Author: Benjamin Rains, Zacks

Thriving today, it’s poised for long-term success even as the technologies mature beyond their rapid growth phase.

An industry titan, it’s rapidly expanding its AI efforts and preparing for a quickly changing technological landscape, while trading at its lowest forward earnings multiple since the 2008 financial crisis.

A pick-and-shovels play, it trades at a 50% discount.

Averaging 14% revenue growth over the last five years, and roughly quadrupling its earnings, it’s up about 40% year-to-date, but has fallen roughly 10% from its early May highs making its valuation look enticing.

Both of these names have crushed the S&P 500 over the past five years, are projected to post double-digit earnings growth in 2026 and 2027, and will be winners no matter how the technology evolves.