Investors looking for tomorrow’s winners should focus on stocks that are outperforming the market today. Stocks of great companies will occasionally fall, but over time they will continue to reach new highs.
Let’s take a look at two particular businesses whose services are in high demand but are still in the early stages of growth.
Artificial intelligence (AI) could add trillions of dollars to the economy over the next decade, according to research from professional services provider PwC. Businesses are increasingly leveraging artificial intelligence to streamline supply chains and other operations. Investment in this technology is ultimately driven by the need to remain competitive, which makes Palantir Technology (NASDAQ: PLTR).
Palantir’s commercial business is booming, with transaction revenue from the United States soaring 121% year-on-year in the third quarter. More and more businesses are turning to the company for cutting-edge software solutions that deliver immediate operational cost savings through artificial intelligence.
It is generating significant profits, indicating a competitive advantage. Its 40-point rule, a key metric used by analysts to evaluate software companies, hit 114% last quarter. That’s based on Palantir’s 51% adjusted operating margin plus 63% year-over-year revenue growth. The higher these two numbers are, the more valuable the business is to investors.
What sets Palantir apart from other software companies is its ability to seamlessly integrate large language models, workflow automation and software that can identify relationships between data points, allowing organizations to save money and make informed decisions. Once you realize the value of Palantir in your operations, you will see more and more customers expanding their use cases.
The number of customers increased by 45% compared with the same period last year, reaching 911. At current adoption rates, Palantir’s annual revenue has the potential to grow from $3.9 billion in the past 12 months to tens of billions of dollars over the next few decades.
Over the next 20 years, more than $80 trillion in wealth will be transferred from baby boomers to their heirs, according to financial intelligence provider Cerulli Associates. This could fuel huge growth for fintech companies, and one of my favorite stocks to bet on is Robin Hood Market (NASDAQ:HOOD).
Thanks to management’s excellent execution, Robinhood is releasing new features and products at a rapid pace. It aims to build a financial super-app for the next generation of investors, and its growth over the past year suggests it’s been successful.
Fintech’s long-term growth path has only just begun. As of November, its platform had total assets of $325 billion, up from $195 billion reported in the same month of 2024. While cryptocurrency and options trading have been the main revenue drivers over the past few years, Robinhood has also been growing its Gold premium user base and retirement assets while launching new trading products.
One of Robinhood’s key competitive advantages is its investment in building its own advanced artificial intelligence models, which culminated in the recent launch of Robinhood Cortex. In the long term, Cortex will expand from showing users what drives their investment performance to helping them plan for retirement, tax and estate planning.
Over the past year, the company’s performance has shown that more innovation leads to faster growth. The number of users who signed up for gold membership surged 77% year-on-year to 3.9 million in the last quarter. This resulted in an 82% increase in average revenue per user to $191.
With a return of 213% in 2025, the stock still has plenty of room for growth. Robinhood Banking just started rolling out to Gold members. With new products launched, fintech companies can grow and rival large brokerage firms Schwabwhose client assets exceed $11 trillion. This makes Robinhood potentially one of the best growth stocks to own over the next 20 years, especially before there is a massive transfer of wealth.
Before buying Palantir Technologies stock, consider the following factors:
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Charles Schwab is an advertising partner of Motley Fool Money. John Ballard works at Palantir Technologies and Robinhood Markets. The Motley Fool works for and recommends Palantir Technologies. The Motley Fool recommends Charles Schwab and recommends the following options: Short-term December 2025 Charles Schwab $95 call option. The Motley Fool has a disclosure policy.
2 Behemoth Stocks to Own for the Next 20 Years Originally published by The Motley Fool