Research updated: September 13, 2026. This dated research hub was first published on September 8 and now includes the September 10–11 releases. Events after this cutoff remain upcoming; this is not a live market feed.
What changed: US producer and consumer inflation data were released, the ECB raised its three policy rates by 25 basis points, and Adobe reported fiscal Q3 results. The Fed, Bank of England and Bank of Japan decisions remain ahead. This page keeps those confirmed facts separate from scenarios and market interpretation.
Event calendar · Confirmed releases · Company coverage · Currencies, metals and crypto · Rankings, dividends and investor guides
September 2026 market calendar
US release times below are Eastern Time. Figures are taken from the linked primary sources; later revisions may change historical values.
| Date | Event | Status at September 13 | Primary source |
|---|---|---|---|
| September 4 | US August employment report | Released: payrolls +162,000; unemployment 4.1% | BLS employment report |
| September 10, 8:30 a.m. ET | US August producer prices | Released: final demand +0.4% month over month; +5.4% year over year | BLS PPI report |
| September 10 | ECB policy decision | Released: all three key rates raised 25 basis points | ECB decision |
| September 10 | Adobe Q3 FY2026 results | Released: revenue $6.76bn; updated FY2026 targets | Adobe results |
| September 11, 8:30 a.m. ET | US August consumer prices | Released: headline CPI +0.4% month over month and +3.4% year over year; core +0.3% and +2.4% | BLS CPI report |
| September 15–16 | Federal Reserve policy meeting | Upcoming; statement and projections due September 16 | Fed calendar |
| September 17 | Bank of England policy announcement | Upcoming; current Bank Rate 3.75% before the meeting | BoE calendar |
| September 17–18 | Bank of Japan policy meeting | Upcoming; decision and September 18 press conference | BoJ calendar |
What the September 10–11 releases changed
US inflation: August headline CPI increased 0.4% from July and 3.4% from a year earlier. CPI excluding food and energy increased 0.3% for the month and 2.4% over 12 months. Producer prices for final demand increased 0.4% in August and 5.4% over 12 months. These are published observations, not a prediction of the Fed decision.
ECB: the Governing Council raised the deposit facility, main refinancing and marginal lending rates by 25 basis points, to 2.50%, 2.65% and 2.90% respectively, effective September 16. The ECB said it remained data-dependent and did not pre-commit to a rate path.
Adobe: the company reported fiscal Q3 revenue of $6.76 billion, up 13% year over year, total ARR of $27.50 billion and operating cash flow of $2.52 billion. Adobe raised its full-year revenue and EPS targets. Reported results should be compared with expectations, valuation and the company’s stated risks rather than treated as a stand-alone buy or sell signal.
How to interpret the month’s headlines
A data release can affect markets through the difference between the result and what investors expected. A company can report higher earnings while its shares fall if the outlook disappoints. An unchanged interest rate can still accompany new guidance. Keep the reported fact separate from the proposed explanation of the market reaction.
Our coverage distinguishes quarterly reported results, full-year management guidance and conditional September scenarios. They are not interchangeable. We do not create numerical month-end price targets merely to fill a calendar, and a historical analyst target retains its original date and horizon.
Company-by-company September coverage
The 45 company topics below cover technology, finance, healthcare, consumer businesses, energy and industrials. Walgreens is a delisting explanation rather than a fictional public-stock forecast. Block and BNY use their updated listed identities.
