- Exploring US High Growth Tech Stocks This May 2026
May 15, 2026
Over the last 7 days, the United States market has risen by 1.1% and is up 27% over the past year, with earnings forecasted to grow by 17% annually. In this favorable environment, identifying high growth tech stocks involves looking for companies that demonstrate strong innovation and adaptability to leverage these promising conditions.
Top 10 High Growth Tech Companies In The United States
Name Revenue Growth Earnings Growth Growth Rating AppLovin 20.91% 21.48% ★★★★★★ Reddit 21.88% 25.35% ★★★★★★ Krystal Biotech 29.09% 36.48% ★★★★★★ Palantir Technologies 29.33% 30.33% ★★★★★★ Fabrinet 21.38% 23.34% ★★★★★★ Marker Therapeutics 61.33% 65.71% ★★★★★★ Flex 20.09% 42.24% ★★★★★★ KVH Industries 28.67% 146.09% ★★★★★☆ Tenaya Therapeutics 61.22% 63.08% ★★★★★☆ Duos Technologies Group 36.60% 141.19% ★★★★★☆
Click here to see the full list of 68 stocks from our US High Growth Tech and AI Stocks screener.
Here's a peek at a few of the choices from the screener.
Karooooo
Simply Wall St Growth Rating: ★★★★☆☆
Overview: Karooooo Ltd. offers a mobility software-as-a-service platform for connected vehicles across various regions including South Africa, Europe, and the United States, with a market capitalization of $1.47 billion.
Operations: The company delivers a comprehensive SaaS platform for connected vehicles, serving diverse regions such as Africa, Europe, and the United States. Its business model centers on generating revenue through subscription fees from its mobility solutions.
Karooooo Ltd. is navigating a dynamic landscape with a robust strategy to enhance its subscription revenue, evidenced by its latest guidance projecting an impressive 21% EPS growth for FY 2027. Despite a dip in net income and EPS as reported in Q4 2026, annual figures show resilience with sales climbing to ZAR 5.48 billion from ZAR 4.57 billion the previous year and net income rising to ZAR 993.92 million, marking an upward trajectory from ZAR 921.03 million. This growth is complemented by a dividend increase of 20%, signaling confidence in sustained financial health and shareholder value creation.
Navigate through the intricacies of Karooooo with our comprehensive health report here. Examine Karooooo's past performance report to understand how it has performed in the past.KARO Revenue and Expenses Breakdown as at May 2026
Larimar Therapeutics
Simply Wall St Growth Rating: ★★★★★☆
Overview: Larimar Therapeutics, Inc. is a clinical-stage biotechnology company that develops treatments for rare diseases using its novel cell penetrating peptide technology platform, with a market cap of $404.10 million.
Operations: The company is focused on creating innovative therapies for rare diseases utilizing its proprietary cell penetrating peptide technology. With a market capitalization of approximately $404.10 million, the firm operates as a clinical-stage biotechnology entity without current revenue streams.
Story Continues
Larimar Therapeutics is making strides in the biotech sector, particularly with its recent breakthroughs and regulatory advancements. The company's focus on developing nomlabofusp as a potential treatment for Friedreich’s ataxia (FA) has shown promising preclinical and clinical correlations, supporting its accelerated approval pathway. Despite reporting a net loss of $29.61 million in Q1 2026, up slightly from $29.28 million the previous year, Larimar remains optimistic about its future prospects. This optimism is bolstered by the FDA granting Breakthrough Therapy Designation to nomlabofusp and aligning on using skin frataxin levels as a novel surrogate endpoint for accelerated approval. With an annual revenue growth forecast at 54.6%, Larimar is poised to outpace average market growth significantly, reflecting both innovation strength and potential market impact despite current unprofitability.
