📈 Top-5 Growth Stocks — September 27, 2026
Weekly Growth Stock Screen · Sunday, September 27, 2026 · Data as of the Friday, September 25 close
⚠️ Read this first
This is not a week to size positions casually. The Federal Reserve raised the funds rate to 3.75%–4.00% on September 16 in a unanimous vote, its first hike since 2023, and the dot plot shows sixteen of nineteen officials expecting at least one more before year-end. Ten-year Treasury yields are back above 5%, the highest since 2007, and the S&P 500 has been chopping near six-week lows around 7,500 since the press conference. The coming week stacks the catalysts: JOLTS and consumer confidence on Tuesday, ADP and the August PCE inflation print on Wednesday (core expected at +0.3% month-on-month, an acceleration), ISM manufacturing on Thursday, and the September jobs report on Friday, where consensus looks for only about 100,000 new jobs and an uptick in unemployment to 4.2%. Micron reports its fiscal fourth quarter after the close on Wednesday, September 30, which is a binary event for the entire memory complex.
Practically, that argues for entering these names in tranches rather than all at once, keeping single-name weights modest, and treating any post-PCE or post-payrolls dislocation as the opportunity rather than the threat. Every name below is a high-multiple AI infrastructure story; in a rising-yield tape they trade together on the way down.
How the list was built
The starting universe was Yahoo Finance's predefined "growth technology stocks" screen, which requires quarterly revenue growth and one-year EPS growth both above 25%. That returned 57 names this week. After removing preferreds and warrants, companies under $5 billion in market capitalization, and thinly traded tickers, eighteen candidates went to the second stage, where each one's consensus analyst data was pulled from StockAnalysis (S&P Global and TipRanks sourced): current price, Strong Buy/Buy/Hold/Sell counts, the average, low and high 12-month price target, and revenue and EPS forecasts for this fiscal year and next. The top eight then went through a news pass covering the latest earnings release, guidance, analyst actions, insider activity and customer concentration. The final ranking weighs durability of growth into next fiscal year, upside to the average target and the shape of the target range (a low target above the current price is treated as a strong signal), a confirmed near-term catalyst, and recent price behaviour. All upside percentages were recomputed independently from price and target.
The ranking
1. Broadcom (AVGO) — the cleanest risk/reward in large-cap AI
Broadcom closed Friday at $352.81 against an average 12-month target of $531.85, which implies 51% upside, with 47 of 50 analysts at Buy or Strong Buy and no Sells. The stock has quietly given back 17% from its August high above $427 while the fundamentals accelerated: fiscal third-quarter revenue rose 86% to $29.6 billion, AI semiconductor revenue rose 221% to $16.7 billion, and management guided the fourth quarter to $34.8 billion in revenue with AI revenue of $21.7 billion, up 236% year-on-year, at a 66% operating margin. Consensus has revenue growing 66% this fiscal year and 64% next, with EPS up 71% and 66%, which is the most balanced two-year profile of any large-cap on the list. The catalyst is the fiscal fourth-quarter report in early December, and the risk is that the custom-accelerator business is concentrated in a handful of hyperscaler and model-lab customers whose capex plans can shift. Broadcom ranks first because it combines the largest upside among the mega-caps with the least dependence on a single product cycle.
2. NVIDIA (NVDA) — growth re-accelerating into Rubin
NVIDIA finished at $225.07, a few dollars below its May all-time high of $235.74, with an average target of $327.70 (46% upside) and 58 of 61 analysts at Buy or Strong Buy. What sets it apart this week is the shape of the forecast: consensus revenue growth of 65% this fiscal year steps up to 91% next fiscal year, and EPS growth goes from 60% to 95%, as the Rubin platform, which began shipping in August, moves from negligible to material revenue. The most recent quarter delivered $96.2 billion of revenue, up 106%, with hyperscaler revenue doubling and enterprise revenue more than doubling. Strategic moves in September, including the $13 billion Hugging Face acquisition and a $3.5 billion MediaTek investment, extend the platform into developers and edge silicon. The company is up 11% over the chart window and is behaving like a leader. The risk is valuation with a low margin of safety and the steady advance of in-house hyperscaler silicon; the low Street target of $180 sits 20% below the current price. It ranks second only because Broadcom offers more upside per unit of crowding.
