Author: Benjamin Rains, Zacks

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.

Now could be the time to buy this best-in-class, beaten-down name.

Both names offer strong growth that’s not based on AI promises alongside solid value in an overheated market.