Dive into the specifics of Larimar Therapeutics here with our thorough health report. Review our historical performance report to gain insights into Larimar Therapeutics''s past performance.LRMR Revenue and Expenses Breakdown as at May 2026
Cellebrite DI
Simply Wall St Growth Rating: ★★★★☆☆
Overview: Cellebrite DI Ltd. develops software and services for legally sanctioned investigations across various regions including Europe, the Middle East, Africa, the Americas, and the Asia-Pacific, with a market cap of $3.02 billion.
Operations: Cellebrite DI Ltd. focuses on providing digital intelligence solutions, primarily generating revenue through software and services tailored for legally sanctioned investigations. The company operates across multiple regions, including Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.
Cellebrite DI's recent FedRAMP High Authorization for its Government Cloud platform underscores its pivotal role in enhancing federal data security, marking a significant stride in digital forensics within the tech landscape. With an annual revenue growth of 14.7% and earnings forecast to rise by 21.6% per year, the company's financial trajectory is robust, complemented by strategic leadership changes aimed at fostering innovation and technology advancement. Moreover, Cellebrite's R&D commitment is evident from its latest product releases that address complex security needs across various government sectors, positioning it as a crucial player in high-stakes data integrity and law enforcement support. This blend of technological prowess and solid financial health suggests a promising outlook for Cellebrite in the evolving tech domain.
Take a closer look at Cellebrite DI's potential here in our health report. Evaluate Cellebrite DI's historical performance by accessing our past performance report.CLBT Earnings and Revenue Growth as at May 2026
Next Steps
Navigate through the entire inventory of 68 US High Growth Tech and AI Stocks here. Have a stake in these businesses? Integrate your holdings into Simply Wall St's portfolio for notifications and detailed stock reports. Enhance your investing ability with the Simply Wall St app and enjoy free access to essential market intelligence spanning every continent.
Want To Explore Some Alternatives?
Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. 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.
Companies discussed in this article include KAROLRMR and CLBT.
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- High Growth Tech Stocks in US for May 2026
May 14, 2026
Over the last 7 days, the United States market has remained flat, yet it is up 25% over the past year with earnings expected to grow by 17% annually in the coming years. In this context of robust growth and stability, identifying high-growth tech stocks involves focusing on companies that demonstrate strong innovation capabilities and adaptability to evolving market demands.
Top 10 High Growth Tech Companies In The United States
Name Revenue Growth Earnings Growth Growth Rating AppLovin 20.91% 21.48% ★★★★★★ Reddit 21.88% 25.35% ★★★★★★ Krystal Biotech 29.09% 36.48% ★★★★★★ Palantir Technologies 29.33% 30.33% ★★★★★★ Fabrinet 21.38% 23.34% ★★★★★★ Marker Therapeutics 61.33% 65.71% ★★★★★★ Flex 20.01% 42.24% ★★★★★★ KVH Industries 28.67% 146.09% ★★★★★☆ Tenaya Therapeutics 61.22% 63.08% ★★★★★☆ Duos Technologies Group 36.60% 141.19% ★★★★★☆
Click here to see the full list of 66 stocks from our US High Growth Tech and AI Stocks screener.
Let's dive into some prime choices out of from the screener.
Rezolute
Simply Wall St Growth Rating: ★★★★★☆
Overview: Rezolute, Inc. is a late-stage rare disease company dedicated to enhancing outcomes for individuals with hypoglycemia due to hyperinsulinism in the United States, with a market cap of $344.74 million.
Operations: Rezolute focuses on developing treatments for rare diseases, specifically targeting hypoglycemia caused by hyperinsulinism. The company is in the late stages of development and operates primarily within the United States.
Rezolute, Inc. is navigating a challenging landscape with its innovative ersodetug treatment for congenital hyperinsulinism, despite not meeting primary endpoints in recent studies. The company's revenue growth is projected at an impressive 75.6% annually, outpacing the US market average of 11.6%. However, it remains unprofitable with a net loss reducing from $18.91 million to $16.17 million year-over-year in the latest quarter. Promisingly, R&D efforts continue to show potential therapeutic benefits and statistically significant glycemic improvements during maintenance phases of their trials, suggesting a strong focus on advancing medical treatments through substantial investment in research and development activities.
