3 Growth Stocks to Buy Before Wall Street Catches On

Nebius Group, Symbotic, and Centrus Energy are three growth stocks trading below consensus targets or near 52-week lows despite strong revenue growth and large backlogs, according to 24/7 Wall St. Nebius Group reported Q2 2026 revenue of $582.3 million, up 454.04% year over year, with a $37.5 billion backlog and a $27 billion five-year Meta agreement. Symbotic posted Q3 FY2026 revenue of $720.84 million, up 21.74%, with a $22.5 billion contracted backlog, while Centrus Energy beat Q2 2026 estimates with adjusted EPS of $1.77 versus a $0.9167 estimate.

September is a good moment to revisit the growth names Wall Street has not yet fully priced in. The three picks below share a common thread: triple-digit or high-teens revenue growth, multi-billion contracted backlogs, and structural tailwinds from AI compute, warehouse automation, and nuclear fuel scarcity. Each still trades well off consensus targets or near 52-week lows, which is exactly where under-followed growth stories live before the coverage catches up. Nebius Group: AI Cloud Growth With a $37.5B Backlog Nebius Group NASDAQ:NBIS https://247wallst.com/companies/NBIS/ | NBIS Price Prediction https://247wallst.com/companies/nbis/price-prediction is the clearest pure-play on hyperscale AI infrastructure https://247wallst.com/investing/2026/07/10/billionaire-tech-ceo-our-25-billion-backlog-shows-the-demand-is-booked-as-weve-never-seen-a-buildout-like-this-since-the-great-wall-of-china/ outside the mega-caps. Shares closed at $219.13 on Friday, up 231.11% over the past year and 161.79% year-to-date, yet the stock sits roughly 5% off its 52-week high of $299.86 after a 21.09% one-week pullback. Q2 2026 was the proof point. Revenue reached $582.3 million, up 454.04% year over year, with the Nebius AI Cloud segment growing 514%. GAAP EPS came in at -$0.68, ahead of the -$0.8633 estimate. Remaining performance obligations sit at $37.5B, giving multi-year revenue visibility, and management raised the contracted power target to 5 gigawatts by year-end. The bull case: Nebius closed four landmark AI cloud deals in Q2 that averaged more than a billion dollars each, alongside a $27B five-year Meta NASDAQ:META https://247wallst.com/companies/META/ agreement and a $2B NVIDIA NASDAQ:NVDA https://247wallst.com/companies/NVDA/ strategic equity investment. FY2026 guidance calls for $3.0B to $3.4B in revenue and ARR of $7B to $9B. Analysts carry a $283.93 target with 62% bullish ratings. The risk: capital intensity is extreme. H1 2026 capex hit $8.13B, convertible debt carrying value stands at $8.5B, and three customers made up 24%, 21%, and 14% of Q2 revenue. Concentration and dilution risk are real. Symbotic: Warehouse Automation Near 52-Week Lows Symbotic NASDAQ:SYM https://247wallst.com/companies/SYM/ offers the mirror-image setup: a growth story trading at $41.83, down 29.70% year-to-date and hovering just above the 52-week low of $38.19. That is where under-followed growth names typically bottom before institutional interest returns. Q3 FY2026 revenue was $720.84 million, up 21.74% year over year, edging past the $714.77M consensus. Gross margin expanded to 22.3% from 18.9% a year earlier, and adjusted EBITDA more than doubled year over year to $95 million. GAAP EPS of $0.09 missed the $0.1268 estimate, but net income swung to $55 million from a $21 million loss the prior year. The bull case rests on scale and optionality. Contracted backlog is approximately $22.5 billion, with 77 systems in deployment and 56 operational. Q4 guidance calls for revenue of $760 million to $780 million and adjusted EBITDA of $100 million to $105 million. The Exol JV with SoftBank targets a warehouse-as-a-service TAM of $500B+. CEO Rick Cohen said, "We are seeing increasing opportunities to broaden the scope of our work with existing and prospective customers." The risk: big-box retailer customer concentration is heavy, stock-based compensation runs $50.5 million per quarter, operating cash flow was -$147.3 million in Q3, and management has flagged material weaknesses in internal controls. Centrus Energy: The Only US-Listed Uranium Enricher Centrus Energy NYSE:LEU https://247wallst.com/companies/LEU/ is the scarcity trade. Shares at $186.39 are down 23.27% year-to-date despite Q2 2026 blowing past expectations, with adjusted EPS of $1.77 versus a $0.9167 estimate, a 93.08% surprise. Revenue of $176.1 million beat by 18.38%, and the LEU segment grew 22%. The bull case is structural. Centrus signed a $900 million HALEU Enrichment award with the DOE, which CEO Amir Vexler called "substantial non-dilutive, non-debt funding to advance our commercial centrifuge build-out program." Total backlog is $4.5 billion, extending to 2040. The first new centrifuge is expected to be completed at Oak Ridge by year-end 2026, with commercial production at Piketon targeted for 2029. Vexler positioned the company as "the only publicly-traded, proven enricher in the market" at a moment when management sees "demand that is outstripping supply." Reactors take years to permit and the fuel side takes longer, which is exactly why we mapped five ways to play the nuclear restart, utilities and enrichers included, in a free report here https://247wallst.com/pages/nuclear-five-offer-4ef05ea0.html . Analyst sentiment skews 71% bullish with zero sell ratings, and the price prediction model carries a BUY signal with 93.48% upside. The risk: GAAP net income fell 42% year over year to $16.8 million as costs rose, the proposed FY2027 DOE budget does not include further HALEU cascade funding, and execution risk on Piketon and Oak Ridge is meaningful. What Ties the Three Together Three different sectors, one setup: contracted backlogs measured in tens of billions, revenue growing faster than coverage models assume, and share prices that either just corrected or are still discovering value. Nebius offers explosive AI cloud growth with dilution risk, Symbotic offers a discounted margin-expansion story, and Centrus offers scarcity in a market where SWU pricing keeps climbing. Positioning ahead of the next round of institutional upgrades is the thesis. Contact email protected for any questions or corrections.