As the Nasdaq Composite reaches a record high driven by surging chip stocks, the broader market reflects a mixed sentiment with the S&P 500 losing some momentum due to ongoing economic concerns and tariff impacts. In this environment, identifying growth companies with substantial insider ownership and strong revenue growth can be particularly appealing, as these factors often signal confidence in long-term potential amidst fluctuating market conditions.
Name
Insider Ownership
Earnings Growth
Victory Capital Holdings (VCTR)
10.1%
32.4%
Upstart Holdings (UPST)
12.5%
93.1%
Niu Technologies (NIU)
37.2%
88.1%
Hippo Holdings (HIPO)
12.8%
54.3%
FTC Solar (FTCI)
23.1%
63.1%
Duolingo (DUOL)
14.2%
31.1%
Credo Technology Group Holding (CRDO)
11.7%
36.4%
Cloudflare (NET)
10.6%
45.8%
Atour Lifestyle Holdings (ATAT)
22.6%
23.5%
Astera Labs (ALAB)
12.7%
34.9%
Here’s a peek at a few of the choices from the screener.
Simply Wall St Growth Rating: ★★★★☆☆
Overview: Marqeta, Inc. operates a cloud-based open API platform for card issuing and transaction processing services, with a market cap of approximately $2.55 billion.
Operations: Marqeta generates revenue through its cloud-based platform, focusing on card issuing and transaction processing services.
Insider Ownership: 11.9%
Revenue Growth Forecast: 15.6% p.a.
Marqeta, Inc. has demonstrated strong growth potential with revenue forecasted to grow at 15.6% annually, outpacing the broader US market’s 9.3%. Recent earnings revealed a sales increase to US$150.39 million in Q2 2025, though it reported a net loss of US$0.647 million compared to last year’s profit. Despite being dropped from several Russell indices, Marqeta continues its strategic collaboration with Klarna and anticipates profitability within three years, surpassing average market growth expectations.
MQ Earnings and Revenue Growth as at Aug 2025
Simply Wall St Growth Rating: ★★★★☆☆
Overview: Arista Networks Inc develops, markets, and sells data-driven networking solutions for various environments globally, with a market cap of approximately $174.43 billion.
Operations: The company’s revenue segments focus on providing networking solutions for AI, data centers, campuses, and routing environments across the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.
Story Continues
Insider Ownership: 17.7%
Revenue Growth Forecast: 15.3% p.a.
Arista Networks, with substantial insider ownership, is experiencing robust growth. Recent earnings show a revenue increase to US$2.20 billion in Q2 2025 from US$1.69 billion a year ago, and net income rose to US$888.8 million from US$665.4 million. The company raised its 2025 revenue guidance to US$8.75 billion, driven by momentum in AI and cloud sectors. Despite significant insider selling recently, Arista’s strategic acquisitions bolster its SD-WAN offerings amidst strong market demand.
ANET Ownership Breakdown as at Aug 2025
Simply Wall St Growth Rating: ★★★★★☆
Overview: Spotify Technology S.A. operates as a global provider of audio streaming subscription services, with a market cap of approximately $137.21 billion.
Operations: The company’s revenue segments consist of Premium services generating €14.73 billion and Ad-Supported services contributing €1.88 billion.
Insider Ownership: 16.1%
Revenue Growth Forecast: 11.7% p.a.
Spotify Technology shows strong growth potential with insider ownership playing a key role. Despite reporting a net loss of EUR 86 million in Q2 2025, revenue increased to EUR 4.19 billion from EUR 3.81 billion year-over-year. The company forecasts its earnings to grow significantly at an annual rate of over 34%, outpacing the US market average, and has expanded its buyback plan by US$1 billion, signaling confidence in long-term value creation despite short-term losses.
SPOT Ownership Breakdown as at Aug 2025
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.The analysis only considers stock directly held by insiders. It does not include indirectly owned stock through other vehicles such as corporate and/or trust entities. All forecast revenue and earnings growth rates quoted are in terms of annualised (per annum) growth rates over 1-3 years.
Companies discussed in this article include MQ ANET and SPOT.
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