MercadoLibre Stock And 2 High Growth Picks With Strong Balance Sheets

Amylyx Pharmaceuticals, Inc.

Amylyx Pharmaceuticals, Inc.

AMLX

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Global inflation remains a concern and recent US Federal Reserve minutes flagged the risk that price pressures could re accelerate. In that kind of rate sensitive setting, companies that can grow earnings from a solid financial base often attract more attention as investors look for growth that does not rely on cheap money. This article highlights three stocks from the Healthy high growth potential screener that fit that profile.

The stocks below are just a starting sample from this Healthy high growth potential idea. The full screen surfaced 279 more companies with similarly compelling stories that are not covered here. If you want to go straight to the complete universe and focus on the setups that fit your own criteria, head into the Healthy high growth potential screener.

Amylyx Pharmaceuticals (AMLX)

Overview: Amylyx Pharmaceuticals is a clinical stage biotech company focused on treating neurodegenerative and rare endocrine disorders, with its lead programs built around AMX0035 and a suite of GLP 1 receptor antagonists such as Avexitide that target conditions with very limited existing options. This pipeline driven model, rather than current product sales, is what links Amylyx to the Healthy high growth potential theme, as clinical results and potential approvals could convert today’s R&D spend into future earnings.

Market Cap: US$3.9 billion

Amylyx Pharmaceuticals is worth a closer look because its recent Phase 3 LUCIDITY win for Avexitide in post bariatric hypoglycemia has started to turn a purely clinical story into a potential earnings story, which is exactly what the Healthy high growth potential screen is looking for. You are getting a company that is still loss making, with a reported net loss of US$43.4 million in Q2 2026 and fresh dilution from recent equity raises, but it now has funding earmarked to prepare for a possible 2027 launch. In addition, the company has a broader GLP 1 antagonist and neurodegeneration pipeline. This creates a business where strong trial data, funding in place and experienced management are all present, while execution and regulatory risk still matter a lot.

Amylyx Pharmaceuticals now has trial wins, fresh funding and a possible launch timeline. Yet the real story sits in how these pieces fit together for earnings potential and regulatory risk. Get the full picture in the full narrative for Amylyx Pharmaceuticals

NasdaqGS:AMLX Earnings & Revenue Growth as at Aug 2026
NasdaqGS:AMLX Earnings & Revenue Growth as at Aug 2026

Build your own high growth shortlist

Amylyx Pharmaceuticals and the two other stocks in this article all came from a single Simply Wall St screener, but the real advantage comes when you shape the filters yourself. Use our flexible Screener to mix growth, balance sheet strength and risk checks, or start with any of our curated Investing Ideas.

MercadoLibre (MELI)

Overview: MercadoLibre is a leading Latin American e commerce and fintech company that runs the Mercado Libre Marketplace alongside Mercado Pago, a financial services platform for payments, digital wallets, savings via Mercado Fondo, and credit via Mercado Crédito. While the marketplace remains important, Mercado Pago is the clearest link to the Healthy high growth potential theme because it aims to turn rising fintech adoption across Brazil, Mexico, Argentina and beyond into earnings growth.

Operations: MercadoLibre generates US$35.2b in revenue from Internet Software & Services, with Brazil (US$18.9b), Mexico (US$8.1b), Argentina (US$6.6b) and other countries (US$1.6b) contributing to its regional footprint.

Market Cap: US$90.2b

Investors looking at MercadoLibre are really looking at whether Mercado Pago can keep turning its payments, wallets and fast growing US$16.4b credit portfolio into sustainable earnings, while the core marketplace keeps user and revenue growth ticking over. Forecast earnings growth of around 29% a year and revenue growth above 20% place the company firmly within the Healthy high growth potential theme, yet this comes with trade offs such as thinner net margins at 5.3% and a balance sheet that leans heavily on external borrowing rather than low cost deposits. Strong Return on Equity above 20% and solid governance help the case, but the premium P/E and reliance on credit funding mean the full story on risk and reward is more nuanced than the headline growth rates suggest.

MercadoLibre’s 29% forecast earnings growth and 20% plus revenue forecasts are only half the story. The real twist is how its thin margins and credit heavy balance sheet intersect in the analyst forecasts for MercadoLibre

NasdaqGS:MELI Revenue & Expenses Breakdown as at Aug 2026
NasdaqGS:MELI Revenue & Expenses Breakdown as at Aug 2026

Fabrinet (FN)

Overview: Fabrinet is a contract manufacturer that builds high precision optical transceivers, tunable lasers, transponders and active optical cables for data centers and telecom networks, along with a broader range of lasers, sensors and custom optics for industrial and medical customers. This core role in supplying high speed fiber and data center hardware is what links Fabrinet most directly to the Healthy high growth potential theme, as rising data traffic and AI workloads feed into demand for its advanced optical manufacturing services. The rest of its portfolio provides diversification rather than the main growth engine.

Market Cap: US$17.3b

Fabrinet may be worth a closer look if you are interested in the picks and shovels behind AI and cloud growth, since its data center and telecom optics business sits at the center of rising demand for high speed interconnects. Analysts currently model earnings and revenue growth above 20% a year over the next few years, supported by capacity expansion projects such as Building 10 and programs with large customers in high performance computing. At the same time, the company faces meaningful risks from customer concentration, supply constraints in 800G and 1.6T products, and heavy capital spending that could pressure cash flow if demand softens. The key question for investors is whether Fabrinet’s margin profile, governance structure and broadening customer base are sufficient to support those expectations and the premium valuation already reflected in the share price.

Fabrinet’s growth story in AI optics looks powerful. However, the real swing factor is how those expectations stack up against its risks and valuation. The 3 key rewards and 3 important warning signs (1 is major!)

NYSE:FN Earnings & Revenue Growth as at Aug 2026
NYSE:FN Earnings & Revenue Growth as at Aug 2026

Seeking Alternatives Before They Take Off

Fresh stock ideas do not stay under the radar for long. Once momentum builds and prices start flying, the best entry points are often taken quickly. Consider acting while opportunities are still developing.

  • Identify companies with resilient balance sheets before they become widely followed by scanning the curated list of solid balance sheet and fundamentals (50 results).
  • Gain exposure to early momentum in AI infrastructure by reviewing the hand picked companies inside the 56 AI infrastructure stocks.
  • Follow potential participants in the energy transition by tracking companies in the curated 92 nuclear energy infrastructure stocks.

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.