Technology

Temenos builds the software banks use to run core operations. The company stands out for strong margins, recurring revenue, and improving cash flow, while banking modernization and cloud adoption create room for a stronger long-term growth profile.

ServiceTitan provides software for contractors to run scheduling, billing, payments, and customer workflows. Its appeal comes from strong recurring revenue growth, rising cash generation, and a focused position in a large market still early in digital adoption.

Tenable helps organizations find and prioritize cyber weaknesses across networks, cloud, identities, and connected systems. Its appeal lies in recurring software revenue, high gross margins, and sharply improving cash generation as it broadens into exposure management.

SoundHound AI builds voice and conversational AI for cars, restaurants, and customer service. Rapid revenue growth, a broader enterprise platform, and exposure to the shift toward AI agents make it a compelling company to examine more closely.

Synaptics designs chips for connected devices, with a growing focus on IoT, wireless connectivity, and edge AI. The appeal comes from its shift toward higher-value platforms and a revenue recovery that could become more meaningful if margins follow.

Soitec makes advanced semiconductor wafers used in wireless, automotive, and power electronics. Its appeal comes from leadership in SOI materials and exposure to electrification and connectivity, while the current debate centers on how strongly profits can recover.

Soitec makes advanced semiconductor wafers that help chips run faster and more efficiently. Its niche in engineered substrates ties it to smartphone RF, automotive electrification, and AI infrastructure, while the central question is how quickly growth and margins can recover.