Small-cap

Alkami provides cloud-based digital banking software for banks and credit unions. Strong revenue growth, sticky client relationships, and improving free cash flow make its progress worth a closer look, especially as digital banking modernization continues.

BlackLine provides cloud software that helps companies automate accounting and finance operations. Its recurring revenue, strong cash generation, and role in a growing finance automation market make it a business worth examining closely over the long term.

BigBear.ai builds AI and analytics tools for defense, security, and operational decision-making. Its appeal comes from exposure to fast-growing AI and government modernization efforts, but the key question is whether that positioning can translate into steadier growth and healthier economics.

Bandwidth provides cloud voice, messaging, and phone-number infrastructure for businesses. The company pairs telecom network ownership with software tools, and recent analysis points to better growth and stronger cash generation as communications demand expands.

C3 Ai develops AI software for enterprises and government agencies, with exposure to defense, industrial, and regulated markets. Its appeal lies in targeted AI applications and strategic partnerships, but the full picture depends on whether growth can regain traction.