By Michael Cintolo, Chief Analyst, Cabot Wealth Network
For more than half a century, Cabot has searched for the market’s next great stocks.
Since 1970, we’ve watched new technologies emerge, industries transform and new generations of market leaders take their place.
But our mission has remained consistent: find exceptional growth companies with the biggest potential gains.
That same search led us to the five stocks you’re about to discover.
For each one, we’ll show you the story driving the opportunity, the numbers behind the business and why we believe the stock deserves your attention today.
Let’s get started.
Hasbro (HAS)
Hasbro is well known for its traditional line of children’s toys, including Transformers, G.I. Joe, Nerf and Star Wars (via licensing), as well as board games like Monopoly and preschool favorites like Play-Doh and Mr. Potato Head. However, the toy landscape is undergoing a significant transition as youngsters increasingly prefer digital entertainment and games over action figures and other physical products favored by older generations. Among toy industry majors, Hasbro is at the forefront of the charge into the digital and intellectual property (IP) transition: The company’s Wizards & Digital Gaming segment accounts for 47% of annual sales as of 2025, with Consumer Products (toys and related offerings) accounting for 52% and Entertainment (TV and film) making up the remaining 1%. Notably, the Gaming segment’s growth is being driven mainly by tabletop gaming—particularly the popular trading card game Magic: The Gathering—underscoring Hasbro’s evolution from toys into broader games and IP-driven business; that franchise alone reported revenue of approximately $1.7 billion last year, up 59% year-on-year. (By comparison, the Consumer division generated $2.4 billion in 2025 across the entire toy and board game portfolio, a figure that declined 4%). Indeed, the Magic business is fast becoming the company’s biggest revenue-generating brand, as shown by last week’s earnings report. Quarterly revenue for the Wizards segment lifted 31%, led by a 34% boom in Magic sales and supported by a strong performance from new releases like The Hobbit and Reality Fracture (expansion sets for the Magic card game). Operating profit for the Wizards & Digital gaming segment was up by an even more robust 46%, to $367 million, with margins expanding 5.2 percentage points to 49.2%. Total revenue of $1.6 billion increased 15%, with per-share earnings of $2.90 sailing past estimates by $1.05 and EBITDA of $605 million up 46% (reasons for the stock’s strength). Wall Street sees earnings of nearly $7 per share this year and next, though that looks conservative given recent trends. A 2.4% dividend yield ties a bow on this story. As for the stock, it spent most of this year building a solid launching pad, and the Q3 report last month produced a very powerful breakout; normal pullbacks will come, but the path of least resistance is clearly up.
HeartFlow (HTFL)
Heart disease remains the country’s biggest killer, yet for decades the way doctors checked for it was crude: A treadmill stress test (which only flags blockages severe enough to choke off blood flow) or, if that looked worrisome, threading a catheter up to the heart. HeartFlow’s answer was to let AI do the work, using a simple CT scan of the heart (dubbed a coronary CT angiogram, or CCTA for short). The firm’s core product, FFRct, turns that scan into a 3D model of the arteries and calculates how well blood actually flows past each narrowing—using AI to produce results previously available only with an invasive test; it’s the clear leader in its niche, with its offerings used at nearly 1,500 U.S. sites. Moving beyond that core business, HeartFlow has branched into Plaque Analysis, which uses technology to measure how much plaque is in the arteries, as well as what kind (the soft, fatty stuff most likely to rupture and cause a heart attack doesn’t show up on traditional tests). Plaque has taken off since the start of the year when Medicare reimbursement kicked in (worth roughly $1,000 per test), with insurers covering about three-quarters of Americans now on board. Better still, Plaque Analysis can be used for more tests (application for about 60% of CCTA scans versus a third for FFRct) and piggybacks on scans hospitals already order (no new scan is needed). There are rivals (Cleerly and Elucid both sell CT-based AI tools; HeartFlow is suing Cleerly over patents), but none pairs blood flow and plaque in one package backed by 200-plus clinical studies. Not surprisingly, the potential looks big: Management pegs the market at about $5 billion today, CCTA volume itself is growing north of 20% a year as guidelines favor scans over stress tests, and trials for using its offerings in people without symptoms (starting over the next few months) could more than double the opportunity. There’s also a pipeline of add-ons, from Plaque Staging (launched in July, it grades disease severity much like a cancer stage) to PCI Navigator (for planning stent procedures) and Plaque Tracker (due in 2027). All told, growth is accelerating: Q2 revenue jumped 48% (the fastest pace in two years), case volume soared 74% and the loss of 7 cents per share was about half what analysts expected. Of course, the bottom line is in the red and growth is likely to slow in 2027 (the Plaque launch this year goosed numbers), but there’s no question this looks like a big, long-term growth story. Earnings are due November 12, which is a risk, but the stock is very strong, just emerging from a post-IPO base after Q2 earnings and actually hitting new highs in October despite the sluggish environment for growth stocks.
