As 2026 unfolds with mega-cap stocks still dominating, there are several smaller companies capable of turning modest investments into multi-million-dollar returns over the coming years.
These firms are positioned at key intersections of long-term technology and security trends, giving them the potential to deliver outsized gains as execution improves and market sentiment shifts.
With this in mind, Finbold has identified two stocks with such potential.
Ultra Clean Holdings (NASDAQ: UCTT)
Ultra Clean Holdings (NASDAQ: UCTT) operates deep within the global semiconductor supply chain, providing critical subsystems, components, and ultra-high-purity services used in advanced chip manufacturing.
UCTT one-year stock price chart. Source: Google FinanceWhile it lacks consumer visibility, the company supports AI, high-performance computing, and advanced logic chips, segments that continue to attract significant capital investment.
The company appears to be emerging from a cyclical downturn with improving operations. In the third quarter of 2025, Ultra Clean reported revenue of $510 million and non-GAAP net income of $12.9 million, or $0.28 per share, signaling a return to adjusted profitability.
Several factors support the investment case. To this end, rising AI-driven semiconductor demand has renewed investor interest, pushing the stock to a 52-week high as sentiment around chip capital spending improved.
The appointment of a new chief business officer in 2025 underscores management’s focus on execution and long-term growth, while insider share purchases earlier in the year added confidence.
Industry trends, including higher wafer production and increased advanced-node investment, align with demand for Ultra Clean’s offerings.
While customer concentration and semiconductor cyclicality remain risks, improving margins and exposure to AI infrastructure could support further upside if industry spending continues to recover into 2026.
Evolv Technologies (NASDAQ: EVLV)
Evolv Technologies (NASDAQ: EVLV) offers a different but compelling growth story, centered on AI-powered security screening systems that detect weapons while allowing fast, frictionless movement through venues such as stadiums, schools, hospitals, and event centers.
Its solutions address rising public safety needs without sacrificing efficiency.
EVLV one-year stock price chart. Source: Google FinanceIn the third quarter of 2025, Evolv reported revenue of $42.9 million, representing 57% year-over-year growth, while annual recurring revenue reached $117.2 million, up 25% from the prior year.
Beyond earnings, several developments reinforced the company’s outlook. For instance, following the resolution of a Federal Trade Commission review, 92% of eligible education customers chose to remain, highlighting strong retention.
Evolv also expanded deployments at major venues, including renewed and larger stadium partnerships, alongside increased adoption across school districts and healthcare systems. These expansions support near-term revenue while boosting brand visibility.
Financial flexibility has improved as well. A $75 million credit facility supports the transition toward a subscription-based recurring revenue model, reducing reliance on upfront hardware sales.
Expanded manufacturing and operational partnerships position the company to scale efficiently, and with $56.2 million in cash and marketable securities at the end of the third quarter of 2025, Evolv enters 2026 with sufficient runway to sustain growth.
Featured image via Shutterstock
Source: https://finbold.com/2-millionaire-maker-stocks-to-buy-in-2026/
