5 Stocks to Watch: Week of 9/8/2025

Here’s what we’re watching for the week of 9/8/2025:

• Bowman Consulting Group (BWMN) offers a service that won’t go out of style any time soon
• Why Electromed (ELMD) could be an undervalued gem 
• LSI Industries (LYTS) is a low-priced stock with top-tier potential 
• Why Semtech (SMTC) is a great “buy the dip” contender
• Flex (FLEX) earns Stock of the Week status — here’s why

P.S. Miss last week's picks? Get them here.

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1- Flex (NASDAQ: FLEX) 

Flex helps design, build, and deliver products and entire supply chains across a wide variety of industries, including automotive, healthcare, and even cloud computing. It also happens to be our Stock of the Week. Right now, this is one of the highest-rated stocks in the tech sector — as well as one of the best-rounded stocks overall.

Zen Rating: A (Strong Buy) — see full analysis >  

Recent Price: $55.43 — get current quote > 

Max 1-year forecast: $60.00 

Why we’re watching:

• As we mentioned in the intro, FLEX is our Stock of the Week. Our Editor-in-Chief, Steve Reitmeister, explained why the stock deserves inclusion in his exclusive, 20-stock strong Zen Investor portfolio in a Monday article.  
• Flex operates in more than 30 countries — which allows it to not only take advantage of the best labor markets, but also to play the tariff situation to its advantage.
• Even if we disregard the aforementioned advantage, the company is incredibly well-run — having posted 20 (yes, twenty) consecutive earnings beats.   
• Flex is the 6th highest-rated stock in the Electronic Component industry, which has an Industry Rating of A.
• FLEX ranks in the top 5% of the stocks that we track — giving it a Zen Rating of A, equivalent to a Strong Buy rating.
• Speaking of Strong Buy ratings, FLEX is a favorite of Wall Street analysts — the stock is currently tracked by 7 Wall Street researchers, all of whom issue Strong Buy ratings. See the ratings
• With that in mind, it won’t come as a surprise that the stock ranks in the top 13% when it comes to Sentiment.
• That isn’t FLEX’s strongest suit, however — that title belongs to Momentum, a category in which FLEX ranks in the top 11% of equities, thanks to a 38.92% year-to-date (YTD) rally. (See all 7 Zen Component Grades here >)

2- Semtech (NASDAQ: SMTC) 

Investors often come across the phrase “buy the dip” — but with Semtech Corp, it’d be more apt to say “buy the plunge.” At one point, SMTC was down 60.24% on the year-to-date (YTD) chart. At present, it’s still in the red — but the losses have narrowed down to 6.46%. The stock has surged by 29.73% in the past month, and with a strong balance sheet and high ratings in terms of Growth, it seems more likely than not that the recovery will continue.

Zen Rating: B (Buy) — see full analysis >  

Recent Price: $56.88 — get current quote > 

Max 1-year forecast: $68.00 

Why we’re watching:

• Semtech stock currently has 4 Strong Buy ratings, 3 Buy ratings, and 1 Hold rating. See the ratings  
• Piper Sandler researcher Harsh Kumar (a top 2% rated analyst) reiterated a Strong Buy rating on the stock after the company reported its Q2 2026 earnings, and increased his price target from $55 to $65.
• Kumar called both the quarter's beat and raise and management Q3 guidance "solid."
• At the moment, the analyst said, Semtech is benefiting materially from strength in its FiberEdge segment, for which "the air pocket around ACC continues."
• Overall, Kumar told investors, Piper Sandler is impressed with management's execution and sees "a company set for fundamental upside in 2026."
• Semtech shares rank in the top 11% of the equities that we track, giving them a Zen Rating of B, which has historically corresponded to an average annualized return of 19.88%.
• So, what makes SMTC stand apart? It ranks quite highly — in the 90th percentile, to be exact, in terms of two Component Grade ratings — Growth and Financials. (See all 7 Zen Component Grades here >)

3- LSI Industries (NASDAQ: LYTS) 

Just about every type of business needs lighting. LSI Industries specializes in non-residential lighting solutions of all shapes and sizes, from trade show displays to parking lots and more. The company recently delivered a strong earnings beat — what’s more, both insiders and Wall Street analysts seem quite optimistic regarding LYTS’ future prospects.

