Technology

Arteris develops the interconnect and system IP that helps complex chips move data efficiently. With AI, automotive, and custom silicon increasing design complexity, the company is gaining traction in a niche where successful design wins can support multi-year revenue expansion.

Blackbaud provides software and payments tools for nonprofits, schools, and other mission-driven organizations. The business is showing stronger cash generation and margins, while its specialized market position keeps it relevant in a large, still-digitizing corner of software.

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.