4 Stocks For Massive Growth in September

Most stocks are forgettable. These four are not.

We screened more than 4,600 stocks for companies where growth is accelerating right now, and these were the standouts heading into the fall.

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One may be one of the most important companies in the entire AI buildout. Another is a tiny $400 million drug company that has now grown for seven straight quarters.

And the numbers behind all four suggest there could be plenty more growth ahead.

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Century Aluminum (CENX)

Let's start with Century Aluminum (CENX).

In plain English, these folks make aluminum. They run smelters in the United States and Iceland, and they turn raw materials into the metal that goes into cars, planes, defense equipment, and everyday goods.

For years, American aluminum smelting was a business in retreat, plants going quiet, production moving overseas. Century has brought key facilities back to full capacity for the first time in over a decade, and they're pushing ahead on a big new smelter in Oklahoma, all riding a wave of U.S. tariff policy that makes domestic metal a lot more valuable. When Washington wants aluminum made at home, the company already making it at home is in a very good seat.

The market has noticed, the stock is up well over 100% over the past year. But here's why the move may not be over. This isn't one good quarter, it's a company permanently expanding how much it can produce, right as policy turns in its favor. That kind of shift plays out over years, not weeks.

Looking ahead, the company's revenue is forecast to grow more than twice as fast as the industry average. And it's flowing straight to the bottom line, earnings are forecast to grow roughly four and a half times as fast as peers and rivals in the industry.

Here's the number that ties the entire thesis together. Century trades at a PEG ratio of around 0.17. PEG is the price to earnings ratio divided by the growth rate, how much you're paying for each unit of growth, and anything under 1 is considered cheap. Under 0.2, on a company growing this fast, is something you almost never see. That's Growth At A Reasonable Price, GAARP, taken to an extreme.

Wall Street is lining up behind Century Aluminum. 3 analysts cover the stock, each of them has a Strong Buy recommendation, and the average price target implies an upside of nearly 70% as of this writing.

Now let's bring in the quant model. The Zen Ratings weigh 115 different factors for every stock, then boil them down to one grade and seven component pieces. Century earns a B, a Buy recommendation, in the top 6% of the roughly 4,600 stocks tracked.

Start with Financials, the health of the balance sheet, that comes in at the top 3%. Value, which asks whether you're overpaying, the top 3%. And the standout, Growth, the top 2% of every stock in the system.

Momentum lands right around average, while Sentiment actually grades noticeably weaker, down in the bottom quarter of the market. The one real knock on the card is Safety, which measures how steady and predictable the business is. It grades low, and that's the honest tradeoff here, aluminum is a commodity, prices swing, and this stock can swing with them.

But a top tier balance sheet, a cheap valuation, and a top tier growth engine is a cluster that's hard to beat, particularly with factories coming back online right as policy turns in its favor. 

National Energy Services Reunited (NESR)

Our next company is National Energy Services Reunited (NESR).

If you've never heard of it, you're not alone, and that's kind of the point. NESR is an oilfield services company, but not the kind drilling in Texas. They're the largest homegrown provider across the Middle East and North Africa, the folks the national oil companies over there call for fracking, well testing, wireline, all the technical work that gets oil and gas out of the ground.

Their growth isn't riding some unpredictable swing in the rig count, it's locked in. The ramp is being driven by contracted fleet deployments on massive regional projects, developments in Saudi Arabia, expansion in Kuwait, work already signed and rolling out on a schedule. That's visibility most energy companies would kill for.

And it's showing up in the numbers, they just posted another earnings beat, with earnings more than doubling versus a year ago.

Before going any further, there's an elephant in the room. Shares are up near a fresh 52-week high, up close to 400% over the past year. Seeing a chart like that can make it feel like the move is already missed. But the growth is contracted years out, not a one-time pop. When the revenue is already under contract, the market tends to keep pushing the stock higher as that revenue actually lands, quarter after quarter.

There's more good news. NESR trades at a PEG ratio of around 0.63, still comfortably under 1, so even after that run, it's looking undervalued relative to growth prospects. A discounted cash flow model pegs fair value at around $100 a share, while the stock trades in the mid $30s today. Closing that gap would mean a rally of well over 150% from here.

On the analyst side, as of this writing, NESR draws a unanimous Strong Buy recommendation from a panel of 4 analysts, and 3 of the 4 rank in the top 7% of everyone tracked. Their targets sit above today's price, and the price targets are fresh, no old coverage here.

And the Zen Ratings tell the same story. NESR earns an A, a Strong Buy recommendation, in the top 2% of every stock rated.

Here's what's under the hood, and it's a beautiful cluster. Financials are in the top 20%, so a solid balance sheet. Sentiment, which tracks what the smart money is doing, comes in at the top 4%. Momentum, the price action, the top 4%. And Growth also comes in at the top 4%.

