My 3 Favorite Stocks to Buy Right Now - September 2025 Edition

Markets churn while these three picks defy gravity—here's why they're screaming buys before the next leg up.

The Unstoppable Tech Titan

This household name keeps crushing earnings while legacy competitors play catch-up. Their ecosystem strategy creates a moat that grows wider every quarter.

The Quiet Disruptor

Flying under Wall Street's radar while fundamentally rewriting industry rules. Their tech stack bypasses traditional bottlenecks—and institutions haven't even noticed yet.

The Infrastructure Backbone

While everyone chases shiny objects, this company powers the digital economy's plumbing. Recession-resistant revenue meets 21st century scalability.

Forget the analyst downgrades and Fed speculation circus—real value compounds while the financial media obsesses over daily noise. These three stocks represent actual businesses, not just ticker symbols for day traders to gamble on.

Image source: Getty Images.

1. Amazon

I'm not going to pretend that's (AMZN -0.28%) stock is cheap. After all, the e-commerce and cloud giant sports a forward price-to-earnings ratio of 29.2. However, I will argue that earnings-based valuation metrics haven't mattered in the past with Amazon and probably shouldn't now.

There's a simple reason why that's the case. Amazon invests so much of its profits into growing the business that its bottom line doesn't tell the full story. That said, the company's earnings continue to soar, jumping 35% year over year in the second quarter of 2025.

Where is Amazon investing its profits now? Primarily in Amazon Web Services (AWS). Investors should be happy about those investments, considering the massive AI tailwind that the cloud unit has. Importantly, AWS is much more profitable than Amazon's e-commerce business.

Don't ignore the company's other initiatives, though. Amazon has spent a small fortune to launch its Project Kuiper satellite network. That investment should begin to pay off soon, with plans to begin providing satellite internet services later this year. I'm also eager to see what Amazon is doing with its efforts to compete against(META 0.71%) in the smart glasses market.

2. Enbridge

When the stock market is priced for perfection, it'll eventually sink. But some stocks should fare quite well because investors see them as SAFE havens. I view(ENB 0.71%) as one of those stocks.

The company is probably best known for its leadership in the midstream energy sector. That's understandable, with its pipelines transporting roughly 30% of the crude oil produced in North America and 20% of the natural gas consumed in the U.S. However, Enbridge is also now the biggest natural gas utility by volume in North America.

I think these businesses make this stock one of the most resilient around. Enbridge has negligible exposure to commodity prices. Around 80% of its earnings before interest, taxes, depreciation, and amortization (EBITDA) is protected from inflation. The TRUMP administration's tariffs don't present a big threat to Enbridge. AI also presents a key growth opportunity for the company. Data centers that host AI systems require massive amounts of power, driving demand for natural gas.

Enbridge doesn't have to deliver tremendous share price appreciation to generate double-digit total returns. Its dividend yield currently stands at 5.5%. Even better, the company has increased its dividend for an impressive 30 consecutive years.

3. Vertex Pharmaceuticals

Can you picture thousands of patients with cystic fibrosis (CF) stopping taking the only medications that treat the underlying cause of their genetic disease because the economy stumbles or the stock market tanks? Me either. That's one reason why I like(VRTX -0.83%) in uncertain times. But Vertex isn't just a defensive stock. It has exceptionally strong growth prospects.

For one thing, Vertex's profits should rise over the next few years even without launching new products. That's because the company's newest CF therapy, Alyftrek, has a lower royalty burden than its other CF drugs. Vertex expects that most patients on its top-selling CF therapy, Trikafta/Kaftrio, will switch to Alyftrek over time.

Vertex is launching new products, though. Casgevy, the first CRISPR gene-editing therapy approved, continues to gain momentum. Journavx, which won U.S. approval earlier this year, is achieving so much success with physicians, patients, and payers that the company is upping its investment in sales and marketing for the non-opioid pain drug.

I fully expect two other products will be added to Vertex's lineup in the not-too-distant future. The drugmaker expects to file for global regulatory approvals of zimislecel in treating severe type 1 diabetes next year. It also hopes to file for U.S. accelerated approval of povetacicept in treating IgA nephropathy in 2026.