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3 Overlooked Tech Names Quietly Powering Everyday Life
Authored by Nathan Reiff. Posted: 9/21/2026.
Key Points
- Some of the technology sector’s strongest growth stories are developing outside the mega-cap names that dominate AI, cloud, and semiconductor headlines.
- Smaller, more specialized companies can still provide exposure to major digital trends when their products are deeply embedded in enterprise workflows and everyday devices.
- Five9, Guidewire, and Silicon Motion each fit that profile, but their recent stock performance and near-term risks differ considerably.
- Special Report: Why This Clean Energy Well Escaped the Solar and Wind Cuts.
It's easy to focus on the biggest, most talked-about names in AI, cloud computing and semiconductors, but the tech sector is also driven in part by less-visible companies that operate far outside the spotlight. These companies provide products that lack the brand recognition of their flashier competitors but nonetheless help power daily interactions, from customer service lines and insurance claims to phone storage and more.
Companies such as Five9 Inc. (NASDAQ: FIVN), Guidewire Software Inc. (NYSE: GWRE) and Silicon Motion Technology Corp. (NASDAQ: SIMO) exemplify this phenomenon. Each operates in a niche corner of the tech space and offers investors exposure to key digital trends without relying on the usual stable of mega-cap players.
Five9's Overlooked Role in AI May Continue to Grow
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Get the details on all three companies nowFive9 offers a cloud-based infrastructure platform for enterprise contact centers, with tools that help companies manage customer interactions using artificial intelligence. The customer service market is projected to reach about $96 billion by 2031, giving Five9 significant potential to transform a fast-growing but often-overlooked industry.
Investors might see Five9 as an alternative type of AI play. The firm doesn't compete with companies that provide hardware for AI applications, nor does it offer its own consumer-facing chatbot, LLM or generative AI tool. Rather, it helps more than 3,000 enterprise organizations integrate AI into existing systems to reduce costs and improve efficiency.
With revenue of $312 million in the latest quarter, Five9 grew sales by about 10% year over year (YOY), beating guidance and analyst expectations. AI revenue was the primary driver of these gains, climbing 78% over the same period, and Five9 raised its AI revenue growth outlook for the full year as well. Management now anticipates at least 60% YOY growth in this category. Still, AI revenue currently comprises only about 15% of subscription revenue, leaving more room for growth.
The company is bolstered not only by smaller clients but also by a growing number of major partners, including a Fortune 100 company with a $100 million contract that was added recently. Despite some concerns about adjusted gross margin, Five9 has largely succeeded in scaling its operations to meet this growing demand. Analysts have taken note, even if the company remains largely invisible to most consumers.
A Guidance Blip Has Sent Guidewire Shares Falling, But Investors Might Find an Opportunity
In some ways, Guidewire may be even easier for investors to overlook because of its niche customer base in the insurance industry. The company provides software for property and casualty insurers to help them manage their operations.
Guidewire shares are down about 28% year to date (YTD), largely because of a plunge in the share price after the company recently issued guidance that some investors found disappointing. However, there are several other reasons to believe the core business remains strong. Guidewire posted 15% YOY revenue growth in the latest quarter, along with expanding margins and more than 51% YOY growth in operating income.
For investors who agree with the 75% of analysts rating GWRE stock as a Buy, even after this latest turbulence, the pullback may present a unique buy-the-dip opportunity. Shares have about 50% upside potential, which, if realized, would send the stock price well above its level before the recent earnings announcement.
Silicon Motion's Growth Trajectory Is Impressive and Appears Likely to Continue
A surprisingly large number of companies can contribute to the manufacturing of smart devices, and Silicon Motion is far from the best-known of these firms. Still, the company's controllers, which support flash storage technology, are vital to many electronics that consumers use every day. The company doesn't need to manufacture NAND flash memory components itself. Instead, its products help connect those components to the systems that use them.
The company enters the end of 2026 with considerable momentum, having recently reported 127% YOY revenue growth to $451 million, along with a solid earnings per share (EPS) beat. Company leaders expect revenue to continue trending upward at a rapid pace, including 15% to 20% sequential growth in this area during the current quarter. Crucially, Silicon Motion is also expanding into other technologies, including automotive and AI infrastructure, which will help diversify its offerings.
Even though SIMO doesn't manufacture memory components itself, it is still affected by the global memory shortage, with an imbalance in this area expected to continue for at least several more quarters. Another notable consideration is SIMO's significant rally, at about 180% YTD, which may have stretched its valuation even as Wall Street ratings remain universally positive.
3 European Banks That Could Win Big From ECB Rate Hikes
Written by Dan Schmidt. Article Published: 9/14/2026.
Key Points
- The ECB has raised rates twice in 2026 to combat inflation from an energy shock, while other major central banks have held steady.
