Delvantic Top Picks
· 4 companiesResearch any public company
1341 companies tracked · 50 fully researched
Reviewed by Delvantic & Curator
Curated picks, sorted by interest rating
CRM
Salesforce, Inc.
Software - Application · Sales force, still showing growth, got caught up in the SAAS pocolypse, but the reality is large organiztions are not going to start recreating salesforce, or if they do it would take years, and they are also not going to trust new incumbents. So they do kind of have a moat, very likely to go back up to $190 again in next 6 months.
$170.4B
Market Cap
9/10
05/17/2026
VRNS
Varonis Systems, Inc.
Software - Infrastructure · potentially buying. need do a lil more research
$3.4B
Market Cap
9/10
05/11/2026
MELI
MercadoLibre, Inc.
Specialty Retail · Hi growth, both are saying $1600 is about fair value, so could be decent time to buy a strong company
$79.8B
Market Cap
8/10
05/15/2026
CHKP
Check Point Software Technologies Ltd.
Software - Infrastructure · showing signs of being oversold with strong fundamentals and strong future tailwind, average growth
$13.3B
Market Cap
8/10
05/08/2026
FIVN
Five9, Inc.
Software - Application · Stats all going in the right direction, just popped but could go further!
$1.7B
Market Cap
8/10
05/02/2026
PAYC
Paycom Software, Inc.
Software - Application · Strong financials, could be oversold, strong value. Great CEO story, no debt, only concern would be loss of people working due to AI.
$7.6B
Market Cap
8/10
04/23/2026
NOW
ServiceNow, Inc.
Software - Application · It’s very close to buy price, I would stock up at $90. Great company but still a little expensive at $100.
$105.0B
Market Cap
7/10
05/19/2026
SAIL
SailPoint, Inc.
Software - Infrastructure · lot of potential, quarter after quarter growth, but major operational inefficiancies and negative operating margin very concerning.
$8.3B
Market Cap
7/10
05/11/2026
NTSK
Netskope, Inc. Class A Common Stock
Software - Services · lot of potential here, but super small free float ownership at 4%
$4.5B
Market Cap
7/10
05/11/2026
FATE
Fate Therapeutics, Inc.
Biotechnology · Worth watching, costs coming down, if they are getting close to passing trials could explode, also good cause.
$0.2B
Market Cap
7/10
05/02/2026
CERS
Cerus Corporation
Medical - Devices · Stats are all going in the right direction
$0.5B
Market Cap
7/10
05/02/2026
RKLB
Rocket Lab USA, Inc.
Aerospace & Defense · Insane revenue growth, still pre profit. Priced for continuous growth, most likely missed the boat on this one.
$75.9B
Market Cap
6/10
05/15/2026
CVLT
Commvault Systems, Inc.
Software - Application · might be rich at 105, but could easily hit 110 or 115. legacy software attempting to get in. compressing margins.
$4.3B
Market Cap
6/10
05/11/2026
ESPR
Esperion Therapeutics, Inc.
Biotechnology · Hi potential, increasing right direction. 100% free float, so no stocks owned by insiders, so no one cares about the company.
$0.7B
Market Cap
6/10
05/07/2026
ETON
Eton Pharmaceuticals, Inc.
Biotechnology · Needs more research, could have potential but 30 employees seems suspect.
$0.8B
Market Cap
6/10
05/02/2026
XRX
Xerox Holdings Corporation
Business Equipment & Supplies · Flatlined giant but could be priced appropriately as a value play.
$0.3B
Market Cap
6/10
05/02/2026
RXT
Rackspace Technology, Inc.
Software - Infrastructure · Could be some potential, declining growth, but it’s in the right space with a lot of employees, could pop if they can turn it around.
$1.2B
Market Cap
6/10
05/02/2026
BOOM
DMC Global Inc.
Oil & Gas Equipment & Services · Decreasing stats, but predictable swings
$0.1B
Market Cap
6/10
05/02/2026
HIMS
Hims & Hers Health, Inc.
Medical - Equipment & Services · Has some slowing growth, and priced fairly expensive despite the pull back, but could pop back up to $40
$5.5B
Market Cap
6/10
05/01/2026
TNDM
Tandem Diabetes Care, Inc.