Unlock comprehensive insights into our analysis of Rezolute stock in this health report. Understand Rezolute's track record by examining our Past report.RZLT Revenue and Expenses Breakdown as at May 2026
SELLAS Life Sciences Group
Simply Wall St Growth Rating: ★★★★★☆
Overview: SELLAS Life Sciences Group, Inc. is a late-stage clinical biopharmaceutical company dedicated to developing novel cancer therapeutics in the United States, with a market cap of $971.09 million.
Story Continues
Operations: SELLAS Life Sciences Group, Inc. focuses on developing innovative cancer therapeutics as a late-stage clinical biopharmaceutical company in the U.S. With a market capitalization of approximately $971.09 million, the company's financial details regarding revenue segments are not disclosed.
SELLAS Life Sciences Group, despite a challenging financial landscape marked by a net loss increase from $5.81 million to $8.41 million in Q1 2026, is making notable strides in biotechnological innovation. The company's aggressive R&D focus is evidenced by its development of SLS009 (tambiciclib), which has shown increased efficacy in preclinical trials against acute myeloid leukemia, particularly in models resistant to traditional treatments. This aligns with an impressive forecasted revenue growth rate of 67.2% per year, significantly outpacing the US market average of 11.6%. Moreover, earnings are expected to surge by approximately 63.57% annually over the next few years, highlighting potential for future profitability and underscoring its commitment to advancing cancer treatment through scientific breakthroughs and targeted therapy development.
Delve into the full analysis health report here for a deeper understanding of SELLAS Life Sciences Group. Learn about SELLAS Life Sciences Group's historical performance.SLS Earnings and Revenue Growth as at May 2026
Harmonic
Simply Wall St Growth Rating: ★★★★☆☆
Overview: Harmonic Inc., along with its subsidiaries, delivers broadband access solutions globally and has a market capitalization of approximately $1.40 billion.
Operations: Harmonic Inc. generates revenue primarily through its broadband access solutions offered worldwide. The company's financial performance is characterized by a focus on delivering innovative technology to support the growing demand for high-speed internet and video services.
Harmonic's recent performance underscores its strategic advancements in the tech sector, with a notable increase in Q1 2026 revenue to $121.7 million from $84.88 million year-over-year. This growth is complemented by a rise in net income to $7.31 million, up from $5.94 million, reflecting robust operational efficiency and market adaptation. The firm's forward-looking guidance anticipates continued revenue growth, projecting between $475 million and $495 million for 2026, alongside an operating profit of up to $78 million. These figures highlight Harmonic's effective management and innovative edge in broadband technologies, particularly through its AI-driven solutions for network operations which enhance connectivity and subscriber experiences across diverse platforms.
Dive into the specifics of Harmonic here with our thorough health report. Gain insights into Harmonic's past trends and performance with our Past report.HLIT Revenue and Expenses Breakdown as at May 2026
Where To Now?
Discover the full array of 66 US High Growth Tech and AI Stocks right here. Already own these companies? Bring clarity to your investment decisions by linking up your portfolio with Simply Wall St, where you can monitor all the vital signs of your stocks effortlessly. Discover a world of investment opportunities with Simply Wall St's free app and access unparalleled stock analysis across all markets.
Curious About Other Options?
Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. 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.
Companies discussed in this article include RZLTSLS and HLIT.
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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- Krystal Biotech, Inc. (KRYS) Presents at Bank of America Global Healthcare Conference 2026 Transcript
May 13, 2026 · seekingalpha.com
Krystal Biotech, Inc. (KRYS) Presents at Bank of America Global Healthcare Conference 2026 Transcript
- High Growth Tech Stocks In The US For May 2026
May 13, 2026
The United States market has experienced a 1.5% increase over the last week and a substantial 26% rise over the past year, with earnings projected to grow by 17% annually. In this thriving environment, identifying high growth tech stocks involves looking for companies that demonstrate robust innovation and adaptability to capitalize on these favorable conditions.
