5 High-Growth Stocks Worth Considering in March Following a Turbulent February

Wall Street Faces Setback in February: AI Trade Uncertainty Weighs on Markets

U.S. equities stumbled in February, ending a period of gains as volatility returned to Wall Street. Investors grew increasingly uneasy about the future of artificial intelligence (AI) investments and their impact on various sectors.

Concerns centered on whether major tech companies can sustain their aggressive AI-related spending, how soon these investments will pay off, and the disruptions AI is causing in industries such as enterprise software, finance, and manufacturing. Persistent inflation further dampened market sentiment.

During February, the Nasdaq Composite dropped 3% and the S&P 500 slipped 1%, with the Nasdaq experiencing its weakest month since March 2025. The Dow managed a modest 0.2% gain. Despite these challenges, several stocks are poised to continue their upward momentum into March.

Top Momentum Stocks to Watch in March

Five stocks currently hold a top Zacks Rank and strong momentum scores, making them standout picks for the coming month:

• NVIDIA Corp. (NVDA)
• Comfort Systems USA Inc. (FIX)
• Onto Innovation Inc. (ONTO)
• Rio Tinto Group (RIO)
• Brookfield Asset Management Ltd. (BAM)

Each of these companies boasts a Zacks Rank #1 (Strong Buy) and a Momentum Score of A or B.

Recent Performance Overview

The chart below illustrates the price movements of these five stocks over the past month.

Source: Zacks Investment Research

NVIDIA Corp. (NVDA)

NVIDIA remains at the forefront of the global AI revolution, driven by robust demand for its advanced GPU platforms. The company has seen a surge in shipments of its Blackwell GPU computing systems.

At the CES technology event in January, NVIDIA introduced the Vera Rubin AI superchip, which promises to deliver tenfold energy efficiency compared to its predecessor, Grace Blackwell. Vera Rubin is set to ship in the latter half of 2026, with future plans for Rubin Ultra and Feynman AI chips scheduled for release in 2027 and 2028, respectively.

NVIDIA anticipates AI infrastructure investments to reach $3–4 trillion by the decade’s end, fueled by significant spending from large-scale AI adopters. For the current fiscal year ending January 2027, NVIDIA projects revenue growth of 46.8% and earnings growth of 59.8%. Analyst estimates for this year’s earnings have risen by 3.7% in the past week.

Comfort Systems USA Inc. (FIX)

Comfort Systems USA specializes in HVAC solutions for commercial and industrial clients, serving facilities such as factories, offices, retail spaces, apartments, and institutions in healthcare, education, and government.

The rapid expansion of data centers—driven by AI, cloud computing, and high-performance computing—has increased demand for FIX’s precision HVAC systems. These environments require advanced cooling technologies, including liquid cooling and modular systems, creating lucrative opportunities and attracting mergers and acquisitions. Companies with expertise in energy-efficient and precision cooling are well-positioned for growth in this sector.

Comfort Systems USA expects revenue to climb by 20.3% and earnings by 28.2% this year. Analyst forecasts for annual earnings have improved by 20.9% over the past week.

Onto Innovation Inc. (ONTO)

Onto Innovation is capitalizing on its diverse product lineup and expanding presence in AI-driven advanced packaging, even as the semiconductor market faces challenges. The company’s 3Di and Dragonfly technologies have achieved key qualifications, and increased offshore manufacturing is setting the stage for continued growth.

In 2026, demand for advanced packaging is expected to rise alongside AI computing needs. ONTO’s 3Di technology has been fully qualified by two major high-bandwidth memory clients, leading to discussions for large-scale orders and new contracts for 2.5D AI packaging applications.

Onto Innovation anticipates revenue growth of 19.5% and earnings growth of 29% for the current year, with analyst earnings estimates up 2.7% in the last week.

Rio Tinto Group (RIO)

Rio Tinto is a global mining powerhouse with operations spanning aluminum, copper, iron ore, gold, and more, across regions including New Zealand, Australia, South Africa, Europe, and Canada.

For the current year, Rio Tinto projects revenue growth of 10.7% and earnings growth of 21.8%. Analyst expectations for annual earnings have increased by 1.4% over the past week.

Brookfield Asset Management Ltd. (BAM)

Brookfield Asset Management is a leading alternative asset manager, overseeing investments in real estate, infrastructure, renewable energy, private equity, and credit.

BAM’s infrastructure investments span transportation, data, utilities, and midstream sectors. The firm offers a variety of alternative investment products to institutional and private investors, including pension funds, endowments, sovereign wealth funds, and insurance companies.

Brookfield expects revenue to grow by 12.5% and earnings by 15.2% this year, with analyst earnings estimates up 3.8% over the last month.

5 Stocks with the Potential to Double

Zacks experts have identified five stocks they believe could rise by 100% or more in the coming months. These picks include:

• Stock #1: A transformative company demonstrating strong growth and resilience
• Stock #2: Showing bullish indicators and an opportunity to buy on weakness
• Stock #3: Considered one of the market’s most attractive investments
• Stock #4: A top player in a rapidly expanding industry
• Stock #5: An innovative omni-channel platform ready for rapid expansion

Many of these selections are still under the radar, offering early entry potential. While not every pick is guaranteed, past recommendations have delivered gains of 171%, 209%, and even 232%.

Additional Resources

Looking for more stock recommendations? Download Zacks Investment Research’s “7 Best Stocks for the Next 30 Days” for free.