Technology

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.

Aeva develops lidar that measures both distance and velocity, aiming at automotive and industrial sensing. Recent revenue growth and technical differentiation have drawn attention, while the bigger question is whether those strengths can turn into large-scale production.

Asana sells cloud software that helps teams organize and track work across departments. The notable shift is improving cash generation alongside a large recurring revenue base, while AI features and enterprise adoption could shape the next phase of development.

ADTRAN supplies fiber, optical networking, and network software used to expand broadband infrastructure. Demand has improved, free cash flow has turned positive, and the broader portfolio gives the company a more meaningful role in network upgrades and modernization.