9 stocks to watch in September. Monthly Digest

We conducted a brief review of the stock market and selected stocks that showed the strongest momentum in September - indicators that often point to growth potential, an upward rally, or a trend reversal. Our selection could serve as a ready-made portfolio, or perhaps you will simply find exactly what you were looking for. We have included three stocks each from the South African, British, and US exchanges.

Stocks to watch in September on JSE

1. MTN Group #MTN.

MTN is a leading mobile operator in South Africa, Ghana, Nigeria, and Côte d'Ivoire, as well as the operator of the rapidly growing fintech business MTN Mobile Money. We are looking at a major player operating in emerging markets with significant potential for further expansion. Investing in MTN means more than just backing a mobile operator. It means investing in a provider of internet and connectivity services that remain in constant demand. You are also investing in a fintech business, effectively gaining exposure to two sectors at once: fintech and telecommunications. For those undecided between these two fields, simply adding MTN shares to your portfolio allows you to capture the upside in both.

MTN group, chart, September 2026

The chart shows 47% growth over the past 12 months. While August saw a prolonged price correction, this was followed by a reversal and a resumption of upward momentum. In addition to this impressive growth, the company periodically conducts share buybacks, repurchasing stock from investors.

Analysts forecast growth of up to 20% over the coming year, with a potential retest of previous highs, while technical indicators are signaling a "Buy." The Stochastic oscillator has exited the overbought zone but remains near the upper levels, indicating readiness for further gains.

2. Motus Holdings #MTH

This automotive dealer and distributor, which handles vehicles from manufacturers including those in China and India, has shown interesting growth momentum in September. Investors appear to view the sales outlook for new Chinese and Indian vehicles favorably, especially given reports that sales volumes have tripled. Overall, the stock has performed better since the latest report was released; Motus shares have attracted market attention and buying interest. If you believe in the South African automotive market and want to profit from it, buying Motus shares is a viable option. Particularly as the company pays attractive dividends (currently 40% of earnings per share) and also engages in share buybacks.

Motus Holding on JSE, September 2026

The chart shows a trend reversal in September, which could mark the start of a rally. The stock price is not currently at its highs. Technical analysis indicators are flashing a "Buy" signal, and analysts concur. The business holds significant promise, particularly given the market inroads being made by Chinese car brands offering more affordable vehicles.

3. Sasol Limited #SOL

This integrated South African chemical and energy group, spanning operations from coal-to-liquids production (at Secunda) to oil refining and chemicals gained 9.65% on the day this review was written, validating our assessment of its investment appeal. The company is one of the few beneficiaries of rising oil prices and global fuel shortages. Investors hold these shares to hedge against geopolitical risks and to capture some upside from the fuel price hikes that are driving inflation.

Sasol does not currently pay dividends due to a substantial debt load; however, rising revenues offer future potential for debt reduction and a return to dividend payouts: factors that could fuel a further stock rally. Besides, are dividends really necessary when the stock itself is surging 118% annually without being a micro-cap or a speculative play and shows no signs of slowing down?

Sasol stocks on JSE. September 2026

Technical analysis indicators signal a "Strong Buy" and an overbought zone, yet it is worth keeping an eye on this company to identify a favorable entry point.

Stocks to watch in September on the London Stock Exchange

1. Next plc - LSE - NXT

The UK’s largest non-food retailer has performed impressively, not only in British shopping centers but also on the London Stock Exchange. The company’s shares are attractive due to dividend payouts including special dividends and reports showing rising sales forecasts, which are driving increased demand. Analysts view an investment in Next plc as relatively low-risk, even within our selected group of nine stocks.

Next plc stocks on LSE, September 2026

The chart shows an upward trend within a broad range, and technical indicators are pointing higher. Analysts anticipate a further 7% rise over the next 12 months. This is a non-speculative play free from hype, resulting in a modest yet realistic forecast. The release of the new financial report, scheduled for September 17, could serve as a near-term catalyst.

2. Halma plc (LSE: HLMA)

By purchasing shares in this company, you are investing in a "Dividend Aristocrat" - a firm that has raised its dividend for 47 consecutive years and reported profit growth for 23 years running. It is essentially an ETF in its own right, yet it is actually a group comprising over 45 niche technology companies across three sectors: Safety, Environmental & Analysis, and Healthcare. Its growth model relies on decentralized business units combined with continuous "bolt-on" acquisitions. The catalyst for the September price movement was the deal announced on September 2 to acquire the US-based company Pyxis (a Houston, Texas firm specializing in water monitoring) for $170 million plus up to $30 million in earn-outs- a move that strengthens the Environmental & Analysis segment.

What does the chart tell us? Following a drop in share price in June and a period of consolidation at the lows, signs of a trend reversal are now emerging. Buying at the lows entails both risk and the potential for maximum returns should a rally occur. In any case, investors can always count on dividends - a key reason why many choose to buy Halma stock.

