Two Top Shares to Buy for Long-Term Growth: A Decade-Long Investment Perspective

The Case for Decade-Long Holdings

Building substantial wealth through equities requires patience and strategic selection. Growth stocks that serve massive addressable markets and demonstrate accelerating profitability have historically delivered exceptional shareholder returns through the power of compounding. This analysis examines two prominent shares with remarkable potential for investors committed to a 10-year holding period.

Palantir Technologies: Enterprise AI Leadership in Action

Palantir Technologies (NASDAQ: PLTR) has appreciated 169% over the past twelve months, yet the more compelling story lies in its operational momentum. The company’s enterprise-grade AI platform is fundamentally transforming how large organizations optimize costs and streamline workflows across industries.

The real-world applications demonstrate genuine traction. Airbus leverages Palantir’s Foundry platform for comprehensive monitoring of engineering data across its A350 aircraft fleet. Ferrari applies the same technology to enhance Formula One racing performance metrics. These deployments showcase how Palantir’s software addresses critical needs across diverse sectors.

From a financial perspective, Palantir’s acceleration is evident. Third-quarter revenue growth reached 63% year-over-year, accompanied by an adjusted operating margin of 51%—surpassing Microsoft’s 46% margin. Industry leaders recognize this achievement; Nvidia’s CEO has characterized Palantir’s technology as “the single most important enterprise stack in the world.” The two companies now collaborate to integrate Nvidia’s accelerated computing capabilities into Palantir’s platform, a synergy likely to drive further enterprise adoption.

Contract signings illustrate the commercial momentum. In Q3 alone, the company secured $1.3 billion in total contract value from U.S. commercial customers—a 342% year-over-year increase. This validates Palantir’s commanding position in the competitive enterprise AI landscape.

The valuation reflects premium positioning, requiring investors to maintain conviction over a decade. Wall Street analysts project 45% annualized earnings-per-share growth through the coming years, implying the company will command substantially higher valuations in 2035 than today.

Rocket Lab: Capitalizing on Space Industry Expansion

The space economy represents one of the decade’s most significant growth opportunities, valued conservatively at $1 trillion or more. Rocket Lab (NASDAQ: RKLB) has emerged as a leading player, with its stock gaining 271% over the past year.

The company provides essential launch infrastructure for satellites and payloads serving U.S. government and commercial clients. As artificial intelligence proliferates throughout the economy, demand for space-based capabilities—including Earth observation, logistics tracking, and geospatial intelligence—continues expanding. These applications require reliable and frequent launch capacity.

Rocket Lab’s growth trajectory is notable: revenue reached $155 million in the third quarter, representing 48% year-over-year expansion. While the company currently operates at a loss, continued revenue acceleration is expected to drive profitability transition.

The upcoming Neutron rocket represents a pivotal milestone. Designed to transport significantly heavier payloads (up to 28,700 pounds compared to the Electron rocket’s current capacity), Neutron’s superior lift capability combined with reusability will substantially enhance revenue potential while reducing operational costs—a combination that accelerates the path toward sustained profitability.

Wall Street projections estimate revenue growth from approximately $600 million in 2025 to $1.9 billion by 2029. Profitability is forecast to commence in 2027 with adjusted earnings of $0.19 per share, then more than double to $0.39 by 2028. Such acceleration can serve as a significant catalyst for equity appreciation.

The Long-Term Investment Thesis

Both companies represent distinct but complementary opportunities for investors committed to decade-long ownership. Palantir has already demonstrated market dominance in enterprise AI, while Rocket Lab is establishing itself as an infrastructure leader in an nascent but explosive industry. Neither will appeal to short-term traders, yet both offer the potential for transformational returns for patient shareholders willing to hold through the next ten years.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
0/400
No comments
  • Pin

Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate App
Community
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)