Top 10 High Growth Tech Companies In The United States
Name Revenue Growth Earnings Growth Growth Rating AppLovin 20.89% 21.43% ★★★★★★ Reddit 21.88% 24.69% ★★★★★★ Krystal Biotech 29.09% 36.48% ★★★★★★ Palantir Technologies 29.33% 30.33% ★★★★★★ Fabrinet 21.38% 23.34% ★★★★★★ Marker Therapeutics 61.33% 65.71% ★★★★★★ Gorilla Technology Group 54.35% 96.69% ★★★★★☆ Intellia Therapeutics 57.31% 64.37% ★★★★★☆ Zscaler 15.95% 49.84% ★★★★★☆ Circle Internet Group 21.46% 52.63% ★★★★★☆
Click here to see the full list of 61 stocks from our US High Growth Tech and AI Stocks screener.
Here we highlight a subset of our preferred stocks from the screener.
LightPath Technologies
Simply Wall St Growth Rating: ★★★★★☆
Overview: LightPath Technologies, Inc. is a company that designs, develops, manufactures, and distributes optical systems and assemblies in the United States with a market capitalization of $739.54 million.
Operations: LightPath Technologies focuses on the design, development, manufacturing, and distribution of optical systems and assemblies.
LightPath Technologies has demonstrated a robust annual revenue growth of 36.2%, significantly outpacing the broader U.S. market's average of 11.6%. This growth is underpinned by strategic expansions like the recent GSA Multiple Award Schedule contract, enhancing its governmental reach, and the appointment of Doug Schoen, which strengthens its leadership in global sales with his extensive aerospace and defense industry experience. Despite current unprofitability and substantial shareholder dilution over the past year, LightPath is poised for profitability within three years with an expected earnings surge of 122.64% annually. These developments suggest a potentially bright future as it navigates towards operational profitability while expanding its technological footprint in high-demand sectors.
Navigate through the intricacies of LightPath Technologies with our comprehensive health report here. Evaluate LightPath Technologies' historical performance by accessing our past performance report.LPTH Earnings and Revenue Growth as at May 2026
Intellia Therapeutics
Simply Wall St Growth Rating: ★★★★★☆
Overview: Intellia Therapeutics, Inc. is a clinical-stage genome editing company dedicated to developing potentially curative therapeutics using CRISPR/Cas9-based technologies, with a market cap of $2.01 billion.
Story Continues
Operations: Intellia Therapeutics focuses on developing therapeutics using CRISPR/Cas9 technology. The company is in the clinical stage, indicating that its primary activities involve research and development rather than generating revenue from product sales.
Intellia Therapeutics, amid substantial shareholder dilution, reported a narrowing net loss from $114.33 million to $96.23 million year-over-year for Q1 2026, reflecting tighter cost management and strategic R&D investments which totaled $180 million in recent equity offerings aimed at advancing CRISPR technologies. The firm's recent HAELO trial success with lonvo-z showcased a significant reduction in hereditary angioedema attacks, positioning it potentially as the first one-time gene-editing treatment in this category. Despite current unprofitability, Intellia's aggressive pursuit of innovative treatments underscores its potential pivotal role in transforming therapeutic standards and patient outcomes in genetic diseases.
Delve into the full analysis health report here for a deeper understanding of Intellia Therapeutics. Gain insights into Intellia Therapeutics' historical performance by reviewing our past performance report.NTLA Revenue and Expenses Breakdown as at May 2026
AppLovin
Simply Wall St Growth Rating: ★★★★★★
Overview: AppLovin Corporation offers comprehensive AI-driven advertising solutions globally, with a market cap of $160.72 billion.
Operations: The company generates revenue primarily through its advertising segment, which brought in $6.16 billion.
