2 AI Stocks Trading at a Discount Right Now That I Think Wall Street Has Wrong
2026-05-28 11:36:00 ET
I used to think the biggest opportunities in tech were hiding inside flashy artificial intelligence (AI) models or chip companies. I've spent a lot of time over the last couple of years chasing beaten-down big-name stocks, but sometimes the more interesting story is a business quietly transforming its products and subscription model right under Wall Street's nose -- and both Arlo Technologies (NYSE: ARLO) and Evolv Technologies (NASDAQ: EVLV) look like companies the market still fundamentally misunderstands.
Image source: Getty Images.
This is the part Wall Street keeps getting wrong about Arlo Technologies: It still prices the stock like a consumer hardware business, even as the company has spent the last two years systematically converting itself into a pure software and services platform.
NASDAQ: EVLV
EVLV Trading
-4.18% G/L:
$6.425 Last:
1,191,656 Volume:
$6.73 Open:
