2 Growth Stocks Wall Street Might Be Sleeping on, But I'm Not
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The Motley Fool

2 Growth Stocks Wall Street Might Be Sleeping on, But I'm Not

July 27, 2025
11:51 AM
4 min read
AI Enhanced
stockstradingtechconsumer discretionarymarket cyclesseasonal analysismarket

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Some of the best growth opportunities hide in plain sight. Here are two stocks that smart investors should consider before the crowd catches on.

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4 min read

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investment

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Published

July 27, 2025

11:51 AM

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The Motley Fool

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Key Topics
stockstradingtechconsumer discretionarymarket cyclesseasonal analysismarket

Interestingly, Many growth stocks are already market darlings

What the re reveals is ir explosive success is nobody's secret, so they trade at sky-high valuation ratios, in today's market environment

The evidence shows can make sense to buy into these skyrocketing growth stories, but it's much better to find tomorrow's giants before Wall Street catches on

On that note, I'd to show you a couple of exciting growth stocks that aren't getting the investor love they deserve (noteworthy indeed)

One is a classic, undervalued success story; the other sports a rich valuation but also a lot of short-seller interest

Nevertheless, I've had my eye on these stocks for a long time

Here's what you need to know Dutch Bros (BROS 1. 81%) and Roku (ROKU -0

Roku keeps growing, but investors are looking away Media-ing nology veteran Roku is the overlooked winner here

Furthermore, At the same time, Roku's sales growth is nearly unstoppable

What the re reveals is did take a break in the inflation crisis of 2022, but it quickly got back on track, given current economic conditions

Over the last two years, Roku's year-over-year growth has averaged 14, given current economic conditions

That's faster than Tesla (TSLA 3, in light of current trends. 49%) at 11. 8% and ahead of Apple's (AAPL 0, given current economic conditions

Market analysis shows little innovator can run with the big dogs (noteworthy indeed)

Additionally, On the other hand, Now, Roku's stock has gained a market-beating 45% over the last year, in today's market environment

Moreover, The chronically undervalued s are starting to gain some respect at long last

But Roku's stock is trading at just 3. 1 times sales, putting it in Wall Street's bargain bin

By contrast, the slower-growing Apple and Tesla stocks are valued at 8 (noteworthy indeed)

On the other hand, 0 times sales, respectively

Meanwhile, And the company stands at an important inflection point right now

Roku is exploring international growth more seriously while rolling out better advertising tools and making mising acquisitions in the ing services market (this bears monitoring)

I can't wait to see Roku regain the stock market's respect as these separate growth catalysts take effect

Roku has been one of my favorite stocks to buy in recent years, in light of current trends

It still is, but the buying window may close pretty soon

Moreover, Dutch Bros brings the buzz -- and short-seller fuzz Drive-thru coffee vendor Dutch Bros is a different story

This stock is getting plenty of investor love, with a price-to-sales ratio just north of 7

In contrast, 1 and a triple-digit price-to-earnings ratio

The stock has gained 52% over the last year, outperforming all the other stocks I've mentioned in this analysis, in this volatile climate

But the stock also comes with the highest short-selling ratio in this group. 8% of Dutch Bros' s on loan to bearish investors who expect it to move down, Dutch Bros would be in the top 10% of S&P 500 (SNPINDEX: ^GSPC) short ratios if it were a member of that exclusive group, amid market uncertainty

Furthermore, And the stock isn't exactly skyrocketing, amid market uncertainty

Dutch Bros' price has fallen 32% since February, when a modest list of guidance targets outweighed strong revenue and earnings surprises

Image source: Getty Images

Yes, the stock is expensive in many ways

Additionally, But smart investors can capitalize on Dutch Bros' volatile nature by building a position on price dips -- the multi-month swoon you see right now

On the other hand, Meanwhile, the company is expanding from its West Coast hub to open locations in every state (an important development)

For example, they just poured the foundation for a future Dutch Bros next to my kids' high school in the Tampa suburbs, given the current landscape

In a few months, I'll get to experience the company's friendly service and exclusive drive-thru focus for myself

And wherever you, Dutch Bros bably has plans for a store somewhere near your neighborhood, too, in light of current trends

With roughly 1,000 locations in operation so far, Dutch Bros is aiming for a cheeky 2,029 store count by the year 2029 and as many as 7,000 in the long run

The evidence shows analysis reveals se are still early days in this company's ambitious expansion ject, which is why I don't mind paying a premium for its extreme growth spects.