What are the best software - infrastructure stocks?

Top software - infrastructure stocks by AI conviction score include PATH, CHKP, PLTR. Ratings are based on fair value analysis, quality screening, and risk-reward asymmetry.

How does Convex evaluate software - infrastructure stocks?

Each software - infrastructure stock is evaluated with an 8-step conviction framework: quality screening, classification, signal analysis, fair value estimation (DCF/EV-EBITDA), Monte Carlo scenarios, asymmetry scoring, and buy zone analysis.

Back to Technology

Software - Infrastructure Stocks: Analysis

39 software - infrastructure stocks analyzed with fair value and conviction scores.

Ticker	Company	Rating	Conviction	Fair Value	Upside	Quality	Classification
PATH	UiPath Inc.	Score B	10/10	$16	+39.6%	C	Compounder	View
CHKP	Check Point Software Technologies Ltd.	Score A+	10/10	$221	+67.8%	A	Compounder	View
PLTR	Palantir Technologies Inc.	Score B	10/10	$74	-41.8%	A	Growth	View
CPAY	Corpay, Inc.	Score A	10/10	$643	+81.8%	C	Compounder	View
GDDY	GoDaddy Inc.	Score A+	10/10	$167	+87.5%	A	Compounder	View
FTNT	Fortinet, Inc.	Score B	10/10	$74	-53.3%	A	Compounder	View
FFIV	F5, Inc.	Score A	10/10	$386	-10.3%	A	Compounder	View
FLT	FLEETCOR Technologies, Inc.	Score A	10/10	$478	+57.7%	C	Compounder	View
GEN	Gen Digital Inc.	Score A	10/10	$48	+86.3%	C	Compounder	View
NTAP	NetApp, Inc.	Score A+	10/10	$229	+35.8%	A	Compounder	View
VRSN	VeriSign, Inc.	Score A+	10/10	$370	+36.8%	A	Compounder	View
TOST	Toast, Inc.	Score A	10/10	$57	+93.6%	C	Growth	View
DLO	Dlocal Limited	Score A+	10/10	$39	+158.8%	A	Growth	View
ZS	Zscaler, Inc.	Score B	10/10	$191	+37.5%	C	Growth	View
S	SentinelOne, Inc.	Score A	10/10	$21	+20.1%	C	Growth	View
TWLO	Twilio Inc.	Score B	10/10	$157	-26.8%	C	Compounder	View
MQ	Marqeta, Inc.	Score B	10/10	$12	-23.6%	B	Cyclical	View
STNE	StoneCo Ltd.	Score B	10/10	$17	+49.0%	C	Value	View
EEFT	Euronet Worldwide, Inc.	Score A	10/10	$155	+100.0%	C	Compounder	View
RELY	Remitly Global, Inc.	Score A	10/10	$57	+138.4%	B	Growth	View
MSFT	Microsoft Corporation	Score A	10/10	$574	+49.1%	A	Compounder	View
QLYS	Qualys, Inc.	Score A+	10/10	$234	+53.3%	A	Compounder	View
PANW	Palo Alto Networks, Inc.	Score B	9/10	$159	-51.3%	A	Compounder	View
SNPS	Synopsys, Inc.	Score B	9/10	$425	-4.5%	B	Compounder	View
XYZ	Block, Inc.	Score B	8/10	$118	+52.3%	D	Growth	View
AKAM	Akamai Technologies, Inc.	Score B	7/10	$211	+67.0%	D	Growth	View
FOUR	Shift4 Payments, Inc.	Score B	7/10	$134	+163.7%	D	Growth	View
OKTA	Okta, Inc.	Score B	6/10	$135	-2.9%	D	Compounder	View
RBRK	Rubrik, Inc.	Score B	6/10	$50	-40.5%	D	Growth	View
CRWV	CoreWeave, Inc. Class A Common Stock	Score B (Speculative)	6/10	$230	+158.3%	B	Cyclical	View
BOX	Box, Inc.	Score B	4/10	$33	+15.6%	D	Compounder	View
RKTO	Rocket One Inc.	Score D	4/10	$1	+50.4%	F	Value	View
CYBR	CyberArk Software Ltd.	Score B (Speculative)	4/10	$448	+9.7%	B	Compounder	View
VRNS	Varonis Systems, Inc.	Score B	4/10	$22	-50.1%	D	Speculative	View
RPD	Rapid7, Inc.	Score B	4/10	$14	+21.4%	D	Compounder	View
CRWD	CrowdStrike Holdings, Inc.	Score D	3/10	$67	-64.0%	C	Growth	View
NET	Cloudflare, Inc.	Score D	3/10	$105	-60.8%	D	Growth	View
TENB	Tenable Holdings, Inc.	Score D	2/10	$46	+15.7%	F	Compounder	View
MDB	MongoDB, Inc.	Score D	2/10	$237	-30.7%	D	Compounder	View

Related Industries in Technology

Software - Application(26)Semiconductors(19)Information Technology Services(14)Electronic Components(7)Semiconductor Equipment & Materials(6)Scientific & Technical Instruments(6)Computer Hardware(6)Communication Equipment(5)Electronic Gaming & Multimedia(3)Consumer Electronics(1)Consulting Services(1)Advertising Agencies(1)Credit Services(1)Entertainment(1)