3 Breakout Growth Stocks You Can Buy and Hold for the Next Decade

The best results in the stock market are often made by investing in solid companies that are gaining market share, and then sitting back and not touching those investments for many years. Gains can compound over time for long-term investors, and there are many opportunities in the tech sector to maximize your returns.

These three growth stocks have demonstrated strong momentum recently and are poised to surge higher.

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Dell Technologies

Dell Technologies (NYSE: DELL) first made its mark by selling personal computers, but in recent years, it has quietly become a key part of the AI boom. Its AI-optimized servers combine CPUs and GPUs, and they have been a big hit among tech giants.

Revenue from this segment reached $16.1 billion in Dell's fiscal 2027 first quarter, compared to $43.8 billion in overall revenue. The AI-optimized servers segment was up by 757% year over year. That part of the business lifted the entire company's top line by 88%.

Revenue growth acceleration is highly likely since AI-optimized servers make up such a large fraction of total sales. Sales in its client solutions group accounted for a smaller portion of total revenue, but were still up by 17% year over year. Dell also booked $24.4 billion in AI orders in the first quarter, which offers additional visibility into its future revenues. That gave management enough confidence to raise its AI server revenue guidance for fiscal 2027 to $60 billion.

All of this growth is also translating into higher profits. Net income more than tripled year over year, resulting in a 7.8% net profit margin. Dell's profit margins have been creeping higher in recent quarters thanks to its infrastructure solutions group segment, and that trend is likely to continue. In the fiscal Q1 earnings release, Chief Operating Officer Jeff Clarke said that current AI momentum "shows no signs of slowing."

Robinhood Markets

Robinhood Markets (NASDAQ: HOOD) isn't just an investment app. The fintech company aims to position itself at the center of its users' financial lives. That's what CEO Vlad Tenev told investors during the Q1 results call in late April, which featured 15% year-over-year revenue growth.

The stock was previously down by more than 40% year to date, but it has recovered completely from that decline heading into the second half of the year.

A 15% year-over-year growth rate may seem concerning on the surface, especially given that over the past three years, its compound annual growth rate has been 48.3%. However, Robinhood's financial results actually look much better when you consider that its crypto trading revenue fell by 47% in the quarter, dragging down its total results.

Transaction-based revenue was up by only 7% because of the heavy impact of that reduced crypto demand, but every other part of the business grew. Options and equity transaction revenue were up by 8% and 46% year over year, respectively. Most importantly, "other transaction revenue," which consists mainly of event contracts, surged by 320% year over year. Event contracts, such as predicting the outcomes of sporting events, now represent more than 10% of the business and are growing quickly.

Continued growth in most segments, plus declining crypto-based revenue, suggests that Robinhood will have soft comparables in 2027. Year-over-year revenue growth rates should be much higher, and some investors have recognized this subtle reality. Robinhood is positioned to report year-over-year revenue growth of well over 15% by the end of the year.

Nebius

Nebius (NASDAQ: NBIS) is a neocloud provider that secures long-term contracts with tech giants that need more data center horsepower to support their AI ambitions. The stock has more than doubled year to date, and the company recently delivered first-quarter results that featured 684% year-over-year revenue growth.

The company is realizing more revenue from existing contracts while securing new deals. Earlier this year, returning customer Meta Platforms (NASDAQ: META) signed two separate five-year deals with a combined value of $27 billion.

Nebius has to build and equip its AI data centers to realize the revenue on these types of contracts, but Q1 results show that it is scaling its infrastructure over time. This scale also comes with narrowing losses. For instance, in Q1 2025, Nebius' revenue reached $50.9 million, but its total operating expenses of $171.2 million were more than three times as much. However, in Q1 2026, when total revenue reached $399 million, operating expenses had only climbed to $527 million -- less than double the top line. That's a meaningful improvement.

Nebius should continue to get closer to profitability as it realizes revenue from more of its deals and the upfront costs of those build-outs are in the rear-view mirror. The latest Meta Platforms deals show how new contracts can result in dramatic revenue growth for the company, and if it reaches its goal of securing more than 4 gigawatts of contracted power by the end of 2026, that will put it on course to bring plenty of capacity online to serve more customers.

Marc Guberti has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Meta Platforms. The Motley Fool has a disclosure policy.