The one soft spot is that this is still an energy services company in a volatile part of the world, and that can make for a bumpy ride. But contracted growth, unanimous top tier analyst conviction, and a top 2% rating in a name most investors have never even looked at, that's a genuinely rare setup. NESR is the momentum story on this list.

Micron Technology (MU)

Our third stock is Micron Technology (MU).

They build high bandwidth memory that feeds AI processors data. No high bandwidth memory, no AI. It's that simple.

Reports just came out that the U.S. government is pushing Apple not to source its memory chips from Chinese suppliers. Micron is the largest American memory maker, and it's looking like it's going to get less competition in the U.S. market, exactly when demand for memory is exploding. The stock pushed back toward the $1,000 mark on the news.

Yes, this stock has been on an absolute tear, up several hundred percent over the past year. So why isn't it too late? Because the demand is booked out. Micron's high bandwidth memory capacity is essentially sold out, with much of even next year's output already spoken for under fixed agreements. When a company has already sold what it hasn't built yet, the runway is a lot longer than one hot chart suggests. And once again, look at the PEG, around 0.5x, so it's still firmly in the growth at a reasonable price camp.

The fundamentals here are almost hard to believe. Micron's earnings are forecast to grow more than 40% a year going forward.

And this is a company that has beaten estimates for 13 quarters in a row, with some beautiful year over year growth.

Wall Street is on board. 25 analysts cover the stock, and the consensus falls on a Strong Buy recommendation. The average price target implies an upside of about 40%, but 2 analysts who rate in the top 1% on the Street in terms of actual stock picking performance believe the stock could rally by 100% from current levels.

Here's how it scores in the system. Micron earns an A, a Strong Buy recommendation, in the top 1% of every stock rated.

Sentiment is in the top 15%. Value sits in the top 7%, cheap, for a company growing like this. Momentum, the top 5%. And then two grades tied at the very top, Financials and Growth, both in the top 2% of the entire market.

Where it's worth being straight is Safety, which grades low, and that's the real tradeoff with Micron. Memory has always been a cyclical business, it can turn hard and fast, and competition from the big Korean players is fierce.

A dominant, cash rich company with the wind at its back. A top tier balance sheet, a top tier growth engine, capacity sold out into next year, and government policy tilting the field toward American memory, that's a setup that doesn't sit on the table for long. Micron is the AI backbone on this list.

Before the last stock, one quick thing. If you want to stay one step ahead of the market, join the Live training every Monday. That is when we share the updated market outlook and trading plan to outperform, plus the Trade of the Week based on our proven Zen Ratings quant model.

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Fennec Pharmaceuticals (FENC)

The last stock on this list has a market cap just north of $400 million, and it's called Fennec Pharmaceuticals (FENC).

This is a specialty pharmaceutical company that makes a drug that protects kids and cancer patients from going deaf, a common and permanent side effect of certain platinum based chemotherapy. Fennec's drug is the first and only one approved by the FDA to reduce that risk, and they've got patent protection on it running all the way out to 2039.

That's the kind of moat worth loving, a first and only approved medicine, with a long runway of protection, in a market that's still early. And the commercial ramp is real, after years of losses, they just turned profitable and beat expectations, with demand for the drug hitting record highs. This isn't a science project hoping for an approval someday, it's an approved product being adopted faster and faster in the real world.

And here's the near term hook. In mid September, management is presenting at a major healthcare investment conference, right on the heels of new real world data supporting wider use of the drug. That's the kind of moment that can put a small, under-followed name in front of a much bigger audience.

On Wall Street, coverage is still fairly thin, which is exactly what you'd expect for a company this size, but that's the opportunity. As of this writing, the analysts on it land on a Strong Buy recommendation, and one of them ranks in the top 1% of everyone tracked. Every target sits above today's price, with the most bullish implying upside north of 50%.

And this is where the model really lights up. Fennec earns an A, a Strong Buy recommendation, in the top 1% of every stock rated.

When it comes to Momentum, it's in the top 11%, stronger than the story has generally given it credit for. Financials come in at the top 7%. Growth, the top 1%. And the standout, Sentiment, sits right at the very top of the entire scale.

Explosive growth and the smart money piling in at the same time, on a company most investors have never heard of. Now, there is a downside, Safety grades near the bottom of the scale. This is a small company leaning heavily on a single drug, and small pharma can be volatile.

But a first and only approved medicine, patent protection out to 2039, top tier growth, and the smart money leaning in, that's the kind of asymmetric bet that, if it plays out, produces the biggest winners on a list like this. That's a company the market is only beginning to understand.

Conclusion

So there's the list of four stocks built for massive growth heading into the fall. The deep value metal maker with factories roaring back to life. The momentum machine with its growth already under contract. The backbone of the entire AI boom trading cheap. And the tiny drug company growing on the back of a first and only medicine.

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