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Just For You
3 Under-the-Radar Tech Names Investors Might Have MissedWritten by Nathan Reiff. Posted: 4/11/2026. 
Key Points
- Qnity, Everpure, and TTM Technologies are among a group of high-demand but underappreciated tech stocks helping to power the growth of the AI space.
- Shares of these companies have climbed by as much as 70% in 2026, but the earnings trajectory suggests that they could continue to grow top- and bottom-line figures.
- TTM in particular may stand out for investors concerned about an AI bubble thanks to the company's blossoming defense sector business.
- Special Report: Have $500? Invest in Elon’s AI Masterplan
When it comes to tech stocks, many investors automatically think of the same Magnificent Seven names. That's understandable when giants such as NVIDIA (NASDAQ: NVDA) and Apple (NASDAQ: AAPL) dominate market capitalization and headlines. But overlooking a group of high-performing, underappreciated companies that have helped drive the artificial intelligence (AI) boom can leave investors underexposed within the tech sector and missing potential growth opportunities. Three lesser-known tech names—Qnity Electronics (NYSE: Q), Everpure (NYSE: PSTG), and TTM Technologies (NASDAQ: TTMI)—have favorable structural tailwinds and improving analyst sentiment while not being overrun with attention from tech-focused investors. Each plays a distinctive role in the AI infrastructure supply chain as the industry expands. Despite Limited Name Recognition, DuPont's Electronics Arm Is Making Big Moves
There's a company sitting on a deposit independently valued at $2.8 billion - currently trading at a market cap of roughly $700 million. That's a 4-to-1 disconnect.
The Pentagon has already invested. Lockheed's Skunk Works signed a research partnership, and the EXIM Bank is processing up to $800 million in financing. A federal deadline of July 13, 2026 is forcing the issue.
The stock is still trading under $6. Check the valuation math and get the ticker now
Qnity Electronics participates across the semiconductor manufacturing value chain, including chip fabrication, packaging, assembly and displays. It may still be unfamiliar to some investors because it was spun off from DuPont de Nemours (NYSE: DD) in late 2025 and is still building its profile as an independent company despite a market value around $27 billion. Qnity has momentum on its side. In the most recent quarter, the company reported 10% organic sales growth and gave strong forward guidance, forecasting $4.97 billion to $5.17 billion in net sales for 2026. Management is also executing a transformation that could drive an EBITDA run-rate near $100 million over the next two years. That plan will incur about $140 million in predicted one-time costs and higher capital expenditures in the near term. For long-term investors, those near-term investments could be attractive. Qnity shares have already risen roughly 60% year-to-date (YTD) and have outperformed analysts' consensus price targets, so waiting for a pullback might be prudent before initiating a position. Major Player in AI Data Storage Is Poised for Continued GrowthEverpure, formerly Pure Storage, is a roughly $20 billion enterprise data-storage company that offers hardware and cloud-based storage used by hyperscalers, data centers and other customers. Data storage is a critical but sometimes overlooked element of the AI ecosystem, and Everpure is gaining traction. In its Q4 fiscal 2026 (ended Feb. 1), the company posted its first-ever billion-dollar quarter with revenue of $1.1 billion, up about 20% year-over-year (YOY); full-year revenue rose 16%. Profitability and margins support the growth: the company reported a record quarterly operating profit of $226 million, implying an operating margin north of 21%. Annual recurring revenue—an important part of Everpure's mix—climbed 16% YOY, and management guided to roughly 28% YOY revenue growth for the current quarter at the midpoint. While component shortages are an industry risk, rapid adoption of Fusion, Everpure's data-cloud architecture, could sustain growth even amid external pressures. Down nearly 10% YTD, PSTG may offer near-term upside—analyst models suggest more than 50% upside from current levels. TTM Is Vital to AI — and Its Defense Business Adds DiversificationTTM Technologies is a leading manufacturer of printed circuit boards (PCBs), key components that enable complex circuitry across a wide range of electronic systems. That makes TTM important to AI-related data-center infrastructure as well as to high-demand aerospace and defense markets. In its latest quarter, TTM reported $774.3 million in sales, up 19% YOY, and non-GAAP earnings per share ahead of analyst expectations at $0.70. Momentum in its data-center computing and networking segment is expected to support management's outlook for 15% to 20% net-sales growth for the full year. Importantly, TTM's manufacturing footprint diversifies its revenue exposure across markets, so it is not solely dependent on AI and data-center demand. A recent $200 million multi-year agreement with RTX (NYSE: RTX) highlights its growing role in supplying components for radar and other defense systems. That breadth of end markets helps explain why TTMI shares have climbed more than 70% YTD. |
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