AppLovin's recent performance underscores its robust position in the tech sector, with Q1 2026 sales soaring to $1.84 billion from $1.16 billion year-over-year, and net income more than doubling to $1.21 billion. This financial upswing is complemented by strategic share repurchases, with 2.17 million shares bought back in the first quarter alone, emphasizing confidence in its operational stability and future growth prospects. Furthermore, the company's aggressive R&D focus not only fuels innovation but also aligns with industry shifts towards advanced software solutions, ensuring AppLovin remains at the forefront of technological advancements and market demands.
Get an in-depth perspective on AppLovin's performance by reading our health report here. Explore historical data to track AppLovin's performance over time in our Past section.APP Revenue and Expenses Breakdown as at May 2026
Key Takeaways
Unlock more gems! Our US High Growth Tech and AI Stocks screener has unearthed 58 more companies for you to explore.Click here to unveil our expertly curated list of 61 US High Growth Tech and AI Stocks. Already own these companies? Link your portfolio to Simply Wall St and get alerts on any new warning signs to your stocks. Take control of your financial future using Simply Wall St, offering free, in-depth knowledge of international markets to every investor.
Ready For A Different Approach?
Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. 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.
Companies discussed in this article include LPTHNTLA and APP.
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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- This Profitable Biotech Stealthily Climbs Into A Buy Zone
May 11, 2026
This genetic disorder treatment developer's stock hit a buy point after the biotech's first-quarter earnings report last week.
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- This Profitable Biotech Stealthily Climbs Into A Buy Zone
May 11, 2026 · investors.com
This genetic disorder treatment developer's stock hit a buy point after the biotech's first-quarter earnings report last week.
- Krystal Biotech (KRYS) Is Up 6.5% After Vyjuvek-Fueled Q1 Profit Jump And Investor Conference Update
May 11, 2026
Krystal Biotech, Inc. reported Q1 2026 net income of US$55.93 million, with basic EPS from continuing operations rising to US$1.91, and later in May the company’s leadership participated in the BofA Securities 2026 Health Care Conference to discuss business progress. The quarter’s performance was driven entirely by Vyjuvek, supported by FDA approval for at-home administration, expanding real-world treatment options for dystrophic epidermolysis bullosa patients while the company advanced a broad clinical pipeline. We’ll now examine how Vyjuvek-driven earnings strength and the company’s conference commentary may influence Krystal Biotech’s earlier investment narrative.
Find 49 companies with promising cash flow potential yet trading below their fair value.
Krystal Biotech Investment Narrative Recap
To own Krystal Biotech, you need to believe Vyjuvek can support meaningful, profitable genetic-medicine revenue while the broader pipeline matures. The Q1 2026 earnings beat and FDA support for at-home Vyjuvek use appear to reinforce the near term earnings catalyst, but they do not remove the key risk that results still depend heavily on a single product with variable, patient-driven treatment patterns.
The most relevant recent development here is the at-home administration approval for Vyjuvek, which underpins the strong Q1 2026 results by broadening real world use for dystrophic epidermolysis bullosa. This aligns directly with the main catalyst many investors are watching: how far Vyjuvek’s commercial reach can extend, and how efficiently that cash flow can be used to fund higher risk respiratory, oncology, and ophthalmology programs without letting costs run ahead of earnings.
Yet behind the strong quarter, investors should also be aware of the concentration risk in Vyjuvek, especially if...
Read the full narrative on Krystal Biotech (it's free!)
Krystal Biotech’s narrative projects $987.9 million revenue and $571.3 million earnings by 2029.
Uncover how Krystal Biotech's forecasts yield a $315.00 fair value, a 3% upside to its current price.
Exploring Other PerspectivesKRYS 1-Year Stock Price Chart
Some of the lowest ranked analysts were already cautious, assuming revenue would reach about US$797.2 million and earnings US$310.0 million by 2029, and their concern about rising R&D and administrative costs adds a contrasting lens that may shift again after this Vyjuvek driven earnings surprise.
