Two Growth Stocks to Consider Buying This October Amid Macro Pressures
Yahoo Finance ·
With the 10-year Treasury yield hovering near 5.3%, marking its peak since 2007, market conditions appear challenging for high-growth equities. However, long-term investors willing to look past immediate volatility should still consider expanding their positions in growth leaders like Grail and Veeva Systems. Grail offers Galleri, a blood-based screening test designed to identify numerous cancers prior to symptom onset. Although lacking FDA approval, the company markets the test directly to independent clients, corporations, and hospital pilot programs on a cash basis for roughly $949. This strategy lifted Grail's revenue from $93 million in 2023 to $147 million in 2025. Furthermore, total test volume leaped 42% year over year to reach 117,000 during the first half of 2026. Wall Street analysts project a 23% revenue increase to $181 million for the full year.
AI 시장 분석
The 10-year US Treasury yield has reached 5.3%, hitting its highest level since 2007 and putting pressure on growth stocks. High interest rates discount future cash flows, compressing valuations of growth stocks and diverting investment capital into bonds. However, exceptional growth companies like Grail continue to maintain revenue growth despite short-term macroeconomic headwinds.
상승 영향
- Biotechnology — Grail's Galleri cancer blood test volume surged 42% year-over-year, and 2026 revenue is projected to grow by 23%, demonstrating robust growth.
하락 영향
- Growth Stocks — The 10-year Treasury yield surged to 5.3%, compressing future earnings value and driving investors toward bonds, increasing downward pressure on stock prices.
- Real Estate — The persistent high-interest-rate environment with a 5.3% Treasury yield raises financing costs and burdens the physical asset and real estate markets.
DYAX 전담 분석
Rising Treasury yields apply direct downward pressure on stock prices by discounting the future value of growth stocks. In particular, Grail faces challenges in the high-interest-rate environment despite recording $147 million in revenue for 2025 and a 42% year-over-year increase in test volume in the first half of 2026.
While future stabilization of interest rates could provide an opportunity for a rebound in growth stocks, prolonged high interest rates could lead to further stock price corrections due to increased financing costs. Investors must closely monitor Treasury yield trends and corporate earnings growth.
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