📈 Top-5 Growth Stocks — September 13, 2026

Weekly growth-stock screen. Data as of the Thursday, September 11, 2026 close; prepared Sunday, September 13, 2026.

⚠️ Read this first

The setup this week is hostile to high-multiple growth. The Fed meets Thursday, September 17, with markets pricing roughly a 70% chance of a 25 bp hike to 3.75–4.00%; the 10-year is near 5%, oil has jumped to about $103, and the S&P 500 just logged its deepest four-day slide since June. That is exactly the environment that punished CRDO, CIEN and ALAB over the last fortnight. The ranking below is built on fundamentals and consensus, but sizing and timing should respect Thursday. A hot CPI print plus a hike is the single biggest near-term risk to every name here.

How the list was built

The screen is Yahoo Finance's growth screener (US-listed technology names with quarterly revenue growth and trailing EPS growth both above 25%), which returned 57 tickers on September 11. Preferreds, warrants, sub-$5 billion caps and thinly traded names were removed, and the thirteen strongest candidates went to the analysis stage: consensus 12-month price targets, rating distribution and forward revenue/EPS estimates from StockAnalysis.com (S&P Global / TipRanks consensus), cross-checked against Yahoo's analyst pages for estimate-revision direction. The final cut weighed four things: durability of growth into next fiscal year, distance to the average target and the shape of the target range (a low target above the current price is a strong signal), a confirmed near-term catalyst, and how the stock behaved in the recent rate-driven sell-off.

The ranking

1. NVIDIA (NVDA) — $218.29 · avg target $327.65 (+50%) · 57 of 60 analysts Buy

Nothing else combines this scale with this growth. Consensus has revenue up 65% this fiscal year and another 90% next year to roughly $411 billion, and estimate revisions over the past 30 days ran 34 up to 1 down for the current year and 39 to 0 for next year, which is about as one-sided as revision data gets. The catalyst stack is unusually dense: the roughly $13 billion Hugging Face acquisition, up to $10 billion invested in Anthropic ahead of its IPO filing, and a $3.5 billion MediaTek stake all landed within a week, and the stock sits about 7% below its May all-time high of $235.74. It is the only name on the list that is up since July 2 (+12%) and it held its ground during the September drawdown, which tells you where institutions hide when rates bite. The bear case is the low target of $180 (−18%) and crowding risk if the Fed hikes. Still the highest-conviction growth exposure available.

2. Broadcom (AVGO) — $361.99 · avg target $533.41 (+47%) · 47 of 50 Buy

This is the buy-the-post-earnings-pullback entry. Q3 FY26 revenue was $29.6 billion (+86%), AI semiconductor revenue $16.7 billion (+221% year over year, +54% sequentially), and Q4 guidance calls for $34.8 billion with AI revenue accelerating to $21.7 billion. The stock nevertheless slid from about $428 in early August to $362 on long-term margin questions and the rotation out of semis, so you are being offered acceleration at a 15% discount to the summer high. Consensus revenue growth is 66% this year and 64% next, with EPS compounding at a similar pace. Custom accelerators and Ethernet networking are the structural argument: the hyperscalers building their own silicon route through Broadcom, so it diversifies NVIDIA-specific risk rather than duplicating it.

3. Celestica (CLS) — $346.55 · avg target $477.22 (+38%) · 20 of 20 Buy, zero Holds

Celestica is the highest-quality signal in the set on two measures: every covering analyst rates it Buy, and the lowest target on the Street ($415) is 20% above the current price. Q2 revenue grew 62% to $4.70 billion, adjusted EPS came in at $2.54 above the guided range, and management raised 2026 guidance for the second time this year to $20.5 billion revenue and $11.30 EPS (+65% and +87%), while explicitly stating that 2027 growth should accelerate beyond 2026. On those numbers it trades at roughly 31x this year's earnings and about 18x next year's, the cheapest growth on the list. It also rallied 6.3% on Thursday while the tape was weak. The risk is customer concentration and heavy insider selling, both real but well known.

4. Micron (MU) — $975.26 · avg target $1,513 (+55%) · 45 of 49 Buy

The biggest numbers and the most binary setup, which is why it sits at four rather than one. Fiscal 2026 revenue is expected up 247% to about $130 billion with EPS near $73, and fiscal Q4 results on September 30 are the sector's next major catalyst: guidance implies roughly $50 billion of quarterly revenue, EPS around $31, and gross margin approaching 86%. Even after a 250%-plus run this year the stock trades near 21x trailing earnings because the market does not believe the margins are durable, and that skepticism is the opportunity if HBM and DRAM tightness persists into 2027. The target dispersion is enormous ($361 to $2,200), and a hawkish Fed hits memory hardest because the trade is so crowded. Treat this as a catalyst-driven position sized for volatility, with the September 30 print as the decision point.

5. Ciena (CIEN) — $349.54 · avg target $504.13 (+44%) · 14 of 20 Buy

Ciena is the optical-networking pure play on the AI buildout, and the recent 17% drawdown from July is what makes it interesting now. Q3 revenue rose 37% to $1.67 billion, adjusted EPS jumped 215% to $2.11, adjusted operating margin more than doubled to 22.5%, and full-year guidance was raised to $6.42 billion. The stock fell nearly 10% on the print anyway, largely because expectations had run ahead and yields spiked the same week, then recovered about 10% off the September 3 low. Growth here is slower than the others (35% this year, 30% next) but earnings leverage is far higher, and the Street's median target implies roughly 49% upside. Rank five rather than higher because the rating distribution is the least unanimous on the list and the low target ($325) sits below the price.