Medical - Devices · They are losing a lil money each quarter, but if they can get to 15% profit with a lil growth, stock could 2x-3x quickly, so its fairly priced with potential to pop.
$0.9B
Market Cap
6/10
04/30/2026
BAND
Bandwidth Inc.
Software - Infrastructure · Not enough data
$1.8B
Market Cap
5/10
05/02/2026
ANGX
Angel Studios, Inc.
Entertainment · It’s hard to tell what’s going on here, but there could be something of the growth is real
$0.4B
Market Cap
5/10
05/02/2026
EGHT
8x8, Inc.
Software - Application · Hard to tell, flatline growth but priced appropriately,
$0.3B
Market Cap
5/10
05/02/2026
HOOD
Robinhood Markets, Inc.
Financial - Capital Markets
$69.5B
Market Cap
5/10
05/01/2026
FTNT
Fortinet, Inc.
Software - Infrastructure · This one has some real legs, solid growth, lots of debt but its low cost debt. Delvantic marked it as slightly overvalues still.
$91.7B
Market Cap
5/10
05/01/2026
PANW
Palo Alto Networks, Inc.
Software - Infrastructure · Shows growth, but stock is fairly expensive, Its more a neutral buy right now.
$168.7B
Market Cap
5/10
04/23/2026
SOFI
SoFi Technologies, Inc.
Financial - Credit Services · Kind of neutral, looks appropriately priced $17-$22. There is clear growth but also dependent on quality loans and people not defaulting. Could be out of their control in a bad economy.
$20.2B
Market Cap
5/10
04/23/2026
NVTS
Navitas Semiconductor Corporation
Semiconductors · its in semiconductor space, but their revenue is decreasing, and company is unhealthy, would need a miracle.
$4.6B
Market Cap
4/10
05/01/2026
RGTI
Rigetti Computing, Inc.
Computer Hardware · Could be a good short play, but def super risky long.
$5.5B
Market Cap
3/10
05/15/2026
IONQ
IonQ, Inc.
Computer Hardware · There only income was from warranty deeds which should let even count as income.
$18.4B
Market Cap
3/10
05/15/2026
ASTS
AST SpaceMobile, Inc.
Communication Equipment · Seems pretty risky, not making any money right now.
$35.3B
Market Cap
3/10
05/15/2026
ZTEK
Zentek Ltd.
Medical - Instruments & Supplies · Stats are bad. Revenue flat negative.
$0.1B
Market Cap
3/10
05/02/2026
ACCO
ACCO Brands Corporation
Business Equipment & Supplies · Slow painful death
$0.4B
Market Cap
3/10
05/02/2026
AIRS
AirSculpt Technologies, Inc.
Medical - Care Facilities · Decreasing revenue, barely profitable
$0.3B
Market Cap
3/10
05/02/2026
WOLF
Wolfspeed, Inc.
Semiconductors · Flat growth increasing debt and expenses not a good sign.
$2.9B
Market Cap
3/10
05/02/2026
SOUN
SoundHound AI, Inc.
Software - Application · Seems like a risky play, financials are all over the place.
$3.6B
Market Cap
3/10
04/23/2026
RPD
Rapid7, Inc.
Software - Infrastructure · Revenue seems to be flat ligning quarter after quarter with little revenue growth.
$0.4B
Market Cap
3/10
04/23/2026
XNDU
Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares
Software - Infrastructure · 800m cap with 3 employees, somethin Ain’t right.
$0.3B
Market Cap
2/10
05/02/2026
AGH
Aureus Greenway Holdings Inc.
Leisure · Too spiradic
$0.1B
Market Cap
2/10
05/02/2026
SAFX
XCF Global, Inc. Class A Common Stock
Oil & Gas Exploration & Production · Too small, not liquid enough
$0.1B
Market Cap
2/10
05/02/2026
ATOM
Atomera Incorporated
Semiconductors · Super negative stats too risky
$0.3B
Market Cap
2/10
05/02/2026
Reviewed by Delvantic & Curator
Curated picks, sorted by interest rating
| Ticker | Name | AI | Market Cap | Rating |
|---|---|---|---|---|
|
CRM
|
Salesforce, Inc.