Samsara (IOT)
Samsara has always had the story and numbers to be a real leader, and now we’re seeing signs that, after a tough stretch, the stock itself is reflecting the great fundamentals. The story here revolves around companies that physically move and build things (trucking, construction, utilities, waste haulers, food distributors and the like), which make up about 40% of global GDP, yet most still track their assets on paper. Samsara’s answer was to put its own sensors, AI dash cams and trackers on their trucks, equipment and workers, then turn that data (some 30 trillion data points a year!) into a software platform that saves these firms money and dramatically boosts productivity. Indeed, according to company studies, customers cut crashes nearly in half in the first year (63% when pairing vehicle tracking with cameras), reduce idling 40% (worth about $2,500 per truck a year in fuel) and find idle equipment to sell (one customer unloaded $10 million worth), all while preventative maintenance extends the life of their assets too—all of which is a huge deal for what are generally lower-margin businesses. For Samsara, the opportunity is huge, as only about a third of commercial vehicles and 13% of construction equipment are even connected today; management thinks the company has reached roughly 6% of its 200,000 core potential customers. Just as notable these days are the newer, AI-related products, including AI Multicam (up to four extra cameras for a 360-degree view, alerting drivers to hazards in blind spots); industry-specific AI apps for things like waste hauling that run on cameras already in the trucks; as well as AI-generated driver coaching and early AI agents for routine tasks. Not surprisingly, they’re selling well, contributing more than 20% of new bookings for three straight quarters, with adoption of some newer AI features up four-fold in just two months. As mentioned above, the numbers have been and remain outstanding: Recurring revenue (it’s a subscription-based business model) topped $2.1 billion in the July quarter, up 30% for the third straight quarter, with million-dollar-plus customers growing more than 50%. Better yet, profits are now taking off, with earnings per share up 67% to 20 cents and free cash flow was up 46%. Analysts foresee a growth slowdown next year (sales up 20%), but they’ve been spouting that for a while and Samsara continue to grow nicely. Shares went through the wringer for a year but have been jaggedly advancing the past few months and entered November knocking on the door of multi-month highs.
Permian Resources (PR)
Permian Resources is the second-largest pure-play driller in the Permian Basin (the prolific West Texas/New Mexico oil patch that’s a favorite among industry players), with about 535,000 net acres concentrated in the core of the Delaware Basin. What sets the firm apart is cost: Management says it’s the lowest-cost operator in the Delaware, with record-low drilling and completion costs per foot earlier this year and longer wells (about 11,000 feet on average, including its first four-milers) that are boosting output. Indeed, for 2026 as a whole, oil output should rise nearly 10% (to about 199,000 barrels a day) on less CapEx than last year. The acreage keeps getting better too: As opposed to big buyouts, the firm has executed on roughly 190 small deals this year (what it calls its “ground game”), adding 54,000 net acres and about 330 drilling locations for $1.05 billion (roughly $2.5 million per location), all priced assuming oil in the low $70 range, which is obviously well below today’s levels. The top-notch acreage and excellent management have had free cash flow rising even when the industry was sputtering, and now, of course, it’s gushing cash—free cash flow per share has grown about 30% annually since 2023 even as oil fell every year, hitting $1.94 last year with oil averaging $65. With oil now in the high $80s, things have gone into overdrive, with Q2 producing $751 million ($0.88 per share), with Q3 very likely to be another big total given elevated oil prices. So far, a lot of that cash has gone to the balance sheet (debt down about 35% since the end of 2024, with leverage at a small 0.5x EBITDA), but there’s also a solid dividend (2.5% current yield; the payout is protected down to low-$40 oil prices) that management intends to keep raising. Moreover, many think shareholder returns can lift from here giving that the balance sheet is in good shape, so further dividends (regular and special) and possibly share buybacks are coming, especially if oil remains elevated. If oil prices fall, that would affect things, but given its track record Permian Resources increasingly looks like a cash cow even at more modest energy prices. The Q3 report is due November 4, which will be key, but the stock is in a clear uptrend and is one of the stronger names in the sector.
