Zacks highlights three Technology Services stocks poised for growth despite the industry facing near-term headwinds. Coherent, GigaCloud Technology, and ScanSource are positioned to benefit from rising AI infrastructure investments, digital transformation, and increasing demand for technology solutions. All three companies hold Zacks Rank #1 (Strong Buy) ratings with strong recent performance and positive earnings estimate revisions.

Waste Connections (WCN) beat Q2 2026 earnings expectations with $1.50 EPS versus $1.35 consensus, and revenues of $2.56B surpassing estimates. The company projects 2026 revenues of $10.02-$10.05B, driven by acquisitions, 5.5%+ core pricing growth, and an AI pricing tool generating $20M in annualized EBITDA benefits with potential for $100M total AI gains. Employee retention improved significantly with voluntary turnover down 17% in 2025.

The Technology Services industry is expected to recover to pre-pandemic levels, driven by rising adoption of remote work, 5G, AI, blockchain, and data security concerns. Three stocks—Coherent Corp., GigaCloud Technology, and ScanSource—are highlighted as strong investment opportunities with Zacks Rank #1 ratings, showing solid revenue growth and strategic expansion initiatives.

ScanSource (SCSC) and Everpure (P) are compared as potential value investments in the Technology Services sector. ScanSource emerges as the superior value option with a Zacks Rank of #1 (Strong Buy) versus Everpure's #3 (Hold), supported by significantly better valuation metrics including a forward P/E of 12.49 versus 34.73, and a Value grade of A versus F.

Keel Infrastructure (KEEL) has outperformed the market with a 56.3% gain over six months following its strategic pivot from Bitcoin mining to high-performance computing and AI data center operations. The company is leveraging a 2.2-GW development pipeline across power-rich markets in Pennsylvania, Washington, and Quebec, with key projects at Panther Creek, Sharon, and Moses Lake nearing full permitting. The Sherbrooke project in Quebec also advanced with a 96-MW power capacity agreement, positioning the company to capitalize on growing AI infrastructure demand.

ScanSource surged 17.33% after reporting fiscal Q4 results that significantly beat Wall Street expectations, with revenue of $953.1 million (up 17% YoY) and adjusted EPS of $1.46 exceeding estimates. The company also announced a $220.5 million acquisition of MicroAge and issued encouraging fiscal 2027 guidance projecting 6-10% sales growth and improved EBITDA.

ScanSource CEO Michael L. Baur sold over $3.2 million worth of company stock in a series of transactions, while also acquiring shares through the exercise of stock options. The sales were made under a pre-arranged trading plan, and the company has recently reported mixed financial results.

ScanSource (SCSC) delivered earnings and revenue surprises of -17.86% and 8.50%, respectively, for the quarter ended March 2024. Do the numbers hold clues to what lies ahead for the stock?

ScanSource (SCSC) witnesses year-over-year declines in both its top and bottom line in second-quarter fiscal 2024 on weak demand. The company also lowered its fiscal 2024 view.

ScanSource (SCSC) delivered earnings and revenue surprises of -14.14% and 7.68%, respectively, for the quarter ended December 2023. Do the numbers hold clues to what lies ahead for the stock?

ScanSource (SCSC) witnesses year-over-year declines in both its top and bottom line on weak demand and higher interest expenses.

SCSC vs. SITE: Which Stock Is the Better Value Option?