Our Pick Of The Best Growth Stocks In September 2026

Soaring long term Treasury yields are forcing investors to rethink how much they are willing to pay today for profits that might arrive years from now. That puts a spotlight on companies where analysts already expect robust earnings growth and balance sheets that can handle higher borrowing costs. This article highlights three stocks from our high quality growth filter that fit that profile and may warrant closer attention at this time.

The stocks highlighted below are just a small sample, and the full screen surfaced 1,572 more companies with similarly compelling growth stories and balance sheet profiles that are not covered here.

To identify and analyze the highest conviction ideas that fit this healthy high growth potential theme, head straight into the Healthy high growth potential screener.

Amylyx Pharmaceuticals (AMLX)

Overview: Amylyx Pharmaceuticals is a clinical-stage biopharma company developing late-stage treatments for rare neurodegenerative and endocrine conditions that could underpin future earnings growth.

Market Cap: US$3.8b

Amylyx Pharmaceuticals fits the Healthy high growth potential theme because its late-stage rare-disease pipeline offers a potential route to meaningful earnings if current programs progress as analysts expect.

"Advancement of avexitide as a potential first approved therapy for post bariatric hypoglycemia, supported by five prior PBH trials and a fully recruited pivotal Phase III LUCIDITY study with top line data expected in Q3 2026, could open a new rare disease revenue stream if outcomes support approval and reimbursement."

What investors need to watch is how one still unresolved commercial assumption ultimately shapes the profit potential behind that pipeline story.

That unresolved assumption is exactly what the full narrative for Amylyx Pharmaceuticals unpacks, mapping how trial outcomes, pricing power and execution risk could reshape Amylyx Pharmaceuticals in the coming years.

Sandisk (SNDK)

Overview: Sandisk designs and sells NAND flash based solid state drives and embedded storage that power data centers, cloud platforms, devices and cars.

Operations: Sandisk generated about US$20.2b from data storage devices and solutions, with revenue spread across the US, China, Hong Kong and wider Asia.

Market Cap: US$266.0b

Sandisk matters for the Healthy high growth potential theme because its SSD and embedded NAND engine sits directly in the path of rising AI and data center storage demand.

"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 ultimately happens to Sandisk’s future margins hinges on how a single long term pricing and contract assumption holds up under real world pressure.

If that contract question is on your mind, the full narrative for Sandisk shows how Sandisk’s pricing power, demand cycles and capital intensity could still surprise on the upside.

ASML Holding (ENXTAM:ASML)

Overview: ASML Holding supplies advanced lithography machines and supporting software that chipmakers use to manufacture cutting edge, high density semiconductors.

Operations: ASML generates about €35.3b from semiconductor equipment and services, with major customers across South Korea, Taiwan, China, the United States, Japan and wider EMEA.

Market Cap: €577.3b

ASML Holding matters for the Healthy high growth potential theme because its EUV platforms are core tools that chipmakers rely on to advance next generation logic and memory nodes, which in turn support analysts’ earnings growth expectations.

"Most importantly, ASML committed to extreme ultraviolet lithography (EUV) long before its commercial viability was clear. The development took more than 20 years, billions of euros, and unshakable belief."

What happens to ASML’s future earnings power now largely depends on how one concentrated pocket of demand and funding risk evolves from here.

That funding concentration is exactly what the full narrative for ASML Holding unpacks, revealing how ASML Holding’s potential growth path and risk profile could be shifting faster than headline demand suggests.

Seeking Fresh Alternatives Before They Fly

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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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