The rulebook for inflation tracking is about to change, with a new PCE price index method reshaping how software, legal, and advisory costs show up in the data. That shift could influence how investors think about interest rates, risk and return, and even which Technology and Professional Services Stocks feel most exposed to the news. This article walks through three stocks tied to the story and explains why they might deserve a closer look now.

The stocks discussed below are just a starting sample, and the full screen surfaced 15 more companies with equally compelling narratives that are not covered here. To go deeper into this idea, identify your own angles, and analyze potential standouts, head straight into the Technology and Professional Services Stocks screener.

Webull (BULL)

Overview: Webull is a digital investment platform that lets retail investors trade securities, access wealth management products, real time market data, and educational tools across the US and multiple international markets. It also supports a user community where investors can share ideas and insights.

Operations: Webull generates its revenue primarily from brokerage activities, with about US$607 million coming from its Brokerage segment.

Market Cap: US$4.1b

Webull sits at the intersection of technology driven trading, advisory services, and AI powered tools. This positioning is drawing attention as the PCE methodology places greater focus on software and investment advisory pricing. The company is rolling out AI assistants, institutional services, and managed bond portfolios, which could help reduce its reliance on pure retail trading and increase recurring revenue. At the same time, the stock carries notable execution risks, including current losses, a relatively rich P/S multiple versus peers, and significant use of external borrowing. For investors comfortable with a higher risk profile, the combination of rapid product rollouts and strong analyst growth expectations means Webull may merit closer consideration.

Webull is racing to turn AI tools and advisory features into real, recurring revenue, yet the full trade off between growth, current losses and balance sheet risk is easy to miss in headlines. Get the 3 key rewards and 1 important warning sign

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Webull and the other two stocks in this article are just three examples surfaced from a single screen. Use our flexible Screener to mix filters like valuation, balance sheet strength, risks, and growth, or jump straight into any of our curated Investing Ideas.

Innodata (INOD)

Overview: Innodata is a data engineering company that supplies AI training data, evaluation services, and software platforms that help banks, insurers, tech firms, and media businesses turn complex information like medical records, code, and news into usable, structured data.

Operations: Innodata earns the vast majority of its revenue in the United States at about US$242 million, with smaller contributions from Canada, the United Kingdom, the Netherlands, and other European countries.

Market Cap: US$2.3b

Innodata operates at the center of the PCE change story because it sells AI and data solutions into software-heavy areas such as legal, media, and investment advisory, where pricing is now under a brighter spotlight. The company already has strong earnings quality, a high reported return on equity, and analyst forecasts that point to fast revenue and earnings growth. However, the P/E multiple is well above both peers and its estimated fair value. That mix of high expectations, concentrated exposure to large tech clients, and reliance on external funding means the upside case may be appealing, but it also involves meaningful risk. Investors who want targeted exposure to enterprise AI data services may find that this is a stock that warrants deeper research before making any decision.

Innodata sits where high expectations meet a stretched P/E that many investors focus on first. Get the 3 key rewards and 2 important warning signs (1 is major!) to see how its earnings quality and client concentration really fit together.

Polar Capital Holdings (AIM:POLR)

Overview: Polar Capital Holdings is a London based investment manager that runs equity, balanced and hedge funds for professional and institutional investors across global markets, with a focus on technology, healthcare and financial stocks.

Operations: Polar Capital Holdings generates about £264 million in revenue, almost all from its Investment Management Business, with most client related income reported from Ireland and the United Kingdom.

Market Cap: £806 million

Polar Capital Holdings provides exposure to investment advisory and fund management at a time when the PCE inflation rule change is putting more attention on how advisory services are priced. The stock screens as materially undervalued relative to estimated fair value, while analysts expect double digit annual growth in both earnings and revenue, backed by high current and forecast returns on equity. Income focused investors may also be drawn to its 5.36% dividend yield and record of paying regular dividends. The main trade off is that funding relies entirely on external borrowings rather than customer deposits. This adds another layer of risk that the headline valuation and growth narrative do not fully explain.

Polar Capital Holdings looks like a rare mix of income, growth expectations and a discount that many investors may not have fully priced in yet. Get the analyst forecasts for Polar Capital Holdings to see whether the current yield and headline valuation are masking a bigger twist in the story.

Seeking Fresh Alternatives Before Others Do

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.