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Dear Fellow Investor,
With Hurricane Season Heating Up, These Stocks Could Surge
The 2025 Atlantic hurricane season is starting to show signs of serious activity. And with tropical storms potentially forming soon, now may be the perfect time to position your portfolio for seasonal strength.
According to The National Hurricane Center, meteorologists are watching several areas for tropical development. One particular system, forecast to form between Africa and the Lesser Antilles, may develop into a powerful storm by mid-August. “With an environment of warm water, low wind shear, and gradually increasing moisture, this next tropical wave could eventually develop by early-mid next week,” the center noted.
These forecasts are supported by insights from experts like Colorado State University meteorologist Phil Klotzbach. Speaking to USA Today, Klotzbach pointed out that “water temperatures are pretty much warm enough everywhere in the tropical Atlantic to support hurricane formation.” He added that “a temperature of 26.5°C (79°F) is generally required to get a hurricane to form.”
Translation: conditions are prime, and we could be entering a stretch of intense tropical storm activity.
But while hurricanes can be devastating, they also drive seasonal demand across several key sectors—from power generators to home improvement supplies to flood control infrastructure. Below are four stocks that historically perform well during hurricane season—and could do so again in the coming weeks.
Company: Generac Holdings (SYM: GNRC)
When severe storms hit and the power goes out, homeowners and businesses alike turn to one company: Generac Holdings.
The $11.34 billion generator manufacturer has already been surging, thanks to persistent heatwaves and early hurricane season preparations. Since early June, shares of GNRC jumped from around $119 to a recent high of $193.56—a rally of over 60% in just two months.
And this may only be the beginning.
If forecasters are right and the Atlantic basin produces more powerful hurricanes this year, demand for generators could explode further. Generac products are often among the first items to sell out ahead of storms, and power outages afterward typically drive a second wave of demand.
While the stock may be short-term overbought, a more active season could easily push shares beyond the $200 mark. Long term, GNRC also benefits from broader electrification and grid resiliency trends—making it both a seasonal and secular winner.
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Companies: Home Depot (SYM: HD) and Lowe’s (SYM: LOW)
Home improvement retailers are also major beneficiaries of storm-related preparation and recovery efforts.
Think about what people rush to buy when a hurricane is coming: plywood, batteries, tarps, flashlights, nails, tools, and generators. And when the storm passes? The rebuilding begins—often in the very same stores.
According to analysts at Morgan Stanley, retailers like Home Depot and Lowe’s are “naturally positively exposed” to hurricane activity, as they serve both the pre-storm prep and post-storm repair demand cycles. Sales of critical supplies often spike significantly in the aftermath of a major storm.
That’s already starting to reflect in their stock prices. Since bottoming around $345 in June, HD has climbed to $391. LOW rallied from $209 to a recent high of $237.66.
As we head into peak hurricane season, don’t be surprised if both names continue trending higher, especially if a major storm makes landfall in the U.S.
Company: Xylem (SYM: XYL)
Less obvious but equally compelling is Xylem, a company that provides essential water management solutions, including emergency pumps and flood mitigation systems.
The firm works with cities, counties, and corporations to plan for natural disasters, particularly hurricanes and flooding events. This includes mapping out emergency response strategies and delivering industrial-strength pumping equipment to help manage stormwater and prevent flood damage.
During active hurricane seasons, Xylem typically sees increased interest in its services—and that shows in the stock price. From late June to early August, shares of XYL rallied from $123.33 to a high of $143.41.
If the current forecasts materialize, XYL could gain additional traction as municipal and private clients ramp up preparedness spending.
Mode Mobile
They’re calling it the ‘Freedom Dividend’
Tech titans like Elon Musk, Sam Altman, and Mark Zuckerberg are calling for Universal Basic Income as AI threatens to eliminate millions of jobs.
But there’s a critical question few are asking: Who will pay for it?
Instead of relying on taxpayer funding, Mode Mobile is using attention as currency, already paying out $325M to over 50M users. Deloitte crowned them North America’s fastest-growing software company in 2023 after their revenue soared 32,481%.
And investors have a window to get in early before this becomes the template for post-AI income redistribution.
They’ve secured their Nasdaq ticker $MODE, and their $0.30/share pre-IPO offering may not be open much longer. The offering could close any moment now.
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Bonus Chart of the Day: Roblox (SYM: RBLX)
While it’s not hurricane-related, Roblox (SYM: RBLX) is delivering its own storm of momentum.
The company recently reported an EPS loss of $0.41, which missed expectations by five cents. However, revenue soared 21% year-over-year to $1.08 billion, with bookings jumping 50.8% to $1.44 billion—beating by a massive $170 million.
Even more impressive, Roblox raised its full-year bookings guidance to between $5.87 billion and $5.97 billion, well ahead of the previous range and consensus estimates.
Driving much of the excitement is the recent launch of Grow a Garden (GAG) on March 26, 2025. With 21.3 million concurrent users at launch, it’s already surpassed Fortnite as the biggest video game launch ever.
Bank of America responded by raising its price target to $133, while Wedbush boosted its target to $142, calling RBLX “one of the most compelling growth opportunities” in gaming.
Whether you’re investing for seasonal momentum or long-term growth, RBLX may be worth watching closely.
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Are there any other late summer seasonal stocks you're buying right now? Which ones? What other sectors of the market do you think are on their way up? Hit "reply" to this email and let us know your thoughts!