Zen Rating: A (Strong Buy) — see full analysis >  

Recent Price: $22.93 — get current quote > 

Max 1-year forecast: $30.00 

Why we’re watching:

• LSI Industries shares currently have 1 Strong Buy rating and 1 Buy rating. See the ratings
• The average 12-month price forecast for LYTS, currently pegged at $27.50, implies a 19.93% upside.
• Canaccord Genuity equity researcher George Gianarikas (a top 13% rated analyst) maintained a Strong Buy rating on the stock following the company’s Q4 and FY 2025 earnings report, and increased his price target from $22 to $25.
• In line with management's high "say/do" ratio, the company delivered robust results, Gianarikas told readers.
• LSI Industries' quarterly revenue was boosted by "improved demand across both its lighting and display solutions markets, " the analyst detailed.
• Overall, the company's pipeline was up 11% Y/Y "as orders matched a strong sales quarter," Gianarikas said.
• LYTS is the 2nd highest-rated stock in the Electronic Component industry, which has an Industry Rating of A.
• Our quant rating system, Zen Ratings, uses 115 proprietary factors to evaluate stocks. It keeps track of roughly 4,600 equities — and equities that rank in the top 5% based on this analysis have a Zen Rating of A, which has historically corresponded to average annualized returns of 32.52%. LSI Industries shares currently rank in the top 2% of stocks.
• Each Zen Rating is a composite score of 7 Component Grade ratings. For example, LYTS ranks in the 79th percentile of stocks in terms of Value, Growth, and Momentum.
• Our Safety Component Grade rating is a measure of stock price stability and the predictability of revenue inflows and earnings. In this category, LSI Industries ranks in the top 20% of stocks.
• However, the star of the show is Sentiment, which measures earnings surprises, analyst ratings, short interest, and insider transactions. It’s the last point that’s important here — in the past 12 months, 39.58% of insider transactions tied to LSI have been purchases. In this category, LYTS ranks in the top 1% of stocks. (See all 7 Zen Component Grades here >)

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4- Electromed (NYSEMKT: ELMD) 

Electromed makes medical devices for treating lung conditions. ELMD shares have shot up by 28.63% in the past month, but the stock may still be undervalued. The company has delivered 7 earnings beats in a row — and it has a balance sheet that is more than healthy enough to finance new growth. 

Zen Rating: A (Strong Buy) — see full analysis >  

Recent Price: $24.57 — get current quote > 

Max 1-year forecast: $36.00 

Why we’re watching:

• Electromed is currently tracked by 2 Wall Street analysts — both of whom issue Strong Buy ratings. See the ratings 
• The average 12-month price forecast for ELMD shares currently stands at $35, and implies a 48.23% upside.
• Roth Capital researcher Kyle Bauser (a top 24% rated analyst) maintained a Strong Buy rating on the stock after the company reported its Q4 and FY 2025 earnings, and increased his price target from $29 to $35. 
• Bauser referred to the quarter's results as "better-than-expected."
• Management outlined an expectation that FY 2026 will deliver double-digit revenue growth and expanded operating leverage.
• From an investment perspective, Bauser said the stock is highly undervalued in view of (1) the company's market-leading position in the underserved bronchiectasis space, and (2) the company's strong earnings profile, clean balance sheet, and improving operating efficiencies.   
• Electromed shares currently rank in the top 4% of the equities that we track, giving them a Zen Rating of A.
• ELMD is currently trading at a price-to-earnings (P/E) ratio of 26.91x, which is below both industry and wider market averages. In terms of its Value Component Grade rating, the stock ranks in the 82nd percentile.
• With regard to its Sentiment Component Grade rating, Electromed ranks in the 87th percentile of equities.
• On top of that, ELMD ranks quite highly in Safety and Financials — in the top 4% and top 2% of stocks, to be exact. (See all 7 Zen Component Grades here >)

5- Bowman Consulting Group (NASDAQ: BWMN)

Bowman Consulting supports both public and private sector clients with planning, surveying, environmental consulting, and construction management. The stock is on quite a run — and with a significant backlog and infrastructure spending set to increase, the future looks bright for BWMN.

Zen Rating: A (Strong Buy) — see full analysis >  

Recent Price: $41.83 — get current quote > 

Max 1-year forecast: $55.00 

Why we’re watching:

• At present, 3 Wall Street equity analysts issue ratings for BWMN shares. Their coverage is split between 2 Strong Buy ratings and 1 Buy rating. See the ratings 
• Alex Rygiel of B. Riley Securities (a top 1% rated analyst) maintained a Strong Buy rating on the stock after Bowman Consulting Group reported its Q2 2025 earnings, and hiked his price target from $43 to $55. 
• Having assessed the print, Rygiel said they now have more clarity on the company's 2H 2025 and 2026 prospects.
• The analyst told investors to look for strong results from Bowman Consulting Group in 2H because of its backlog and "national reputation to qualify for larger, more diverse projects."
• Bowman Consulting Group is the 8th highest-rated stock in the Engineering & Construction industry, which has an Industry Rating of A.
• BWMN ranks in the top 3% of the more than 4,600 equities that we track, giving it a Zen Rating of A, which has historically corresponded to an average annual return of 32.52%.
• In terms of its Growth Component Grade rating, Bowman Consulting Group ranks in the 96th percentile of stocks.
• BWMN has rallied by 71.26% since the start of the year — so it comes as little surprise that it ranks in the top 3% when it comes to Momentum.
• With that being said, Sentiment is BWMN’s strongest suit, as the stock ranks in the top 2% of equities in this category. (See all 7 Zen Component Grades here >)

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