Technology

Quantum Computing Inc is building quantum and photonic systems in a sector with major long-term potential. Revenue growth has accelerated and debt is minimal, but the real draw is whether its technology platform can turn early progress into meaningful commercial scale.

Q2 Holdings provides digital banking and lending software to banks and credit unions. The notable shift is financial: steady low-teens revenue growth now comes with positive earnings, rising margins, and much stronger free cash flow.

POET Technologies develops optical interconnect solutions for AI, cloud, and data center networks. The appeal lies in a compact photonics platform aimed at faster, lower-power data movement, with recent commercial traction beginning to show through in revenue growth.

ePlus helps organizations buy, secure, and manage complex IT environments. Its appeal lies in strong vendor relationships, exposure to cloud and cybersecurity spending, and an unusually clean balance sheet, while recent growth has turned upward again.

PDF Solutions helps chipmakers improve yields and factory performance through analytics software and connected manufacturing data. Sales growth has been strong, and its semiconductor focus is timely, making the business worth a closer look for its long-range potential.