FOR IMMEDIATE RELEASE

3 Growth Companies With High Insider Ownership And 21% Revenue Growth

NEW YORK, NY – February 5, 2026 – As Wall Street digests a bullish start to February, with the Dow Jones Industrial Average surging past the 500-point mark and the S&P 500 flirting with all-time highs, sophisticated investors are looking beyond the headline numbers. In a market landscape characterized by both optimism and underlying economic crosscurrents, a specific cohort of companies is drawing increased attention: high-growth firms where insiders hold significant stakes.

This combination of robust revenue expansion and high insider ownership—often called "skin in the game"—can be a powerful indicator of long-term potential. When a company's leadership and founders maintain substantial ownership, their financial interests are directly aligned with those of common shareholders. This alignment can foster disciplined capital allocation, a focus on sustainable growth, and a shared commitment to navigating market volatility, making these companies compelling subjects for analysis.

Based on a screening of U.S. publicly traded companies, we have identified three firms that exemplify this potent combination of strong insider conviction and forecasted annual revenue growth exceeding 21%.

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The Allure of 'Skin in the Game'

Before diving into specific names, it's crucial to understand the investment thesis. The strategy centers on two core pillars that, when combined, can mitigate risk and signal strong future performance.

• High Insider Ownership: This metric indicates that the people who know the company best—its executives, directors, and founders—are heavily invested in its success. Unlike transient institutional investors, insiders often have a multi-year or even multi-decade perspective. A significant holding suggests they believe the company's stock is undervalued or has a clear runway for growth.

• Strong Revenue Growth: While earnings can be influenced by accounting adjustments and one-time events, top-line revenue growth is a purer measure of market demand and business momentum. Consistent, high revenue growth demonstrates that a company's products or services are resonating with customers and that it is successfully capturing a greater share of its target market.

When these two factors converge, it suggests that a proven management team is confidently steering a rapidly expanding enterprise, creating a compelling narrative for potential investors.

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1. Atour Lifestyle Holdings (NASDAQ: ATAT)

A dominant force in China's hospitality sector, Atour Lifestyle Holdings has distinguished itself by creating a portfolio of lifestyle brands centered around unique hotel experiences. The company has demonstrated exceptional growth and continues to attract positive analyst sentiment.

Company Snapshot

• Overview: Atour operates and franchises a network of hotels across China, targeting modern consumers with a focus on design, culture, and community. Its innovative approach has allowed it to carve out a high-value niche in a competitive market.
• Market Capitalization: Approximately $4.96 billion.
• Operations: The company's revenue is primarily generated through its Atour Group segment, which encompasses its entire portfolio of hotel and lifestyle brands.

Financial Vitals & Insider Conviction

• Insider Ownership: 17.1%. This substantial figure indicates that the leadership team's wealth is closely tied to the company's performance.
• Revenue Growth Forecast: A robust 21.2% per annum, significantly outpacing the broader U.S. market average.
• Valuation & Outlook: Analysts note that the company is trading at a significant discount—approximately 40.9% below its estimated fair value. The consensus forecast points to a potential 39.8% upside in the stock price, supported by earnings projected to grow significantly over the next three years.

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2. Oracle Corporation (NYSE: ORCL)

A technology stalwart, Oracle has successfully navigated a monumental shift from legacy database systems to a formidable cloud infrastructure contender. This transition is fueling a new era of growth, and its founder's massive stake underscores a deep-seated belief in the company's long-term strategy.

Company Snapshot

• Overview: Oracle is a global enterprise software and cloud computing giant. Its growth is increasingly driven by the Oracle Cloud Infrastructure (OCI) and its suite of cloud-based applications (SaaS), which compete directly with Amazon Web Services, Microsoft Azure, and Google Cloud.
• Market Capitalization: Exceeds $350 billion.
• Operations: Revenue is diversified across cloud services, license support, hardware, and enterprise software solutions. The cloud segment represents the primary growth engine.

Financial Vitals & Insider Conviction

• Insider Ownership: An immense 38.9%. Co-founder and CTO Larry Ellison remains the largest shareholder, a powerful signal of insider confidence in the company's cloud-centric future.
• Revenue Growth Drivers: While overall corporate growth is more moderate, its strategic cloud segments are expanding rapidly. Analysts project that continued momentum in OCI and Fusion ERP applications will fuel top-line growth well above the industry average, with forecasts for the core growth segments helping push overall revenue growth toward 22% annually.
• Strategic Position: Oracle's deep-rooted relationships with enterprise clients provide a significant competitive advantage, facilitating the migration of mission-critical workloads to its cloud platform.

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3. Cloudflare, Inc. (NYSE: NET)

As a foundational pillar of the modern internet, Cloudflare provides a critical suite of services that enhance the security, performance, and reliability of web applications and corporate networks. Its high-growth trajectory is matched by meaningful ownership from its founding executives.

Company Snapshot

• Overview: Cloudflare operates a global network that acts as a security and performance layer for its customers. Its services range from DDoS mitigation and web application firewalls to content delivery networks (CDN) and zero-trust network access.
• Market Capitalization: Approximately $40 billion.
• Operations: The company generates revenue through a subscription-based model, offering tiered plans to a wide range of customers, from individual developers to the world's largest enterprises.

Financial Vitals & Insider Conviction

• Insider Ownership: 10.1%. Co-founders Matthew Prince and Michelle Zatlyn retain significant stakes, aligning them directly with shareholder interests as they steer the company's aggressive expansion.
• Revenue Growth Forecast: The company has a consistent track record of delivering revenue growth above 30-40% annually. Analysts expect this trend to continue, with forecasts pointing to sustained annual revenue growth of over 35% as it expands its product suite and captures more enterprise spending.
• Market Opportunity: Cloudflare is exceptionally well-positioned to benefit from enduring secular trends, including the shift to cloud computing, the rise of remote work, and the ever-increasing importance of cybersecurity.

Implications for Investors

The market's current strength provides a favorable backdrop, but discerning investors continue to seek quality and conviction. Companies like Atour, Oracle, and Cloudflare offer a compelling blueprint: a clear growth story validated by strong revenue performance, and a leadership team that is financially committed to seeing that story through.

While high insider ownership is not a panacea and does not guarantee returns, it serves as a powerful qualitative filter. It suggests that those with the most intimate knowledge of the business, its challenges, and its opportunities are betting on their own success. For investors conducting their own due diligence, this alignment serves as a crucial starting point in identifying companies built for sustainable, long-term growth.