2 Growth Stocks to Buy Before They Soar 212% and 712%, According to Certain Wall Street Analysts

Core Insights - Wall Street analysts forecast significant upside potential for UiPath and Roku, with UiPath expected to rise by 212% and Roku by 712% from their current share prices [1][2]. UiPath - UiPath specializes in robotic process automation (RPA), a rapidly growing software market, providing tools for task and process mining and software robot development [4]. - Morgan Stanley identifies UiPath as a "clear category defining leader" in RPA, with recognition from IDC in intelligent document processing (IDP) software [5]. - In Q2 of fiscal 2025, UiPath reported a 10% revenue increase to $316 million, with average customer spending up 15%, although non-GAAP gross margin contracted by about 3 percentage points and adjusted earnings fell 55% to $0.04 per diluted share [6]. - The return of co-founder Daniel Dines as CEO aims to enhance sales execution, particularly in growth areas like IDP, with expectations of 10% annual sales growth through fiscal 2026, while the RPA market is projected to grow at 40% annually through 2030 [7]. - Without significant growth acceleration, UiPath shareholders may face limited chances for triple-digit returns in the next year, but long-term investors could find it a rewarding turnaround opportunity [8]. Roku - Roku operates a streaming platform that connects consumers, content publishers, and advertisers, monetizing through transaction fees and ad-supported content [9]. - It is the most popular streaming platform in the U.S. by streaming time, with Roku OS being the best-selling TV operating system in North America [10]. - In Q2, Roku saw a 14% increase in active accounts and a 20% rise in streaming hours, leading to a 14% revenue increase to $968 million and an adjusted EBITDA improvement to $44 million from a loss of $18 million the previous year [11]. - The Roku Channel ranks as the eighth-most popular streaming service in the U.S., positioning the company to benefit from the growing share of TV viewing time and increased ad spending on connected TV [12]. - Wall Street anticipates Roku's revenue to compound at 13% annually through 2025, with potential for faster growth due to increasing CTV ad spending projected at 12% annually [13]. - The current valuation of 2.8 times sales is considered reasonable, and while the price target of $605 per share may seem high, Roku is expected to outperform the S&P 500 over the next three to five years [14].