With US 10 year Treasury yields hovering near 4.7% as investors watch upcoming inflation data and central bank decisions, attention is shifting to companies that can rely on their own growth engines. Fast growing stocks with high insider ownership can look appealing when the cost of money is in focus. This article highlights three stocks from that screener that combine strong growth profiles with committed insiders.

The three stocks highlighted below are only a small sample from this idea, and the full screen surfaced 171 more companies with similarly compelling growth and insider ownership stories that are not covered here. To identify and analyze the ones that best fit your own criteria, head straight into the Fast Growing Stocks With High Insider Ownership screener.

On Holding (ONON)

Overview: On Holding is a Zurich based sportswear company that designs and sells premium athletic footwear, apparel, and accessories for running, outdoor use, everyday wear, training, tennis, and younger consumers, reaching customers through both wholesale partners and its own retail and e commerce channels worldwide.

Operations: On Holding generates the vast majority of its CHF 3.1b in revenue from athletic footwear, with reported geographic data indicating a large segment adjustment item that reflects how management allocates regional sales.

Market Cap: US$12.4b

On Holding stands out in this screener because it combines a fast growing direct to consumer model with a premium global brand that now spans performance running, lifestyle and apparel. Earnings growth has been strong over the past five years and forecasts still point to growth above 20% a year, yet the stock is priced below some estimates of fair value and below certain analyst targets. That mix of growth, high earnings quality and a discounted DCF view is what attracts attention. At the same time, reliance on premium pricing, heavy marketing spend and rapid expansion in regions like Asia Pacific could pressure margins if consumer demand cools. The key issue is how these growth ambitions balance against these pressures over time.

On Holding’s fast growing premium brand raises a clear question: Is the market fully factoring in its growth plans and pricing power? Compare the story with the DCF valuation analysis for On Holding to see what the market might be missing.

Build your own fast growth and insider-backed shortlist

On Holding and the other two stocks in this article all came from a single screen, but the real value for you is setting your own rules. Use our flexible Screener to mix filters like growth, valuation and balance sheet strength, or take a shortcut by starting with one of our curated Investing Ideas.

Atlassian (TEAM)

Overview: Atlassian is an Australia based software company that builds tools like Jira, Confluence, Trello and Loom to help teams plan projects, share knowledge, manage service requests and coordinate software development and IT workflows.

Operations: Atlassian generates all of its US$6.6b in revenue from software and programming products and services.

Market Cap: US$37.8b

Atlassian sits in this fast growth and insider backed screen because it is tying its core collaboration and developer tools directly into AI through Rovo. Management reports that Rovo is already linked with faster annual recurring revenue for adopters and stronger recent cloud growth. Analysts expect earnings to move from a loss into profit within 3 years, with forecasts for strong earnings growth and much higher ROE, while the stock trades below some estimates of fair value. At the same time, you need to weigh heavy reliance on external borrowing, recent insider selling and the execution risk of moving complex customers to the cloud. The real question is whether rising AI driven usage and a new licensing model can outweigh those pressures over the next few years.

Atlassian’s push to tie core products into AI could be reshaping its growth story while the stock sits below some fair value estimates. Walk through the analyst forecasts for Atlassian and see what the shift to profit might really hinge on.

Super Micro Computer (SMCI)

Overview: Super Micro Computer builds high performance servers and storage systems that power AI, cloud computing, and data centers, using modular designs that let customers mix and match components for specific workloads. Its portfolio ranges from GPU packed AI servers and liquid cooling solutions to full rack level deployments for enterprise, telecom, and edge computing clients worldwide.

Operations: Super Micro Computer generates about US$33.7b in revenue from developing and providing high performance server solutions, with around US$22.0b reported from the United States and the rest from other regions plus segment adjustments.

Market Cap: US$20.1b

Super Micro Computer sits in this fast growth and insider backed screen because it is closely tied to the build out of AI infrastructure, with high forecast revenue and earnings growth and a record backlog reportedly above US$60b that points to strong demand for its AI servers and data center solutions. Recent updates flag margins in the mid teens, supported by a richer product mix and offerings like its Data Center Building Block Solutions and liquid cooling. At the same time, net profit margins have compressed from 5.3% to 3.7% and funding relies heavily on external borrowing. Add in earnings volatility, concentrated large customers, and ongoing export control investigations, and you have a high potential AI hardware supplier where both the upside and the risks are hard to ignore.

Super Micro Computer’s AI server momentum and large reported backlog are only half the story. See how growth, margins and funding risks fit together in the analysis report for Super Micro Computer

Seeking Fresh Alternatives Before They Fly

Markets move quickly and fresh stock ideas can shift from under the radar to full momentum before most investors react. Do your homework while it still matters and get in early.

• Target resilient compounding potential before others focus on stability and income by scanning the 9 dividend fortresses while yields and balance sheets still look attractive.
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• Review the curated companies in the 37 robotics and automation stocks while growth expectations are still catching up.

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.