year. The company trades at 73% below estimated fair value and plans to repurchase up to $200 million in shares, indicating potential undervaluation and confidence in future profitability within three years under new CEO Benjamin Heraud's leadership.
Delve into the full analysis future growth report here for a deeper understanding of TIC Solutions. According our valuation report, there's an indication that TIC Solutions' share price might be on the cheaper side.TIC Earnings and Revenue Growth as at May 2026
Make It Happen
Delve into our full catalog of 191 Fast Growing US Companies With High Insider Ownership here. Seeking Other Investments? Find companies with promising cash flow potential yet trading below their fair value.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.The analysis only considers stock directly held by insiders. It does not include indirectly owned stock through other vehicles such as corporate and/or trust entities. All forecast revenue and earnings growth rates quoted are in terms of annualised (per annum) growth rates over 1-3 years.
Companies discussed in this article include ALTIPDFS and TIC.
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