Small-cap

ScanSource connects technology vendors with resellers across communications, cloud, networking, payments, and retail systems. A much stronger balance sheet and growing exposure to recurring services make its ongoing business shift worth a closer look.

Wolfspeed makes silicon carbide chips and wafers used in electric vehicles and power systems. Its niche remains strategically important, and its U.S.-based manufacturing adds relevance, but the key question is whether scaling efforts can turn that position into durable economics.

Harmonic provides broadband and video delivery technology, with most revenue now tied to cable network upgrades and virtualized access platforms. Its niche is attractive, cash generation has shown resilience, and the key question is whether growth can become more consistent.

Globant helps large companies build software, modernize systems, and deploy AI tools. Its long-term market remains attractive, cash generation is still solid, and the valuation has reset sharply, making the gap between business recovery and market expectations especially important.