US High Growth Tech Stocks to Watch in January 2026

Simply Wall St · 5d ago

As the U.S. stock market reaches new heights with the Dow and S&P 500 setting all-time records, investors are keenly observing sectors leading this rally, particularly data storage stocks that have been pivotal in the AI surge. In such a dynamic environment, identifying high-growth tech stocks involves looking for companies that are well-positioned to capitalize on technological advancements and market trends, which can offer potential opportunities despite broader economic fluctuations.

Top 10 High Growth Tech Companies In The United States

Name Revenue Growth Earnings Growth Growth Rating
Marker Therapeutics 62.86% 62.39% ★★★★★★
Palantir Technologies 26.11% 30.13% ★★★★★★
Workday 11.14% 32.11% ★★★★★☆
Kiniksa Pharmaceuticals International 15.10% 31.60% ★★★★★☆
RenovoRx 59.12% 64.21% ★★★★★☆
Viridian Therapeutics 46.25% 52.26% ★★★★★☆
Zscaler 15.85% 45.93% ★★★★★☆
Circle Internet Group 20.63% 83.64% ★★★★★☆
Procore Technologies 11.70% 116.48% ★★★★★☆
Duos Technologies Group 53.76% 155.11% ★★★★★☆

Click here to see the full list of 71 stocks from our US High Growth Tech and AI Stocks screener.

Let's explore several standout options from the results in the screener.

QuinStreet (QNST)

Simply Wall St Growth Rating: ★★★★☆☆

Overview: QuinStreet, Inc. is an online performance marketing company that offers customer acquisition services for clients both in the United States and internationally, with a market capitalization of $826.87 million.

Operations: The company generates revenue primarily through its Direct Marketing segment, which accounted for $1.10 billion.

QuinStreet's strategic maneuvers, including a new $150 million revolving credit facility to fund acquisitions and working capital, underscore its aggressive expansion efforts. This financial agility complements its recent performance with a notable turnaround to profitability in Q1 2026, posting net income of $4.54 million from a net loss the previous year and projecting revenue growth of at least 10% annually. Additionally, the company's commitment to shareholder returns is evident from its recent authorization to repurchase up to $40 million in shares, enhancing investor confidence amidst growing earnings forecasted at an impressive rate of 49.6% per year. These developments not only reflect QuinStreet's robust operational strategy but also highlight its potential resilience and growth trajectory in the competitive tech landscape.

QNST Revenue and Expenses Breakdown as at Jan 2026
QNST Revenue and Expenses Breakdown as at Jan 2026

Shopify (SHOP)

Simply Wall St Growth Rating: ★★★★☆☆

Overview: Shopify Inc. is a commerce technology company that offers tools for starting, scaling, marketing, and running businesses globally across multiple regions, with a market cap of $216.38 billion.

Operations: Shopify generates revenue primarily from its Internet Software & Services segment, totaling $10.70 billion. The company operates across various regions, providing technology solutions to businesses of all sizes.

Shopify's strategic focus on integrating advanced AI technologies, as evidenced by its partnership with Liquid AI, underscores its commitment to enhancing platform capabilities and user experience. This collaboration has already yielded a sub-20ms text model for improved search functionalities, demonstrating Shopify's proactive approach in adopting cutting-edge technologies to stay competitive. Furthermore, the company's recent financial performance reveals robust growth with third-quarter revenue reaching $2.84 billion, a significant increase from the previous year. These initiatives not only solidify Shopify’s position in e-commerce but also highlight its potential to redefine retail operations through technological innovation and strategic partnerships.

SHOP Revenue and Expenses Breakdown as at Jan 2026
SHOP Revenue and Expenses Breakdown as at Jan 2026

Samsara (IOT)

Simply Wall St Growth Rating: ★★★★☆☆

Overview: Samsara Inc. offers solutions that integrate physical operations data with its connected operations platform, serving both U.S. and international markets, with a market cap of $19.78 billion.

Operations: The company's primary revenue stream is from its Software & Programming segment, which generated $1.52 billion. This indicates a strong focus on leveraging technology to connect physical operations data through its platform.

Samsara's recent earnings report reflects a notable turnaround, with Q3 sales surging to $416 million from $322 million the previous year, and net income hitting $7.77 million, a significant recovery from last year's loss of $37.81 million. This performance underscores Samsara's robust growth trajectory in the connected operations sector, where its innovative use of AI and data analytics is driving efficiency and safety improvements across fleet management industries. Moreover, the company projects continued revenue growth with estimates reaching up to $1.597 billion for the fiscal year 2026, highlighting its strong market position and potential for further expansion in high-tech operational solutions.

IOT Revenue and Expenses Breakdown as at Jan 2026
IOT Revenue and Expenses Breakdown as at Jan 2026

Where To Now?

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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.