3. Micron (MU) — the highest-conviction Street name, with a binary week ahead
Micron closed at $1,082.28 with an average target of $1,515 (40% upside) and 45 of 49 analysts at Buy or Strong Buy. The numbers are extraordinary: consensus revenue growth of 248% this fiscal year to $130 billion and a further 91% next year, with EPS rising 787% and then 116%, driven by DRAM prices up more than 60% and NAND up more than 80% in the last quarter. Citi raised its target to $1,300 ahead of earnings, and the stock is up 27% over the chart window, the strongest of the eight finalists. The catalyst is the fiscal fourth-quarter report on Wednesday, September 30, where consensus expects $51.2 billion of revenue and $31.56 of EPS against guidance of $49–51 billion and $29.73–31.73. The reason Micron sits third rather than first is that the same event is the risk: the stock has already run into the print, the low Street target of $361 tells you how wide the outcome distribution is, and any hint of a 2027 pricing plateau would be punished. The disciplined approach is a starter position before the report and a decision on the rest after guidance.
4. Western Digital (WDC) — sold-out capacity at a reset valuation
Western Digital closed at $456.81 with an average target of $664.92 (46% upside), 21 of 26 analysts at Buy or Strong Buy, and a low target of $420 that sits only 8% below the current price, the tightest downside of the big four. The stock is roughly 40% below its June peak of $746, a pullback that came despite beating on both earnings and guidance: fiscal fourth-quarter revenue rose 44% to $3.7 billion, operating margin expanded to 41.7% from 26.1%, and adjusted EPS rose 109% to $3.56. Management guided the current quarter to $4.1 billion of revenue and $4.00 of EPS at a 55–56% gross margin, and has said hard-drive capacity is sold out through calendar 2026 with demand expected to exceed supply in 2027. Consensus revenue growth is 36% this fiscal year and 49% next, with EPS up 107% and 97%. At roughly 17 times earnings it is the cheapest name here. The catalyst is the fiscal first-quarter report in late October and continuing AI storage commentary from hyperscalers; the risk is that the memory/storage complex trades as one on Micron's print and that a cyclical pricing peak arrives earlier than the sold-out narrative suggests.
5. Silicon Motion (SIMO) — the one name where even the bears are above the price
Silicon Motion, the NAND controller designer, closed at $276.23 against an average target of $369.70 (34% upside) with 11 of 12 analysts at Buy or Strong Buy. Its distinguishing feature is that the lowest published 12-month target is $325, which is 18% above the current price; no other candidate with more than four analysts has a low target above the market. Consensus calls for revenue growth of 112% this year to $1.87 billion and EPS growth of 214% to $11.14, riding NAND pricing and the company's MonTitan PCIe 5.0/6.0 enterprise SSD platform aimed at AI data centers. The stock has been volatile, ranging from $210 to $289 over the chart window, and in September the company upsized a zero-coupon convertible note offering to $1.0 billion with a $380.50 conversion price, which strengthens liquidity for the AI push but introduces dilution above that level. It ranks fifth rather than higher because at $9.6 billion of market capitalization it is the smallest and least liquid pick, next-year estimates are not yet broadly published, and it trades near 67 times trailing earnings. The catalyst is the third-quarter report in late October and any evidence of enterprise SSD design wins.
Full analysis table
Format: price · average target (upside) · low/high target · Buy-or-better/total analysts · revenue growth this FY/next FY · EPS growth this FY/next FY · price change over the chart window (July 17 to September 25) where charted.
