Technology

Navitas Semiconductor builds GaN and SiC power chips that target fast charging, AI data centers, EVs, and energy systems. The appeal comes from exposure to fast-growing efficiency markets, though the full case depends on turning that technology position into durable scale.

Novanta supplies precision motion, vision, and photonics technologies used in medical devices, life sciences tools, and advanced automation. Its niche positioning and stronger balance sheet stand out, while recovering growth keeps attention on its long-term industrial potential.

Insight Enterprises helps organizations buy, manage, and modernize IT across hardware, software, cloud, and services. Its most compelling angle is the move toward higher-value solutions and solid cash generation, even as the market still prices it with caution.

Nice develops software for cloud contact centers, customer service automation, compliance, and financial crime prevention. Strong margins, high cash generation, and a very light debt load make the business look sturdier than the stock’s recent weakness suggests.

NCR Atleos runs the infrastructure behind ATMs and self-service banking, pairing hardware with services, software, and network access. The appeal centers on a large installed footprint, improving operating performance, and room to deepen recurring revenue.

Nordic Semiconductor designs low-power wireless chips used in connected devices across homes, industry, healthcare, and logistics. Revenue has resumed growth after a difficult downturn, and its strong niche in Bluetooth and broader IoT platform expansion make the company worth a closer look.

Lyft runs a focused ride-hailing platform centered on North American transportation. The business has become far more efficient, with solid revenue growth, sharply improved cash generation, and a leaner cost base that makes its long-term progress worth a closer look.