Up Over 100%: These 2 Monster Growth Stocks Earn an Upgrade

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a day ago

Growth investing is a perennially popular strategy – and for good reason. While not all growth stocks are profitable, many are driven by strong business fundamentals and innovative products. These characteristics can fuel long-term appreciation and make them attractive components of a growth-focused portfolio.
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Of course, there's a common caveat: past performance doesn't guarantee future returns – and that's absolutely true. Still, when strong past performance is paired with solid fundamentals and robust forward-looking metrics, it can offer valuable insight. It's not about blindly chasing momentum, but rather recognizing when a stock's surge is backed by substance.
That's precisely the case with the real 'monster growth' stocks – ones that have recently posted gains of 100% or more. And they're not just attracting investor attention; they're winning over some of Wall Street's top analysts as well.
In fact, some recent upgrades signal growing confidence in their continued trajectory. We dove into the TipRanks database to see which names stand out, and found two of those 'monster growth' stocks with impressive gains, strong Buy ratings, and bullish commentary from analysts. Let's take a closer look.
The Metals Company (TMC)
The first stock we'll look at is a niche company – but one with a lot of potential. The Metals Company focuses on the biggest mining opportunity of the near future – the exploration and exploitation of metal deposits on the deep sea floor. Specifically, the company aims to locate and recover deposits of polymetallic nodules, a rock-metal alloy deposit that forms naturally on the abyssal sea floor through the precipitation of metals from seawater.
The potential here lies in the particular metals that form polymetallic nodules – nickel sulfate, cobalt sulfate, copper cathode, and manganese silicate. These alloys contain four of the most important base metals in today's industrial world, metals that are essential in battery production. The sea floor is covered with them, forming a priceless resource at a time when land-based mining is facing a combination of rising costs and falling yields.
The Metals Company has the long-term goal of starting a mining operation to recover polymetallic nodules. The company, in May, submitted to the National Oceanic and Atmospheric Administration its first application for a commercial recovery permit in line with the US Seabed Mining Code. The application is the first step toward regulatory approval of operations. The permit application followed President Trump's April 24 executive order prioritizing the exploration and exploitation of offshore resources in critical minerals.
That was not the only move the company has made toward setting up operations. Early this month, The Metals Company entered a sponsorship agreement with the Pacific island nation of Nauru for the development of seafloor resources, and on June 16 it announced an investment from Korea Zinc specifically to develop deep-sea critical resources. The Korea Zinc investment totals $85.2 million.
All of this could explain why The Metals Company has seen its stock gain 557% in the year to date, despite the company being entirely pre-revenue and currently running quarterly earnings losses.
In coverage for Wedbush, analyst Daniel Ives explains the attractions of this stock. 'We have significantly increased confidence in the long-term TMC growth story following the Executive Order signed by President Trump at the end of April along with our recent industry checks to boost domestic critical mineral supply through deep sea mining,' the analyst commented.
Ives goes on to outline the company's current state and the foundation it has built to support its future operations, writing, 'The major theme holding TMC back was the lack of a regulatory framework and the recent Executive Order allows the company to bypass the UN-backed ISA and receive a permit to begin commercial production in the Clarion Clipperton Zone much sooner and more likely than before the Trump Administration took over in January. The company has also raised over $120+ million in cash over the past month in strategic investments, including ~$85 million from Korea Zinc on June 16th, which has significantly bolstered its balance sheet to continue to aggressively invest in this generational opportunity with major support from the US government.'
For Ives, this situation justifies bumping TMC shares up from Neutral to Outperform (i.e., Buy), and he backs that stance with an $11 price target (up from $6) that indicates his confidence in a 48.5% upside for the coming year. (To watch Ives' track record, click here)
There are only 3 recent analyst reviews on record for TMC stock, but they are unanimously positive and give the shares a Strong Buy consensus rating. The stock is priced at $7.47, and its recent gains have pushed it right up to the $7.50 average price target. (See TMC stock forecast)
DoorDash (DASH)
The next growth stock we'll look at is a familiar name, DoorDash. This Silicon Valley tech firm was founded 12 years ago and built itself up as a leading provider of online food ordering and delivery services, not just in the US but in 25 countries around the world. DoorDash boasts that it can connect its customers with their favorite nearby eateries, as well as support local small merchants and economies, providing convenience.
DoorDash has accomplished this through something of a paradox. The company prides itself on supporting small businesses and small consumers, with a bent toward both individual merchants and customers, but DoorDash itself is a major company. It has a $100 billion market cap, and generated more than $10 billion in total revenue last year. The company has been expanding its services, too, and in addition to food orders, customers can use the DoorDash service to arrange deliveries of all sorts of products: snacks and groceries, household essentials, flowers, pet supplies, and even alcoholic beverages. In addition, DoorDash can even facilitate package pickups and deliveries with UPS, FedEx, or the Post Office.
In an important move, DoorDash announced in May of this year that it had entered into an agreement to acquire the London-based on-demand delivery company Deliveroo. The deal, which is expected to close during 4Q25, is valued at 2.9 billion GBP (almost $4 billion), and will greatly expand DoorDash's presence in Europe.
Selling convenience is a solid niche, and DoorDash has positioned itself as a strong player in it. The company has realized quarterly profits since 3Q24, and its most recent quarterly report, 1Q25, showed quarterly revenues of $3.03 billion, up 21% year-over-year – although it came in just under the forecast, missing by $62.5 million. At the bottom line, DoorDash realized an EPS of 44 cents – a figure that marked a strong turnaround from the 6-cent EPS loss reported in 1Q24 and beat the forecast by 6 cents per share. We should note here that DoorDash's stock price is up 109% over the past 12 months.
DoorDash has caught the attention – and enthusiasm – of Raymond James analyst Josh Beck, who after taking the measure of this company, has turned even more bullish. 'We upgrade DASH to Strong Buy (from Outperform) following a bottom-up merger analysis and believe the synergy potential with Deliveroo (ROO) is underappreciated,' Beck, who ranks amongst the top 2% of Street stock experts, said. 'RJ forecasts mid-teens EBITDA accretion in 2026 and high-teens in 2027, which lowers the 2027E EV/EBITDA multiple by 2 turns and equates to an EV/E/G multiple < 1x. We see an attractive $260 target price scenario ($350 bull) provided 1) untapped ROO synergies 2) a seemingly growing emphasis on advertising (recent M&A and $1B run-rate disclosure, still well below peers on a %GOV basis) 3) consistent management execution and 4) eventual autonomous tailwinds…'
The 5-star analyst's new Strong Buy rating and $260 price target together imply a 9.5% gain for DASH over the course of the coming year. (To watch Beck's track record, click here)
This stock has earned a Moderate Buy consensus rating from the Wall Street analysts, whose 27 recent reviews here break down to 19 Buys and 8 Holds. The shares are currently priced at $237.40 and the recent share appreciation has powered that price right past the average price target of $222.15. Given the discrepancy, it will be interesting to see whether analysts raise their targets or downgrade their ratings shortly. (See DASH stock forecast)
To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights.
Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.
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