Interested in stocks that might offer growth opportunities over the coming years? Here are some ideas you may be interested in.
We ran a screen on high-growth stocks, with 5 year projected EPS growth above 20%. We screened these stocks for those that currently have "Buy" ratings from Barclays Capital (analysts at Barclays believe these names will soon outperform).
Interactive Chart: Press Play to compare changes in analyst ratings over the last two years for the top six stocks mentioned below. Analyst ratings sourced from Zacks Investment Research.
We also created a price-weighted index of the stocks mentioned below, and monitored the performance of the list relative to the S&P 500 index over the last month. To access a complete analysis of this list's recent performance, click here.
Do you think these stocks will outperform like Barclays expects? Use this list as a starting point for your own analysis.
List sorted by ratings date.
1. OpenTable, Inc. (OPEN): Provides restaurant reservation solutions in the United States, Canada, Mexico, Europe, and Asia. Market cap of $1.09B. Analyst projected EPS growth over the next 5 years at 28.31%. On 01/09/2012, Barclays Capital had an Overweight rating on the stock. The stock is a short squeeze candidate, with a short float at 48.01% (equivalent to 8.69 days of average volume). The stock has had a couple of great days, gaining 16.08% over the last week.
2. Reinsurance Group of America Inc. (RGA): Engages in individual and group life, annuity, asset-intensive, critical illness, and financial reinsurance in the United States, Canada, Europe, South Africa, and the Asia Pacific. Market cap of $3.33B. Analyst projected EPS growth over the next 5 years at 25.85%. On 12/12/2011, Barclays Capital had an Overweight rating on the stock. The stock has lost 6.62% over the last year.
3. Alexion Pharmaceuticals, Inc. (ALXN): Engages in the discovery, development, and commercialization of biologic therapeutic products in the United States, Europe, Latin America, Japan, and the Asia Pacific. Market cap of $13.63B. Analyst projected EPS growth over the next 5 years at 34.82%. On 12/09/2011, Barclays Capital had an Overweight rating on the stock. Exhibiting strong upside momentum--currently trading 6.75% above its SMA20, 10.54% above its SMA50, and 30% above its SMA200. The stock has had a good month, gaining 13.19%.
4. Jazz Pharmaceuticals, Inc. (JAZZ): Develops and commercializes products for neurology and psychiatry primarily in the United States. Market cap of $2.05B. Analyst projected EPS growth over the next 5 years at 29.40%. On 12/09/2011, Barclays Capital had an Overweight rating on the stock. This is a risky stock that is significantly more volatile than the overall market (beta = 2.08). The stock has had a couple of great days, gaining 19.15% over the last week.
5. Salesforce.com (CRM): Provides customer and collaboration relationship management services to various businesses and industries worldwide. Market cap of $14.39B. Analyst projected EPS growth over the next 5 years at 25.84%. On 12/06/2011, Barclays Capital had an Overweight rating on the stock. The stock has had a couple of great days, gaining 8.56% over the last week. The stock has performed poorly over the last month, losing 14.58%.
6. Qlik Technologies, Inc. (QLIK): Engages in the development, commercialization, and implementation of software products and related services that deliver data analysis and reporting solutions primarily in the Americas, and Europe. Market cap of $1.98B. Analyst projected EPS growth over the next 5 years at 39.35%. On 12/06/2011, Barclays Capital had an Overweight rating on the stock. The stock is a short squeeze candidate, with a short float at 7.14% (equivalent to 5.24 days of average volume). The stock has performed poorly over the last month, losing 22.05%.
7. VMware, Inc. (VMW): Provides virtualization and virtualization-based cloud infrastructure solutions primarily in the United States. Market cap of $37.12B. Analyst projected EPS growth over the next 5 years at 26.06%. On 12/06/2011, Barclays Capital had an Overweight rating on the stock. The stock has had a couple of great days, gaining 7.65% over the last week.
8. Cornerstone OnDemand, Inc. (CSOD): Provides learning and talent management solution delivered as software-as-a-service. Market cap of $886.52M. Analyst projected EPS growth over the next 5 years at 40.0%. On 12/06/2011, Barclays Capital had an Overweight rating on the stock. The stock is a short squeeze candidate, with a short float at 5.07% (equivalent to 8.83 days of average volume).