Software - Application · Sales force, still showing growth, got caught up in the SAAS pocolypse, but the reality is large organiztions are not going to start recreating salesforce, or if they do it would take years, and they are also not going to trust new incumbents. So they do kind of have a moat, very likely to go back up to $190 again in next 6 months.
|
1 1 | $170.4B | 9/10 |
|
VRNS
|
Varonis Systems, Inc.
Software - Infrastructure · potentially buying. need do a lil more research
|
1 1 | $3.4B | 9/10 |
|
MELI
|
MercadoLibre, Inc.
Specialty Retail · Hi growth, both are saying $1600 is about fair value, so could be decent time to buy a strong company
|
1 1 | $79.8B | 8/10 |
|
CHKP
|
Check Point Software Technologies Ltd.
Software - Infrastructure · showing signs of being oversold with strong fundamentals and strong future tailwind, average growth
|
1 1 | $13.3B | 8/10 |
|
FIVN
|
Five9, Inc.
Software - Application · Stats all going in the right direction, just popped but could go further!
|
1 1 | $1.7B | 8/10 |
|
PAYC
|
Paycom Software, Inc.
Software - Application · Strong financials, could be oversold, strong value. Great CEO story, no debt, only concern would be loss of people working due to AI.
|
1 | $7.6B | 8/10 |
|
NOW
|
ServiceNow, Inc.
Software - Application · It’s very close to buy price, I would stock up at $90. Great company but still a little expensive at $100.
|
1 1 | $105.0B | 7/10 |
|
SAIL
|
SailPoint, Inc.
Software - Infrastructure · lot of potential, quarter after quarter growth, but major operational inefficiancies and negative operating margin very concerning.
|
1 1 | $8.3B | 7/10 |
|
NTSK
|
Netskope, Inc. Class A Common Stock
Software - Services · lot of potential here, but super small free float ownership at 4%
|
1 1 | $4.5B | 7/10 |
|
FATE
|
Fate Therapeutics, Inc.
Biotechnology · Worth watching, costs coming down, if they are getting close to passing trials could explode, also good cause.
|
1 1 | $0.2B | 7/10 |
|
CERS
|
Cerus Corporation
Medical - Devices · Stats are all going in the right direction
|
1 1 | $0.5B | 7/10 |
|
RKLB
|
Rocket Lab USA, Inc.
Aerospace & Defense · Insane revenue growth, still pre profit. Priced for continuous growth, most likely missed the boat on this one.
|
1 1 | $75.9B | 6/10 |
|
CVLT
|
Commvault Systems, Inc.
Software - Application · might be rich at 105, but could easily hit 110 or 115. legacy software attempting to get in. compressing margins.
|
1 1 | $4.3B | 6/10 |
|
ESPR
|
Esperion Therapeutics, Inc.
Biotechnology · Hi potential, increasing right direction. 100% free float, so no stocks owned by insiders, so no one cares about the company.
|
1 1 | $0.7B | 6/10 |
|
ETON
|
Eton Pharmaceuticals, Inc.
Biotechnology · Needs more research, could have potential but 30 employees seems suspect.
|
1 1 | $0.8B | 6/10 |
|
XRX
|
Xerox Holdings Corporation
Business Equipment & Supplies · Flatlined giant but could be priced appropriately as a value play.
|
$0.3B | 6/10 | |
|
RXT
|
Rackspace Technology, Inc.
Software - Infrastructure · Could be some potential, declining growth, but it’s in the right space with a lot of employees, could pop if they can turn it around.
|
1 1 | $1.2B | 6/10 |
|
BOOM
|
DMC Global Inc.
Oil & Gas Equipment & Services · Decreasing stats, but predictable swings
|
$0.1B | 6/10 | |
|
HIMS
|
Hims & Hers Health, Inc.
Medical - Equipment & Services · Has some slowing growth, and priced fairly expensive despite the pull back, but could pop back up to $40
|
1 1 | $5.5B | 6/10 |
|
TNDM
|
Tandem Diabetes Care, Inc.
