Our Highest Conviction Tech & AI Idea For 2026

Software Company with Recurring Growth & AI Upside

This is our highest conviction idea of 2026 so far in tech and AI.

We added it to the Aurelion Index today as our first new Holding addition and Buy-Rated name of the year.

We spent the past month digging into how customers buy and deploy the product, what drives repeatable outcomes when work gets reviewed, and how expansion shows up after the initial rollout. This report lays out why the revenue base is becoming more predictable, why cash conversion has been stronger than the market is pricing in, and the specific markers we are watching to see whether 2026 delivers a faster growth profile.