Top 3 Growth Stocks To Watch In September 2026

Oil trading near US$100 a barrel has pushed energy costs back into the spotlight and reminded investors how quickly input prices can reshape profit trajectories. Companies that are expected to grow earnings strongly while still keeping their finances in reasonable shape look especially interesting when costs are moving around. This article highlights three such high potential growth stocks and explains what sets each one apart.

The three companies covered below are only a starter set, and the full screen surfaced another 1,570 businesses with equally compelling growth and financial strength stories that are not covered in this article. To go straight to the source and identify your own highest conviction ideas, head into the Healthy high growth potential screener

Bloom Energy (BE)

Overview: Bloom Energy develops and deploys solid oxide fuel cell and electrolyzer systems that provide on-site, low-emission power and hydrogen for large commercial users.

Operations: Bloom Energy generates about US$3.1b in electric equipment revenue, with roughly US$2.9b from the United States and US$261 million from other countries.

Market Cap: US$74.5b

Bloom Energy sits squarely in the Healthy high growth potential theme because its solid oxide fuel cell platform plugs directly into the push for lower-emission, on-site power. This gives data centers and industrial users a way to add capacity quickly while aiming to keep the balance sheet in reasonable shape.

"The only thing constraining this company is the ignorance of their buyers. The data center folks don’t have an alternative, and are obviously fueling this leg of Bloom’s growth curve."

What happens to Bloom Energy’s earnings path if a single unseen pressure on that fast-growing customer base starts to shift?

If that pressure is already building, full narrative for Bloom Energy shows how Bloom Energy’s growth story could accelerate, stall, or quietly decouple from headline demand.

Rocket Lab (RKLB)

Overview: Rocket Lab provides small and medium-class rocket launches and space systems, helping commercial and government customers deploy and manage satellite constellations.

Operations: Rocket Lab generates about US$769 million in revenue, with roughly US$544 million from Space Systems and US$225 million from Launch Services.

Market Cap: US$38.5b

Rocket Lab fits the Healthy high growth potential theme because its Electron launches, Neutron development, and expanding space systems work are all geared toward serving ongoing smallsat constellation demand while aiming to keep its financial position within acceptable bounds.

"Neutron's successful operation should be that turning point, but Neutron's failure would risk the entire company."

The real swing factor is how one pressure on funding and customer timing shapes Rocket Lab’s path from revenue growth to durable margins.

That turning point risk is exactly where the story gets interesting, and full narrative for Rocket Lab shows how funding cycles, execution and margins could still accelerate Rocket Lab’s trajectory.

Vertiv Holdings Co (VRT)

Overview: Vertiv Holdings Co supplies power, cooling, and integrated infrastructure that keeps large data centers and digital networks running reliably worldwide.

Operations: Vertiv generates about US$10.5b in revenue, with roughly US$7.5b from the Americas, US$2.7b from Asia Pacific, and US$2.4b from Europe, Middle East and Africa.

Market Cap: US$108b

Vertiv matters to the Healthy high growth potential theme because its liquid and air cooling, UPS, and modular power systems directly support the surge in AI and cloud data center buildouts that analysts expect to underpin future earnings.

"The liquid cooling market is already growing at roughly 20-30% annually as hyperscalers like Microsoft, Google, and Amazon race to build AI infrastructure. Vertiv's Q4 2025 organic orders surged 252% year-over-year, and its $15 billion backlog is equivalent to roughly 1.5 years of trailing revenue."

The key question is what happens to Vertiv’s margin momentum if a single unseen pressure shifts how hyperscalers prioritize their next wave of AI capacity.

That pressure point is exactly where Vertiv can surprise you, and the full narrative for Vertiv Holdings Co unpacks how those cooling orders could either be masking risks or accelerating upside.

Seeking Alternatives Before The Crowd Moves

Fresh ideas often move first. Once momentum builds, prices can be changing quickly while you are still scanning headlines. Use these under the radar for now shortlists while it matters and consider acting promptly.

• Review the curated 6 dividend fortresses to spot income opportunities that could continue paying even when headlines shift, before the best yields attract broader attention.
• Scan the hand picked 36 robotics and automation stocks to track early movers in automation while expectations are still building gradually rather than fully reflected in prices.
• Work through the focused 39 power grid technology and infrastructure stocks to position ahead of potential infrastructure themes and see which operators remain less widely followed.

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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