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NetApp, AMD Lead Tech and Healthcare Stock Rally Highlighted by Investing.com AI Model
Summary
A selection of six technology and healthcare stocks identified by an Investing.com AI model posted gains between 18% and 32% in September, with data storage firm NetApp leading the cohort with a 34% return since its July selection.
A curated list of technology and healthcare stocks identified by an Investing.com AI model delivered strong double-digit returns in September, outperforming broader market indexes. The gains across the six companies ranged from approximately 19% to 32% for the month, according to performance data released by the financial markets platform.
September's Top Performers
Investing.com reported that its AI-driven selection strategy, which rebalances monthly, had positioned subscribers in several high-performing stocks ahead of their recent ascent. The month-to-date returns for the highlighted companies as of September 30 were:
- AMD (AMD): +32.20%
- Intel (INTC): +30.30%
- Natera (NTRA): +29.17%
- Marvell (MRVL): +25.13%
- Veeco (VECO): +22.16%
- Inspire Medical Systems (INSP): +18.95%
Spotlight on NetApp
The top-performing stock on the model's current roster was enterprise data storage company NetApp (NTAP), which was not on the September list but has returned +34.22% since being selected on July 1. The company's recent performance has been supported by several key developments.
AdOn September 25, NetApp announced its intent to acquire PEAK:AIO, a firm specializing in AI storage architecture. This followed a strong earnings report on September 2, where NetApp posted Q1 FY2027 earnings per share of $2.58, beating the analyst consensus of $2.11 by over 22%. The company’s revenue also surpassed forecasts by nearly 11%, prompting 16 analysts to revise their estimates upward with no downward revisions, according to the report.
Context and Model Performance
The gains came during a period of wider market downturns. Investing.com states that its broader AI-based strategy has generated a total return of +210.46% since its inception in November 2023. This performance is compared against an +81.02% return for the S&P 500 over the same period, as cited in the publication.
The model's methodology involves a monthly rebalancing process, where it analyzes thousands of equities using historical data and quantitative models to identify stocks with what it projects as significant medium-term upside potential. The performance figures are based on an equal-weighting of the selected stocks.
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