The article ranks five fast-growing stocks by latest-quarter revenue growth: Nebius Group (NBIS), CoreWeave (CRWV), AppLovin (APP), Robinhood Markets (HOOD) and IREN (IREN), and examines what investors are paying for that growth. Nebius's second-quarter revenue jumped 454% year over year to $582.3 million, but at a price-to-sales ratio (P/S) of about 46, the highest of the five, its growth is largely funded by cash, customer prepayments and outside financing. CoreWeave's revenue rose 112.5% to around $2.6 billion, backed by a $104 billion revenue backlog, and it trades at 6.0 times sales, but $640 million in net interest expense means its growth relies heavily on debt. AppLovin grew revenue 53% to $1.9 billion, funded by its own profits and cash, at about 16 times sales, while Robinhood's revenue rose 32% to a record $1.3 billion at about 23 times sales, though trading activity can fall sharply when markets cool. IREN's total revenue fell 26.7% to $137.2 million as Bitcoin mining declined, while AI cloud revenue grew tenfold to $70.5 million at about 19 times sales; the article suggests AppLovin could be the safest option because its growth is funded by profits.
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valuationearningscloud computingartificial intelligence
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NVDA
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Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/23/2026 | 211.00 |
| Change that session | -0.57% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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