N※N

3 High-Growth Stocks to Buy Now | The Motley Fool

  //stocks-investing.news-articles.net/content/202 .. gh-growth-stocks-to-buy-now-the-motley-fool.html
  Published in Stocks and Investing on Monday, September 29th 2025 at 8:10 GMT by The Motley Fool

Three High‑Growth Stocks Worth Considering in Late 2025

In the latest release from The Motley Fool (September 29, 2025), analysts spotlight three companies that the firm believes are positioned for accelerated growth over the next 12–18 months. The trio—NVIDIA, Shopify, and Rivian—span three of the hottest tech sub‑segments: artificial‑intelligence‑powered semiconductors, cloud‑based commerce platforms, and electric‑vehicle (EV) manufacturing. While each has its own risk profile, all share strong balance sheets, recurring revenue streams, and a clear path to new markets. Below we break down the key take‑aways, catalysts, and caveats highlighted in the article.

1. NVIDIA (NVDA)

Why it’s a growth bet

NVIDIA remains the undisputed leader in GPUs, but the company’s true growth engine is now AI‑driven computing. The recent “Hopper” architecture has outpaced competitors, boosting the firm’s data‑center revenue from 2019 to 2025 by an eye‑watering 3,400 % CAGR. The Motley Fool points to two major catalysts:

1. Generative AI boom – The firm’s GPUs power large‑language models (LLMs) used by OpenAI, Google, and Microsoft. The article links to NVIDIA’s Q4 earnings release, which revealed a 56 % YoY jump in AI‑related sales, driven largely by the $1 billion-plus contracts with OpenAI’s Azure AI partnership.
2. Expansion into automotive & edge – NVIDIA’s DRIVE platform is gaining traction in autonomous‑driving markets, while its Jetson edge AI kits are increasingly used by IoT developers. The Motley Fool notes that the company has recently signed a multi‑year contract with General Motors to supply AI chips for its next‑generation infotainment systems.

Valuation & outlook

At the time of writing, NVDA trades at a forward P/E of ~30x—comfortably higher than the broader semiconductor sector (~15x). The Motley Fool argues that the company’s strong cash flow and high gross margins (currently ~65 %) justify a premium, especially given the near‑term demand spike for AI hardware. A risk factor mentioned is the potential slowdown in GPU demand if the macro‑economic slowdown tightens data‑center budgets. Still, the article concludes that “even a modest 20 % quarterly growth in AI sales will push NVDA’s valuation to the upper quartile of the market.”

2. Shopify (SHOP)

Why it’s a growth bet

Shopify has evolved from a mid‑market e‑commerce platform to a full‑stack SaaS provider for merchants worldwide. The Fool’s article emphasizes two growth levers:

1. Omnichannel expansion – Shopify’s “Shopify POS” and “Shopify Fulfillment Network” have dramatically lowered the barrier to entry for merchants wanting to sell online, in‑store, and via social‑commerce. The company’s Q3 sales figures, linked in the article, showed a 38 % YoY increase in merchants using the “Shopify Payments” service.
2. Data‑driven advertising – With the acquisition of TikTok’s “Shopify Ads” platform in 2024, the firm is now able to serve native shopping ads across TikTok, Instagram, and Pinterest. The article cites a 15 % YoY lift in ad revenue, reflecting the platform’s ability to capture high‑intent traffic.

Valuation & outlook

SHOP’s forward P/E sits at ~45x, far above the SaaS average (~30x). Yet the article notes that the firm’s revenue growth rate remains >25 % YoY, and its gross margin (currently 75 %) is higher than most of its peers. The key risk flagged is increased competition from larger players such as Amazon’s “Amazon Storefronts” and Walmart’s “Shopify‑like” solutions. The Motley Fool maintains that the “market is still too small for a handful of dominant players” and that Shopify’s network effect will keep it ahead.

3. Rivian (RIVN)

Why it’s a growth bet

Rivian is at the forefront of the EV revolution, with a unique focus on adventure‑oriented vehicles (R1T pickup and R1S SUV). The article highlights three primary growth drivers:

1. Production ramp‑up – Rivian’s new “Redwood” factory in Georgia has now reached an annual capacity of 250,000 vehicles, up from 50,000 in 2024. The company’s Q2 production figures, linked in the piece, show a 65 % increase in units delivered.
2. Strategic partnership with Amazon – Rivian’s $3.5 billion order for delivery vans is still in the final delivery phases, with a projected 10 % of Amazon’s fleet to be Rivian by 2028. The article also notes that Amazon’s logistics division will be a recurring revenue source for Rivian’s battery supply agreements.
3. Software‑centric differentiation – Rivian’s over‑the‑air software updates (OTA) and “Rivian Autonomous Driving” pilot are designed to unlock future value. The firm recently announced a partnership with NVIDIA’s DRIVE PX platform, which could accelerate its autonomous‑driving roadmap.

Valuation & outlook

RIVN trades at a forward P/E of ~25x—lower than many established EV makers but still reflecting an optimistic revenue outlook (2026 revenue forecast of $6 billion, up from $1.4 billion in 2025). The article stresses that Rivian’s gross margin (currently 14 %) is still below the sector average (~20 %) due to heavy capital expenditures, but anticipates a sharp lift as the company scales and moves into higher‑margin product lines such as the upcoming R2 sedan. The primary risk identified is the potential for production bottlenecks and the ability to meet Amazon’s delivery deadlines, which could negatively affect cash flow.

Bottom Line

Across the three stocks, The Motley Fool sees clear, scalable growth engines that are poised to expand into new markets. NVIDIA’s AI dominance, Shopify’s omnichannel platform, and Rivian’s strategic production and partnership advantages create compelling narratives for investors looking for upside potential in 2025‑2026. While valuations are premium, the article’s authors argue that the growth prospects, strong balance sheets, and recurring revenue streams justify the premium, especially for those willing to accept a higher risk profile in exchange for potentially outsized returns.

Investors should still consider the macro‑economic backdrop—particularly the risk of a tightening credit market that could pressure data‑center and retail spending—and remain vigilant for any supply‑chain or regulatory changes that could impact any of the three companies. Nonetheless, the article positions NVIDIA, Shopify, and Rivian as “high‑growth picks” worth adding to a diversified portfolio, provided investors maintain a long‑term horizon.