Medical - Devices · They are losing a lil money each quarter, but if they can get to 15% profit with a lil growth, stock could 2x-3x quickly, so its fairly priced with potential to pop.
|
1 1 | $0.9B | 6/10 |
|
BAND
|
Bandwidth Inc.
Software - Infrastructure · Not enough data
|
$1.8B | 5/10 | |
|
ANGX
|
Angel Studios, Inc.
Entertainment · It’s hard to tell what’s going on here, but there could be something of the growth is real
|
$0.4B | 5/10 | |
|
EGHT
|
8x8, Inc.
Software - Application · Hard to tell, flatline growth but priced appropriately,
|
$0.3B | 5/10 | |
|
HOOD
|
Robinhood Markets, Inc.
Financial - Capital Markets
|
$69.5B | 5/10 | |
|
FTNT
|
Fortinet, Inc.
Software - Infrastructure · This one has some real legs, solid growth, lots of debt but its low cost debt. Delvantic marked it as slightly overvalues still.
|
1 1 | $91.7B | 5/10 |
|
PANW
|
Palo Alto Networks, Inc.
Software - Infrastructure · Shows growth, but stock is fairly expensive, Its more a neutral buy right now.
|
1 1 | $168.7B | 5/10 |
|
SOFI
|
SoFi Technologies, Inc.
Financial - Credit Services · Kind of neutral, looks appropriately priced $17-$22. There is clear growth but also dependent on quality loans and people not defaulting. Could be out of their control in a bad economy.
|
1 | $20.2B | 5/10 |
|
NVTS
|
Navitas Semiconductor Corporation
Semiconductors · its in semiconductor space, but their revenue is decreasing, and company is unhealthy, would need a miracle.
|
$4.6B | 4/10 | |
|
RGTI
|
Rigetti Computing, Inc.
Computer Hardware · Could be a good short play, but def super risky long.
|
1 1 | $5.5B | 3/10 |
|
IONQ
|
IonQ, Inc.
Computer Hardware · There only income was from warranty deeds which should let even count as income.
|
1 1 | $18.4B | 3/10 |
|
ASTS
|
AST SpaceMobile, Inc.
Communication Equipment · Seems pretty risky, not making any money right now.
|
1 1 | $35.3B | 3/10 |
|
ZTEK
|
Zentek Ltd.
Medical - Instruments & Supplies · Stats are bad. Revenue flat negative.
|
$0.1B | 3/10 | |
|
ACCO
|
ACCO Brands Corporation
Business Equipment & Supplies · Slow painful death
|
$0.4B | 3/10 | |
|
AIRS
|
AirSculpt Technologies, Inc.
Medical - Care Facilities · Decreasing revenue, barely profitable
|
$0.3B | 3/10 | |
|
WOLF
|
Wolfspeed, Inc.
Semiconductors · Flat growth increasing debt and expenses not a good sign.
|
$2.9B | 3/10 | |
|
SOUN
|
SoundHound AI, Inc.
Software - Application · Seems like a risky play, financials are all over the place.
|
1 | $3.6B | 3/10 |
|
RPD
|
Rapid7, Inc.
Software - Infrastructure · Revenue seems to be flat ligning quarter after quarter with little revenue growth.
|
1 1 | $0.4B | 3/10 |
|
XNDU
|
Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares
Software - Infrastructure · 800m cap with 3 employees, somethin Ain’t right.
|
$0.3B | 2/10 | |
|
AGH
|
Aureus Greenway Holdings Inc.
Leisure · Too spiradic
|
$0.1B | 2/10 | |
|
SAFX
|
XCF Global, Inc. Class A Common Stock
Oil & Gas Exploration & Production · Too small, not liquid enough
|
$0.1B | 2/10 | |
|
ATOM
|
Atomera Incorporated
Semiconductors · Super negative stats too risky
|
$0.3B | 2/10 |
Reviewed By Delvantic Core — Awaiting manual assessment
Completed the full analysis pipeline — has Delvantic AI Findings
MSFT
Microsoft Corporation
Software - Infrastructure
Fairly valued at the top of the range — $423 prices in AI execution that isn't yet visible in segment-blind aggregates; fair value $380-420, hold existing, no new capital until Azure growth
The raw trajectory is genuinely impressive but less unambiguous than the bulls suggest.