- Santander and BBVA benefit from large floating-rate mortgage books that reprice quickly with ECB hikes, boosting projected net interest income.
- Deutsche Bank stands to gain from a sticky deposit base as UniCredit's pending Commerzbank merger limits competitive rate promotions in Germany.
- Special Report: Why This Clean Energy Well Escaped the Solar and Wind Cuts.
While Federal Reserve officials debate (and debate) whether to raise interest rates in September, their counterparts at the European Central Bank have already gone full Leroy Jenkins. The ECB’s Governing Council raised each of its three benchmark rates by 25 basis points during its June meeting for the first time since 2023, then hiked again to 2.5% on Sept. 10 after holding rates steady in July. The ECB is the only major Western central bank to hike rates during the current cycle, and its leadership argues that the increases are necessary to curb rising inflation expectations driven by the energy shock from the Iran War.
A hiking cycle during a supply shock carries credit risks that a demand-driven shock does not, and investors should be aware of that risk hanging over the banking sector. However, the Euro Stoxx Bank index has doubled over the last two years, and many of Europe’s largest banks are increasing their 2026 net interest income (NII) guidance in response to higher projected rates. Who benefits most? Eurozone banks with floating-rate loans and favorable deposit betas. The following three firms are well-positioned to profit from an ECB hiking cycle.
Banco Santander: Variable Mortgages Provide Upside Potential
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See what's next for SAGA Metals before the deadline hitsInterest rates get plenty of attention in the U.S., but changes in the short-term federal funds rate rarely affect consumers’ day-to-day lives. That’s not the case in Europe, where floating-rate mortgages are much more common. In an April 2026 survey from Spain’s Instituto Nacional de EstadÃstica, more than 37% of mortgages originated during the period were variable-rate, up from 30% in August 2022, when the benchmark rate was peaking. Floating-rate mortgages are linked to the Euribor index and will reprice within months of ECB hikes.
Banco Santander S.A. (NYSE: SAN) is one of the biggest mortgage lenders in the EU, and more than 34% of its loans are residential mortgages. As of Q2 2026, more than 41% of its mortgage book was floating-rate, creating significant interest income upside during a hiking cycle.
Analysts raised their 2026 NII consensus estimate for Santander by 1.9%, while the bank’s efficiency ratio has improved to 42.8%.
SAN shares have gained more than 20% in the last three months and could be nearing a key entry point for new positions. The 50-day moving average has kept the stock in an uptrend for nearly two years, acting as bear repellent whenever sellers coalesce. Now, the share price is once again approaching this level. With the Relative Strength Index (RSI) still showing healthy momentum, this could be another opportunity for dip buyers.
BBVA: Same Mortgage Dynamics, Bigger NII Upside
Banco Bilbao Vizcaya Argentaria S.A. (NYSE: BBVA) is another Iberian bank with considerable upside thanks to its mortgage book and more heavily Euro-denominated business. Like Santander, BBVA has a significant variable-rate mortgage book (38% floating versus 62% fixed as of Q2 2026) with a very low-risk lending profile.
The bank posted results above expectations for both earnings per share and revenue in fiscal Q2 2026, and management raised its group return on tangible equity (ROTE) guidance to approximately 21%.
The 2026 NII consensus estimate for BBVA was also revised up 2.3%—the largest upgrade among banks directly exposed to ECB rate moves.
BBVA shares erased all of their 2026 gains by spring and nearly dipped into the trouble zone below the 200-day moving average more than once. But the stock has now ripped more than 30% higher in the last three months, and the trend is pointing upward again. The RSI has also retreated from its overbought reading, which may entice buyers to resume pushing the price higher.
Deutsche Bank: Deposit Beta Upside Without the Mortgage Book
Deutsche Bank AG (NYSE: DB) was the punchline of many jokes in the wake of the Global Financial Crisis, but the German bank is finally getting its laughs in after a more than 200% surge over the last five years. Unlike the two previous examples, DB doesn’t have a significant floating-rate mortgage portfolio. Instead, it has a sticky deposit base that’s growing through M&A.
Just not its own M&A. The Italian-based UniCredit S.p.A. (OTCMKTS: UNCRY) plans to close its Commerzbank merger by the end of Q4 2026, which could be advantageous for DB’s deposit beta. A company closing a merger is unlikely to start a rate-promotion war, and the integration could be more protracted than management anticipates. This would leave one of DB’s biggest deposit competitors on standby and allow DB to keep growing without offering rate promotions.
DB shares are also up 30% in the last three months and recently notched a new high in the post-GFC era. The MACD indicator shows bullish momentum at its highest point of the year, while a Golden Cross points to a renewed upward long-term trend.
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