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More Reading from MarketBeat.com 3 High-Risk Stocks That Soared in 2025 But Can Still Fly HigherWritten by Chris Markoch. Published: 2/5/2026. There is a growing sentiment that high-risk stocks — particularly some high-growth tech names — will be out of favor in 2026. It's helpful to view a statement like this in two ways. Broadly speaking, the view is true. Investors can already see evidence of sector rotation. Industrial stocks and large-cap blue-chip dividend names remind investors that boring can be beautiful. Plus, many of these stocks look undervalued — at least relative to their own histories. Still, this will remain a stock-picker's market. Some high-risk names that made investors wealthy in 2025 should continue to perform in 2026, but you'll need to be selective. Jerome Powell says gold is not money. The Fed says inflation is under control and the dollar is strong. But look at what they do. Central banks bought more gold last year than any time since 1967. China dumped $100 billion in U.S. debt, then bought gold. Poland, Hungary, Singapore, and Turkey are all loading up. In 2022, the U.S. froze Russia's money and showed the world that assets can be seized. Now major nations want out. There's only one asset no one can freeze: gold. Get the name and ticker of one stock positioned for this shift. In Brief - High-risk stocks may be out of favor in 2026, but select growth stocks that surged in 2025 still offer upside in a stock picker’s market.
- FTAI Aviation, Kratos Defense, and Monte Rosa Therapeutics each gained over 100% in 2025 and remain supported by strong sector tailwinds and upcoming catalysts.
- Despite elevated valuations, analysts continue raising price targets, suggesting these speculative stocks could keep climbing in 2026.
Diversification is always wise. If you have room in your portfolio for a bit of speculation, here are three stocks that each rose more than 100% in 2025 and still appear to have upside in 2026. These companies might look expensive on headline valuation metrics if they were in other sectors. But given the industries they operate in and their catalysts, investors seem willing to look past lofty multiples. Aerospace Demand and AI Partnerships Fuel Ongoing Momentum FTAI Aviation (NASDAQ: FTAI) is an aircraft-equipment manufacturer and lessor. The stock has surged on strong demand for new aircraft and after two notable partnerships announced in 2025. A collaborative arrangement with GE Aerospace (NYSE: GE) allows FTAI to service engines from CFM International, a joint venture between GE and Safran. A separate partnership with Palantir Technologies Inc. (NASDAQ: PLTR) is helping FTAI apply artificial intelligence to achieve "faster production turnaround times and improved unit economics." Those partnerships have helped investors overlook FTAI's elevated valuation. As of Feb. 5, the stock is up more than 125% over the past 12 months and 34.3% in 2026, bringing it close to the consensus analyst price target. Analysts have been nudging their targets higher since the start of the year, with Royal Bank of Canada (NYSE: RY) posting the highest target at $350 — roughly a 32% upside from current levels. Investors will get more detail when the company reports earnings on Feb. 22; analysts forecast year-over-year revenue and earnings growth of about 34.5% and 48%, respectively. Defense and Drone Spending Drive a High-Risk Growth Story Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) specializes in national security and defense systems for government and military customers and is best known for supplying unmanned systems (drones). Kratos has posted solid year-over-year revenue gains. For now, investors are tolerating the lack of matching growth in earnings per share (EPS) and the stock's high valuation because of the company's positioning in defense and space markets. KTOS has climbed more than 150% in the past 12 months and over 16% year-to-date. It sits roughly 7% below the consensus price target of $95.28 at the time of writing, though analysts have been raising targets in recent weeks; Stifel Nicolaus currently has the highest target at $134. Kratos will report earnings on Feb. 25. Biotech Breakout Powered by AI-Driven Drug Discovery Biotech remains a hot sector, but risk-reward varies widely across names. Monte Rosa Therapeutics (NASDAQ: GLUE) has been a notable favorite among investors. The clinical-stage company focuses on drug discovery by integrating single-cell genomics with AI. GLUE is up about 183% over the last 12 months and 23.8% year-to-date. The recent rally followed positive interim data from a Phase 1 study of MRT-8102, being developed to treat inflammatory conditions. Despite strong gains, GLUE still trades below $20 per share and carries a consensus price target of $31.33 — roughly 61.7% above its Feb. 5 price. Piper Sandler recently matched Wedbush with a $37 target. Investors will get an update on progress when the company reports earnings on March 19.
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