Explore 6 other fair value estimates on Krystal Biotech - why the stock might be worth over 2x more than the current price!
Decide For Yourself
Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.
Story Continues
A great starting point for your Krystal Biotech research is our analysis highlighting 3 key rewards that could impact your investment decision. Our free Krystal Biotech research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Krystal Biotech's overall financial health at a glance.
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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.
Companies discussed in this article include KRYS.
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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- Structure Therapeutics Stock Is Up 47%, but One Fund Just Fully Exited a $2.6 Million Position
May 10, 2026
On May 8, 2026, ACT Capital Management reported selling all 38,500 shares of Structure Therapeutics(NASDAQ:GPCR), an estimated $2.63 million trade based on quarterly average pricing.
What happened
According to its SEC filing dated May 8, 2026, ACT Capital Management fully exited its position in Structure Therapeutics during the first quarter. The fund sold all 38,500 shares, with the estimated transaction value at $2.63 million based on the average closing price for the quarter. The net position change, which includes both trading and price effects, was a $2.68 million decrease. The fund now reports no shares in the company.
What else to know
ACT Capital Management fully exited its Structure Therapeutics stake during the quarter. Top holdings after the filing:
NASDAQ: KRYS: $15.62 million (12.3% of AUM) NYSE: CVX: $15.52 million (12.2% of AUM) NYSE: XOM: $11.88 million (9.3% of AUM) NASDAQ: CELC: $10.46 million (8.2% of AUM) NASDAQ: TGTX: $8.27 million (6.5% of AUM) As of May 7, 2026, shares of Structure Therapeutics were priced at $39.15, up 47% over the past year and outperforming the S&P 500 by about 17 percentage points.
Company overview
Metric Value Price (as of market close May 7, 2026) $39.15 Market Capitalization $2.8 billion Net Income (TTM) ($141.2 million)
Company snapshot
Structure Therapeutics develops oral therapeutics for chronic diseases, including lead candidate GSBR-1290 for type-2 diabetes and obesity, and additional candidates targeting pulmonary and cardiovascular conditions. The company operates a clinical-stage biopharmaceutical model focused on proprietary small-molecule drug development, with revenue potential driven by future product approvals and commercialization. It targets patients with chronic metabolic, pulmonary, and cardiovascular diseases, aiming to address unmet medical needs in large global markets.
Structure Therapeutics Inc. is a clinical-stage biotechnology company specializing in the development of novel oral small-molecule therapeutics for chronic diseases with significant unmet needs. The company leverages expertise in G-protein-coupled receptor (GPCR) drug targets to advance candidates in metabolic, pulmonary, and cardiovascular indications. Its strategy centers on innovation in oral drug design, aiming to provide differentiated therapies in competitive, high-growth markets.
What this transaction means for investors
Structure Therapeutics shares have climbed about 47% over the past year, and ACT Capital appears to have decided the easier money may already have been made, especially with biotech volatility still elevated across the GLP-1 space.
That said, the company’s underlying momentum remains hard to ignore. Just this week, Structure reported positive Phase 2 data for aleniglipron, its oral GLP-1 drug candidate, showing up to 16.3% placebo-adjusted weight loss at 44 weeks. Management said the efficacy potentially compares favorably with injectable GLP-1 therapies and remains on track to launch a Phase 3 program in the third quarter.
The balance sheet also gives the company room to execute. Structure ended the quarter with roughly $1.5 billion in cash, cash equivalents, and short-term investments, which management says should fund operations through the end of 2028.
With all this in mind, this sale ultimately looks less like a loss of confidence in Structure Therapeutics and more like a disciplined exit after a massive run in obesity-drug names. Hiccups in data releases could challenge the stock, but it’s impossible to ignore the momentum in the obesity drug market.
Story Continues
Should you buy stock in Structure Therapeutics right now?
Before you buy stock in Structure Therapeutics, 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 Structure Therapeutics 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.
