With inflation trends, interest-rate expectations, and energy prices all pulling markets in different directions, many investors are looking for stocks where analysts still see clear earnings growth potential alongside balance sheets that appear reasonably sound. That is exactly what the Healthy high growth potential screener targets, focusing on companies where analysts expect solid earnings expansion over the next 3 years while also passing basic financial health checks. In this article, you will see 3 of the stocks from this screener, giving you a focused starting list if you are looking to add higher growth potential to your portfolio.

Semtech (SMTC)

Overview: Semtech is a semiconductor company that designs chips and Internet of Things hardware, along with cloud connectivity services, that help move and manage high speed data across data centers, telecom networks, industrial systems, and smart devices.

Operations: Semtech generates revenue across three main segments, with about US$383.6m from Analog Mixed Signal and Wireless, US$355.3m from IoT Systems and Connectivity, and US$351.1m from Signal Integrity, and a large portion of sales coming from customers in China and the wider Asia Pacific region.

Market Cap: US$11.9b

Semtech offers a combination that many growth focused investors consider. It provides strong exposure to AI data centers and IoT connectivity, along with forecasts for earnings and revenue growth that outpace the broader US market. Analysts expect earnings to improve from current losses and see return on equity lifting toward about 39.2% within 3 years. However, that picture comes with real tension, including heavy use of external borrowing, current unprofitability, and some margin pressure in lower margin segments. Recent index inclusions and positive broker commentary around 800G and 1.6T optical demand have sharpened attention on the stock. At the same time, insider selling and share price volatility mean the overall balance between risk and potential reward in Semtech is more complex than headline figures alone might suggest.

Semtech’s AI and IoT momentum looks strong, but the real story sits in how those growth expectations compare with its balance sheet pressure and volatility, which is exactly what the 2 key rewards and 2 important warning signs begins to unpack

Remitly Global (RELY)

Overview: Remitly Global is a digital financial services company that lets people send money across borders through its mobile app and website, focusing on migrant workers sending funds home to family and friends in more than 175 countries.

Operations: Remitly generates about US$1.7b in revenue primarily from data processing fees, with around US$1.1b from the United States, US$168.1m from Canada, and US$414.7m from the rest of the world.

Market Cap: US$5.3b

Remitly Global positions investors at the center of the shift from cash remittances to fully digital transfers, with a business that is already profitable, growing revenue in the mid-teens, and using AI to cut fraud and servicing costs. The push into memberships, multicurrency wallets, and stablecoins, along with WhatsApp-based onboarding and licenses such as the new UAE approval, is broadening its reach beyond simple send-money-home transfers. At the same time, a high P/E, dependence on external funding, regulatory scrutiny around digital assets, and recent insider selling mean expectations are demanding. That mix of strong growth drivers and meaningful risk is a key reason many investors are watching Remitly’s next few years so closely.

Remitly Global’s revenue growth, AI driven fraud controls, and new products make the story look like it is still accelerating, yet the rich P/E and regulatory questions leave a big unanswered chapter in the analyst forecasts for Remitly Global

Celcuity (CELC)

Overview: Celcuity is a clinical stage biotech company developing targeted cancer therapies, led by its drug gedatolisib, which is designed to block specific PI3K and mTOR pathways in order to treat hormone receptor positive, HER2 negative advanced breast cancer and metastatic castration resistant prostate cancer.

Market Cap: US$4.3b

Celcuity has quickly moved to center stage after the FDA fully approved REVTORPYK (gedatolisib) for HR+/HER2-, PIK3CA wild type advanced breast cancer, turning a previously pre revenue story into a commercial launch with a focused 100 person sales force and a high price point versus existing therapies. At the same time, the company carries heavy losses, relies fully on external borrowing for liabilities, and trades on very expensive book value multiples, with dilution already affecting shareholders. For investors, the real interest in Celcuity sits in how the newly approved breast cancer indication, the pipeline in prostate cancer and first line breast settings, and analysts’ ambitious long term revenue forecasts stack up against funding risk, volatile trading and the pressure to justify today’s valuation with future execution.

Celcuity’s rapid shift from a clinical story to a commercial launch has investors excited, but the real tension lies in how the new breast cancer approval meshes with funding risk inside the analysis report for Celcuity

The three stocks covered here are just a sample of the full idea, with the Healthy high growth potential screener surfacing 254 more companies where analysts see similar earnings growth potential backed by balance sheets that pass key financial checks. Use Simply Wall St to identify, analyze, and filter for the specific catalysts and narratives that matter most to you so you can focus on the higher conviction opportunities.

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If Celcuity or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

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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.