3 Growth Stocks To Own In September 2026

Bond markets are flashing a loud price signal. Long term US Treasury yields recently touched levels last seen in 2004, which lifts the bar for every business trying to raise money and rewards only the clearest stories of future growth. That is where fast expanding companies with heavy insider ownership become interesting. This article highlights three such stocks from our high growth, management backed screener that are worth a closer look.

The three examples below are only a starter set from this idea. The full screen on Simply Wall St surfaced 1,303 more companies with similarly compelling insider backed growth stories that are not covered here. To size up that broader opportunity set efficiently, head straight into the Fast Growing Stocks With High Insider Ownership screener to identify, filter and analyze the highest conviction candidates that fit your own risk profile and time horizon.

Nebius Group (NBIS)

Nebius Group leans directly into the screener theme through its full stack AI infrastructure, while keeping exposure to edtech and autonomous driving, which gives investors a focused way to play AI build out without relying on a single use case.

Nebius Group builds full stack AI infrastructure, from large GPU clusters and cloud platforms to developer tools, with a smaller contribution from TripleTen edtech and Avride autonomous tech, and a market value of about US$66.7b anchoring it in the large cap bracket.

"Heavy capital expenditures for new GPU deployments and data centers are expected in the coming years. If industry trends around digital emissions and environmental regulation become more strict, Nebius could face elevated costs for power, sustainability, and compliance, potentially depressing net margins and overall returns on invested capital."

What matters next is how a single pressure on Nebius Group’s growth engine plays out against those ambitious expansion plans.

If that pressure point has your attention, read the full narrative for Nebius Group to see how Nebius Group’s capex cycle, regulation and insider backing could be decoupling.

Oracle (ORCL)

Oracle is a long-established enterprise software giant that now leans into the screener’s fast growth theme through its Oracle Cloud subscriptions, even as a large portion of its US$69.8b in revenue still comes from broader cloud and software, with smaller hardware and services streams and a market value near US$421.9b.

Oracle fits this fast growing, insider-backed screen because its cloud software and infrastructure subscriptions are designed to be the main engine of future expansion, even while non-cloud software, services and hardware remain meaningful parts of the mix today.

"In 2024, OpenAI expanded its cloud footprint to include Oracle Cloud Infrastructure (OCI), positioning OCI as a key extension of the Microsoft Azure AI platform and validating that its Gen2 AI infrastructure could compete head to head with the largest hyperscalers on both performance and cost-effectiveness."

What happens if a single assumption behind that AI infrastructure buildout shifts the balance between contract growth, funding costs and long term margins.

That hinge point is where your edge might sit. Read the full narrative for Oracle to see how Oracle’s AI ambitions and capital intensity could be decoupling.

AppLovin (APP)

AppLovin leans directly into the screener theme through its AI powered Axon Ads Manager, MAX in app bidding and Adjust analytics, which form an end to end ad stack that helps developers and advertisers grow, generating about US$6.8b from Advertising on a business valued near US$104b.

AppLovin brings the screener theme to life through an AI driven ad platform that turns data into performance for developers and advertisers. The real test for that growth story is how the market reacts when confidence in the data asset is shaken.

"In October 2025 the SEC opened an investigation into AppLovin’s data-collection methods and policies. For a company whose entire moat is data, that is close to the worst possible headline, and the market treated it that way."

What happens if a single assumption about how that data engine converts advertising demand into sustained high margins proves less durable than expected?

If that durability question is on your mind, read the full narrative for AppLovin to see whether AppLovin’s data shock is masking a stronger long term engine.

Seeking Fresh Alternatives Before They Fly

Fresh ideas tend to move first, and slower capital often ends up chasing a breakout after momentum is already established. Look under the radar now and consider acting while attention is limited.

• Identify cash rich operators before they attract broad interest by running the list of solid balance sheet and fundamentals (24 results) and focus on businesses that can fund growth without relying heavily on new capital.
• Follow early AI activity by tracking the 87 AI infrastructure stocks where essential components for data centers and model training may be building long term pricing power.
• Explore potential income opportunities while prices move in and out of favor by reviewing the 8 dividend fortresses designed for investors who prioritize reliability and cash flow.

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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