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Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Chevron and Krystal Biotech. The Motley Fool recommends TG Therapeutics. The Motley Fool has a disclosure policy.
Structure Therapeutics Stock Is Up 47%, but One Fund Just Fully Exited a $2.6 Million Position was originally published by The Motley Fool
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- Why One Fund’s $4 Million Alumis Buy Looks Like a Bet on a Breakthrough Autoimmune Drug
May 10, 2026
On May 8, 2026, ACT Capital Management disclosed a new position in Alumis(NASDAQ:ALMS), acquiring 174,250 shares in a trade estimated at $4.36 million based on quarterly average pricing.
What happened
According to a Securities and Exchange Commission (SEC) filing dated May 8, 2026, ACT Capital Management opened a new position in Alumis by purchasing 174,250 shares. The estimated value of this acquisition is $4.36 million, based on the average unadjusted closing price during the quarter. The quarter-end valuation of the position stood at $3.84 million, reflecting both share count and market price changes.
What else to know
This was a new position for ACT Capital Management and represented 3.02% of its 13F reportable assets at quarter’s end. Top five holdings after the filing:
NASDAQ:KRYS: $15.62 million (12.3% of AUM) NYSE:CVX: $15.52 million (12.2% of AUM) NYSE:XOM: $11.88 million (9.3% of AUM) NASDAQ:CELC: $10.46 million (8.2% of AUM) NASDAQ:TGTX: $8.27 million (6.5% of AUM) As of May 7, 2026, Alumis shares were priced at $23.76, up a staggering 350% over the past year and vastly outperforming the S&P 500’s roughly 30% gain in the same period.
Company overview
Metric Value Market capitalization $3 billion Revenue (TTM) $24.05 million Net income (TTM) ($243.32 million)
Company snapshot
Alumis develops clinical-stage medicines targeting autoimmune and neuroinflammatory disorders, with lead candidates including ESK-001 and A-005 focused on TYK2 inhibition. The firm operates a biopharmaceutical business model, generating revenue through the development and potential commercialization of novel therapeutics for chronic immune-related diseases. It targets healthcare providers and patients affected by autoimmune and neurodegenerative conditions, with a focus on indications such as plaque psoriasis and systemic lupus erythematosus.
Alumis is a clinical-stage biotechnology company specializing in the development of innovative therapies for autoimmune and neuroinflammatory diseases. The company leverages allosteric TYK2 inhibition technology to address unmet medical needs in chronic immune disorders. With a focused pipeline and a strategy centered on differentiated drug candidates, Alumis aims to establish a competitive position in the biopharmaceutical sector.
What this transaction means for investors
Alumis shares have already surged roughly 350% over the past year, but ACT Capital still initiated a position that immediately became more than 3% of assets under management. That suggests conviction around upcoming drug catalysts and the broader commercial potential of the company’s TYK2 pipeline.
In March, Alumis reported positive Phase 3 data for envudeucitinib in moderate-to-severe plaque psoriasis, with roughly 65% of patients achieving PASI 90 skin clearance and more than 40% achieving PASI 100 at Week 24. The company plans to submit an NDA in the second half of 2026 and expects potentially pivotal Phase 2b lupus data in the third quarter.
Alumis also strengthened its balance sheet in January with a $345 million stock offering and finished 2025 with $308.5 million in cash and marketable securities, which coincided with a massive stock surge.
For long-term investors, the opportunity here is obvious, but so is the risk. Alumis has promising data and multiple near-term catalysts, though the company still posted a $243 million net loss last year as research spending accelerated. Upcoming results will ultimately determine the stock’s trajectory.
Story Continues
Should you buy stock in Alumis right now?
Before you buy stock in Alumis, 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 Alumis 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.
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*Stock Advisor returns as of May 10, 2026.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Chevron and Krystal Biotech. The Motley Fool recommends TG Therapeutics. The Motley Fool has a disclosure policy.
