Global inflation worries are back in focus as higher oil prices feed into expectations that central banks, especially in the US, may keep interest rates elevated for longer. That keeps pressure on heavily indebted companies and rewards businesses with healthier balance sheets and clearer earnings paths. This article highlights 3 stocks from the Healthy high growth potential screener that aim to combine earnings growth with financial resilience.

The stocks highlighted below are just a small sample, and the full screen surfaced 273 more companies with similarly clear growth stories and financial profiles that are not covered here. If you want to go straight to the source to identify and analyze your own highest conviction ideas, head into the Healthy high growth potential screener.

AXT (AXTI)

Overview: AXT is a semiconductor materials company that makes the high performance wafers used in lasers, sensors, data center connectivity and other specialist chips for AI data centers, 5G networks, automotive lidar and advanced optics. Its substrates in indium phosphide, gallium arsenide and germanium sit at the very start of the supply chain for many high speed communications and imaging applications.

Operations: AXT generates its revenue primarily from semiconductor equipment and services at about $126 million a year.

Market Cap: $4.7b

AXT attracts interest because it sits at the core of AI data center and optical networking growth through its indium phosphide substrates, where recent record quarterly revenue and long term supply deals with customers such as Lumentum, Coherent and Casella provide visibility over future demand. At the same time, investors need to weigh this against concentration in Chinese customers, export permit uncertainty and a history of low margins and earnings volatility. The company has only recently turned profitable again, with strong growth forecasts but a rich valuation and recent insider selling that suggest expectations are already high. For investors looking at AI infrastructure picks and shovels, AXT is a business worth understanding in more detail.

AXT sits at the intersection of AI demand, rich valuation and fresh profitability, yet the real story is still taking shape. Get the full context in the 2 key rewards and 3 important warning signs (2 are major!)

Build your own AI infrastructure shortlist

AXT and the two other stocks in this article all came from a single Simply Wall St screen, but your edge comes from tailoring the filters to what matters most to you. Use our flexible Screener to mix growth, valuation and quality metrics into your own watchlist, or start with any of our curated Investing Ideas.

Unity Software (U)

Overview: Unity Software runs a platform that helps developers build, run, and grow real time 2D and 3D games and interactive experiences on mobile, PC, console, and extended reality devices. It increasingly serves industries like automotive, architecture, and healthcare that are using 3D content.

Operations: Unity generates about US$2.0b in revenue from its Computer Graphics segment, supported by a global customer base across the United States, Greater China, EMEA, and the wider Asia Pacific region.

Market Cap: US$18.97b

Unity Software is attracting attention because it sits at the crossroads of real time 3D content and AI, with its Vector ad platform, Unity 6 and upcoming Unity 7. These initiatives aim to turn a large creator base and subscription business into faster earnings growth and more stable margins. Q2 2026 results showed higher revenue, a smaller net loss, and guidance for GAAP profitability as soon as Q3. At the same time, Unity is still loss making today, relies on higher risk funding, and faces tough competition and execution risk as it pushes deeper into non gaming sectors. For investors looking at the Healthy high growth potential screener, a key question is whether Unity’s AI heavy roadmap and new partnerships like Netflix can offset those funding and concentration risks and support the transition from forecast growth to durable, high quality earnings.

Unity’s AI heavy roadmap and push beyond gaming could be masking a very different earnings profile than many investors assume. Get the fuller picture in the analysis report for Unity Software

Advanced Energy Industries (AEIS)

Overview: Advanced Energy Industries supplies precision power conversion, measurement, and control systems that sit inside semiconductor equipment, AI focused data centers, industrial production lines, and medical devices, helping customers deliver reliable and efficient electricity to sensitive high tech processes.

Operations: Advanced Energy Industries generates about US$2.0b in revenue from Power Electronics Conversion Products, serving customers across the United States, Japan, Mexico, and other international markets.

Market Cap: US$12.6b

Advanced Energy Industries is attracting interest because it sits in the power backbone of AI data centers and advanced chip manufacturing, with record Q2 2026 revenue of US$574.1 million and full year growth guidance lifted to the low to mid 30% range. Earnings have increased, margins and ROE are improving, and analysts expect revenue and earnings growth to stay above market averages. Some observers also note that the stock screens as undervalued against certain fair value estimates. However, the company leans heavily on a small group of hyperscale and semiconductor customers and uses higher risk funding, which can make results and the share price more volatile. For growth focused investors, that mix of strong demand drivers, richer margins, and real concentration risk makes the AEIS story a candidate for further research.

Accelerating demand for AI power gear has Advanced Energy Industries in the spotlight, yet its reliance on a few big customers could be masking the real story. See how the growth case stacks up against that concentration risk in the analyst forecasts for Advanced Energy Industries

Seeking Fresh Alternatives Beyond Today?

Fresh breakout stories get caught quickly. Momentum shifts, prices start flying, and under the radar ideas stop looking cheap. Scan these curated picks before the crowd and consider acting while they may still offer potential value.

• Spot established cash generators before momentum changes by scanning the curated list of solid balance sheet and fundamentals (48 results) that still look built to handle tougher conditions.
• Hunt for under the radar growth stories by running the curated 21 high quality undiscovered gems that currently sit outside most investors’ usual watchlists.
• Zero in on resilient operators by checking the hand picked 83 resilient stocks with low risk scores that aim to balance growth potential with tighter risk controls.

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.