Cooling US inflation data, record US indices and softer bond yields have suddenly put growth back in the spotlight, while lower oil prices take a little pressure off costs and rate worries. That mix can reward investors who are already positioned and leave everyone else scrambling to catch up. This article walks through three stocks from a high growth screener that appear especially exposed to this latest shift in market mood.

The three stocks below are only a starting sample from this theme. The full screen surfaced 65 more companies with equally compelling stories that are not covered here. To go straight to the source, use the Growth-oriented technology and consumer stocks benefiting from stable or lower interest rates screener to identify, analyze and focus on the ideas that best fit your own growth watchlist.

Global-E Online (GLBE)

Global-E Online runs a direct to consumer cross border e commerce platform that helps international shoppers buy from brands worldwide and helps merchants handle payments, duties and local compliance. The company reports all of its roughly US$1.1b in revenue from internet information provider activities and is valued at about US$6.8b.

Global-E Online provides exposure to global online spending at a time when cooling US inflation, steadier rates and a strong Nasdaq are putting growth stocks back in focus. The business is closely linked to merchant GMV and already reflects deeper partnerships, AI driven solutions and the Passport acquisition. Together, these factors support higher revenue scale and improving profitability. At the same time, trade policy shifts, heavier competition after the end of Shopify exclusivity and reliance on large partners mean the story carries meaningful risks. How those pieces fit together is what makes Global-E a candidate for closer review by growth oriented investors.

Global-E Online sits at the intersection of cross border growth, AI tools and new partnerships, yet the full picture is not obvious from the share price alone. Read the 3 key rewards and 1 important warning sign

Build your own growth shortlist around Global-E Online

Global-E Online and the two other stocks in this article all came from a single Simply Wall St screener, but the next step is creating filters that match your own growth plan. Use our flexible Screener to mix metrics like valuation, future growth, quality and risks, or jump straight into our curated Investing Ideas for ready made starting points.

ServiceNow (NOW)

ServiceNow runs a cloud platform that automates workflows across IT, security, customer service and HR for large enterprises and governments. Almost all of its roughly US$14.7b in revenue comes from internet software and services, reflecting how centralized the business model is around its core workflow and AI tools. The stock is valued at about US$129.2b.

ServiceNow sits at the heart of how many large organizations run critical processes, which gives it a sticky role just as enterprises lean harder into AI driven automation and workflow governance. Cooling US inflation and steadier rate expectations support investor appetite for high growth software, and Simply Wall St’s DCF work suggests meaningful upside to intrinsic value even after a strong run. At the same time, investors need to weigh a rich earnings multiple, insider selling in recent months and very high CEO pay against strong AI adoption, over US$1b of AI related contract value and deep partnerships across big tech and consultants. The full story is more nuanced than a simple “expensive software stock” label suggests.

ServiceNow’s AI workflow engine sits at the center of large enterprise contracts, yet many investors still treat it as just another expensive software stock. Read the analyst forecasts for ServiceNow to see what the market may be missing next.

Zscaler (ZS)

Zscaler runs a cloud based security platform that routes user traffic through its own network so customers can access the internet and internal applications more securely using a Zero Trust approach rather than on premises hardware. The company generates virtually all of its roughly US$3.2b in revenue from subscriptions to its cloud platform and related support services, giving it a recurring and software heavy profile. Zscaler is valued at about US$30.4b.

Zscaler sits at the intersection of Zero Trust security, AI driven threats and the ongoing shift of corporate networks into the cloud. This positioning is why it appears in a high growth screener that benefits from stable or softer rate expectations. Forecasts point to strong earnings growth and a path to profitability over the next few years. Recent Gartner leadership recognition and new AI security partnerships also indicate that the product story is still evolving in its favor. At the same time, the stock carries a premium P/S multiple, runs at a loss today and faces rising competition and insider selling, so investors need to weigh whether the current discount to some fair value estimates truly compensates for those risks or if the story still has more to prove.

Zscaler’s Zero Trust story and recurring subscription base are only half the picture. See how the 2 key rewards and 2 important warning signs frames its premium P/S, path to profits, and the one threat that could shift sentiment fast.

Seeking Fresh Alternatives Beyond These Picks

New breakouts, early momentum and under the radar stories do not stay quiet for long. Consider fresh stock ideas before the crowd catches up and act while opportunities are still developing.

• Target reliable income while yields are still elevated and review the 11 dividend fortresses, which highlights companies that aim to keep paying when others are cutting.
• Look for potential long-term compounders at an earlier stage and examine the 18 high quality undiscovered gems before these businesses draw broader market attention.
• Consider positioning ahead of developments in AI infrastructure and explore the 55 AI infrastructure stocks, which groups companies involved in chips, data centers and networking.

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.