3 High Growth Stocks Holding Up As Rates Stay Higher

US 10 year yields are rebounding toward multi year highs, and that keeps a spotlight on companies where earnings growth, not cheap money, does the heavy lifting. That is where a Healthy high growth potential screener comes in. It filters for stocks that analysts expect to grow earnings while keeping balance sheets in check. This article walks through three of the standouts worth a closer look.

The stocks covered below are just a small sample, and the full screen surfaced 60 more companies with similarly compelling earnings growth stories and balance sheet profiles that are not discussed here. To identify and analyze the highest conviction ideas that fit this theme, head straight into the Healthy high growth potential screener.

Kraken Robotics is a Canadian marine technology company that supplies sonar and optical sensors, subsea batteries and underwater robotic systems for defense and commercial customers worldwide. It currently leans more on hardware, with about CA$66 million from Products and roughly CA$41 million from Services, giving investors exposure to both equipment sales and higher value survey work. The stock sits in mid cap territory with a market value of about CA$1.9b.

Investors watching defense technology and offshore energy may want to keep Kraken Robotics on their radar. The company operates at the intersection of interest in unmanned underwater vehicles, mine countermeasures and offshore inspection, supported by a suite of sensors, SeaPower batteries and survey services, plus the recent Covelya acquisition that broadens its toolkit. Analysts have raised revenue expectations, but the company is still loss making and carrying more debt after funding deals, which makes execution on integration and new orders important. If Kraken Robotics turns its order book and new capacity into consistent profitability, the risk and reward profile from here could change compared with what investors see today.

Kraken Robotics sits at the crossroads of underwater defense and offshore energy, yet the real story may be how fast its earnings profile could shift once new contracts flow through the analyst forecasts for Kraken Robotics

Build your own underwater defense and energy shortlist

Kraken Robotics and the two other stocks in this article all came from a single screener, but the real edge is setting your own rules. Use our flexible Screener to mix filters like valuation, future growth, balance sheet strength and risks, or use the ready made Investing Ideas for curated starting points.

Cameco is one of the largest pure play nuclear fuel companies, supplying uranium and reactor services to utilities across the Americas, Europe and Asia. The business now reaches across the full fuel cycle, with about CA$2.9b from Uranium mining and sales, around CA$551 million from Fuel Services, and roughly CA$3.4b from its Westinghouse segment, partly offset by unallocated adjustments. That breadth is reflected in its scale, with a market value of about CA$59.0b.

Cameco provides direct exposure to nuclear energy demand through uranium production and a 49% stake in Westinghouse. Westinghouse is tied to a pipeline of AP1000 reactor opportunities and potential US Department of Energy financing. Forecast earnings growth above 30% a year and a sharp projected lift in ROE point to strong operating leverage if uranium contracting and reactor projects move ahead. However, recent earnings have been volatile and profit margins have slipped from 14.9% to 10.2%. Production disruptions, higher cost supply and reliance on external borrowing all add risk. The key question is whether Cameco can turn today’s policy support and contracting momentum into durable profitability that would justify its valuation and current analyst expectations.

Cameco’s earnings story is accelerating, but the real question is how that ties together across uranium, fuel services and Westinghouse. Pull up the 2 key rewards and 1 important warning sign and see what might be hiding in plain sight

Celestica runs complex supply chains for big hardware makers and cloud providers, handling everything from design and component sourcing to full system assembly and after market services. Most revenue comes from its Connectivity and Cloud Solutions segment at about $12.3b, with Advanced Technology Solutions contributing roughly $3.3b. This gives it reach into areas like aerospace, industrial and HealthTech as well as hyperscale data centers. The company sits firmly in large cap territory with a market value of about CA$53.5b.

Celestica operates at the center of the build out of AI and networking hardware, with hyperscalers turning to its Ethernet based platforms and the new Helios rack scale AI system with AMD for next generation data centers. The company benefits from earnings growth forecasts above 30% a year and strong recent margin progress, which has led analysts to raise 2026 guidance and price targets, yet the stock still prices in some skepticism around how durable AI infrastructure demand will be. The catch is that a few very large customers drive a big slice of revenue, and any slowdown in AI or cloud capex could quickly feed through to growth and margins. For investors who can accept that concentration risk, the mix of high growth programs, rising free cash flow potential and a recent equity raise to fund capacity makes Celestica an AI hardware name that some market participants may consider worth closer inspection.

Celestica’s AI hardware momentum and rising free cash flow potential have many investors focused on upside, while that customer concentration risk sits in the background. The real twist shows up once you read the full narrative for Celestica

Seeking Fresh Alternatives Before They Move

Some of the most interesting ideas often move first and explain themselves later. Spot fresh breakout potential while it still flies under the radar for now. Get in early.

• Spot resilient dividend payers that could keep cash flowing even when sentiment cools by scanning the 4 dividend fortresses before others catch on.
• Track the companies laying the digital rails of the future by filtering through the 19 cryptocurrency and blockchain stocks while the story is still forming.
• Zero in on infrastructure players that may quietly power the next AI wave by screening the 55 AI infrastructure stocks before momentum headlines hit.

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

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