2 Growth Stocks I'd Buy -- but Only at Much Lower Prices

Despite the market tumbling lower so far in 2025, many growth stocks still seem to have stretched valuations. Two that I wouldn't touch with a 10-foot pool at their current prices are cybersecurity specialist CrowdStrike (NASDAQ: CRWD) and data analytics software company Palantir Technologies (NASDAQ: PLTR).

These are two great, well-managed companies. But, in my view, their stock prices simply bake in too much optimism. Or, put it another way, their current valuations demand near-perfect execution for the foreseeable future despite the fact that both face great risks due to the fast-changing and intensely competitive nature of their industries.

CrowdStrike's results for its fourth quarter of fiscal 2025 showcased impressive growth, with revenue climbing 25% year over year to $1.06 billion. Adjusted earnings per share reached $1.03, up from $0.95 in the same quarter last year. Looking beneath the surface, the company's services are proving to be "sticky." More than two-thirds of its customers are paying for six or more modules.

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