Bond yields are jumping again, inflation is still above the Fed’s 2% target, and rate expectations keep getting reset, which is squeezing the kind of long-duration growth stocks many investors chased over the last cycle. That pressure can also create mispriced opportunities as the market swings between periods of AI euphoria and disappointment. This article walks through 3 stocks exposed to that tug-of-war and how the latest data may reshape their long-term appeal.
The three examples below are just a starting sample, and the full screen surfaced 7 more US-listed growth and tech companies with equally compelling interest-rate stories that are not covered here. To go straight to the broader opportunity set, use the Long-Duration Growth and Tech Stocks Benefiting From Future Falling Interest Rates screener to identify, compare, and analyze potential long-duration plays that fit your own risk and timeframe preferences.
Riskified (RSKD)
Overview: Riskified runs an AI driven e-commerce risk and fraud prevention platform that helps online merchants approve legitimate orders and block abuse.
Market Cap: US$1.37b
Riskified matters for this screener because it is a software company whose value depends heavily on future cash flows, and the analyst consensus Narrative on Simply Wall St argues that its fraud focused platform is pulling in more merchant budgets as online threats become harder to manage.
Accelerating complexity and sophistication of online fraud, now explicitly tied to agentic tools across cards, ACH, wallets, P2P, tokenized and 3DS flows, is encouraging merchants to allocate more budget to Riskified’s platform. Rapid expansion in ACH and other non card payments, including ACH transaction value in Q2 2026 that was about 19x the prior year and several large ACH focused wins in Q1 2026, is widening Riskified’s addressable transaction pool.
The real swing factor for Riskified now is how one pressure on profitability evolves if merchants keep pushing more volume through the platform.
If that operating leverage puzzle matters to you, read the full narrative for Riskified to see how Riskified’s model could respond as more merchants lean in.
8x8 (EGHT)
Overview: 8x8 delivers cloud-based communications and contact center software, letting businesses run voice, video, chat, and AI-driven customer interactions on one subscription platform.
Operations: 8x8 generates about US$752 million from internet telephony, mainly from the United States at roughly US$429 million, with further contributions from the United Kingdom and other international markets.
Market Cap: US$336 million
8x8 is relevant for a long-duration growth and tech screen because its subscription communications platform turns recurring customer usage into multi-year software cash flows. According to the analyst consensus Narrative on Simply Wall St, these cash flows are increasingly tied to AI features and heavier consumption rather than just seat counts.
Accelerating adoption of 8x8's AI Studio and Intelligent Customer Assistant, with more than 200 organizations building over 2,900 agents and over half already paying, points to future expansion of usage-based AI revenue that can support service revenue growth and earnings over time.
The key test for 8x8 now is how that richer usage mix filters through to gross margins and free cash flow if one unseen pricing pressure shifts.
If that pricing pressure is what you care about right now, read the full narrative for 8x8 to see how 8x8’s usage heavy model could accelerate or stall.
Q2 Holdings (QTWO)
Overview: Q2 Holdings powers digital banking for financial institutions and fintechs, offering cloud software for accounts, lending, fraud control, and embedded finance.
Operations: Q2 Holdings generates about US$870 million from selling, implementing, and supporting its digital solutions, almost entirely from US customers.
Market Cap: US$4.6b
Q2 Holdings matters for this long-duration growth and tech screen because its subscription-heavy digital banking software ties future cash flows to bank and fintech demand. The analyst consensus Narrative on Simply Wall St links this to rising investment in mission-critical online channels and AI driven fraud prevention.
The increasing focus by financial institutions on digital transformation, evidenced by strong engagement and expanded investments in mission-critical digital banking, fraud prevention, and AI solutions, is likely to drive robust subscription revenue growth and improve retention for Q2 over the longer term.
For Q2 Holdings, the real swing factor is how one evolving funding pressure shapes the payoff from that higher value digital demand.
That funding squeeze is only one piece of the story, and the full narrative for Q2 Holdings reveals how Q2 Holdings’ model could accelerate if digital spend keeps compounding.
Seeking Alternatives Before The Crowd?
Fresh ideas move first. Breakout stories gain momentum while others get caught chasing or dropping late. Scan under the radar for now, while it matters, and get in early.
- Target resilient compounders by scanning the 29 resilient stocks with low risk scores that aim to hold up when markets wobble and still participate when momentum returns.
- Spot income workhorses before yields get compressed by quickly reviewing the 6 dividend fortresses built around higher payout potential and balance sheets that aim to support those checks.
- Ride accelerating AI adoption from the picks-and-shovels side by using the curated 53 AI infrastructure stocks that focuses on businesses supplying the backbone of data and compute.
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