Global bond yields sit near multi month highs, which means money is no longer cheap and weaker companies may struggle to fund growth. Investors are looking more closely at businesses with solid balance sheets and clear earnings potential. The Healthy high growth potential screener focuses on companies that analysts expect to show strong earnings growth over the next few years. This article highlights 3 stocks from that screener that may warrant a closer look.

The three stocks discussed next are only a sample, and the full screen surfaced 1,538 more companies with similarly compelling growth and financial profiles that are not covered here. To identify and analyze the ideas that best fit your own criteria, head straight into the Healthy high growth potential screener.

Unusual Machines (UMAC)

Unusual Machines is a US commercial drone company that sells small drones and key components to enterprise and government customers through B2B, online and retail channels. It currently generates about US$32 million in revenue from its Aerospace & Defense segment, all from the United States, and has a market cap of roughly US$1.7b.

Unusual Machines has caught investor attention because it sits at the center of US-focused drone supply, with US$80 million in cash, no debt and fast growing demand from government programs and enterprise buyers. The stock has already reacted strongly to tariffs on foreign drones and to new contract wins, yet analysts still see scope for earnings to improve sharply if manufacturing expansion and higher margin enterprise sales play out as planned. The trade off is meaningful. You are dealing with a young, currently loss-making business that depends heavily on government orders, rapid factory build outs and a volatile share price. This makes the risk reward profile one to study in detail before deciding whether it fits your portfolio.

Unusual Machines sits on US$80 million of cash with no debt. However, its story still hinges on government demand and execution risk. Get the full risk and upside picture in the 1 key reward and 3 important warning signs (2 are major!)

Build your own high growth, cash rich shortlist

Unusual Machines and the other two stocks in this article all came from the same Simply Wall St screener, but the real value is in setting filters that match how you invest. Use our flexible Screener to mix growth, balance sheet strength and risk filters, or tap into our curated Investing Ideas for ready made starting points.

Cerebras Systems (CBRS)

Cerebras Systems is an AI infrastructure company that designs and manufactures wafer scale chips and full racks of compute systems for running advanced AI models in data centers. The company currently generates about US$681 million in revenue entirely from its Semiconductors segment, serving hyperscalers, foundation model labs, enterprises and sovereign AI projects across the United States, Europe, the Middle East, Africa and other regions. Cerebras Systems has a market cap of roughly US$52b.

Cerebras Systems sits at the heart of high speed AI inference, with its wafer scale engine powering multi year deals with OpenAI, AWS and other large partners. The company has a remaining performance obligation backlog reported at around US$25.4b that provides unusual revenue visibility. Analysts expect revenue and earnings growth to run well ahead of the wider US market, with profitability projected within 3 years. However, the stock has been volatile and is currently loss making, with liabilities funded by higher risk external borrowing and recent insider selling. For investors looking at AI infrastructure growth stories, the tension between that sizeable backlog, ambitious capacity expansion and a rich valuation on still fragile margins is where the real story on Cerebras begins.

Cerebras Systems sits on a US$25.4b backlog and fast growing AI workloads, yet the real story sits inside the analyst forecasts for Cerebras Systems that could reveal how this ramp, debt load and volatility fit together.

Nu Holdings (NU)

Nu Holdings is a digital banking group headquartered in São Paulo that offers app based credit cards, current accounts, loans, insurance, crypto trading and travel and mobile services across Brazil, Mexico, Colombia and a few other markets. It now serves well over 100 million customers and is valued at about US$73.6b.

Nu Holdings stands out because it combines a low cost, mobile only banking model with very high growth in customers and earnings, including its first quarter with more than US$1b in net income. Profitability metrics such as a high return on equity and strong net margins sit alongside rapid expansion in Mexico, where Nu has secured a full banking license and is already one of the largest digital banks. The flip side is elevated credit risk from bad loans and a young management team that still needs to prove it can manage a very fast growing loan book at scale, which is why many investors are watching the story closely rather than treating it as a finished success.

Nu Holdings appears to be a rare mix of app based scale and rising profitability. However, the real story may lie in the analyst forecasts for Nu Holdings, which hints at how long this credit risk balancing act can last.

Seeking Alternatives Before Momentum Flies

Some of the most interesting stocks begin to break out quietly, then move fast once attention hits. Scan fresh ideas while they are still under the radar for now and act now.

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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.