Charts

Ten-week price path for the eight finalists against each name's average 12-month target. NVDA is the only one above its July 2 level; CRDO, CIEN, WDC and ALAB absorbed the brunt of the rate-driven rotation.

Consensus revenue growth. NVDA and CLS are the only names where growth is expected to accelerate into next year; the others decelerate from an extreme base, which is normal but matters for multiple support.

Full analysis table

Ticker · price · average target (upside) · low/high target · Buy ratings · revenue growth this FY / next FY · EPS growth this FY / next FY · change since Jul 2

• NVDA · $218.29 · $327.65 (+50%) · $180/$515 · 57/60 · 65%/90% · 60%/95% · +12.0%

• AVGO · $361.99 · $533.41 (+47%) · $216/$715 · 47/50 · 66%/64% · 71%/66% · +0.4%

• CLS · $346.55 · $477.22 (+38%) · $415/$550 · 20/20 · 66%/71% · 85%/74% · +3.1%

• MU · $975.26 · $1,513 (+55%) · $361/$2,200 · 45/49 · 247%/88% · 786%/113% · 0.0%

• CIEN · $349.54 · $504.13 (+44%) · $325/$660 · 14/20 · 35%/30% · 172%/62% · −17.3%

• CRDO · $162.95 · $281.39 (+73%) · $185/$350 · 18/19 · 206%/87% · 394%/82% · −32.6%

• WDC · $447.18 · $664.92 (+49%) · $420/$1,050 · 21/26 · 49%/37% · 97%/58% · −17.0%

• ALAB · $291.22 · $389.95 (+34%) · $190/$500 · 19/26 · 124%/56% · 119%/59% · −28.3%

• TSM · $433.24 · $552.38 (+28%) · $440/$700 · 19/20 · 43%/34% · 62%/32%

• DDOG · $221.21 · $285.51 (+29%) · $158/$330 · 41/46 · 30%/22% · 23%/18%

• AMD · $516.13 · $615.07 (+19%) · $365/$1,250 · 44/55 · 47%/73% · 81%/105%

• PLTR · $167.23 · $193.88 (+16%) · $80/$255 · 21/32 · 83%/49% · 114%/45%

• NET · $306.53 · $336.26 (+10%) · $160/$400 · 24/34 · 32%/29% · 36%/33%

Why the others didn't make it

Credo (CRDO) has the largest implied upside on the board (+73%) and a low target above the price, but it is down 32% in a month on gross-margin compression (64.5% from 68.2%, guided lower again), three customers at 74% of revenue, and roughly $170 million of insider selling. Triple-digit growth with deteriorating profitability is a trade, not a core holding; it is the obvious speculative sixth pick if Thursday goes well. Western Digital is riding the same memory wave as Micron with less HBM leverage and a fresh UBS downgrade; MU is the cleaner expression. Astera Labs has the weakest chart of the group and the least analyst conviction. AMD, Palantir and Cloudflare all pass the growth screen but the Street's targets leave 10–19% of room, which is not enough compensation for the multiple risk this week. TSM is excellent but is a lower-beta way to own the same theme as NVDA and AVGO.

Sources

Yahoo Finance growth technology screener (57 results, Sep 11); StockAnalysis.com forecast and history pages for each ticker (Sep 11 close); Yahoo Finance analyst pages for revision counts; Broadcom Q3 FY26 press release (Sep 2); Ciena Q3 FY26 press release (Sep 3); Celestica Q2 2026 press release (Jul 27); Micron Q4 earnings-date notice and Motley Fool preview (Sep 9); Yahoo Finance on NVIDIA's Hugging Face/Anthropic/MediaTek moves (Sep 4); QuiverQuant and Tickeron on Credo's post-earnings decline; ad-hoc-news on Western Digital analyst actions (Sep 9); IG week-ahead note for the Sep 14–18 macro calendar.

⚖️ Disclaimer

This post is published for informational and educational purposes only. Nothing here is individualized investment advice, a recommendation tailored to any person's circumstances, an offer, or a solicitation to buy or sell any security or financial instrument. This post is not an investment advisory service, and no advisory or fiduciary relationship is created between me and any reader. I am not a registered investment adviser, broker-dealer, or financial planner. The indicators, thresholds, status ratings, and scenario probabilities are my own subjective framework and judgment, not forecasts or guarantees; they can be and often will be wrong. Data are drawn from third-party public sources believed to be reliable but not independently verified, may be preliminary, revised, delayed, or contain errors, and are current only as of the date shown. Portions of this post are produced with the assistance of AI tools and may contain inaccuracies. Past performance and historical relationships do not guarantee future results. Investing involves risk, including the possible loss of principal. You are solely responsible for your own investment decisions and should consult a licensed financial, tax, or legal professional before acting on anything you read here. I may hold positions in securities or asset classes discussed and may trade them without notice. To the fullest extent permitted by law, I disclaim all liability for any loss or damage arising from reliance on this content. Links to third-party sites are provided for convenience only and do not constitute an endorsement.

Auto-generated by the Weekly Growth Stock Screen · September 13, 2026 · Next run: September 20, 2026