10-Year Outlook: Two Stocks to Buy and Hold with Cathie Wood's Stamp of Approval

Cathie Wood's Ark Invest recommends SoFi Technologies and Roku as top stocks to buy and hold for 10 years. SoFi's customer growth has driven phenomenal financial results, with a 44% YoY increase in revenue to $858 million in Q2. Roku aims to dominate its niche in the streaming industry and expand its footprint in new international markets. Both stocks have strong innovative qualities and are expected to perform well over the next decade.

Cathie Wood, the founder and CEO of Ark Invest, is renowned for her investment strategy focused on innovative companies. Recently, her portfolio has highlighted two stocks with significant potential over the next decade: SoFi Technologies (SOFI) and Roku (ROKU).

SoFi Technologies (SOFI)

SoFi Technologies has demonstrated remarkable stock performance, with an 85% year-to-date increase driven by outstanding financial data. The company's revenue for the second fiscal quarter grew by 44% year-over-year to $858 million, with recurring fee revenue surging 72% to $378 million, accounting for approximately 44% of total revenue. Both membership numbers and product holdings per member continued to rise, while net profit skyrocketed 459% to $97.3 million SoFi and Roku: Why Do They Shine in Cathie Wood’s Investment Portfolio?^[1].

Originally focused on student loan refinancing, SoFi has successfully transformed into a comprehensive financial services institution, offering a diverse range of products including investment services and various loan options. As a purely online bank, SoFi avoids the operational costs associated with physical branches, providing it with significant efficiency advantages.

Despite the notable success of its transformation, SoFi still possesses considerable growth potential. Every day, a large number of young users open their first bank accounts, and SoFi’s digital services align perfectly with the habits of this demographic. Currently, the company has 11.7 million members and 17.1 million products, with a product-to-member ratio of only 1.5, indicating substantial room for further monetization within its existing user base.

Roku (ROKU)

Roku, a leader in the streaming device platform sector, also demonstrates strong ecosystem barriers and growth momentum. The platform aggregates most mainstream and niche streaming services, allowing users to conveniently manage and watch diverse content. As of the end of 2024, Roku has reached nearly 90 million streaming households, with annual platform streaming hours reaching 120 billion. This massive user base makes it an important channel for advertisers, and advertising revenue has become the company’s primary source of income.

In the second fiscal quarter, Roku’s revenue increased by 15% year-over-year to $1.1 billion. Not only did the company return to profitability, but it also generated a net profit of $10.5 million, while free cash flow grew 23% year-over-year to $392 million. Recently, Roku partnered with Amazon, allowing U.S. advertisers to reach its 80 million household users through the Amazon Ads platform. This collaboration highlights Roku’s leadership and network effect advantages in the North American connected TV market. With global streaming penetration still relatively low, Roku has vast expansion opportunities in international markets. By replicating its successful strategies in the United States, the company is well-positioned to continue benefiting from industry growth over the next decade SoFi and Roku: Why Do They Shine in Cathie Wood’s Investment Portfolio?^[1].

Conclusion

Cathie Wood's Ark Invest recommends SoFi Technologies and Roku as top stocks to buy and hold for 10 years. Both companies have demonstrated strong financial performance and significant growth potential. SoFi's customer growth has driven phenomenal financial results, with a 44% YoY increase in revenue to $858 million in Q2. Roku aims to dominate its niche in the streaming industry and expand its footprint in new international markets. Both stocks have strong innovative qualities and are expected to perform well over the next decade.

References

SoFi and Roku: Why Do They Shine in Cathie Wood’s Investment Portfolio?^[1] https://nai500.com/blog/2025/09/sofi-and-roku-why-do-they-shine-in-cathie-woods-investment-portfolio/
2 Cathie Wood Stocks to Buy and Hold for 10 Years^[2] https://www.nasdaq.com/articles/2-cathie-wood-stocks-buy-and-hold-10-years