What are the best software - infrastructure stocks?

Top software - infrastructure stocks by AI conviction score include PATH, CPAY, FTNT. 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

43 software - infrastructure stocks analyzed with fair value and Convex Scores.

Ticker	Company	Rating	Convex Score	Fair Value	Upside	Quality	Classification
PATH	UiPath Inc.	Score A	10/10	$18	+17.1%	C	Compounder	View
CPAY	Corpay, Inc.	Score A	10/10	$728	+81.7%	C	Compounder	View
FTNT	Fortinet, Inc.	Score B	10/10	$80	-51.5%	A	Compounder	View
GDDY	GoDaddy Inc.	Score A	10/10	$117	+27.5%	A	Value	View
FFIV	F5, Inc.	Score A	10/10	$382	-6.9%	A	Compounder	View
GEN	Gen Digital Inc.	Score A	10/10	$53	+81.1%	C	Compounder	View
CHKP	Check Point Software Technologies Ltd.	Score A	10/10	$218	+68.9%	B	Compounder	View
FLT	FLEETCOR Technologies, Inc.	Score A	10/10	$479	+57.8%	C	Compounder	View
VRSN	VeriSign, Inc.	Score A+	10/10	$420	+43.2%	A	Compounder	View
TOST	Toast, Inc.	Score A	10/10	$59	+66.3%	B	Growth	View
OKTA	Okta, Inc.	Score A	10/10	$133	-10.3%	A	Compounder	View
DLO	Dlocal Limited	Score A+	10/10	$38	+165.0%	A	Growth	View
NTAP	NetApp, Inc.	Score A+	10/10	$248	+30.9%	A	Compounder	View
MQ	Marqeta, Inc.	Score B	10/10	$16	-2.5%	B	Growth	View
RELY	Remitly Global, Inc.	Score A+	10/10	$55	+138.9%	A	Growth	View
EEFT	Euronet Worldwide, Inc.	Score A	10/10	$142	+100.0%	C	Compounder	View
MSFT	Microsoft Corporation	Score A+	10/10	$737	+45.7%	A	Compounder	View
PLTR	Palantir Technologies Inc.	Score B	9/10	$75	-57.1%	A	Growth	View
PANW	Palo Alto Networks, Inc.	Score B	9/10	$160	-56.0%	A	Compounder	View
SNPS	Synopsys, Inc.	Score B	9/10	$426	+3.4%	C	Compounder	View
TENB	Tenable Holdings, Inc.	Score B	9/10	$47	+22.9%	B	Compounder	View
ZS	Zscaler, Inc.	Score B	9/10	$187	+6.1%	C	Growth	View
STNE	StoneCo Ltd.	Score D	9/10	$16	+50.0%	F	Value	View
XYZ	Block, Inc.	Score B	8/10	$123	+56.1%	D	Growth	View
TWLO	Twilio Inc.	Score B	8/10	$157	-37.3%	C	Compounder	View
ORCL	Oracle Corporation	Score B	8/10	$182	+20.4%	D	Blue Chip	View
AKAM	Akamai Technologies, Inc.	Score B	7/10	$198	+79.4%	D	Growth	View
BOX	Box, Inc.	Score B	7/10	$38	+12.4%	D	Compounder	View
S	SentinelOne, Inc.	Score A	7/10	$22	-2.3%	C	Growth	View
FOUR	Shift4 Payments, Inc.	Score B	7/10	$110	+165.7%	D	Growth	View
CRWV	CoreWeave, Inc. Class A Common Stock	Score B (Speculative)	6/10	$348	+284.3%	B	Cyclical	View
GRRR	Gorilla Technology Group Inc.	Score B (Speculative)	6/10	$24	+79.7%	B	Value	View
RKTO	Rocket One Inc.	Score D	4/10	$1	+50.6%	F	Value	View
RPD	Rapid7, Inc.	Score B	4/10	$14	+21.9%	D	Compounder	View
SQ	Block, Inc.	Score B (Speculative)	3/10	$82	-1.6%	C	Speculative	View
BB	BlackBerry Limited	Score D	3/10	$1	-85.1%	D	Cyclical	View
CYBR	CyberArk Software Ltd.	Score B (Speculative)	3/10	$412	+0.8%	B	Compounder	View
CRWD	CrowdStrike Holdings, Inc.	Score D	3/10	$85	-62.0%	C	Growth	View
RBRK	Rubrik, Inc.	Score D	2/10	$50	-48.9%	D	Growth	View
MDB	MongoDB, Inc.	Score D	2/10	$239	-40.1%	D	Compounder	View
AI	C3.ai, Inc.	Score D (Speculative)	1/10	$6	-42.3%	D	Cyclical	View
NET	Cloudflare, Inc.	Score D	1/10	$119	-61.8%	D	Growth	View
VRNS	Varonis Systems, Inc.	Score D	0/10	$24	-45.6%	D	Speculative	View

Related Industries in Technology

Software - Application(24)Semiconductors(21)Information Technology Services(13)Semiconductor Equipment & Materials(8)Scientific & Technical Instruments(7)Electronic Components(6)Computer Hardware(5)Communication Equipment(5)Electronic Gaming & Multimedia(3)Solar(1)Consulting Services(1)Advertising Agencies(1)Consumer Electronics(1)