3 US Growth Tech Stocks Retail Investors Are Watching After Cooling Inflation

Rate hike odds just swung sharply, inflation cooled and the latest jobs report underwhelmed, so interest rate sensitive growth and technology stocks are suddenly back in focus for anyone watching the Fed. This mix of softer data and slower wage gains is reshuffling which companies benefit or lag. The article looks at three U.S. Growth and Technology Stocks from our screener that appear especially exposed to this shift in news.

The three companies highlighted below are just a sample, because the full screen surfaced 28 more U.S. growth and technology businesses with equally compelling narratives that are not covered in this article. If you want to go straight to the source, use the U.S. Growth and Technology Stocks screener to identify, compare and analyze the highest conviction ideas that fit your own criteria.

Overview: Cellebrite DI provides software and cloud tools that help law enforcement and companies extract, analyze and manage digital evidence worldwide.

Operations: Cellebrite DI generates about $514 million from internet software and services, with roughly $275 million from America, $176 million EMEA and $65 million APAC.

Market Cap: US$2.8b

Cellebrite DI fits this U.S. Growth and Technology Stocks theme as a pure software play tied to digital investigations, where recurring contracts and interest rate expectations can influence how investors view its future earnings power.

“The accelerating shift by law enforcement and intelligence agencies toward more advanced digital investigation platforms, driven by surging digitalization, larger data volumes, and increasing crime sophistication, is fueling adoption of Cellebrite’s cloud/SaaS solutions and digital forensics platforms (Inseyets, Guardian, Pathfinder).”

What happens if a single pressure point on that long term demand story changes the balance between pricing power and profitability?

If that pressure point matters to you, read the full narrative for Cellebrite DI to see how Cellebrite DI’s demand story could evolve if pricing power starts to shift.

Overview: Five9 provides cloud based contact center software that uses AI to manage customer interactions across phone, chat, email, web, social and mobile channels.

Operations: Five9 generates about US$1.20b from internet software and services, with roughly US$1.06b from the United States and US$140 million internationally.

Market Cap: US$2.6b

Five9 fits the U.S. Growth and Technology Stocks theme because it packages long term, subscription based contact center software into a pure cloud and AI platform that reacts quickly when interest rate expectations change.

“Five9’s accelerated adoption of AI-driven solutions, highlighted by 42% Enterprise AI revenue growth and a surge in AI bookings (representing over 20% of Enterprise new ACV), positions the company to benefit from increasing enterprise investment in AI and automation for customer experience, supporting higher recurring revenues and expanded net margins as AI products command premium pricing.”

What happens if a single assumption about how customers adopt those AI tools shifts the balance between pricing power and profit margins?

When that adoption curve bends, the full narrative for Five9 shows how Five9’s AI momentum, contract mix and rate sensitivity could be quietly reshaping long term earnings power.

Overview: Clear Secure runs the CLEAR identity platform that uses biometrics and subscriptions to speed up and secure airport and partner experiences.

Operations: Clear Secure generates about US$1.0b from secure biometric identity verification services, with all of that revenue currently coming from the United States.

Market Cap: US$5.6b

Clear Secure fits the U.S. Growth and Technology Stocks theme as a high growth identity platform. Future cash flows, airport automation and B2B contracts can all react sharply when rate expectations shift and investors reassess how predictable its subscription economics really are.

“CLEAR’s rollout of automated eGates across more than 70% of its airport network continues to shift checkpoint operations toward a software and hardware model, which can further support revenue efficiency and sustain net margin strength as more lanes are converted.”

The real test for Clear Secure is how one quiet change in member behavior could ripple through pricing power, renewals and long term cash generation.

When that behaviour shift starts to bite, the full narrative for Clear Secure shows how Clear Secure’s airport footprint, pricing power and cash generation could accelerate or quietly stall.

Seeking Fresh Alternatives Before They Fly

Fresh breakout stories rarely stay quiet for long. Momentum builds, prices move, and latecomers get caught chasing. Scan these ideas while it matters and consider them early in your research process.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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