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Donnelley Financial Solutions provides software and services for SEC reporting, fund compliance, and capital-markets transactions. The business combines essential regulatory workflows with solid cash generation, while its shift toward recurring software remains the key point to watch.

Daktronics builds large digital displays, scoreboards, and visual systems for sports, commercial, and public infrastructure markets. Recent results show stronger sales, healthier cash generation, and a very light debt load, making its recovery worth a closer look.

Amplitude provides software that helps companies understand user behavior across apps and websites, then improve digital products through analytics, testing, and activation. Growth has stabilized, cash flow has turned positive, and the platform is becoming broader and more relevant.