Goldman Sachs flags 15 high-upside stocks that meet its 'rule of 10' criteria

Many of the market’s highest-flying growth stocks are down double-digits in 2026, tumbling from AI-fueled highs amid a rethink of the tech trade, but Goldman Sachs thinks change is coming.

Goldman analyst Ben Snider said that “secular growth stocks,” or those whose earnings grow independent of the broader economic cycle, are poised for a comeback.

Snider and his team highlighted the bank’s Rule of 10 as a screen for picking stocks that could be poised for an earnings boom, laying out why they expect market conditions to shift in their favor.

“We refresh our ‘Rule of 10’ screen of secular growth stocks, which identifies S&P 500 companies with realized and expected annual sales growth of at least 10% in each year from 2024 through 2028,” Snider stated. “A record 35 stocks currently screen into the list, with 11 from the Software industry and a number of others with exposure to AI investment and uncertainty.”

Here are 15 of the top names on the bank’s list, ranked by consensus estimates for sales growth in 2026:

“The median non-Software stock in our ‘Rule of 10’ secular growth screen trades at a P/E of 29x, a 53% premium to the median S&P 500 stock that is close to the bottom of the range during the past 10 years,” Snider wrote.

They said that the underperformance in secular growth names began late last year as investors rotated into cyclical stocks tied to predictions of a strengthening economy.

“Today, however, the diminished outlook for economic growth against a backdrop of elevated oil prices and uncertainty should drive increased focus on companies with strong idiosyncratic growth profiles,” they wrote.

Snider and his team said that leading AI and tech stocks have remained relatively isolated from the fallout from the Iran war. While market volatility persists, the analysts share the popular view that the tech sector remains attractive to investors seeking to ride out the conflict.

“Within the equity market, cyclical laggards such as Industrials and Consumer Discretionary outperformed following the announcement, while investors continued to add to positions in popular AI stocks that had been largely resilient throughout the conflict,” Snider added.

While Goldman analysts argued recently that stock market volatility is likely to persist, they maintained that the Iran war is not a primary d their outlook.