3 High-Growth ADRs Poised for Q2 2026 Surge Amid Global AI Capex Cycle

American Depositary Receipts (ADRs) are emerging as a strategic conduit for U.S. investors seeking exposure to high-growth international equities. Three standout picks—Hesai Group (HSAI), Endava PLC (DAVA), and Globant S.A. (GLOB)—are positioned to capitalize on divergent global growth trends and the AI infrastructure boom.

Emerging markets are projected to expand at 4.0% in 2026-2027, nearly triple the 1.5% growth expected from advanced economies. This divergence creates fertile ground for ADRs Leveraged to structural themes like AI monetization and digital transformation. Chinese LiDAR leader Hesai, UK/CEE software firm Endava, and LatAm digital services provider Globant top the conviction list.

The AI investment cycle remains a key catalyst. With capex flows accelerating and monetization pathways crystallizing, connected equities stand to benefit disproportionately. These ADRs offer rare exposure to niche growth drivers—from autonomous vehicle sensors to enterprise AI adoption—while sidestepping geopolitical risks through their depositary structures.