4 Stocks to Buy Now‼️ May 2026

The speaker begins by celebrating the significant growth in their public account, which increased from $3.3 million to $3.85 million in the past month. This achievement serves as a motivator for viewers to envision their financial future in 5-10 years if they continue to work hard and smart. The main topic of the video is four growth stocks the speaker is currently buying in May 2026, all of which are considered to have attractive valuations and significant growth potential. The first stock discussed is SoFi Technologies (Sofi), currently trading at $16. The speaker reveals they are up 95% on their SoFi position in the public account, having started buying shares at $6.90. Even at $16, they consider it a strong buy. SoFi recently released A+ earnings, with total interest income up 31% and net interest income (NII) growing 39% year-over-year. Loan origination, sales, securitizations, and servicing were up 169%, and loan platform fees increased by 44%. While technology products and solutions revenue was down 43%, other categories saw substantial growth, leading to a 49% increase in total non-interest income and a 43% rise in total net revenue. Despite a 279% increase in income tax expense, net income grew 135% year-over-year, and EPS doubled. SoFi is highlighted as an all-in-one financial platform, particularly popular among younger generations (millennials, Gen Z, and likely Gen Alpha) who may not be as tied to traditional banks like JPMorgan Chase or Bank of America. SoFi offers credit cards, investment services, and various loan products, including crypto investing. The company's strategy involves sometimes taking on loan risk and sometimes acting as a middleman, selling off loan risk for a fee. SoFi's brand awareness is increasing, and its member count has skyrocketed from 5.2 million in 2022 to 14.7 million in Q1. The speaker believes SoFi has the potential to become a banking giant, similar to major institutions with tens of millions of customers, and could reach a market cap of hundreds of billions from its current $20 billion. CEO Anthony Noto is praised for his management, but the speaker emphasizes the importance of attracting and retaining clients, avoiding excessive risk, and navigating recessions successfully. SoFi's asset-light, tech-platform model is seen as a significant advantage over traditional banks with numerous physical branches and employees, potentially leading to higher profitability. The speaker's buy zones for SoFi are: under $15 (great buy zone), $15-$20 (very good buy zone), and $20-$25 (still a good buy). Above $25, it becomes a "maybe" zone, and above $30, it's considered a hold. The second stock is Service Now (NOW), currently trading at $91. This stock has been "obliterated" over the past year, down 52%, primarily due to market fears surrounding AI disruption and the company's recent acquisitions. The speaker acknowledges that the market is struggling to assess the long-term earnings potential of companies like Service Now and Salesforce due to AI uncertainties. Service Now's current phase is described as "awkward" because, in addition to AI concerns, the company has completed several acquisitions and is integrating AI into its platform, which has increased costs. This results in strong revenue growth (22%) but high expenses, leading to diluted EPS growth of only 2%. The speaker expects this phase to last about another year before profit growth accelerates again. Service Now provides software for large companies to manage tasks, fix problems, and streamline workflows. It helps companies consolidate messy, slow systems into one organized platform, saving time and reducing confusion. Its business model is based on selling software subscriptions, primarily to large corporations. The company also assists customers with software setup and adding tools over time. Service Now boasts strong customer retention due to the high cost (time, money, training) of switching platforms once integrated into daily operations. This subscription-based, recurring revenue model is described as a "holy grail business model." The biggest risk is competition from other large software companies and potential spending cuts during economic downturns. The bull case for Service Now involves continued customer acquisition, increased sales to existing customers, and deeper integration within large companies. The bear case involves slower growth, losing deals to competitors, or reduced software spending. The speaker expresses no worries about the company, viewing AI as a significant opportunity rather than a threat. The speaker highlights Service Now's historical PE being "dirt cheap" due to the aforementioned awkward phase, acquisitions, AI integration costs, and a broader sell-off in SAS-related companies linked to the private credit market. As a long-term investor, the