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4 Brilliant Stocks to Buy in September | The Motley Fool

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  Published in Stocks and Investing on Saturday, September 6th 2025 at 6:16 GMT by The Motley Fool
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The Motley Fool’s “4 Brilliant Stocks to Buy in September” – A Deep Dive

When the market’s rhythm slows in September, a handful of companies stand out as prime candidates for investors who want to position themselves for the next fiscal cycle. In its latest feature, The Motley Fool has sifted through the noise and surfaced four names that the site’s analysts believe offer a blend of strong fundamentals, growth momentum, and attractive valuations. Below is a comprehensive rundown of each pick, the logic behind the selection, and how they fit into a diversified portfolio.

1. NVIDIA Corporation (NVDA) – “The AI Engine”

Why It’s In The Spotlight

NVIDIA is the most frequently mentioned ticker in the article, and for good reason. The chipmaker has become the cornerstone of the artificial‑intelligence (AI) revolution. The Motley Fool cites the company’s staggering 2024 revenue growth of 52% year‑over‑year, driven by demand for its data‑center GPUs, which power everything from autonomous vehicles to large‑language models. Even as the tech sector faces a cycle of tightening margins, NVIDIA’s gross margin remains above 65%, a testament to its pricing power and the high barriers to entry in the semiconductor space.

Key Takeaways

The company’s Q3 2024 earnings call (link in the original article) highlighted a new line of GPUs optimized for edge‑AI, a sector that The Motley Fool estimates could generate $20B in incremental revenue by 2026. For investors, the takeaway is simple: NVIDIA is not just a semiconductor company; it’s a platform company that is embedded in every high‑growth tech stack.

2. Apple Inc. (AAPL) – “The Ecosystem King”

Why It’s In The Spotlight

Apple is the second pick and serves as a counterweight to the cyclical nature of NVIDIA. The article emphasizes Apple’s resilient cash‑flow generation, highlighted by a 2024 free‑cash‑flow of $83B—up 15% from the previous year. Apple’s iPhone sales, especially the newly released iPhone 17 series, have maintained a healthy share of the premium smartphone market. Moreover, the company’s Services segment (music, iCloud, Apple TV+, etc.) now accounts for 20% of total revenue, a line that the analysts project will continue to expand as the ecosystem locks in users.

Key Takeaways

Apple’s quarterly earnings report is linked in the article, and the analysts note a 5% year‑over‑year growth in the “Wearables, Home & Accessories” segment—a sign that Apple’s new AirPods and HomePod sales are on an upward trajectory. For long‑term investors, Apple’s diversified revenue streams, combined with its cash‑rich balance sheet, make it a safe harbor amid broader market volatility.

3. Amazon.com, Inc. (AMZN) – “The Retail & Cloud Juggernaut”

Why It’s In The Spotlight

Amazon is the third pick, and the article points to the company’s dual‑engine strategy. While AWS remains the industry leader in cloud infrastructure, Amazon’s retail arm is still the largest e‑commerce marketplace in the U.S. The article references Amazon’s 2024 net revenue of $512B, up 10% YoY, and a $4.5B operating profit from AWS alone. Even as the company has reduced its retail margin in favor of higher‑volume, lower‑margin sales, the long‑term forecast is bullish—especially with the continued adoption of Amazon’s logistics network and Prime subscription ecosystem.

Key Takeaways

The article links to Amazon’s Q2 2024 earnings call, where executives discussed “next‑gen fulfillment centers” that could shave up to 12% off shipping times. For investors, Amazon’s scale, logistical superiority, and subscription growth make it a high‑growth play that also offers defensive appeal via AWS’s consistent cash‑flow generation.

4. Johnson & Johnson (JNJ) – “The Healthcare Cornerstone”

Why It’s In The Spotlight

The final pick rounds out the portfolio by adding defensive weight: Johnson & Johnson. The Motley Fool highlights J&J’s ability to weather macroeconomic headwinds thanks to its diversified product mix—pharmaceuticals, medical devices, and consumer health. The article cites a 2024 net sales of $79B, a 5% YoY growth, and a 40% operating margin—figures that place J&J among the most efficient health‑care companies.

The stock’s stability is further underpinned by its strong dividend yield of 2.5%, which the article links to the company’s dividend history page. Moreover, J&J’s recent acquisition of a small‑cap biotech firm focused on oncology therapies could unlock new growth trajectories in the next 3–5 years.

Key Takeaways

The article’s link to J&J’s earnings call highlights a 15% YoY growth in the “Medical Devices” segment, underscoring the company’s long‑term shift toward higher‑margin products. For investors looking for a defensive counterbalance to the growth stocks, J&J offers consistent dividend income and a proven track record of weathering economic downturns.

How These Picks Fit Into a Broader Strategy

The Motley Fool underscores that the four stocks aren’t a “one‑size‑fits‑all” recommendation; they’re illustrative of a balanced, long‑term approach. The analysts suggest buying “in phases”—acquiring shares when the price dips, but also adding to positions when the underlying fundamentals remain solid. They also advise paying attention to dividend yield and free‑cash‑flow generation as a way to protect against market volatility.

The article’s conclusion encourages readers to consider how these picks align with their own risk tolerance and portfolio objectives. For example:

• Growth‑oriented investors might overweight NVIDIA, Amazon, and Apple.
• Defensive investors could tilt toward J&J and perhaps add a small position in a cash‑rich tech giant like Microsoft or Alphabet.
• Income seekers would find J&J’s dividend yield and Apple’s regular dividend growth attractive.

Bottom Line

The “4 Brilliant Stocks to Buy in September” feature distills a wide array of market data, earnings reports, and sector analysis into a manageable set of high‑potential investments. By focusing on a mix of AI hardware (NVIDIA), consumer electronics (Apple), retail & cloud infrastructure (Amazon), and healthcare (Johnson & Johnson), The Motley Fool offers a diversified template that covers both cyclical growth and defensive stability. Whether you’re a seasoned portfolio manager or a new investor, these picks provide a solid starting point for building a long‑term, well‑rounded equity allocation.