With inflation, energy prices and interest rate expectations all pulling markets in different directions, many investors are looking for companies that aim to grow earnings while still keeping their balance sheets under control. That is exactly what the Healthy high growth potential screener focuses on. It highlights stocks where analysts expect strong earnings growth over the next 3 years and financial positions that meet clear quality criteria. In this article, you will see 3 of the best stocks from this screener that could help you build a growth-focused watchlist grounded in earnings strength and financial resilience.

Sterling Infrastructure (STRL)

Overview: Sterling Infrastructure is a US construction and engineering company that develops e-infrastructure sites such as data centers and e-commerce facilities, as well as transportation projects and concrete foundations for residential and commercial buildings across several regions.

Operations: Sterling Infrastructure generates most of its roughly US$2.9b in revenue from e-Infrastructure Solutions at about US$1.8b, followed by Transportation Solutions at about US$652.9m and Building Solutions at about US$385.7m, all within the United States.

Market Cap: US$20.25b

Sterling Infrastructure sits at the intersection of some of the market’s most closely watched themes, including hyperscale data centers, e-commerce logistics and large federal and state infrastructure programs, supported by a record backlog and a growing project pipeline. At the same time, the company is exposed to cyclical public sector work, relies on higher risk external borrowing and faces execution pressures as it expands into new regions and more complex mega projects. Analysts currently expect strong revenue and earnings growth and see room for margins to improve further, but those outcomes depend on continued data center and manufacturing build outs, as well as effective integration of recent acquisitions and the expanded credit facility.

Sterling Infrastructure’s surge into data centers and mega projects is catching attention, but the real story lies in how its earnings engine compares with its funding choices. Get the full picture in the 3 key rewards and 2 important warning signs (1 is major!)

AppLovin (APP)

Overview: AppLovin is a US based company that runs an artificial intelligence powered advertising platform, helping app developers, e-commerce businesses and content owners manage, optimize and monetize their marketing across mobile apps and connected TV. Its tools span campaign automation, real time ad auctions, measurement and analytics, and distribution of streaming video, serving everyone from indie developers to large enterprises.

Operations: AppLovin generates about US$6.2b in revenue primarily from its Advertising segment, with sales split fairly evenly between the United States at about US$3.1b and the rest of the world at about US$3.0b.

Market Cap: US$148.8b

AppLovin is drawing attention because it sits at the heart of AI driven digital advertising, combining high profit margins around 63.5% with a focus on expanding beyond gaming into e commerce and broader app categories. The AXON platform and self service tools aim to bring in more advertisers globally. Recent reports highlight strong earnings growth, high returns on equity and active share buybacks that support per share metrics. At the same time, the company leans on external borrowing, faces intense competition from larger tech players and is exposed to tighter data privacy rules and mobile platform changes. How those trade offs balance out, and what they could mean for future earnings and valuation, is where the real opportunity and risk lies for AppLovin investors.

AppLovin’s high margin AI ad engine and global reach are getting attention, but the real story is what analysts are baking into the analyst forecasts for AppLovin and how privacy and platform shifts could flip the script

Vicor (VICR)

Overview: Vicor designs and manufactures modular power components and systems that convert electrical power for use in high performance electronics, serving customers in data centers, electric vehicles, aerospace, defense, industrial automation and telecom.

Operations: Vicor generates about US$426.7m in revenue from its Advanced or Brick Products, with around US$221.5m from the United States, US$156.6m from Asia Pacific, US$46.6m from Europe and the remainder from other regions.

Market Cap: US$11.49b

Vicor is attracting attention because its high density power modules sit at the heart of AI accelerators and next generation electric vehicle architectures, with analysts expecting very strong revenue and earnings growth supported by expanding fabs, licensing income and broadening exposure across data centers, automotive and industrial markets. At the same time, heavy reliance on volatile licensing revenue, high fixed manufacturing and legal costs, rich valuation metrics and some insider selling mean earnings quality and execution need close monitoring, especially as management leans on guidance tied to AI demand and a second fab. For investors willing to weigh that trade off, Vicor offers a focused way to play AI and electrification with premium margins and substantial long term potential still being priced and debated.

Vicor’s AI and electrification story is accelerating, but many investors still treat it as a simple chip supplier rather than a focused power play. Get ahead of that gap with the full narrative for Vicor

The three stocks covered here are just a starting point, with the full Healthy high growth potential screener surfacing 248 more companies that match the same earnings growth and financial quality filters, each with its own story worth a closer look in the Healthy high growth potential screener. Use Simply Wall St to identify and analyze the specific catalysts and narratives that matter most to you so you can focus on the highest conviction growth ideas instead of scrolling through endless tickers.

Take Control of Your Investment Journey

If Sterling Infrastructure 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.

Seeking Fresh Alternatives Before Others Catch On?

New stock ideas can move quickly, and the most attractive setups may slip away once momentum builds and prices start to rise. Review these curated lists while they are still under the radar and consider them before they become widely followed.

• Identify resilient compounders with strong balance sheets by running the list of solid balance sheet and fundamentals (48 results) while the market is still focused elsewhere and quality is quietly building.
• Explore the AI infrastructure theme by scanning the 52 AI infrastructure stocks where potential candidates in chips, power and data capacity can be evaluated before they attract broader attention.
• Review the 34 power grid technology and infrastructure stocks to study companies that may benefit from future energy and power grid projects while valuations and expectations are still evolving and long term demand narratives are developing.

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.