The Nasdaq 100 (^NDX) is where investors find some of the most innovative and disruptive companies shaping the future. A select few continue to execute at a high level, growing their market dominance and delivering strong returns.
Even among industry leaders, some companies shine bright, and we built StockStory to help you find them. That said, here are three Nasdaq 100 stocks driving the future of tech.
Meta (META)
Market Cap: $1.64 trillion
Famously founded by Mark Zuckerberg in his Harvard dorm, Meta Platforms (NASDAQ: META) operates a collection of the largest social networks in the world - Facebook, Instagram, WhatsApp, and Messenger, along with its metaverse focused Reality Labs.
Why Will META Outperform?
- Customer spending is rising as the company has focused on monetization over the last two years, leading to 14.8% annual growth in its average revenue per user
- Performance over the past three years was turbocharged by share buybacks, which enabled its earnings per share to grow faster than its revenue
- Robust free cash flow margin of 26.9% gives it many options for capital deployment
Meta’s stock price of $649.86 implies a valuation ratio of 12.8x forward EV/EBITDA. Is now the time to initiate a position? Find out in our full research report, it’s free for active Edge members.
O'Reilly (ORLY)
Market Cap: $76.26 billion
Serving both the DIY customer and professional mechanic, O’Reilly Automotive (NASDAQ: ORLY) is an auto parts and accessories retailer that sells everything from fuel pumps to car air fresheners to mufflers.
Why Do We Love ORLY?
- Brick-and-mortar locations are witnessing elevated demand as their same-store sales growth averaged 3.5% over the past two years
- Excellent operating margin of 19.5% highlights the efficiency of its business model
- ROIC punches in at 42.3%, illustrating management’s expertise in identifying profitable investments
O'Reilly is trading at $90.51 per share, or 28.2x forward P/E. Is now the right time to buy? See for yourself in our full research report, it’s free for active Edge members.
DexCom (DXCM)
Market Cap: $25.95 billion
Founded in 1999 and receiving its first FDA approval in 2006, DexCom (NASDAQ: DXCM) develops and sells continuous glucose monitoring systems that allow people with diabetes to track their blood sugar levels without repeated finger pricks.
Why Will DXCM Beat the Market?
- Core business can prosper without any help from acquisitions as its organic revenue growth averaged 16.8% over the past two years
- Earnings growth has massively outpaced its peers over the last five years as its EPS has compounded at 17.5% annually
- Free cash flow margin increased by 17.5 percentage points over the last five years, giving the company more capital to invest or return to shareholders
At $66.12 per share, DexCom trades at 27.7x forward P/E. Is now a good time to buy? Find out in our full research report, it’s free for active Edge members.
High-Quality Stocks for All Market Conditions
The market’s up big this year - but there’s a catch. Just 4 stocks account for half the S&P 500’s entire gain. That kind of concentration makes investors nervous, and for good reason. While everyone piles into the same crowded names, smart investors are hunting quality where no one’s looking - and paying a fraction of the price. Check out the high-quality names we’ve flagged in our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 244% over the last five years (as of June 30, 2025).
Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today.
