With growth slowing and a mild recession still a possibility, long-term investors face a mounting shortage of places to deploy capital: inflation, policy uncertainty and a cooling labor market may jointly weigh on consumers, leaving few growth names available to buy. The case for quality growth stocks rests on company-specific momentum rather than macro tailwinds — over the past year growth stocks have outperformed the broader market, and investors expect the earnings momentum driven by artificial intelligence to persist. Companies that keep delivering revenue growth and offer multi-year visibility therefore remain candidates for long-term positioning.
CFRA analysts screened for firms with at least 15% annual revenue growth over the past three years and selected five names spanning software, social media, pharmaceuticals and finance, each carrying revenue forecasts through 2026 and, for some, 2027.
Microsoft Corp. (MSFT) — the world’s largest software company, known for Windows, Office and Azure cloud services — grew overall revenue 18% in fiscal fourth quarter, with Microsoft Cloud revenue up 27% and Azure up 43%; Microsoft 365 Copilot seats grew more than 50% sequentially in the quarter. Analyst Zino sees Microsoft profiting from AI products and services across its entire stack and projects revenue growth in the mid-teens percentage range in fiscal 2027. CFRA has a “strong buy” rating and a $550 price target; the stock closed at $495.63 on Sept. 11.
Meta Platforms Inc. (META), the social-media and online-advertising market leader behind Facebook and Instagram, retained impressive growth even as it matured: second-quarter revenue rose 28%, and family daily active people — a measure of daily app users — increased 3%. Zino points to cost discipline, successful AI monetization and a durable advertising business as supports for strong revenue and earnings growth in coming years, projecting 28% revenue growth in 2026 and high-teens growth in 2027. CFRA has a “strong buy” rating and a $750 target; META closed at $648.03.
Eli Lilly and Co. (LLY), which makes branded prescription drugs for diabetes, cancer and neurological disorders, grew second-quarter revenue 48%; diabetes and weight-loss drug Mounjaro jumped 91%, while companion drug Zepbound rose 46%. Analyst Sel Hardy cites the aging U.S. population and surging GLP-1 demand as long-term growth catalysts and projects 34.6% revenue growth in 2026. CFRA has a “buy” rating and a $1,395 target; LLY closed at $1,115.70.
JPMorgan Chase & Co. (JPM), one of the world’s largest banks with nearly $5 trillion in assets, grew second-quarter revenue 28% and net income 41%. Analyst Kenneth Leon sees the U.S. economy as the primary growth driver, citing strong fundamentals and a diversified operating model, and anticipates higher fee income from investment banking and asset management; he projects 20.5% revenue growth in 2026. CFRA has a “buy” rating and a $375 target; JPM closed at $356.23.
Goldman Sachs Group Inc. (GS), a leading investment bank and securities firm, posted second-quarter revenue growth of 39% and net-income growth of 78%, with investment-banking revenue up 55% and market-making revenue up 61%. Leon says accelerating investment-banking growth and a favorable regulatory environment are tailwinds, leaving the firm positioned to profit from elevated trading, investment banking and alternative asset management; he projects 32.1% revenue growth in 2026. CFRA has a “buy” rating and a $1,300 target; GS closed at $1,029.18.
The common thread across the five names — sustained revenue expansion, multi-year growth visibility and drivers tied to their own businesses rather than the macro cycle — is what anchors the list as a long-term allocation screen rather than a call on short-term economic timing.
