Dranishnikova Maria

Maria Dranishnikova

Oninvest reporter
Motley Fool highlights three growth stocks with triple-digit expected sales in 2026

 Motley Fool analyst Sean Williams has put out an article on "three of the fastest-growing stocks on the planet” whose sales Wall Street expects to achieve triple-digit growth in 2026. Among them is mid-cap quantum computing company Rigetti Computing. The two others are satellite provider AST SpaceMobile and AI infrastructure builder Nebius Group. Such projections, however, do not necessarily mean that these stocks are worth owning, Williams cautions.

Rigetti Computing

Wall Street expects sales at quantum computing startup Rigetti Computing to grow 169% to $20.5 million in 2026, making it one of the fastest-growing companies on the planet, Williams writes.

Over the last year, the company’s stock has climbed 146% to $24.70 per share. The stock was highly volatile at points in 2025 and at one stage was up more than 5,000% – driven by expectations that quantum computing will be one of Wall Street’s hottest trends over the next decade, the Motley Fool analyst notes. Rigetti’s quantum computers allow customers to perform rapid calculations and solve complex problems that classical computers cannot handle. Boston Consulting Group estimates that quantum computing could add up to $850 billion of economic value globally by 2040.

Enthusiasm for Rigetti is also being fueled by high-profile partnerships, including with Amazon and Microsoft cloud services, Williams writes. However, the hype is not fully justified, he argues, because the company – like its peers – remains in the early stages of commercializing its technology. In the third quarter, Rigetti reported revenue of $1.9 million and a net loss of $201 million. Most analysts agree that it will take years before quantum technology becomes a more cost-effective solution than classical computers, according to the Motley Fool article. Williams also points to the risk of a quantum-computing-driven market bubble. As a result, he says, Rigetti’s price/sales multiple is "virtually impossible to justify."

AST SpaceMobile

Satellite infrastructure developer AST SpaceMobile is expected to grow revenue 311% to $235.6 million in 2026, according to analyst estimates cited by Williams.

AST SpaceMobile’s BlueBird satellites are designed to allow telecom operators to transition seamlessly to its technology, whereas rival solutions require hardware modifications, the article notes.

AST SpaceMobile “has done a phenomenal job of securing partnerships with brand-name wireless operators,” the Motley Fool analyst writes. The company is working with more than 50 operators, including Verizon and stc Group, which together serve nearly 3 billion subscribers, according to AST SpaceMobile.

AST SpaceMobile shares have gained 334% to $97.70 apiece over the last 12 months. Its future performance will depend on its ability to launch satellites on schedule and maintain stable production costs, Williams says. The company’s $35.8 billion valuation at the close of trading on January 9 “leaves virtually no room for error,” he adds.

Nebius Group

AI infrastructure builder Nebius Group may be "the fastest-growing high-profile stock on the planet in 2026.” Wall Street expects its sales to jump 521% to about $3.45 billion, Williams writes.

According to PwC, AI could lift global gross domestic product by 15 percentage points over the next decade.

Demand for AI infrastructure is off the charts, allowing Nebius easily to find customers to lease its AI-powered data centers, Williams says. Among them are Microsoft, with which the company has a five-year, $17.4 billion contract, and Meta Platforms, whose partnership is valued at about $3 billion.

Nebius also provides a fully managed software platform optimized for AI and machine-learning workloads and owns an 83% stake in autonomous driving and delivery robotics company Avride, Williams adds. However, he warns that AI could suffer the same fate as quantum computing, since “most businesses haven't come close to figuring out how to optimize this technology to maximize their sales and profits..”

“Every next-big-thing trend for three decades has navigated its way through a bubble-bursting event, suggesting AI will (eventually) follow suit. An AI bubble-bursting event would probably weigh heavily on Nebius Group's stock,” the Motley Fool analyst concludes.

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