Stock Analysis

Insider-Owned Growth Leaders To Watch In December 2025

As the U.S. stock market navigates a mixed performance with major indices like the Dow and S&P 500 nearing record highs, investors are closely monitoring economic indicators such as upcoming inflation data that could influence Federal Reserve decisions on interest rates. In this environment of cautious optimism, growth companies with high insider ownership stand out as intriguing opportunities, offering potential resilience and alignment of interests between company insiders and shareholders.

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Top 10 Growth Companies With High Insider Ownership In The United States

NameInsider OwnershipEarnings Growth
Super Micro Computer (SMCI)13.9%50.7%
StubHub Holdings (STUB)14.2%73.5%
SES AI (SES)12%68.9%
Niu Technologies (NIU)37.2%93.7%
Credo Technology Group Holding (CRDO)10.4%28.0%
Cloudflare (NET)10.2%43.5%
Bitdeer Technologies Group (BTDR)33.4%131.7%
Atour Lifestyle Holdings (ATAT)18%24.4%
Astera Labs (ALAB)11.9%29.0%
AppLovin (APP)27.5%27.3%

Click here to see the full list of 201 stocks from our Fast Growing US Companies With High Insider Ownership screener.

Let's take a closer look at a couple of our picks from the screened companies.

Credo Technology Group Holding (CRDO)

Simply Wall St Growth Rating: ★★★★★★

Overview: Credo Technology Group Holding Ltd offers high-speed connectivity solutions for optical and electrical Ethernet and PCIe applications across the United States, Taiwan, Mainland China, Hong Kong, and internationally with a market cap of approximately $32.68 billion.

Operations: Credo Technology Group Holding Ltd's revenue is primarily derived from its semiconductor segment, which generated $796.13 million.

Insider Ownership: 10.4%

Earnings Growth Forecast: 28.0% p.a.

Credo Technology Group Holding, while experiencing significant insider selling recently, is poised for robust growth with revenue expected to increase by 24.2% annually and earnings projected to grow at 28% per year. The company has just turned profitable, reporting a net income of US$82.64 million in Q2 2025 compared to a loss previously. Despite high share price volatility, Credo's innovations like the Weaver memory fanout gearbox and ZeroFlap optical transceivers highlight its commitment to advancing AI infrastructure capabilities.

CRDO Ownership Breakdown as at Dec 2025
CRDO Ownership Breakdown as at Dec 2025

Accelerant Holdings (ARX)

Simply Wall St Growth Rating: ★★★★★☆

Overview: Accelerant Holdings (ticker: ARX) operates a data-driven risk exchange that connects specialty insurance underwriters with risk capital partners, with a market cap of $3.14 billion.

Operations: The company's revenue is derived from three primary segments: Underwriting at $380.90 million, MGA Operations at $198.60 million, and Exchange Services at $302.10 million.

Insider Ownership: 25%

Earnings Growth Forecast: 103.4% p.a.

Accelerant Holdings is experiencing substantial revenue growth, with recent third-quarter figures reaching US$267.4 million, up from US$153.7 million the previous year. Despite a significant net loss of US$1,439.7 million, insider buying indicates confidence in future prospects. The company's strategic partnership with AF Specialty enhances its risk capital capacity and access to high-rated financial backing. While earnings are forecasted to grow significantly at 103.37% annually, profitability is expected within three years, outpacing market averages.

ARX Ownership Breakdown as at Dec 2025
ARX Ownership Breakdown as at Dec 2025

Toast (TOST)

Simply Wall St Growth Rating: ★★★★☆☆

Overview: Toast, Inc. provides a cloud-based digital technology platform for the restaurant industry across various countries and has a market cap of $20.68 billion.

Operations: Toast's revenue is primarily generated from its data processing segment, which amounts to $5.86 billion.

Insider Ownership: 17.8%

Earnings Growth Forecast: 28.9% p.a.

Toast has demonstrated strong growth potential with recent profitability and revenue of US$1.63 billion in Q3 2025, up from US$1.31 billion a year prior. Despite limited insider buying, the strategic partnerships with TGI Fridays and Uber highlight its expansion capabilities in restaurant technology. Analysts forecast significant earnings growth at 28.9% annually, surpassing market averages. The company's share buyback indicates confidence in its valuation as it continues to innovate with AI solutions like Toast IQ for operational efficiency.

TOST Earnings and Revenue Growth as at Dec 2025
TOST Earnings and Revenue Growth as at Dec 2025

Key Takeaways

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.The analysis only considers stock directly held by insiders. It does not include indirectly owned stock through other vehicles such as corporate and/or trust entities. All forecast revenue and earnings growth rates quoted are in terms of annualised (per annum) growth rates over 1-3 years.

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Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

About NYSE:ARX

Accelerant Holdings

Accelerant Holdings, together with its subsidiaries, operate a data-driven risk exchange that connects selected specialty insurance underwriters with risk capital partners.

High growth potential with adequate balance sheet.

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