Top 3 Growth Stocks To Watch In September 2026

Bond yields near two decade highs are reshaping how investors think about risk, leaving cash and government debt looking more rewarding than they have in years. That raises the bar for any company that claims to be a future earnings powerhouse. This article focuses on a group of financially sound businesses that analysts expect to grow profits strongly and highlights three stocks from this pool that merit a closer look.

The three companies below are just a starting sample, as the full screen surfaced 1,570 more businesses with similarly compelling growth stories and healthy balance sheets that are not covered here.

To identify and analyze your own highest conviction ideas from that broader universe, head straight into the Healthy high growth potential screener.

Marvell Technology (MRVL)

Marvell Technology plugs directly into the Healthy high growth potential theme through its data-center focused chips. Ethernet switches, network adapters and optical interconnects are built to handle rising AI and cloud traffic, making the business a key supplier of the plumbing behind modern compute.

Marvell generates about US$9.5b in revenue from designing and selling integrated circuits, with products ranging from Ethernet and custom processors to storage and optical interconnects. The stock’s market value of roughly US$229.7b reflects how central this portfolio has become.

"NVIDIA's $2B investment is not a customer relationship. It is a vote of confidence from the world's most informed AI infrastructure buyer that Marvell's technology platform is the right foundation for the next generation of AI factories."

The real swing factor for Marvell is how one concentrated end market trend ultimately feeds through to margins, cash generation and the growth path investors are expecting.

That swing factor is exactly what the full narrative for Marvell Technology unpacks in detail, including how AI demand, capital intensity and execution risk could be decoupling investor expectations.

Sandisk (SNDK)

Sandisk is a pure play on NAND flash storage, with SSDs and embedded solutions for data centers, mobile devices and cars driving its role in the Healthy high growth potential theme. The business generated about US$20.2b from data storage devices and solutions and carries a market value near US$260.3b.

For investors tracking earnings power tied to AI infrastructure, Sandisk offers a concentrated way to tap into growing demand for high-performance, low-latency flash storage without straying outside the screener’s financial health guardrails.

"Accelerating AI infrastructure and data center build-outs are driving rapid enterprise SSD adoption, positioning Sandisk to outgrow a data center market where exabyte demand is expected to rise from the high 300s in 2026."

What really matters from here is how one pressure on Sandisk’s business model ultimately shapes margins, pricing power and the durability of that growth path.

That pressure point is exactly what the full narrative for Sandisk unpacks, revealing how pricing cycles, capacity bets and AI storage demand could be reshaping Sandisk’s earnings path.

ASML Holding (ENXTAM:ASML)

ASML Holding is the key equipment supplier behind the most advanced chips, with its EUV lithography tools central to the Healthy high growth potential theme because they are high value systems that underpin projected multi year earnings expansion.

ASML generates about €35.3b from semiconductor equipment and services, reflecting a tightly focused business, and the stock carries a market value near €584.8b.

"The real risk comes from geopolitics. Export restrictions, especially involving China, have turned ASML into a geopolitical chokepoint."

For investors tracking ASML, a key question is what happens if a single assumption about long run demand for its highest value tools starts to shift.

If that assumption starts to move, the full narrative for ASML Holding shows how export limits, AI demand and tool scarcity could still accelerate the long term opportunity for ASML Holding.

Seeking Fresh Alternatives Before They Fly?

New breakout themes can move quickly while attention is still elsewhere. Scan fresh ideas before the crowd catches up and information starts dropping in value. Consider acting sooner rather than later.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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