Halma stocks on JSE, September 2026

While technical analysis indicators are currently neutral, analysts remain bullish, forecasting growth of up to 25% over the next 12 months. However, given the stock's high volatility, there is a strong likelihood that this could happen much sooner.

3. Harbour Energy plc (LSE: HBR)

Harbour Energy is the UK’s largest independent oil and gas producer (North Sea), with a growing portfolio in the US (Gulf of Mexico), Norway, Argentina, and Indonesia. From this, many have likely guessed why the company is currently on the list of the most interesting assets. Oil prices are rising, and there is particularly strong interest in producers that are not burdened by sanctions or logistics issues along problematic routes. Against this backdrop, the company is reporting record production volumes, which means it stands to generate higher earnings.

Harbour Energy stocks on LSE - September 2026

The stock price chart confirms this trend. After a slump in June, shares have resumed their upward trajectory. While it is obvious they will reach annual highs, it appears they could scale even greater heights. Technical analysis indicators signal that buying is a sound move, and analysts also anticipate further growth.

Furthermore, unlike its South African industry peers, the company pays dividends typically amounting to 45–75% of free cash flow, including a minimum annual dividend of 16.10 cents per share.

Stocks to watch in September on the US market - Nasdaq and NYSE.

1. Bloom Energy Corp. (NYSE: BE)

This American company is one of those that every self-respecting green energy supporter should invest in. We are talking about the Manufacturer of solid oxide fuel cells (Bloom Energy Servers) for distributed generation. The company has recently focused on powering AI data centers by bypassing overloaded power grids, a very profitable endeavor that is more relevant than ever. Therefore, their shares can be considered not only the most promising, but also deserving of immediate growth. The latest financial report showed revenue growth of 215%.

In fact, like all companies in the sector, they are dependent on oil prices - the more expensive the oil, the greater the interest in alternatives. The quote chart is extremely volatile, and now shares are rising in price like never before, and indicators from all over the world tell us - Strong Buy.

There are also some drawbacks - since the company is still a startup, it does not pay dividends since all funds are allocated to R&D, but one day the situation will change.

Bloom Energy stocks on NYSE - September 2026

2. Turn Therapeutics Inc. (NASDAQ: TTRX)

This company is a California-based micro-cap (market cap ~$280 million) clinical-stage biotech startup developing non-drug topical immunomodulators for inflammatory skin conditions.

In recent weeks, the stock has attracted investor attention following news of the development and successful testing of an innovative treatment for atopic dermatitis. Since then, the company has drawn interest not only from investors who suffer from the condition themselves but from the broader investment community.

Take a look at the stock chart. On September 9, the share price literally broke through the ceiling. Have you ever seen anything like it? Analysts and technical indicators are still signaling a "Strong Buy." The stock has risen 202% over the past year, and it looks like there is still room to grow.

Turn Theraupeutics on NASDAQ - September 2026

However, before you rush to hit the "BUY" button, it is worth noting that - like any startup. The company does not pay dividends; instead, it channels all its funds into further product development. Furthermore, investing in a startup entails higher risk, though such companies can sometimes deliver impressive stock market performance.

3. Semtech Corporation (NASDAQ: SMTC)

Another company in the spotlight is one that profits from the development of AI infrastructure - that is only just beginning to be built out globally.

Semtech Corporation is an American semiconductor manufacturer historically known for its IoT solutions (LoRa), but its primary growth driver today is chips for AI data centers. These very centers have triggered a genuine global shortage and a surge in memory prices, giving you an idea of ​​just how high the demand for this product is. When looking at the company's stock chart, the only real question is how much the share price will rise tomorrow. We are talking about the technologies of the future.

Semtech Corporation stocks on Nasdaq - September 2026

While skeptics are waiting for the end of "AI bubble," someone just earm with that. The advancement of AI appears unstoppable to us. Against this backdrop, analysts forecast a modest 30% growth over the coming year, though the stock has already surged 166% over the last 12 months. Technical analysis indicators are currently signaling a "Strong Buy."

Although the company does not pay dividends, it does engage in share buybacks; however, these occur irregularly, which is a downside for investors looking to profit in this manner. Nevertheless, the outlook is very promising. If you wish to add a modern asset to your portfolio - as a counterpoint to traditional mining or manufacturing firms. This is an excellent choice.

Summary

In short, our selection of stocks features companies from various sectors and with varying risk profiles, ranging from promising startups to established giants with long histories that have weathered multiple crises and are now heading into September approaching their peak performance. Investors can select assets that align with their preferences and risk tolerance, fitting any market trading strategy. While there are hundreds of potential candidates for September, a portfolio built exclusively from these selected assets would be well-balanced: it would include foundational companies, some speculative stocks for short-term gains, and shares suitable for long-term holding and dividend income.

In our view, this approach has merit; however, as with any investment or indeed any own business venture, you should always conduct your own research and be prepared for the significant risk of financial loss.