Why One Fund's $4 Million Alumis Buy Looks Like a Bet on a Breakthrough Autoimmune Drug was originally published by The Motley Fool
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- Why One Fund’s $4 Million Alumis Buy Looks Like a Bet on a Breakthrough Autoimmune Drug
May 10, 2026
Key Points
ACT Capital Management acquired 174,250 ALMS shares in the first quarter, with an estimated trade value of $4.36 million based on average first-quarter pricing. The quarter-end position value was $3.84 million, reflecting the value of the newly established position. The transaction represented a 3.42% change relative to ACT Capital Management’s 13F reportable assets.10 stocks we like better than Alumis ›
On May 8, 2026, ACT Capital Management disclosed a new position in Alumis(NASDAQ:ALMS), acquiring 174,250 shares in a trade estimated at $4.36 million based on quarterly average pricing.
What happened
According to a Securities and Exchange Commission (SEC) filing dated May 8, 2026, ACT Capital Management opened a new position in Alumis by purchasing 174,250 shares. The estimated value of this acquisition is $4.36 million, based on the average unadjusted closing price during the quarter. The quarter-end valuation of the position stood at $3.84 million, reflecting both share count and market price changes.
What else to know
This was a new position for ACT Capital Management and represented 3.02% of its 13F reportable assets at quarter’s end.Top five holdings after the filing:
NASDAQ:KRYS: $15.62 million (12.3% of AUM)NYSE:CVX: $15.52 million (12.2% of AUM)NYSE:XOM: $11.88 million (9.3% of AUM)NASDAQ:CELC: $10.46 million (8.2% of AUM)NASDAQ:TGTX: $8.27 million (6.5% of AUM)As of May 7, 2026, Alumis shares were priced at $23.76, up a staggering 350% over the past year and vastly outperforming the S&P 500’s roughly 30% gain in the same period.
Company overview MetricValueMarket capitalization$3 billionRevenue (TTM)$24.05 millionNet income (TTM)($243.32 million)
Company snapshot
Alumis develops clinical-stage medicines targeting autoimmune and neuroinflammatory disorders, with lead candidates including ESK-001 and A-005 focused on TYK2 inhibition.The firm operates a biopharmaceutical business model, generating revenue through the development and potential commercialization of novel therapeutics for chronic immune-related diseases.It targets healthcare providers and patients affected by autoimmune and neurodegenerative conditions, with a focus on indications such as plaque psoriasis and systemic lupus erythematosus.
Alumis is a clinical-stage biotechnology company specializing in the development of innovative therapies for autoimmune and neuroinflammatory diseases. The company leverages allosteric TYK2 inhibition technology to address unmet medical needs in chronic immune disorders. With a focused pipeline and a strategy centered on differentiated drug candidates, Alumis aims to establish a competitive position in the biopharmaceutical sector.
What this transaction means for investors
Alumis shares have already surged roughly 350% over the past year, but ACT Capital still initiated a position that immediately became more than 3% of assets under management. That suggests conviction around upcoming drug catalysts and the broader commercial potential of the company’s TYK2 pipeline.
In March, Alumis reported positive Phase 3 data for envudeucitinib in moderate-to-severe plaque psoriasis, with roughly 65% of patients achieving PASI 90 skin clearance and more than 40% achieving PASI 100 at Week 24. The company plans to submit an NDA in the second half of 2026 and expects potentially pivotal Phase 2b lupus data in the third quarter.
Alumis also strengthened its balance sheet in January with a $345 million stock offering and finished 2025 with $308.5 million in cash and marketable securities, which coincided with a massive stock surge.
For long-term investors, the opportunity here is obvious, but so is the risk. Alumis has promising data and multiple near-term catalysts, though the company still posted a $243 million net loss last year as research spending accelerated. Upcoming results will ultimately determine the stock’s trajectory.
Should you buy stock in Alumis right now?
Before you buy stock in Alumis, 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 Alumis 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.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Chevron and Krystal Biotech. The Motley Fool recommends TG Therapeutics. 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.
