With government bond yields in major markets such as the USA staying strong, cautious money is flowing toward companies where analysts still see clear earnings growth potential. In that context, there is extra focus on stocks that combine growth forecasts with solid balance sheets. This article looks at three stocks from our Healthy high growth potential screener that meet those tests and explains how they might fit into a long term portfolio plan.

The three companies highlighted below are only a small sample from this idea, with the full screen surfacing 280 more stocks that analysts expect to grow earnings while maintaining what they view as acceptable financial positions. To identify and analyze the highest conviction ideas that match your own filters, head straight into the Healthy high growth potential screener.

Unusual Machines (UMAC)

Overview: Unusual Machines is a US based commercial drone company that sells small drones and key components to business and retail customers, and is developing autonomous systems that combine edge AI compute with flight control to support higher value enterprise and government use cases.

Operations: Unusual Machines generates about US$31.9 million in revenue, all from its Aerospace & Defense segment and entirely from customers in the United States.

Market Cap: US$1.5 billion

Unusual Machines fits the Healthy high growth potential theme through its focus on commercial drones and related components where analysts see strong earnings growth tied to rising US demand, especially from enterprise and government buyers. The company is working on autonomous and NDAA compliant systems, is expanding domestic manufacturing capacity and has a sizeable cash position with no debt. Together, these factors support its growth plans and financial flexibility. At the same time, the stock carries clear risks, including reliance on US policy and defense budgets, ambitious expansion targets that need flawless execution and an elevated valuation that leaves little room for disappointment. For investors who want exposure to US made drones and edge AI hardware, the unfolding story at Unusual Machines may be worth a closer look.

Unusual Machines is trying to turn US made drones, edge AI and a debt free balance sheet into an earnings growth story that the market has not fully priced in yet, so the 2 key rewards and 3 important warning signs (2 are major!) could be the missing piece that reveals what might go right and what could still catch investors off guard

Build your own high growth and strong balance sheet shortlist

Unusual Machines and the other two stocks in this article all come from a single Simply Wall St screen, but the real value is in creating filters that reflect your own priorities. Use our flexible Screener to mix growth, valuation, quality and risk checks, or start from any of our curated Investing Ideas.

MasTec (MTZ)

Overview: MasTec is a US based infrastructure engineering and construction company that builds and maintains large scale networks for power, renewable energy, pipelines, communications and industrial projects. Its Clean Energy and Infrastructure segment is focused on utility scale solar, wind and grid connection work that links directly to the Healthy high growth potential theme.

Operations: MasTec generates most of its revenue in the United States, with around US$5.6b from Clean Energy and Infrastructure, US$4.5b from Power Delivery, US$3.5b from Communications and US$2.6b from Pipeline Infrastructure, partly offset by intra group eliminations.

Market Cap: US$23.6b

MasTec attracts attention in this screener because its Clean Energy and Infrastructure work, along with Power Delivery projects, ties it directly into the build out of renewables, transmission lines and data center power that analysts link to strong earnings growth and a record US$21.4b backlog. That pipeline sits alongside an expanded electrical and data center offering from The Superior Group acquisition, which could support higher margins if integration goes to plan. At the same time, MasTec carries meaningful debt, relies on large customers and has been investing heavily ahead of future projects, so any delays or policy shifts could weigh on profitability. For investors tracking long term electrification and grid upgrades, the balance between that growth profile and the higher financial risk may warrant closer inspection.

MasTec’s expanding clean energy and power grid work is attracting fresh attention, yet the full story of its backlog, debt load and project risk is less obvious in the headlines, so the 4 key rewards and 2 important warning signs could change how you see the balance between opportunity and pressure ahead

Cerebras Systems (CBRS)

Overview: Cerebras Systems is an AI infrastructure company that builds a wafer scale compute platform, combining its Wafer Scale Engine chip and rack based systems with software to speed up large generative AI and foundation model workloads for hyperscalers, model labs and enterprises. This AI compute hardware and system software is the clearest link to the Healthy high growth potential theme, although some revenue also comes from related services and support.

Operations: Cerebras Systems generates about US$680.7 million in revenue from its Semiconductors segment, with around US$236.6 million from the United States and US$443.5 million from Europe, the Middle East and Africa.

Market Cap: US$52.0b

Cerebras Systems is drawing attention because it targets the heaviest AI workloads with wafer scale hardware that aims to cut inference latency. The company has a sizeable backlog tied to OpenAI, AWS and other partners, which supports its current positioning but also creates customer concentration risk and pressure to keep expanding data center capacity. It is still loss making, relies on external borrowing and has seen insider selling, so the path to any potential earnings ramp matters as much as the technology. For investors looking at high growth AI infrastructure stocks with acceptable but not low financial risk, there is more to uncover in Cerebras beyond the headlines about its flagship chip and large contracts.

Cerebras Systems is racing to scale wafer level AI compute while losses, borrowing and insider selling sit in the background. Get the full context in the 2 key rewards and 2 important warning signs (1 is major!)

Curious About High Conviction Alternatives

Fresh ideas move first. Stocks gaining quiet momentum today can become tomorrow's crowded trades. Spot potential breakouts under the radar for now, before interest spreads and ideal entry points get caught. Consider acting before conditions change.

• Hunt for resilient companies with steady footing while others react later by checking the list of solid balance sheet and fundamentals (50 results) before conditions shift and quality gets fully priced in.
• Look at structural demand in critical metals while attention drifts elsewhere and scan the 9 top copper producer stocks to see which producers already match your risk and balance sheet filters.
• Explore accelerating AI adoption while it is still early for many investors and sift through the 56 AI infrastructure stocks to identify potential beneficiaries of rising data center spending.

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.