4 Business Services Stocks Set to Shine Strongly Into 2026

Core Insights - Corporate demand for business services is evolving and accelerating, viewed as strategic enablers of growth and efficiency [1] - Service providers embedding technology are becoming essential partners for enterprises navigating complex environments [2] - The essential nature of services like payroll and AI-driven tools creates sticky relationships and recurring revenues [3] Company Highlights - Dave: Achieved over 60% year-over-year revenue growth in Q3 2025, with adjusted EBITDA more than doubling for four consecutive quarters, reflecting scalability [5][6] - Coherent: Reported $1.58 billion in revenues with a 19% year-over-year pro forma growth, driven by AI-related data center demand [10][12] - GigaCloud: Total revenues increased by 10% year-over-year, with a strong operating cash flow of $78 million, supported by a diversified business model [13] - LiveRamp: Surpassed revenue guidance with strong adoption of its Data Collaboration Network, indicating increasing demand for data collaboration services [16][18] Future Outlook - Dave is projected to achieve revenues of $544 - $547 million for the full year 2025, indicating a 57.3% year-over-year growth [7] - Coherent is expected to see around 15% year-over-year revenue growth in fiscal 2026, benefiting from sustained corporate technology spending [12] - GigaCloud anticipates around 9% year-over-year revenue growth in 2025, driven by its channel-agnostic marketplace model [15] - LiveRamp expects around 9% year-over-year revenue growth in fiscal 2026, as demand for data collaboration intensifies [18] Investment Considerations - Each highlighted company addresses critical corporate needs, suggesting they are well-positioned to benefit from structural shifts in business operations [20]