AVGO: $352.81 · $531.85 (+50.7%) · $216/$715 · 47/50 Buy · rev +66%/+64% · EPS +71%/+66% · -4.9% over window
NVDA: $225.07 · $327.70 (+45.6%) · $180/$515 · 58/61 Buy · rev +65%/+91% · EPS +60%/+95% · +11.0% over window
MU: $1,082.28 · $1,515.00 (+40.0%) · $361/$2,200 · 45/49 Buy · rev +248%/+91% · EPS +787%/+116% · +27.5% over window
WDC: $456.81 · $664.92 (+45.6%) · $420/$1,050 · 21/26 Buy · rev +36%/+49% · EPS +107%/+97% · -4.3% over window
SIMO: $276.23 · $369.70 (+33.8%) · $325/$450 · 11/12 Buy · rev +112%/n/a · EPS +214%/n/a · +4.5% over window
CIEN: $356.91 · $516.83 (+44.8%) · $347/$660 · 14/20 Buy · rev +35%/+31% · EPS +171%/+65% · -4.7% over window
CRDO: $210.97 · $280.10 (+32.8%) · $185/$350 · 18/19 Buy · rev n/a/+87% · EPS n/a/+82% · +4.1% over window
STX: $916.83 · $1,125.00 (+22.7%) · $700/$1,600 · 22/25 Buy · rev +34%/+54% · EPS +92%/+130% · +16.4% over window
TTMI: $129.17 · $203.00 (+57.2%) · $175/$224 · 4/4 Buy · rev +51%/+24% · EPS +97%/+42%
TSM: $450.61 · $552.26 (+22.6%) · $440/$700 · 20/21 Buy · rev +43%/n/a · EPS +63%/n/a
TER: $398.38 · $446.47 (+12.1%) · $350/$550 · 12/17 Buy · rev +61%/+22% · EPS +130%/+28%
KEYS: $357.54 · $415.08 (+16.1%) · $350/$452 · 10/12 Buy · rev +32%/+15% · EPS +60%/+21%
SMTC: $183.28 · $208.67 (+13.9%) · $155/$300 · 14/15 Buy · rev +42%/n/a · EPS +103%/n/a
ALAB: $364.62 · $389.95 (+6.9%) · $190/$500 · 19/26 Buy · rev +124%/+56% · EPS +119%/+59%
DELL: $562.89 · $577.36 (+2.6%) · $480/$735 · 20/29 Buy · rev n/a/+70% · EPS n/a/+151%
HPE: $62.94 · $68.08 (+8.2%) · $53/$88 · 13/23 Buy · rev +36%/n/a · EPS +97%/n/a
AMD: $630.63 · $618.51 (-1.9%) · $365/$1,250 · 44/55 Buy · rev +47%/+73% · EPS +82%/+106%
SMCI: $43.26 · $42.38 (-2.0%) · $15/$60 · 5/19 Buy · rev +78%/+72% · EPS +76%/+19%
Why the others didn't make it
Ciena (CIEN) was the closest call. It offers 45% upside to a $516.83 average target, a low target of $347 that is within 3% of the price, and management just raised full-year guidance to $6.42 billion after a 37% revenue quarter with adjusted EPS up 215%. It lost the fifth slot to Silicon Motion on two counts: only 14 of 20 analysts are at Buy or better, and the stock has been unable to hold a bid since its September 3 report, falling from $445 in mid-August to the mid-$350s. Credo (CRDO) has 33% upside and 18 of 19 analysts positive, but it has just risen 41% in nine sessions with no identified catalyst, the top two customers are 61% of revenue, and the average target is not far above where the stock traded in late August; it belongs on the watch list for a pullback. Seagate (STX) is up 16% over the window and 20% in six days, but that leaves only 23% upside to the $1,125 average target, executives sold stock on September 9 with a further Form 144 on file, and it is the more expensive of the two hard-drive names. TTM Technologies (TTMI) has the best headline numbers of all, 57% upside and a low target 35% above the price, but only four analysts cover it and the company just raised $500 million of 6.75% notes to fund two acquisitions, which is a lot of leverage added at the top of a cycle for a $13 billion company. Taiwan Semiconductor (TSM) is excellent but offers only 23% upside with next-year estimates not published. Teradyne, Keysight and Semtech all decelerate sharply next fiscal year and offer 12–16% upside. Astera Labs has just 7% upside after its run. Dell, HPE, AMD and Super Micro trade at or above their average targets, which disqualifies them regardless of growth.
Sources
Screen: Yahoo Finance predefined growth technology stocks screener (revenue and earnings growth above 25%), September 27, 2026.
Analyst targets, ratings and estimates: StockAnalysis.com forecast pages for each ticker (S&P Global Market Intelligence / TipRanks data), prices as of the September 25 close.
Price history: StockAnalysis.com historical price pages, July 17 to September 25, 2026.
Company news: Broadcom fiscal Q3 2026 results (investors.broadcom.com); Ciena fiscal Q3 2026 results (investor.ciena.com); Motley Fool on Micron (Sept 24) and NVIDIA (Sept 15); Yahoo Finance on NVIDIA (Sept 4) and TTM Technologies; Gokhshtein on Western Digital (Sept 26); 24/7 Wall St. and Trefis on Credo (Sept 21–26); Timothy Sykes news on Silicon Motion (Sept 4) and Seagate (Sept 19).
Macro: Charles Schwab FOMC recap (Sept 16, 2026); Trading Economics 'Week Ahead – Sep 28'; Letters to a Young Investor weekly economic calendar, Sept 28 – Oct 2, 2026.
⚖️ 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 27, 2026 · Next run: October 4, 2026