3 AI Stocks To Watch In September 2026
AI optimism has recently pushed global equities higher, with the Nasdaq 100 moving close to record territory as investors refocus on future earnings potential. That kind of mood can reward businesses where analysts already expect strong profit growth and solid balance sheets. If you care about riding that theme rather than chasing headlines, this article highlights three stocks that pass a strict high growth and financial health screen.
The three stocks below are just a starting sample, since the full high growth and financial health screen surfaced 288 more companies with equally compelling stories that are not covered here.
Head straight into the Healthy high growth potential screener to identify, filter, and analyze the ideas that best match your own portfolio goals.
Marvell Technology (MRVL)
Marvell Technology taps directly into the Healthy high growth potential theme through its data center networking and storage chips, which underpin much of today’s AI and cloud buildout, making it a useful bellwether for investors tracking this part of the market.
Marvell Technology develops data infrastructure semiconductors for data centers and communications, with all of its US$9.5b revenue coming from integrated circuit design and sales, and the business currently valued at about US$214.2b.
"The optical interconnect business is the more stable growth engine: management guided interconnect at 50%+ YoY growth in FY2027, well above the ASIC segment's 20%+ guide. Optical is the thesis, not ASIC alone."
What matters next is how a single large customer decision reshapes the balance between that optical engine and the rest of Marvell Technology’s growth story.
That customer call could change how you think about Marvell Technology. Read the full narrative for Marvell Technology to see how the optical story and AI demand might really be interacting.
Space Exploration Technologies (SPCX)
Space Exploration Technologies pulls into this Healthy high growth potential screen because its Starlink broadband business and broader space and AI operations give it multiple ways to turn rapid top line expansion into future earnings as the subscription base and data workloads scale.
Space Exploration Technologies runs reusable rocket launch services, a satellite broadband network, and an AI platform. It generates about US$13.9b from Connectivity, US$5.1b from AI, and US$4.1b from Space, with the whole group valued around US$2.1t in market capitalization.
"Starlink satellite internet is currently the main driver of revenue and is the only division reporting an operating profit."
How far earnings can compound from here depends on how one powerful but still evolving revenue engine reshapes the rest of Space Exploration Technologies' economics.
That inflection point is exactly what the full narrative for Space Exploration Technologies unpacks, spotlighting how Starlink’s accelerating profits could reshape Space Exploration Technologies’ broader economics and risk profile.
Vertiv Holdings Co (VRT)
Vertiv Holdings Co builds the power and cooling hardware that keeps AI and cloud data centers running. This is the kind of earnings engine the Healthy high growth potential screen looks for as digital infrastructure spending expands over several years.
Vertiv Holdings Co supplies power systems, liquid and air cooling, racks, and lifecycle services that support AI, cloud, and edge workloads worldwide. The Americas segment generates about US$7.5b, Asia Pacific roughly US$2.7b, and EMEA around US$2.4b in revenue, with the group valued near US$96b in market cap.
"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."
What happens if one unseen pressure on Vertiv’s pricing power and mix quietly shifts the balance between future earnings strength and valuation risk?
If that pressure on Vertiv Holdings Co pricing power is the real swing factor, read the full narrative for Vertiv Holdings Co to see what might be accelerating beneath the backlog.
Seeking Alternatives Before The Crowd?
Fresh ideas move first. By the time every story is trending, the breakout momentum can already be flying. Scan curated lists that are under the radar for now and consider positions earlier in the cycle.
- Spot potential income stabilizers before yields get compressed by new buyers through a focused list of 7 dividend fortresses carefully filtered for balance sheet strength and payout resilience.
- Look at early momentum in companies building the rails for digital assets with a curated pool of 19 cryptocurrency and blockchain stocks that already show real business traction.
- Target potential compounding machines with pricing power by scanning a hand picked universe in the list of solid balance sheet and fundamentals (23 results) and see which fundamentals still look resilient.
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.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com