- Apple Stock Forecast September 2026
- Microsoft Stock Forecast September 2026
- Amazon Stock Forecast September 2026: AWS Growth and Cash-Flow Tradeoffs
- Tesla Stock Forecast September 2026
- Alphabet Stock Forecast September 2026: Search, Cloud and Earnings Quality
- Meta Stock Forecast September 2026: Advertising Growth Versus Costs
- Berkshire Hathaway Stock Forecast September 2026: Operating Earnings and Capital Allocation
- Johnson & Johnson Stock Forecast September 2026: Drug Growth, MedTech and Risk
- Bank of America Stock Forecast September 2026: Interest Income and Credit Quality
- Visa Stock Forecast September 2026: Payments, Cross-Border Demand and Valuation
- Wells Fargo Stock Forecast September 2026: Deposits, Efficiency and Loan Risk
- UnitedHealth Group Stock Forecast September 2026: Medical Costs and Guidance Execution
- JPMorgan Chase Stock Forecast September 2026: Core Earnings Versus Significant Items
- Home Depot Stock Forecast September 2026: Comparable Sales and Housing Demand
- Walmart Stock Forecast September 2026: Traffic, Ecommerce and Profit Quality
- ExxonMobil Stock Forecast September 2026: Oil Exposure and Through-Cycle Returns
- Disney Stock Forecast September 2026: Streaming Economics and Experiences Demand
- Procter & Gamble Stock Forecast September 2026: Organic Growth and Pricing Power
- AbbVie Stock Forecast September 2026: Immunology Growth and Product Concentration
- NVIDIA Stock Forecast September 2026: Data-Center Growth and Expectations
- Cisco Stock Forecast September 2026: Networking Orders and AI Revenue Conversion
- Salesforce Stock Forecast September 2026: Organic Growth and Contract Conversion
- Walgreens Stock in September 2026: Why WBA Has No Public Price Forecast
- Intel Stock Forecast September 2026: Foundry Execution and Earnings Reconciliation
- Mastercard Stock Forecast September 2026: Cross-Border Commerce and Services
- Target Stock Forecast September 2026: Traffic Recovery and Tariff Refunds
- Moderna Stock Forecast September 2026: Cash Runway and Clinical Milestones
- Shopify Stock Forecast September 2026: Merchant Growth and Cash Conversion
- PayPal Stock Forecast September 2026: Transaction Margin and Payment Mix
- Block Stock Forecast September 2026: Square, Cash App and Gross Profit
- Costco Stock Forecast September 2026: August Sales and Membership Economics
- Pfizer Stock Forecast September 2026: Revenue Guidance and Pipeline Execution
- Lowe's Stock Forecast September 2026: Comparable Sales and Acquisition Costs
- Adobe Stock Forecast September 2026: September 10 Earnings and CEO Transition
- United Airlines Stock Forecast September 2026: Unit Costs and Fuel Sensitivity
- American Airlines Stock Forecast September 2026: Record Revenue Versus Cash Returns
- Delta Air Lines Stock Forecast September 2026: Demand Mix and Full-Year Guidance
- BNY Stock Forecast September 2026: Custody Scale and Fee Economics
- Goldman Sachs Stock Forecast September 2026: Trading Strength and Earnings Durability
- Morgan Stanley Stock Forecast September 2026: Wealth Flows and Market-Sensitive Earnings
- Travelers Stock Forecast September 2026: Underwriting Quality and Catastrophe Risk
- American Express Stock Forecast September 2026: Premium Spending and Credit Costs
- Charles Schwab Stock Forecast September 2026: Client Cash and Brokerage Economics
- Chevron Stock Forecast September 2026: Production Growth and Oil-Cycle Returns
- Caterpillar Stock Forecast September 2026: Volume, Pricing and Dealer Demand
Currencies, precious metals and crypto
These 11 outlooks use asset-specific drivers. A currency forecast states the pair; token supply mechanics are not treated as guaranteed returns; gold and silver are analyzed separately.
- Gold Price Forecast September 2026: Fed Risk and Investment Demand
- Silver Price Forecast September 2026: Industrial Demand and Supply Risk
- US Dollar Forecast September 2026: Inflation and the Fed Decision
- Euro Forecast September 2026: EUR/USD and the ECB Catalyst
- Pound Sterling Forecast September 2026: GBP/USD and the BoE Meeting
- Japanese Yen Forecast September 2026: USD/JPY and BoJ Risk
- Chinese Yuan Forecast September 2026: USD/CNY and Reference Rates
- Bitcoin Forecast September 2026: Liquidity, Supply and Downside Risk
- Ethereum Forecast September 2026: Network Economics and ETH Supply
- XRP Forecast September 2026: Escrow, Network Use and Liquidity
- Shiba Inu Forecast September 2026: SHIB Burns and Speculation Risk
Rankings, corporate actions and investor research
These six guides preserve the measurement period and eligibility rules. The early-month gainers list is not a final September ranking; selected analyst and dividend examples are not exhaustive market databases.
- Bank Analyst Stock Targets: September 2026 Review and How to Compare Them
- Crypto Analyst Targets: September 2026 Review of Dates and Scenarios
- Top Stock Gainers September 2026: Early-Month Snapshot Through September 4
- September 2026 Stock Splits and Bonus Shares: Confirmed Announcements
- Dividend Stocks September 2026: Confirmed Payments and Quality Checks
- September 2026 Investor Checklist: Dates, Portfolio Risk and Research
Frequently asked questions
Does this hub predict which stock will rise most in September?
No. It organizes sourced research and conditional risks. A ranking of past price moves is different from a forecast, and neither is a personalized recommendation.
Are the articles live-updating?
No. Each article states its research date or data window. Check the original source for later developments; future events listed here have not been filled with assumed results.
Where should a new reader start?
Begin with the investor checklist, choose a company or asset you understand, and compare the constructive case with the downside evidence. More articles do not remove the need to assess valuation, concentration and the possibility of loss.
Educational market research, not personalized investment advice. All investments involve risk; forecasts and management guidance can prove wrong.