A Message From Traders Agency

On April 13th, 2024, I sent my members an email.

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Based on everything I’m seeing, this cycle could be even bigger…

And we’re still in the early stages.

If you want to make the most of it, the time to get positioned is NOW….

Here’s the number-one move I recommend making today.

Regards,
Ross Givens
Director of Research, Traders Agency

3 Stocks With September Catalysts Investors Shouldn’t Ignore

Written by Ryan Hasson. Date Posted: 9/6/2026.

Three very different companies are set to test their narratives within weeks of one another. GameStop (NYSE: GME), Apple (NASDAQ: AAPL), and Meta Platforms (NASDAQ: META) each face a distinct catalyst this month: an earnings report, a product launch, and a developer showcase. Each event could either strengthen the bull case or deepen the doubts already surrounding the stock.

The question for investors is what each catalyst needs to prove.

GameStop: Look Past the Investment Gains

GameStop reports earnings on Sept. 8, and the challenge will be separating the underlying business from the financial engineering. The company recently turned its failed pursuit of eBay into a nearly $5 billion equity investment, a position expected to boost the quarter's profit. That is the kind of headline that flatters results while saying little about the health of the core operation.

The core is where the scrutiny belongs. GameStop generates annual revenue of $3.63 billion, but its retail business has been shrinking for years. Much of its reported net income of $418 million comes from investment activity and interest income rather than game sales. Investors need to see a credible plan for the company's enormous cash pile and retail footprint, rather than simply watching the company operate as a holding vehicle for equity stakes and convertible debt. The stock trades at a reasonable-looking price-to-earnings (P/E) ratio of about 15, but it carries a Hold consensus rating, with no analyst price targets. The Sept. 8 report needs to show that the operating business still has a pulse. Otherwise, the story remains one of balance-sheet maneuvering rather than a genuine turnaround.

Apple: The Upgrade Cycle on the Line

Apple holds its marquee product event on Sept. 9, and the stakes are higher than usual. The stock has climbed nearly 20% this year and trades roughly 5% below its record high. But it does so at a rich valuation of nearly 38 times earnings, with analysts projecting just 9% earnings growth ahead. That combination leaves little room for disappointment, while the average analyst price target of $330.61 sits essentially where the stock already trades.

For the bull case to strengthen, the event needs to deliver a genuine reason to upgrade the stock. Reports point to a foldable iPhone, new premium models, and a long-awaited overhaul of Siri powered by Apple Intelligence. All of this arrives as the company navigates the transition from Tim Cook to John Ternus as CEO. The key questions are whether these products can reignite a hardware upgrade cycle that has felt sluggish and whether Apple's cautious approach to AI can finally translate into features compelling enough to drive device upgrades. A well-received foldable and a credible Apple Intelligence story would support the premium valuation. Anything that looks incremental at this valuation could leave the stock exposed.

Meta: Proof That the Spending Is Working

Meta Platforms takes the stage at its Connect conference on Sept. 23 and 24, and the event doubles as a referendum on its enormous bets on AI and the metaverse. Unlike Apple, Meta enters its catalyst as a laggard this year, down roughly 8%. Yet it remains the top-ranked stock in the communication services sector on MarketBeat and carries an average price target implying more than 28% upside. Momentum has been building, too, with shares climbing after the successful release of its latest Muse Spark AI model.

Connect is where Meta must show that its spending is producing commercially meaningful products, not just impressive demos. Investors will focus on its AI glasses and broader wearables strategy, the company's most tangible consumer hardware bet. They will also watch for new AI capabilities and any sign that the money-losing Reality Labs division is moving toward relevance. Meta's advertising engine remains a powerhouse, and it funds all of this. But the market has grown impatient for evidence that the tens of billions poured into next-generation computing will eventually pay off. Strong, shippable products would validate the strategy.

3 Stocks, 3 Catalysts

Three companies, three catalysts, and one shared test: Each must convert a moment of attention into proof that its strategy is working. For GameStop, that means showing there is a viable business and a clear intention behind the balance sheet. For Apple, it means reigniting the upgrade cycle. For Meta, it means proving that its spending can produce products people will actually buy. By early October, investors will know much more about which narratives strengthened and which cracks widened.