September 2025 marks a critical period for the global stock market as investors seek growth opportunities in technology, e-commerce, fintech, and financial services. Several international stocks are attracting strong institutional interest thanks to robust earnings growth, strategic expansion, and attractive valuations. Below is a detailed breakdown of the most promising stocks to watch this month.
Sector: E-commerce & digital services (Shopee, Garena).
Key Financials:
Q2 EPS surged from $0.14 to $0.65, up over 360%.
Revenue reached $5.26 billion, a 38% year-over-year increase.
2025 EPS forecast: $3.59, up 385% from 2024.
Growth Drivers:
Expansion in fintech services through SeaMoney.
Strong performance in gaming under Garena.
Why It Matters:
Southeast Asia’s e-commerce market continues double-digit growth.
Attractive valuation compared to future growth prospects.
Sector: Mobile advertising & app optimization.
Recent Performance:
Latest quarterly EPS up 153%, reaching $2.28.
Revenue grew 77%, driven by AXON 2.0 AI platform for ad optimization.
2025 EPS projection: $9.18 (double current levels), with an additional 46% growth expected in 2026.
Strengths:
AI and big data at the core of its growth strategy.
Strong positioning in gaming and mobile app monetization.
Risks: Privacy policy changes from Apple and Google impacting ad revenue models.
Sector: E-commerce & digital payments (Mercado Pago).
Highlights:
Shares recently rebounded 4%, breaking above the 10-week moving average.
Plans to hire 28,000 new employees in 2025 for expansion.
EPS and revenue growth expected to remain above 20% annually.
Competitive Edge:
Dominant market share in Latin America, a region with rapid internet adoption and a growing middle class.
Strong fintech operations boosting revenue diversification.
Intesa Sanpaolo (Italy): Italy’s largest bank, delivering stable performance with an attractive dividend yield around 7%.
Diageo (UK): Global leader in premium beverages, including brands like Johnnie Walker and Guinness.
Infosys (India): A top IT services provider investing in AI and automation, benefiting from global digital transformation trends.
According to Barron’s, several global heavyweights remain highly attractive:
Alphabet (Google): Positioned for growth in AI and digital advertising.
ASML: The world’s leading semiconductor equipment maker, benefiting from AI-driven chip demand.
Alibaba: Recovery in cloud computing and leadership in Chinese e-commerce.
Uber: Profitability milestone achieved, expanding delivery and ride-hailing services.
Other notable names include Berkshire Hathaway, Citigroup, LVMH, Moderna, and Schlumberger (SLB) for their strong fundamentals and sector leadership.
The MSCI ACWI ex-USA index is up 9% year-to-date, while the S&P 500 is down 5%, highlighting stronger performance outside the U.S.
International equities currently offer attractive valuations and higher dividend yields compared to U.S. stocks.
Experts recommend allocating 20–30% of a portfolio to international equities for diversification and growth potential.
September 2025 presents a prime opportunity to monitor high-growth international stocks in technology, e-commerce, and financial services. While the upside potential is significant, investors should apply risk management strategies and conduct both fundamental and technical analysis before making investment decisions.
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