Several US stocks are showing a good chance of rising by 10% or more in September 2025, especially in growth sectors like technology, biotech, and defense, boosted by anticipated Federal Reserve rate cuts and strong earnings.
Stocks With Strong Upside Potential
Palantir Technologies (PLTR): Notable for continued high growth momentum and analytics demand; rose 461% in the past year.
Nvidia (NVDA) & Broadcom (AVGO): Market leaders in AI and semiconductors; analysts favor both for another strong month driven by demand for advanced chips and data infrastructure.
Power Solutions International (PSIX): Top-performing growth stock, up over 580% the past year.
Applovin Corp (APP) & Astera Labs (ALAB): Software and semiconductor infrastructure stocks; both posted triple-digit annual growth.
Comcast (CMCSA), Adobe (ADBE), Intel (INTC): Expected to benefit from September rate cut optimism, making them strong rebound candidates.
Defense Stocks: Fiscal year-end effects are likely to lift defense and select tech firms as government budgets renew, with sector ETFs and large-caps poised for gains.
Market Context
The Fed is signaling an 83% chance of a rate cut in September, creating powerful tailwinds for equities, especially growth stocks that thrive in low-rate environments.
Market leaders like Apple (AAPL), Amazon (AMZN), Microsoft (MSFT), Reddit (RDDT), and Futu Holdings (FUTU) remain influential, with potential for outsized movements.
Analyst Picks & Watch List
| Symbol | Company | Sector | 12-month Return (%) | Outlook September 2025 |
|---|---|---|---|---|
| PLTR | Palantir Technologies | Technology | 461.52 | AI, data analytics demand nerdwallet |
| PSIX | Power Solutions International | Industrials | 584.21 | Powertrain solutions nerdwallet |
| NVDA | Nvidia Corp. | Technology | N/A | AI chips, semiconductors money.usnews |
| AVGO | Broadcom Inc. | Technology | N/A | Infrastructure, chips money.usnews |
| APP | Applovin Corp. | Software | 415.62 | Mobile software growth nerdwallet |
| ALAB | Astera Labs Inc | Semiconductors | 375.04 | Connectivity solutions nerdwallet |
| CMCSA | Comcast Corp. | Communications | N/A | Rebound candidate zacks |
| ADBE | Adobe Inc. | Technology | N/A | Tech sector rebound zacks |
| INTC | Intel Corp. | Semiconductors | N/A | Tech sector rebound zacks |
Conclusion
Tech, software, semiconductor, and defense stocks are primed for potential double-digit gains next month, but ongoing market volatility means any picks should be balanced with risk management and careful tracking of macroeconomic news.
