The #1 growth stocks for 2026

Jensen Huang founded Nvidia in 1993. For much of its life, it was a good - but not great - company. A specialist chipmaker, a few near-death moments, and long stretches where the stock went nowhere.

Over the past decade, however, Nvidia has become the poster child for modern growth investing. What looks like an overnight success was, in reality, a 20-year build, powered by reinvestment, innovation, and patience. It is now the largest company on the planet, and a reminder that the best growth stories often take far longer to reveal themselves than markets expect.

That lesson extends well beyond a single stock. Over the past 15 years, growth has been the dominant equity style.

Since the post-GFC reset, global growth stocks have outperformed value by around four-and-a-half percentage points per year, even though they had no right to do so. Growth was meant to fail. Instead, it adapted, overcoming inflation shocks, aggressive rate hikes, and repeated predictions of its demise.

The winners of this era were not blue-sky ideas, but businesses that could reinvest capital at scale, defend margins, and compound earnings through wildly different market regimes. The growth decade did not end with cheap money. It evolved.

And if the past 15 years have taught us anything, it’s this: great growth stories are rarely obvious at the start.

With that in mind, we asked nine of Australia’s sharpest investment minds, spanning ASX and global equities, to nominate their top growth pick for 2026 and beyond. These interviews were filmed on Tuesday, 9 December 2025.

TIME CODES

00:10 – Intro: 2025 growth backdrop and the question: best growth stock for 2026
00:51 – Anna Milne (Wilson Asset Management) – Hub24 Ltd (ASX: HUB)
01:39 – Ben Griffiths (Eley Griffiths Group) – Qoria Ltd (ASX: QOR)
02:47 – Tim Carleton (Auscap Asset Management) – Nick Scali Ltd (ASX: NCK)
03:50 – Arms Rosenberg (Minotaur Capital) – SK Hynix Inc (KRX: 000660)
04:39 – Steve Johnson (Forager Funds Management) – Plenti Group Ltd (ASX: PLT)
05:10 – Joel Fleming (Yarra Capital Management) – Dimerix Ltd (ASX: DXB)
05:36 – Alan Pullen (Magellan Investment Partners) – SAP (ETR: SAP)
06:22 – Matthew Booker (Spheria Asset Management) – Supply Network Ltd (ASX: SNL)
07:21 – James Abela (Fidelity International) – Hub24 Ltd (ASX: HUB)
07:55 – Outro – Final thoughts and reminder to do your own research