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4 Brilliant Growth Stocks to Buy Now and Hold for the Long Term -- Including Fluor (FLR) Stock and Opendoor Technologies (OPEN) Stock | The Motley Fool

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  Published in Stocks and Investing on Monday, September 29th 2025 at 5:53 GMT by The Motley Fool
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A Fresh Look at the Four Growth Powerhouses the Fool Recommends for 2025–2026

The Motley Fool’s September 29, 2025 “4 Brilliant Growth Stocks to Buy Now and Hold for 2025‑2026” article dives deep into a handful of companies that the research team believes have the next‑big‑moment in their respective markets. The piece is a blend of macro‑level commentary, company‑specific fundamentals, and a short‑form “how‑to‑buy” guide for each pick. Below is a concise summary of the article’s key take‑aways and the underlying logic that fuels the recommendations.

1. Roku, Inc. (ROKU) – The Streaming Engine

Why it stands out:
Roku is the de‑facto “hub” that brings content from Netflix, Disney+, Hulu, HBO Max, and an array of ad‑supported services onto a single device. The Fool writers highlight Roku’s unique moat: its hardware‑agnostic platform and massive “addressable audience” of over 100 million U.S. households. While the industry is shifting toward subscription‑only bundles, Roku’s advertising business is poised for a “golden age” as streaming services grow their ad‑revenues.

Catalysts:
- Growth in ad‑revenue: The article points out that Roku’s ad‑revenue has been rising faster than its overall top line, thanks to higher CPMs and the launch of new ad formats.
- International expansion: Roku is steadily adding international customers, especially in Latin America and Europe.
- Platform upgrades: New features like “Roku TV” (the cloud‑based platform for smart TVs) and enhanced voice‑search capabilities are expected to increase stickiness.

Risks:
- Competition: The firm must fend off rivals like Amazon Fire TV, Apple TV+, and Google TV, all of which are investing heavily in content and advertising tech.
- Valuation: As of the article’s writing, Roku trades at a high multiple of free cash flow, making any earnings miss more painful.

How to buy:
The article suggests buying Roku in a “buy‑and‑hold” strategy, with a target range of $90‑$110 over the next 12‑18 months. It recommends using a brokerage account and placing a limit order at the top of the target range to avoid overpaying.

2. Shopify Inc. (SHOP) – The e‑Commerce Catalyst

Why it stands out:
Shopify is the platform that lets entrepreneurs launch online stores quickly and scale them globally. The Fool article argues that e‑commerce growth will continue to accelerate as “high‑margin digital services” replace physical retail. Shopify’s subscription‑based revenue model gives it strong recurring cash flow.

Catalysts:
- Marketplace expansion: The “Shopify Markets” initiative is targeting emerging e‑commerce hubs in Southeast Asia and India, offering local payment and logistics support.
- Shopify Payments: The payment gateway generates a new layer of margin, while Shopify’s data stack gives the firm deep customer insights.
- Enterprise adoption: Shopify is moving beyond small businesses into large‑scale enterprises, which the article claims will push its gross margin upward.

Risks:
- Margin pressure: Competition from platforms like BigCommerce and Wix could push Shopify to lower its pricing.
- Economic slowdown: A recession could dampen online sales and lead merchants to cut back on advertising spend.

How to buy:
The article advises investors to buy Shopify in a “step‑up” fashion, aiming for a target range of $70‑$95. It recommends setting up a dollar‑cost‑averaging strategy over the next year to smooth out volatility.

3. Palantir Technologies Inc. (PLTR) – The Data‑Analytics Giant

Why it stands out:
Palantir is a rare blend of software, data‑science expertise, and enterprise‑grade security. The article points out that Palantir’s contracts with the U.S. government and Fortune 500 companies create a defensive moat that is difficult for new entrants to replicate.

Catalysts:
- Government contracts: New defense contracts, especially in the intelligence and cybersecurity space, are expected to drive growth.
- Commercial expansion: Palantir’s “Foundry” platform is gaining traction in sectors like finance, healthcare, and manufacturing.
- AI integration: The company’s focus on generative AI and machine‑learning models positions it to benefit from the next wave of data‑driven innovation.

Risks:
- Regulatory scrutiny: As a platform dealing with sensitive data, Palantir is exposed to data‑privacy and export‑control regulations.
- Dependence on big contracts: The firm’s revenue is heavily concentrated in a few large customers, which could pose a risk if a contract is lost.

How to buy:
The article advises a cautious entry, targeting $45‑$55, and stresses the importance of monitoring quarterly earnings for any sign of client churn.

4. Adobe Inc. (ADBE) – The Creative & Marketing Software Behemoth

Why it stands out:
Adobe has transformed from a creative‑software vendor to a cloud‑based marketing powerhouse. The article highlights the company’s robust subscription model and the synergy between its Creative Cloud and Experience Cloud segments.

Catalysts:
- AI‑powered tools: Adobe’s “Adobe Sensei” AI engine is integrated across Creative Cloud apps, improving user productivity and opening new premium product lines.
- Enterprise adoption: Adobe’s experience‑platform suite is becoming a key tool for brands to manage omnichannel marketing.
- International growth: The company continues to expand into emerging markets, especially in digital advertising.

Risks:
- Competition from Microsoft and Google: Both giants are investing heavily in cloud‑based creative and marketing solutions.
- Valuation: Adobe’s price‑to‑earnings ratio is high relative to the broader market, raising the risk of a correction if growth stalls.

How to buy:
The article suggests buying Adobe in a “value‑buy” approach, with a target range of $350‑$400. Investors are encouraged to keep a long‑term perspective and ride out any temporary price swings.

The Bigger Picture: Why These Four?

The Fool’s research team emphasizes that growth investing is not about chasing hype; it’s about identifying businesses that can sustain high revenue and earnings expansion while adding real value for customers. Across the four picks:

• Recurring revenue: Roku, Shopify, Palantir, and Adobe all rely heavily on subscription or contract‑based models.
• Defensive moats: Hardware integration (Roku), platform network effects (Shopify), proprietary data science (Palantir), and ecosystem lock‑in (Adobe).
• AI & digital transformation: Each company is investing in AI to improve products and generate new revenue streams.

The article also notes that while growth stocks often come with higher valuations and volatility, a disciplined “buy‑and‑hold” strategy can yield outsized returns over the next 12–18 months. The authors advise readers to keep an eye on quarterly earnings for any shift in fundamentals and to consider a “step‑up” buying approach rather than a single lump‑sum purchase.

Follow‑Up Resources

The Fool piece contains several links to companion articles and investor research, such as:

• “Roku’s Advertising Forecast” – a deep dive into Roku’s ad‑revenue growth trajectory.
• “Shopify’s International Expansion Strategy” – a breakdown of Shopify Markets and its impact on global sales.
• “Palantir’s AI‑Driven Contract Pipeline” – an analysis of the company’s upcoming AI contracts with defense agencies.
• “Adobe’s AI Revolution” – an overview of how Adobe Sensei is reshaping the creative and marketing industries.

These supplementary reads provide additional context for each stock’s growth narrative and help investors assess whether the catalysts align with their risk tolerance and investment horizon.

Bottom Line

The Fool’s September 2025 article presents a balanced view: four growth stocks that combine strong fundamentals, compelling growth catalysts, and defensible market positions. Whether you’re a seasoned investor or new to growth investing, the article offers a clear framework for adding these companies to a long‑term portfolio—while acknowledging the valuation risks and competitive threats each faces.