Best Momentum Stocks to Buy for September 22nd

Zacks highlighted Vince Holding, Nomura Holdings and Montauk Renewables as #1-ranked momentum stocks after current-year consensus EPS estimates rose 110.5%, 22.5%, and 20.0%, respectively, over the past 60 days. The report is favorable analyst-driven commentary but contains no new company disclosures or operating results, limiting likely market impact.

Analysis

The estimate-revision signal is most investable in NMR, where operating leverage to Japanese equity turnover, investment-banking activity and a potentially steeper domestic yield curve can turn modest revenue upgrades into disproportionate EPS upside. The key second-order risk is that consensus revisions may be translation-driven rather than fundamental for the ADR: a stronger yen reduces USD-reported earnings even if local-currency operations improve. Over the next 1-3 months, Tokyo market volumes and the Bank of Japan policy path matter more than a third-party ranking methodology.

MNTK's revision momentum should be tested against realized environmental-credit pricing and plant uptime rather than extrapolated as a secular renewable-energy call. Renewable natural gas economics are unusually exposed to RIN/D3 and LCFS credit volatility; lower credit prices can impair EBITDA and project returns despite stable physical gas production. A 6-18 month upside case requires contracted feedstock, operating consistency and disciplined project capital spending, while a credit-price reset or delay in new facilities would quickly reverse the narrative.

VNCE's large percentage revision is not necessarily a large earnings-base upgrade, making the apparent signal vulnerable to thin liquidity, wholesale order volatility and markdown pressure. Premium apparel demand can improve margins if full-price sell-through holds, but the business has little room for inventory or promotional missteps; this is a tactical event-driven watch rather than a durable momentum compounder. The quantum-computing references provide no identifiable earnings catalyst for hyperscalers or NVDA and should not be treated as incremental information; promotional retail attention is more likely to create volatility in small-cap quantum proxies than durable repricing.

Key Decisions for Investors

• Initiate a 1-3 month long NMR / short KRE pair, sized beta-neutral: NMR offers exposure to improving Japanese capital-markets activity while the short reduces broad financial-sector and rate-beta risk. Exit if BOJ tightening materially depresses Japanese equity turnover or if NMR's next results fail to convert revenue momentum into higher ROE; target 10-15% relative upside versus 5-7% pair-risk.
• Keep MNTK on an earnings-preparation watch rather than buy solely on estimate revisions. Go long only if quarterly results confirm production guidance and management demonstrates stable or improving realized environmental-credit economics; invalidate on a meaningful cut to EBITDA/capex guidance or a sustained credit-price decline. A defined-risk call spread after verified results is preferable to unhedged equity given policy and execution sensitivity.
• Avoid chasing VNCE on the revision percentage. Monitor inventory growth, gross-margin guidance and wholesale order commentary at the next report; a long is only justified if inventory grows below sales and gross margin expands. Otherwise, limited float/liquidity makes the downside asymmetric on a demand or markdown disappointment.
• Do not add quantum-exposure longs in QUBT or use the article's hyperscaler references as a catalyst for MSFT, AMZN, GOOG, META, ORCL, TSLA or NVDA. Treat any retail-led spike in QUBT as a potential short-volatility or fade setup only after confirming borrow availability and liquidity.