9. NetSuite Inc. (N): Provides an on-demand integrated business management application suite to businesses and divisions of companies worldwide. Market cap of $2.68B. Analyst projected EPS growth over the next 5 years at 31.46%. On 12/06/2011, Barclays Capital had an Overweight rating on the stock. The stock is a short squeeze candidate, with a short float at 12.8% (equivalent to 7.95 days of average volume). The stock has performed poorly over the last month, losing 17.26%.
10. Lululemon Athletica Inc. (LULU): Engages in the design, manufacture, and distribution of athletic apparel and accessories for women, men, and female youth primarily in Canada, the United States, and Australia. Market cap of $8.68B. Analyst projected EPS growth over the next 5 years at 28.42%. On 12/02/2011, Barclays Capital had an Overweight rating on the stock. This is a risky stock that is significantly more volatile than the overall market (beta = 2.49). The stock has had a couple of great days, gaining 18.42% over the last week.
11. Alpha Natural Resources, Inc. (ANR): Engages in the production, processing, and sale of coal in the United States. Market cap of $4.88B. Analyst projected EPS growth over the next 5 years at 31.76%. On 11/03/2011, Barclays Capital had an Overweight rating on the stock. The stock has lost 67.05% over the last year.
12. Stillwater Mining Co. (SWC): Engages in the development, extraction, processing, refining, and marketing of palladium, platinum, and associated metals in south central Montana, the United States. Market cap of $1.34B. Analyst projected EPS growth over the next 5 years at 45.0%. On 11/03/2011, Barclays Capital had an Overweight rating on the stock. This is a risky stock that is significantly more volatile than the overall market (beta = 2.31). The stock has lost 44.81% over the last year.
13. Peabody Energy Corp. (BTU): Engages in the exploration, mining, and production of coal. Market cap of $10.03B. Analyst projected EPS growth over the next 5 years at 33.04%. On 11/03/2011, Barclays Capital had an Overweight rating on the stock. The stock has lost 41.18% over the last year.
14. CONSOL Energy Inc. (CNX): Engages in the production of multi-fuel energy and provision of energy services primarily to the electric power generation industry in the United States. Market cap of $8.17B. Analyst projected EPS growth over the next 5 years at 35.75%. On 11/03/2011, Barclays Capital had an Overweight rating on the stock. It's been a rough couple of days for the stock, losing 8.56% over the last week.
15. SM Energy Company (SM): Engages in the acquisition, exploration, exploitation, development, and production of natural gas and crude oil in North America. Market cap of $5.01B. Analyst projected EPS growth over the next 5 years at 44.63%. On 10/26/2011, Barclays Capital had an Overweight rating on the stock. The stock has gained 30.48% over the last year.
16. Manitowoc Co. Inc. (MTW): Engages in the manufacture and sale of cranes and related products, and foodservice equipment. Market cap of $1.46B. Analyst projected EPS growth over the next 5 years at 74.10%. On 09/28/2011, Barclays Capital had an Overweight rating on the stock. This is a risky stock that is significantly more volatile than the overall market (beta = 3.). The stock has had a couple of great days, gaining 10.83% over the last week.
17. IAC/InterActiveCorp. (IACI): Engages in the Internet business in the United States and internationally. Market cap of $3.40B. Analyst projected EPS growth over the next 5 years at 36.03%. On 09/16/2011, Barclays Capital had an Overweight rating on the stock. The stock has gained 39.72% over the last year.
18. Shutterfly, Inc. (SFLY): Provides an Internet-based social expression and personal publishing service that enables consumers to share, print, and preserve their memories through the medium of photography. Market cap of $865.02M. Analyst projected EPS growth over the next 5 years at 34.25%. On 09/16/2011, Barclays Capital had an Overweight rating on the stock. The stock has had a couple of great days, gaining 7.27% over the last week.
19. LinkedIn Corporation (LNKD): Operates an online professional network. Market cap of $6.71B. Analyst projected EPS growth over the next 5 years at 79.57%. On 09/16/2011, Barclays Capital had an Overweight rating on the stock. The stock has had a couple of great days, gaining 11.23% over the last week.
20. Wynn Resorts Ltd. (WYNN): Engages in the development, ownership, and operation of destination casino resorts. Market cap of $13.98B. Analyst projected EPS growth over the next 5 years at 37.88%. On 08/12/2011, Barclays Capital had an Overweight rating on the stock. This is a risky stock that is significantly more volatile than the overall market (beta = 2.42). The stock has lost 3.47% over the last year.
*Data sourced from Yahoo! Finance.
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.
