Acciones de alta crecimiento con una fuerte propiedad interna: ¿por qué estas 3 compañías indican una oportunidad de compra atractiva en 2026?

In the ever-evolving landscape of high-growth investing, one often-overlooked metric can serve as a powerful indicator of future performance: insider ownership. When executives and board members hold significant stakes in their companies, it signals a deep alignment of interests between management and shareholders. This alignment often translates into strategic decisions that prioritize long-term value creation. In 2026, three stocks-TeraWulf (WULF), AAON (AAON), and BBB Foods (TBBB)-stand out as compelling buys, not only for their revenue growth but also for the confidence their insiders have demonstrated through ownership and strategic moves.

TeraWulf (WULF): A High-Growth Play in the Bitcoin and HPC Space

TeraWulf's third-quarter 2025 results underscore its explosive growth trajectory. The company reported revenue of $50.6 million, an 87% year-over-year increase, driven by higher bitcoin prices, expanded mining capacity, and the debut of recurring high-performance computing (HPC) lease revenue. This new revenue stream alone contributed $7.2 million to the quarter's total, highlighting the diversification of TeraWulf's business model.

Insider ownership of 16.48% further reinforces the conviction of TeraWulf's leadership. This level of ownership suggests that executives are betting on the company's long-term potential, particularly as it scales its HPC platform. Strategic moves in Q3 2025, including a $1.025 billion convertible notes offering and a 168 MW AI Compute joint venture with Fluidstack, demonstrate a clear focus on capitalizing on the growing demand for computational power. With over $712 million in cash and $5 billion in long-term financings secured, TeraWulf is well-positioned to execute its expansion plans without diluting shareholder value.

AAON (AAON): Operational Excellence and Leadership Reinvention

AAON's Q3 2025 results reflect a company in the midst of a transformation. Net sales surged 17.4% to $384.2 million, driven by robust demand for liquid cooling equipment in data centers and improved production throughput. The company's backlog reached a record $1.32 billion, up 103.8% year-over-year, signaling strong order momentum.

Insider ownership of 18.7%-one of the highest among the three stocks-underscores the confidence of AAON's leadership. Recent insider activity, including Stephen Wakefield's purchase of 4,141 shares through a 401(k) exchange and additional direct buys, further reinforces this alignment. Strategically, AAON has restructured its leadership to accelerate growth: Doug Wichman's promotion to Executive Vice President and General Manager of the AAON Business Unit marks a shift toward specialized expertise in HVAC solutions. Operational improvements, such as the Longview, Texas facility reaching 90% of production targets and progress in ERP system optimization, are translating into higher gross margins and operational efficiency.

BBB Foods (TBBB): Retail Expansion and Resilient Revenue Growth

BBB Foods' Q3 2025 performance highlights its resilience in a competitive retail landscape. Despite a net loss driven by non-cash share-based expenses, the company achieved a 36.7% year-over-year revenue increase to MXN 20.28 billion. Its aggressive store expansion-adding 131 net new stores to reach 3,162 locations-coupled with 17.9% same-store sales growth, demonstrates a winning formula of scale and customer retention.

While insider ownership at 13% is lower than TeraWulf and AAON, BBB Foods' institutional ownership of 52% provides a stabilizing influence. The company's strategic focus on expanding its retail footprint and leveraging economies of scale positions it to capitalize on the growing demand for convenience retail. With a strong balance sheet and a proven ability to drive top-line growth, BBB Foods offers a compelling opportunity for investors seeking exposure to the retail sector.

Conclusion: Aligning with Management's Vision

The combination of strong revenue growth, strategic capital allocation, and significant insider ownership in TeraWulf, AAON, and BBB Foods creates a compelling case for investment in 2026. These companies are not only executing on their growth strategies but also demonstrating that their leadership teams are deeply invested in long-term success. For investors seeking high-growth opportunities with aligned incentives, these three stocks represent a rare trifecta of financial performance, strategic clarity, and insider confidence.