$3,147.2B
Market Cap
United States
Country
TSLA
Tesla, Inc.
Auto - Manufacturers
Overvalued with deteriorating fundamentals — fundamental fair value $220-280, narrative premium adds optionality to maybe $320; current $422 prices in breakthroughs that the quarterly tape
The raw quarterly tape is uglier than the synthesis lets on.
$1,528.5B
Market Cap
United States
Country
BE
Bloom Energy Corporation
Electrical Equipment & Parts
Overvalued despite a real inflection — fair value $140-170 vs $296; trim existing, wait for a sub-$200 print or two more $700M+ quarters before initiating.
Reading the raw numbers first: BE printed $751M in Q1 2026 against $326M in Q1 2025 — that's 130% YoY revenue growth, far above the 37% headline and a genuine inflection, not a base-effect mirage.
$62.2B
Market Cap
United States
Country
PLTR
Palantir Technologies Inc.
Software - Infrastructure
Agree with Priced for Perfection — exceptional business, but fair value $65-80 vs $130 spot; trim/avoid here, revisit on a 35-40% drawdown or a Q4
The raw numbers are genuinely extraordinary and I want to acknowledge that before tearing into the price.
$310.3B
Market Cap
United States
Country
APLD
Applied Digital Corporation
Information Technology Services
Overvalued on risk-adjusted basis — fair value $28-32 absent multi-tenant expansion; the flat Feb sequential, -$99M loss spike, missing debt disclosure, and April insider selling pattern argue for waiting, not chasing
The raw quarterly tape is the most informative thing in this file, and it's louder than any model output: revenue went $14.7M → $60.7M → $63.9M → $52.9M → $38.0M → $64.2M → $126.6M → $126.6M.
$11.2B
Market Cap
United States
Country
ORCL
Oracle Corporation
Software - Infrastructure
The raw numbers tell a more uncomfortable story than the synthesis lets on.
$531.1B
Market Cap
United States
Country
NOK
Nokia Oyj
Communication Equipment
Overvalued on demonstrated fundamentals — fair value $7-9 on normalized earnings; current $13.83 prices in an AI/optical re-rating that needs Q2-Q3 2026 margin proof before it's underwritable.
Looking at the raw quarterly tape first: revenue is genuinely soft.
$74.2B
Market Cap
Finland
Country
IREN
IREN Limited
Financial - Capital Markets
Overvalued on fundamentals — fair value $30-35 ex-optionality; current $54.74 embeds a $20 lottery ticket on AI contracts that haven't been signed. Avoid long; tactical short on any BTC weakness below $90K or failed capital raise.
The raw numbers tell a story the prior models are partially missing.
$18.0B
Market Cap
Australia
Country
TEM
Tempus AI, Inc.
Medical - Healthcare Information Services
Fairly valued to modestly expensive — organic growth is ~35% not 83%, insider selling is coordinated, and fair value sits at $40-48; wait for a pullback to $40 or a clean profitability inflection before committing.
Looking at the raw quarterly tape first: revenue progression is $145.8M → $166.0M → $180.9M → $200.7M → $255.7M → $314.6M → $334.2M → $367.2M.
$7.6B
Market Cap
United States
Country
Latest Coined Insights
IONQ
IonQ, Inc.
Warrant Accounting Distorts GAAP Net Income
The Net Income bar for Q4 2025 shows +$703.5M and Q1 2026 shows +$805.4M — two consecutive quarters of nine-figure GAAP profits at a company with quarterly revenue around $62M and $65M respectively…
VRNS
Varonis Systems, Inc.
High Free Float & Insider Alignment
VRNS shows 94.6% free float with ~5.4% closely held. Underneath that, public filings put total insider ownership at roughly 2.5%, with founder/CEO Yaki Faitelson holding around 1.7M shares (~1.4% o…
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