Illumina, Inc. (ILMN Quick QuoteILMN - Free Report) ,is a biotech company which provides tools and integrated systems for analysis of genetic variation and function. Sometimes referred to as the NASA of Biotech & Genetics because they make the starships for exploring the genome. In the past six months, Illumina has outperformed its industry. Additionally, improving margins buoy optimism. Illumina exited the third quarter of 2018 with better-than-expected earnings and revenue figures. Further, the company’s raised 2018 EPS guidance indicates that the company will deliver solid results in the quarters to come. Illumina’s new product launches continue to contribute to the top line.

Zuora, Inc. (ZUO Quick QuoteZUO - Free Report) ,provides cloud-based software on a subscription basis. The company is set to report third-quarter fiscal 2019 results on Nov 29. Zuora is benefiting from the ongoing shift to subscription-based business model across several business verticals and geographies. The company’s complete order-to-revenue management platform that addresses the needs of more than 900 companies around the globe is a key catalyst. An interesting valuation story.