NVDA, LLY, AMD, PODD, DIS: Top 5 Strong Buy “Growth Stocks” for 2026

With the market heading into 2026, investors are looking for companies that can keep delivering strong revenue and expanding margins, along with clear long-term catalysts. In the past three years, growth stocks have been significant winners, particularly those tied to AI, cloud computing, and new healthcare technologies.

Here are five growth stocks that stand out as strong buys due to their robust fundamentals.

1. Nvidia (NVDA)

Nvidia is still one of the strongest growth stories heading into 2026, powered by surging demand for its GPUs and CUDA software. With analysts expecting AI infrastructure spending to reach trillions over the next five years, the company has a long runway for continued earnings growth.

Nvidia continues to deliver rapid earnings growth despite huge gains since 2023, fueled by hyperscalers’ expanding data centers and companies adopting AI across industries. With new architectures like Blackwell, strong demand from China for its AI chips, and a sticky software ecosystem, Nvidia remains a top growth pick.

Importantly, TipRanks AI Analyst expects NVDA’s revenue to grow by 65.22%, compared with the Technology sector’s average of 8.5%.

2. Eli Lilly (LLY)

Eli Lilly has become one of the fastest-growing healthcare companies, driven by huge demand for its weight‑loss and diabetes drugs Mounjaro and Zepbound. The company reported 54% year-over-year revenue growth in its latest quarter, strong growth for a pharma giant.

Lilly is also developing new obesity drugs, including an oral pill called orforglipron, which recently delivered strong Phase 3 results and is heading toward regulatory review. With a booming obesity portfolio and expansion into oncology, Lilly is positioned for continued growth in 2026.

According to TipRanks AI Analyst, Eli Lilly’s revenue is expected to grow by 45.41% in comparison to the Healthcare sector’s average of 22.53%.

3. Advanced Micro Devices (AMD)

AMD is becoming a key winner as the industry shifts from AI training to AI inference, with analysts expecting rising demand for chips built to run AI models at scale, an area where AMD has built a strong lineup. AMD’s MI300 and upcoming MI400 chips offer a strong price-performance advantage for inference workloads.

The stock is up 74% so far in 2025, and analysts believe AMD can capture market share from Nvidia in inference workloads, especially as enterprises seek cost-efficient alternatives. With new accelerators and strong momentum, AMD is a high‑conviction growth pick for 2026.

The company’s revenue is expected to rise by 31.83%, according to TipRanks AI Analyst. This compares favorably with the Technology sector’s average of 8.5%.

4. Walt Disney (DIS)

Disney is entering a new growth phase as it restructures its streaming business, expands its parks division, and focuses on providing a strong content library. The company is pushing toward profitability in streaming, investing in new franchises, and entering into digital partnerships.

With a stronger balance sheet and renewed focus on high-margin segments, Disney offers meaningful upside in 2026 as consumer spending and global travel continue to rise.

According to TipRanks AI Analyst, Disney’s revenue is expected to grow by 3.61% in comparison to the Communication Services sector’s average of 2.83%.

5. Insulet (PODD)

Insulet, the maker of the Omnipod insulin delivery system, is one of the major diabetes care providers. Its tubeless, wearable insulin pump continues to gain adoption as more patients shift away from traditional injections and wired pumps.

With rising global diabetes rates, expanding insurance coverage, and strong recurring revenue from pod sales, Insulet has a long runway for growth heading into 2026.

TipRanks AI Analyst expects PODD’s revenue to grow by 27.12%, compared with the Healthcare sector’s average of 22.53%.

Now, let’s see how Wall Street analysts are rating NVDA, AMD, LLY, DIS, and PODD, and which stock they believe has the strongest upside.