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Additional Reading from MarketBeat Media
3 Under-the-Radar Tech Names Investors Might Have MissedAuthor: Nathan Reiff. Article 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: Elon Musk already made me a “wealthy man”
When it comes to tech stocks, many investors think of the same Magnificent Seven names. That's easy to understand when companies such as NVIDIA (NASDAQ: NVDA) and Apple (NASDAQ: AAPL) are among the largest in the world, increasing both their market dominance and popularity. But overlooking a group of high-performing, underappreciated names that have contributed to the artificial intelligence (AI) boom may leave investors under-diversified within tech and missing potential growth opportunities. Specifically, three lesser-known tech companies—Qnity Electronics (NYSE: Q), Everpure (NYSE: PSTG), and TTM Technologies (NASDAQ: TTMI)—have strong structural tailwinds and improving analyst sentiment while not being saturated with investor attention. Each plays an increasingly important but distinct role in the AI infrastructure supply chain as the industry expands. Despite Lack of Name Recognition, DuPont's Electronics Arm Makes Big Moves
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Qnity Electronics operates across the semiconductor manufacturing value chain, including chip fabrication, packaging, assembly and display technologies. If the company is unfamiliar to investors, that is likely because it was spun off from DuPont de Nemours (NYSE: DD) in late 2025 and is still gaining recognition as an independent business despite a valuation near $27 billion. Qnity also has earnings momentum working in its favor. In the latest quarter, the company reported 10% organic sales growth and provided strong forward guidance, including projected net sales of $4.97 billion to $5.17 billion for 2026. Qnity is in the midst of a transformation that could yield an EBITDA run rate of roughly $100 million over the next two years, although management expects about $140 million in one-time costs and elevated capital expenditures in the near term. For investors with a longer time horizon, those near-term costs could be part of building future profitability. Given that Qnity shares have already posted roughly a 60% year-to-date (YTD) gain and have topped consensus price targets, it may be prudent to wait for a pullback before initiating a position. Major Player in AI Data Storage Is Primed for Continued GrowthEverpure, formerly Pure Storage, is a roughly $20 billion enterprise data storage firm that offers both hardware and cloud-based solutions used by hyperscalers, data centers and other large customers. Data storage is a vital but often overlooked element of the AI ecosystem, and Everpure is a leader in the space. In its fiscal fourth quarter 2026, which ended Feb. 1, the company delivered its first-ever billion-dollar quarter as revenue reached $1.1 billion, up 20% year-over-year (YOY). Full-year revenue grew 16%. Everpure also showed improving profitability: a record operating profit of $226 million for the quarter, implying an operating margin of more than 21%. Annual recurring revenue is an increasingly important part of the top line, rising 16% YOY. Management guided to about 28% YOY revenue growth for the current quarter at the midpoint. Component shortages remain a risk for storage vendors, but Everpure is seeing rapid adoption of Fusion, its data cloud architecture, which could sustain growth even amid supply pressures. Down almost 10% YTD, PSTG may offer a near-term opportunity given analyst upside potential of more than 50%. TTM Is Vital to AI, but Its Defense Business Is Also ThrivingTTM Technologies is a leading manufacturer of printed circuit boards (PCBs), the foundational components that enable complex circuitry across a wide range of electronics. That makes TTM important not only for AI-related data center infrastructure but also for high-demand aerospace and defense applications. In its most recent quarter, TTM reported $774.3 million in sales, up 19% YOY, and non-GAAP earnings per share that beat analyst estimates of $0.70. The company has seen strong momentum in its data center computing and networking segment, and management expects net sales to grow 15% to 20% for the full year. Importantly, TTM's fabrication operations provide exposure to multiple end markets, reducing reliance on any single demand driver. A recent $200 million multi-year agreement with RTX (NYSE: RTX) underscores TTM's role in supplying key components for radar and defense systems. That diversification helps explain a strong rally in TTMI shares, which have climbed more than 70% YTD. |
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