Zscaler (ZS)
Cloud cybersecurity leader Zscaler has built its business around secure access for enterprise users, but as AI adoption accelerates, it’s expanding into an integrated, end-to-end cybersecurity platform. At its Investor Day conference last week, Zscaler described the agentic AI era as potentially “the most significant opportunity in the company’s history.” To capitalize on this trend, Zscaler is expanding its product portfolio to address emerging security needs, including Zero Trust Branch, Zero Trust Browser, Data Security and Security for AI. Management estimates that more than 75% of its target market—enterprises with over 1,500 employees—remains untapped, creating massive pathways for new customer growth. Zscaler further believes these newer offerings can create opportunities to expand relationships with existing clients: On that score, the company suggested its AI-related opportunities could provide nearly $2 billion in potential additional annual recurring revenue (ARR, or the yearly value of customer subscription contracts) upside over the next two years (compared to $3.77 billion of ARR today) and is developing even more AI-driven security operations capabilities designed to detect, investigate, and contain cyberthreats at machine speed. Agentic SecOps is the firm’s latest major security offering that addresses that particular threat while potentially contributing to the projected $2 billion opportunity. Built around its new Agentic SOC solution and capabilities strengthened by its 2025 acquisition of Red Canary, the product uses specialized AI agents to automate threat detection, investigation and response, including the containment of compromised users and malicious activity. Despite a poor stock performance until recently, Zscaler’s growth has been very solid – fiscal Q4 (ending in July) revenue of $898 million increased 25%, with EPS of $1.19 lifting 34% and beating estimates by a dime. The stock reacted well to that report, but has gone ballistic of late for two reasons: First, as a result of management reaffirming its fiscal 2027 revenue and ARR (both are expected to rise about 17%) at the Investor Day, while laying out a long-term goal of $8 to $10 billion of ARR within five years; and second, due to vulnerabilities found in the internet as a whole (including via agentic AI), which big investors think will lead companies to expand their business with Zscaler. Pullbacks will come, but investor perception for ZS is moving sharply higher.
These 5 Stocks Are Just the Beginning
The stocks you’ve just discovered are among the growth opportunities we believe deserve your attention today.
But Chief Analyst Mike Cintolo sees something much bigger taking shape in the market right now.
And he has already identified a select group of stocks that could be directly in its path.
Click here to learn about what Mike is following now.
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To find out more about stocks mentioned in this report or to get names of additional growth stocks, check out Cabot Growth Investor.
The advisory is your ticket to fast profits in stocks that are under accumulation now. You get 26 bi-monthly issues over a year with a panoramic view of what’s going on in the market and how it affects your investments, along with complete buy, hold, and sell recommendations. Plus, regular updates and up-to-the-minute trading alerts. Cabot Growth Investor is your best source of advice on investing in the market’s hottest stocks.
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About Cabot Wealth Network
This report is published by Cabot Wealth Network which was founded in 1970 by Carlton Lutts, a disciplined investor with an engineering mind who developed a proprietary stock picking system using technical and fundamental analyses.
Since then Cabot Wealth Network, headquartered in Salem, Massachusetts, has grown to become one of the largest and most-trusted independent investment advisory publishers in the country, serving hundreds of thousands of investors across North America and around the world.
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