3 Stocks With Triple-Digit Upside Potential by 2027

Serve Robotics (NASDAQ:SERV) represents one of the most dramatic growth stories in recent market history, having delivered a staggering 181.66% return over the past six months. The company’s current market valuation of $892.2 million appears disconnected from its reported revenue of approximately $1 million per quarter, creating what many would consider a dizzying valuation. However, the market may be overlooking a multi-billion-dollar opportunity in autonomous delivery infrastructure.

The company’s core business involves sidewalk-based delivery robots capable of transporting food and groceries directly to consumers’ doors. These robots feature security capabilities including theft reporting systems that have already led to arrests. Serve Robotics reached a significant milestone in October by deploying its 1,000th autonomous delivery robot under its 2,000-robot agreement with Uber Eats (NYSE:UBER). This partnership positions the company to tap into Uber Eats’ global network of 8.8 million drivers and DoorDash’s (NASDAQ:DASH) U.S. network of over 2 million drivers, representing a massive addressable market for automation.

With Uber already holding partial ownership and the recent October 9 partnership with DoorDash securing relationships with the two largest food delivery platforms, Serve Robotics has established critical industry positioning. While individual robots currently cost approximately $30,000, the potential for scaled production and operational efficiencies makes this technology increasingly attractive to delivery companies facing labor costs and availability challenges. This strategic positioning suggests multibagger returns remain possible by 2027 despite the company’s current premium valuation.

Energy Fuels (NYSEAMERICAN:UUUU) has delivered an extraordinary 436.7% return over the past six months, yet analysts believe further multibagger returns are achievable. As the largest uranium producer in the United States and operator of the country’s only conventional uranium mill, the company occupies a strategically vital position in the national energy security landscape. This positioning mirrors the government-supported growth seen in other critical mineral producers like MP Materials (NYSE:MP), which have surged due to federal investment in domestic supply chains.

The United States currently imports Russian uranium due to insufficient domestic production capacity, creating both a vulnerability and opportunity. The federal government’s aggressive push to reduce dependence on China for rare earth minerals and Russia for uranium creates a compelling investment thesis for Energy Fuels. As the only conventional uranium mill operator in the country, UUUU stands to benefit disproportionately from any government initiatives aimed at achieving domestic uranium self-sufficiency.

The company’s existing infrastructure and production capabilities position it as the natural beneficiary of any substantial government investment in domestic uranium production. While the stock has already experienced significant appreciation, the potential for massive government contracts and policy support aimed at securing America’s nuclear fuel supply chain suggests the current valuation may not fully reflect the company’s strategic importance and growth potential through 2027.

ACM Research (NASDAQ:ACMR) has generated a 135% year-to-date return while maintaining what analysts consider a significant valuation discrepancy. The company manufactures ultra-precise cleaning equipment essential for advanced semiconductor manufacturing, including single-wafer and batch cleaning systems, electroplating tools, stress-free polishing equipment, vertical furnaces, track systems, PECVD systems, and wafer-level packaging kits. These technologies are critical for producing flawless 3-nm, 2-nm, and advanced-packaged devices without defects.

Despite being U.S.-based, ACM Research generates almost all its revenue from China through its wholly-controlled subsidiary ACM Research (Shanghai) Inc. (ACMS). The U.S. parent company owns 81.1% of ACMS, with approximately 16% trading on Shanghai’s STAR market. This structure has proven advantageous amid U.S.-China trade tensions, as Washington’s export restrictions on competitors like LAM Research (NASDAQ:LRCX), Applied Materials (NASDAQ:AMAT), and Tokyo Electron (OTCMKTS:TOELY) have redirected Chinese capital expenditure toward domestic champions.

The valuation gap presents the most compelling aspect of the investment thesis. ACM Research’s Shanghai subsidiary trades at a valuation of CNY 95 billion ($13.35 billion), giving the U.S. parent company an implied stake worth $10.83 billion. However, ACM Research itself trades with only a $2.34 billion market capitalization. Even after accounting for net cash and applying liquidity discounts, buy-side analysts including Kerrisdale Capital have identified this massive discrepancy and believe the stock could easily double or more as the market recognizes the company’s true value and strategic positioning in the semiconductor supply chain.