Nebius Stock And 2 Fast Growing Picks With High Insider Ownership

On Holding

On Holding

ONON

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With inflation signals mixed, central banks cautious and energy markets still shaping costs and trade, many investors are looking for companies that are not just growing, but whose leaders also have meaningful skin in the game. The Fast Growing Stocks With High Insider Ownership screener focuses on businesses where analysts and management share an optimistic outlook and insiders hold a significant stake. That combination can help align decision making with long term shareholder interests. In this article, you will see 3 stocks from this screener that illustrate how this theme can fit into a growth focused portfolio.

On Holding (ONON)

Overview: On Holding is a Zurich based sportswear company that designs and sells performance focused running shoes, apparel and accessories under the On brand, targeting both serious athletes and style conscious everyday runners through wholesale partners, owned stores and its e commerce channels across Europe, the Americas and Asia Pacific.

Operations: On Holding currently generates about CHF 3.1b in revenue almost entirely from athletic footwear, with Asia Pacific contributing CHF 564.5m.

Market Cap: CHF 12.2b

On Holding stands out for investors because it combines fast growing, premium priced performance footwear with a founder led focus on returns and margins, underpinned by a rising mix of higher margin direct to consumer and e commerce sales. Recent results and guidance indicate strong revenue and earnings momentum, and analysts currently expect profit margins to improve from 8% and return on equity to move toward 22.7% over the next few years. At the same time, the company is expanding into new sports such as tennis and football and growing its presence in Asia Pacific, which could widen its addressable market. The key watchpoints are its reliance on premium pricing, heavy marketing spend and rapid expansion, which could pressure margins if consumer appetite cools.

On Holding’s premium growth story is accelerating, but the real question is how far that mix of higher margin direct to consumer sales and expansion into new sports can stretch before risks bite. See the analyst playbook in the analyst forecasts for On Holding

NYSE:ONON Earnings & Revenue Growth as at Jul 2026
NYSE:ONON Earnings & Revenue Growth as at Jul 2026

Nebius Group (NBIS)

Overview: Nebius Group is a Schiphol based technology company that builds full stack infrastructure for the global AI industry, running large scale GPU clusters, cloud platforms and developer tools, alongside its TripleTen edtech business and Avride autonomous driving technology.

Operations: Nebius Group generates most of its revenue from its Nebius AI infrastructure platform at US$828.6m, with smaller contributions from TripleTen at US$55.2m and Avride at US$2m, partly offset by US$7.9m of eliminations.

Market Cap: US$55.2b

Nebius Group is drawing attention because it sits at the center of AI compute demand, with a full stack cloud platform, a recent swing to profitability and a pipeline supported by partnerships with Nvidia and large tech customers. The flip side is heavy capital spending, a very high P/E of 75.1x and questions about how sustainable margins will be as competition, open source tools and hyperscalers pressure pricing. Rapid expansion into markets like the UK, Israel and the US, plus Nasdaq 100 inclusion, show how quickly the business footprint is changing, while insider selling, high non cash earnings and an inexperienced board keep governance and earnings quality firmly on the due diligence list.

Nebius Group’s AI infrastructure story is accelerating, but the real tension is whether current expectations fully reflect what happens if growth, margins and the 75.1x P/E ever pull apart, so check the analyst forecasts for Nebius Group

NasdaqGS:NBIS P/E Ratio as at Jul 2026
NasdaqGS:NBIS P/E Ratio as at Jul 2026

MasTec (MTZ)

Overview: MasTec is a Coral Gables based engineering and construction company that builds, installs, maintains, and upgrades critical infrastructure for communications, power delivery, clean energy, pipelines, transportation, and water systems across the US and Canada.

Operations: MasTec generates most of its revenue from Clean Energy and Infrastructure at US$5.1b, followed by Power Delivery at US$4.3b, Communications at US$3.5b, Pipeline Infrastructure at US$2.5b, with eliminations of US$79.5m.

Market Cap: US$29.1b

MasTec catches the eye because its record backlog, double digit revenue growth in key segments, and raised 2026 guidance point to substantial contracted work in areas like grid modernization, data centers, renewables, and fiber build outs. These are all backed by an experienced management team and improving profit margins. At the same time, high debt, thin net margins around 2.9%, and heavy reliance on a handful of large customers and government supported projects mean execution or policy missteps could quickly affect earnings. With analysts expecting strong earnings expansion and institutions increasing exposure, the tension between growth potential and balance sheet and concentration risk is a central feature of MasTec within this insider backed growth screener.

MasTec’s surge in contracted work and raised 2026 guidance looks powerful, but the real story is how that growth stacks up against its debt and thin 2.9% net margins, so review the analyst forecasts for MasTec

NYSE:MTZ Earnings & Revenue Growth as at Jul 2026
NYSE:MTZ Earnings & Revenue Growth as at Jul 2026

The three stocks in this article are just a starting sample. The full Fast Growing Stocks With High Insider Ownership screen on Simply Wall St currently flags 171 more companies with equally compelling insider backed growth stories through the Fast Growing Stocks With High Insider Ownership screener. Use the Simply Wall St tools to identify, filter and analyze the specific catalysts, insider ownership levels and growth narratives that matter most so you can focus on your highest conviction ideas.

Take Control of Your Investment Journey

If MasTec 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 They Fly?

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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.