TLDRMicrosoft, Nvidia, and Amazon lead large-cap growth stocks with strong AI infrastructure positions and positive analyst ratings across cloud platforms and chipsNvidia maintains its dominance in GPU computing with Blackwell cycle visibility and hyperscaler demand supporting multi-year growth projectionsAmazon shows AWS re-acceleration combined with ads expansion creating operating leverage despite heavy capital expenditure requirementsAMD gains data-center GPU market share while defending CPU positions, though timing and competitiveness debates persist among investorsDuolingo stands out as a mid-cap play with sticky user conversion to paid tiers and AI-enhanced personalization featuresGrowth leadership has narrowed around AI infrastructure and cloud platforms as earnings revisions trend higher. Five stocks with strong analyst support show clear multi-year growth drivers heading into 2026.Each company pairs durable unit economics with identifiable catalysts. The list includes three large-cap leaders and two companies with expanding monetization opportunities.Microsoft Dominates With Near-Perfect Analyst SupportMicrosoft holds 39 buy ratings, one hold, and zero sell ratings from analysts. The consensus stands at buy.Microsoft Corporation, MSFTAI is embedded across Azure, Copilot, and enterprise software. This creates multiple monetization lanes for the company.Scale, margins, and balance sheet strength support ongoing investment and R&D spending. Management’s distribution into corporate IT budgets remains a competitive advantage.AI spend is consolidating to trusted platforms. Execution risk appears low compared to peers, though valuation leaves little room for errors.Nvidia Maintains GPU Computing LeadershipNvidia carries 46 buy ratings, two holds, and one sell rating. Analysts maintain a buy consensus on the stock.NVIDIA Corporation, NVDAThe company remains the reference platform for accelerated computing. Its GPU portfolio includes networking and a fast-moving software stack.Vendor lock-in and developer mindshare extend its market lead. Blackwell cycle visibility and hyperscaler demand underpin multi-year growth expectations.Supply normalization and rising competition are the main watch-items. The company faces increasing pressure from alternative chip makers.Amazon Shows AWS Re-AccelerationAmazon holds 59 buy ratings, zero holds, and one sell rating. The analyst consensus is buy.Amazon.com, Inc., AMZNAWS re-acceleration combines with ads expansion and retail efficiency. This creates operating leverage across business segments.The company has optionality in AI services including models, chips, and tooling. These capabilities layer on top of its existing cloud infrastructure.Scale advantages in logistics and data keep switching costs high for customers. Heavy capital expenditure cycles and retail macro exposure present risks.AMD Gains Data-Center GPU ShareAMD has 31 buy ratings, 11 holds, and zero sells. The consensus rates it a moderate buy.The company is carving out share in data-center GPUs while defending CPU positions. This provides multiple AI adjacencies for revenue growth.Partnerships and improving hyperscaler traction support the investment thesis. Some analysts question AI GPU ramp timing and competitiveness.Position sizing should reflect the spread of outcomes. The upside potential exists if adoption scales as projected.Duolingo Converts Users With AI FeaturesDuolingo holds 10 buy ratings, 12 holds, and one sell. Analysts give it a hold consensus.The gamified product continues converting users to paid tiers. AI features enhance personalization for language learners.The brand’s reach provides pricing and cross-sell headroom for growth. Execution in new subjects and ads provides incremental revenue levers.Competition, spend normalization, and expectation volatility around guidance present key risks. The mid-cap consumer platform shows expanding monetization potential.Final ThoughtsThe five stocks include three mega-caps with entrenched AI leverage and operating discipline, plus AMD’s chip exposure and Duolingo’s consumer platform with expanding monetization opportunities.The post Best Growth Stocks to Buy in November appeared first on Blockonomi.