Mid-cap

Extreme Networks builds enterprise networking systems that connect and manage Wi-Fi, switching, and cloud-based infrastructure. The appeal centers on recurring software, cloud management, and a visible recovery in revenue that could reshape its earnings profile.

ACM Research makes semiconductor manufacturing equipment, led by wafer cleaning tools and expanding into adjacent processes. Strong revenue growth, solid margins, and low leverage make it notable, while its push into a broader product lineup adds long-term interest.

Zeta Global provides AI-driven marketing software that helps brands find, engage, and retain customers across channels. Rapid revenue growth, rising free cash flow, and lower leverage make it a notable company to examine, especially as profitability moves closer to break-even.

Workiva provides cloud software for financial, regulatory, audit, and sustainability reporting. Its appeal rests on recurring revenue, sticky workflows, and expanding use across compliance functions, while rising cash generation shows a business gaining scale.

Wix runs a broad platform for building and managing websites, stores, bookings, and payments. Revenue is still growing at a healthy pace, and cash generation has improved sharply, making the key question whether that scale can turn into steadier profitability.

Vishay Intertechnology supplies the small but essential components used across autos, industry, and power systems. Its appeal rests on broad exposure to electrification and a possible earnings recovery, while recent revenue improvement adds fresh context to the longer-term picture.