Global growth is mixed, inflation signals are uneven and policy paths are still in focus, so it helps to focus on stocks where analysts already expect solid earnings growth and balance sheets that can handle bumps in the road. That is exactly what the Healthy high growth potential screener aims to filter for by combining earnings growth expectations over the next 3 years with basic financial strength checks. This article highlights 3 stocks from that screener that fit those criteria and explains why each one may deserve a closer look for investors building or refining a growth focused portfolio.

Kioxia Holdings (TSE:285A)

Overview: Kioxia Holdings is a Tokyo based semiconductor company that manufactures flash memory and solid state drives used in everything from consumer devices and cars to data centers and cloud infrastructure.

Operations: Kioxia currently generates all of its ¥2,337,628m revenue from its Memory Business segment.

Market Cap: ¥59.4t

Kioxia Holdings is one of Japan’s larger companies, serving demand for memory chips used in AI servers, and has reported net profit margins around 23.7% and Return on Equity of 39.6%. Some forecasts indicate expectations for continued earnings and revenue expansion. Despite this, the stock trades below at least one estimate of fair value. Factors such as strong reported profitability may be of interest to investors who are focused on growth and are comfortable with volatility. However, a high P/E ratio, substantial debt and an investigation by the U.S. ITC indicate that this is not a low risk investment. For investors who choose to weigh these considerations, Kioxia provides focused exposure to the AI related memory segment.

Kioxia’s high margins and strong Return on Equity could be masking a more complex story around growth expectations and valuation tension. It may help to review the analyst forecasts for Kioxia Holdings to see what the market might be missing.

argenx (ENXTBR:ARGX)

Overview: argenx is a commercial stage biopharma company based in Amsterdam that develops antibody based therapies for difficult autoimmune conditions, led by its approved drugs VYVGART and VYVGART HYTRULO for generalized myasthenia gravis, immune thrombocytopenia and chronic inflammatory demyelinating polyneuropathy, alongside a broad pipeline targeting additional neuromuscular and immune driven diseases.

Operations: argenx currently generates its $4.7b revenue entirely from its Biotechnology segment.

Market Cap: €48.1b

argenx stands out in the Healthy high growth potential screener because it already has meaningful commercial scale, with VYVGART as a central product, and still has a long list of late stage trials that could expand use across multiple autoimmune diseases and support the double digit earnings and revenue forecasts analysts are modeling. At the same time, the stock carries a high P/E multiple and depends heavily on one drug, while facing rising competition, tighter drug pricing and growing rebates that may weigh on margins. For investors who want exposure to a focused autoimmune platform with both clear strengths and real risks, the full argenx story goes well beyond headline growth rates and current valuation debates.

argenx’s growth story is tied to a single blockbuster, yet the market may not fully appreciate how earnings forecasts balance that concentration risk. Read the analyst forecasts for argenx to see what could be hiding behind current expectations.

Intellia Therapeutics (NTLA)

Overview: Intellia Therapeutics is a clinical stage biotech company based in Cambridge, Massachusetts, developing CRISPR/Cas9 gene editing treatments that aim to permanently correct disease at the DNA level. The company is initially targeting conditions like transthyretin amyloidosis and hereditary angioedema, alongside programs in immuno oncology, autoimmune disease and cystic fibrosis.

Operations: Intellia currently generates its US$66.1m in revenue from developing gene editing based therapies, all from customers in the United States.

Market Cap: US$2.19b

Intellia Therapeutics has drawn attention because its in vivo CRISPR programs are moving through late stage trials, with recent Phase 3 data for Lonvo Z in hereditary angioedema showing large reductions in attack rates and a clean safety profile as it heads toward a planned U.S. launch in 2027. At the same time, the company is still loss making, funding intensive R&D and commercial build out, and faces questions around future competition, pricing for one time gene editing therapies and the risk that a concentrated pipeline stumbles. For growth focused investors, the balance between ambitious analyst forecasts, a discounted intrinsic value estimate and significant scientific and financing risks may make Intellia a candidate for closer research.

Intellia’s accelerating gene editing story, analyst optimism and discounted intrinsic value estimate may be masking a crucial twist in the risk reward equation, and the analyst forecasts for Intellia Therapeutics could reveal where expectations quietly diverge.

The three stocks covered here are just a sample of the idea, and the full Healthy high growth potential screener currently flags 1,501 more companies with earnings growth expectations and balance sheets that may support similarly compelling narratives through the Healthy high growth potential screener. Use Simply Wall St to identify and analyze the specific catalysts, risk profiles and growth narratives that matter most to you so you can focus on the highest conviction opportunities that fit your own investing playbook.

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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.