Group 1: e.l.f. Beauty - e.l.f. Beauty is gaining market share in the cosmetics industry through low-priced products and a strong social media presence, achieving an 11% operating margin [2] - The company is guiding for approximately 22% year-over-year net sales growth in fiscal 2026, despite facing some tariff pressure which may ease following a Supreme Court ruling [3] - The stock is trading at about 3.5 times sales, presenting a good investment opportunity if the company maintains its growth trajectory [3] Group 2: Rubrik - Rubrik operates in the cybersecurity sector, addressing increasingly sophisticated threats and helping enterprises secure their data post-cybersecurity attacks [4] - The company has over 2,600 customers paying $100,000 or more annually, reflecting a growth of about 600 customers compared to the previous year, with a remarkable 48% revenue growth in the fiscal third quarter of 2026 [5] - Rubrik is projected to generate roughly $200 million in free cash flow this year, and its stock trades at just 8 times sales, making it an attractive investment in the fast-growing cybersecurity market [6]