Global inflation trends, uneven growth and shifting rate expectations are keeping investors on their toes. In this kind of backdrop, many readers want exposure to companies where analysts still see healthy earnings growth potential and balance sheets that can handle a range of outcomes. That is exactly what the Healthy high growth potential screener is built to highlight. It filters for stocks where earnings are forecast to grow strongly over the next 3 years and financial positions meet defined quality hurdles. This article highlights 3 of the top stocks from that screener for your watchlist.

Lemonade (LMND)

Overview: Lemonade is a New York based insurer that sells renters, homeowners, car, pet, life and landlord policies, mostly through an app that uses AI to price risk and handle claims. It also works as an agent for other insurers, covering events from stolen or damaged property to personal liability across the United States, parts of Europe, Louisiana and the United Kingdom.

Operations: Lemonade currently generates about US$975 million in revenue, all from property and casualty insurance in the United States.

Market Cap: US$3.66b

Lemonade gives you exposure to a fast growing, AI focused insurer that is still loss making but is pushing hard toward profitability. Recent Q2 2026 results showed a record US$294.4 million in quarterly revenue, a much smaller adjusted EBITDA loss and a record low 5% claims handling expense ratio, although the stock sold off sharply after softer guidance and a CFO transition that raises execution questions. The company is expanding across auto and renters insurance with multiple new state launches, while also taking on more underwriting risk as it reinsures less of its book.

Lemonade’s push toward profitability, with record Q2 2026 revenue and tighter costs, has investors asking what the market might be missing about its earnings path and cash needs. Get the full context in the DCF valuation analysis for Lemonade

Genius Sports (GENI)

Overview: Genius Sports connects sports leagues, betting operators and media partners by collecting real time game data and video, then turning it into odds feeds, integrity monitoring and interactive products like BetVision and FanHub that keep fans engaged and advertisers interested.

Operations: Genius Sports generates about US$713.5 million in revenue, primarily from data processing services and related technology, with key contributions from the United States, Gibraltar and other European markets.

Market Cap: US$2.0b

Genius Sports gives you exposure to the push toward real time, data driven sports viewing and betting, where official data rights and AI powered products can support long term contracts. Multi year league deals, the Legend acquisition and products like GeniusIQ and BetVision sit alongside ongoing losses and the use of higher risk funding. At the same time, heavy technology investment needs, concentrated rights agreements and evolving betting regulation could all influence any path to profitability. A key consideration is how sustainable Genius Sports’ competitive position will be as more capital and competitors pursue the same opportunity.

Genius Sports sits at the crossroads of real time betting, official data and AI, yet the real debate is whether its losses and funding structure are masking something bigger in the analysis report for Genius Sports

Sanmina (SANM)

Overview: Sanmina is a San Jose based electronics manufacturing company that designs, builds and services complex hardware for original equipment manufacturers, from early product design through to full system assembly, logistics and after market repair across sectors like medical, industrial, defense, automotive, communications networks and cloud infrastructure.

Operations: Sanmina generates about US$11.0b in revenue from Integrated Manufacturing Solutions and US$1.9b from its Components, Products and Services business, with additional intersegment eliminations of about US$139.2m.

Market Cap: US$8.8b

Sanmina provides exposure to the buildout of data centers, AI infrastructure and complex electronics, with the planned ZT Systems acquisition expected to add multi billion dollar scale on top of already broad end market exposure. Analysts forecast earnings growth and recent quarters reported revenue growth and higher than expected EPS, while the stock trades on a P/E below some peers. This sits alongside customer concentration, higher risk borrowing and sizeable one off losses that can make assessment more complex. If Sanmina integrates ZT Systems cleanly, manages inventory risk and maintains margin improvement through automation, the relationship between its growth profile, valuation and market perception may present an opportunity.

Sanmina’s expanding AI and data center exposure has investors rethinking its growth story. Yet the real shift may sit in the fine print of its earnings and margins that only the analyst forecasts for Sanmina begins to reveal.

The three stocks highlighted here are only a starting point, with the full Healthy high growth potential screen surfacing 256 more companies where analysts expect strong earnings growth and acceptable financial positions that may have equally compelling narratives. If you want to identify and analyze the specific catalysts and earnings paths that matter most to you, the Healthy high growth potential screener lets you filter for the exact combinations of growth potential, balance sheet strength and business drivers that can support your highest conviction ideas.

Take Control of Your Investment Journey

If Genius Sports 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.