speaker focuses on Service Now's potential over 3-7 years, not short-term fluctuations. Projections for Service Now include a bull case with 20% average revenue growth and 25% net income growth, leading to a 40-54% compound annual growth rate (CAGR) and a stock price potentially reaching $350-$500 in 4-5 years. The base case, which the speaker actually expects, projects 17% average revenue growth and 22% net income growth, yielding a 30% CAGR and a stock price of $237-$277. Even the bear case, with 12% revenue and net income growth, still results in a double-digit CAGR, outperforming the S&P 500. This strong bear case makes Service Now a compelling buy for the speaker. The third stock is E.L.F. Beauty (ELF), currently trading at $61. The speaker has made an impressive 749% return on this stock in the public account, having started buying at $7.28 in February 2019. E.L.F.'s core brand is known for affordable and high-quality cosmetics, with most products under $10 or $20. This makes them a tough competitor in the market. Beyond the E.L.F. brand, the company owns other successful brands, most notably Road, acquired recently. Road is Haley Bieber's company and is described as one of the hottest brands in the beauty space, offering significant short-term growth opportunities over the next 1-2 years through increased retail presence, product expansion, and distribution. Another successful brand is Notorium, popular for body washes and lotions. E.L.F. Beauty's forward P/E is around 18, which the speaker considers "way too cheap" for a company with double-digit revenue growth and strong double-digit EPS growth expected for years. The speaker's bull case for E.L.F. is one of their most exciting, projecting 25% revenue growth in 2027, followed by 20% annually, and 30% average net income growth through 2030. This scenario, given the consumption-based nature of the beauty business (similar to a SAS model), could lead to a 50%+ CAGR and a stock price of $332-$379. The base case, which the speaker considers more modest, projects 23% revenue growth and 20% net income growth in 2027, then 15% revenue growth and 20% net income growth annually. This yields a 35-40% CAGR and a stock price of $206-$241. The speaker notes the optionality for E.L.F. to buy back shares or acquire other successful brands. Even the bear case, with 18% revenue growth in 2027 and 9% thereafter, and only 9% net income growth, still results in a 15-21% CAGR, outperforming the market. Based on these projections, the speaker advises buying E.L.F. shares under $100. The fourth stock is Celsius Holdings (CELH), currently an $8.62 billion market cap company. Celsius owns the popular energy drink brand Celsius, the Alani brand, and recently acquired Rockstar from Pepsi, also securing a major distribution deal with Pepsi. The primary growth opportunity for Celsius over the next decade is international expansion, as it currently represents a small percentage of revenues. The speaker sees Celsius as attractive for both the short-term (next 12 months) and long-term (next 12 years). The speaker draws parallels between Celsius and historical beverage giants like Coca-Cola, Pepsi, and Monster, emphasizing that early investment in such companies can lead to "game-changing" wealth. They recount their own successful investment in Monster around 2010-2011. Celsius, with its current market cap under $10 billion, is still considered "very early" compared to Monster ($73 billion) or the hundreds of billions of dollars market caps of Coca-Cola and Pepsi. Wall Street is also becoming bullish on Celsius, with JP Morgan maintaining an "overweight" rating and a price target of $67 (over a double from current levels) and Croup setting a target of $60 within 12 months. The speaker's bull case for Celsius in 2030 projects $6.8 billion in revenue and $1 billion in net income, with 15% top-line growth and 25% bottom-line growth, leading to a 43-48% CAGR. The base case projects $5.9 billion in revenue and $743 million in net income by 2030, with 10% top-line and 15% bottom-line growth. This consumption-based business model is expected to yield a 25-30% CAGR. Even the bear case, projecting $5.1 billion in revenue and $516 million in net income by 2030, with only 5% revenue and net income growth, still results in a 5-11% CAGR, indicating it remains a money maker. The speaker notes significant long-term upside for gross and net margins. The speaker advises focusing on the long-term potential of Celsius, rather than short-term fluctuations. In conclusion, the speaker reiterates the importance of long-term vision and hard work for financial success, using the growth of their public account as an example. They encourage viewers to consider the potential of these four growth stocks—SoFi, Service Now, E.L.F. Beauty, and Celsius Holdings—for significant returns over the next 5-10 years.