24 Software - Infrastructure companies are scored. Their average composite is 67.4, and 0 are in the A range (76+). The leader is Corpay Inc. (CPAY) at 74.8 (B+). This industry belongs to the Technology sector.
| # | Company | Composite | Grade | Industry opportunity | Stock selection | KPI momentum | Catalyst watch | Price | Expansion | Quality | Trend | Valuation gap |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Corpay Inc. (CPAY) | 74.8 | B+ | 89 | 85 | 85 | 77 | 75 | 45 | 81 | 70 | -14.9% |
| 2 | Palantir Technologies Inc. (PLTR) | 73.2 | B+ | 89 | 84 | 90 | 72 | 16 | 89 | 85 | 65 | -18.6% |
| 3 | GoDaddy Inc. (GDDY) | 73.0 | B+ | 89 | 88 | 88 | 79 | 82 | 33 | 75 | 48 | -6.7% |
| 4 | NetApp Inc. (NTAP) | 72.4 | B+ | 89 | 80 | 80 | 80 | 49 | 36 | 74 | 82 | +2.9% |
| 5 | Fortinet Inc. (FTNT) | 72.0 | B+ | 89 | 82 | 87 | 77 | 26 | 50 | 85 | 86 | -9.2% |
| 6 | Gen Digital Inc. (GEN) | 71.4 | B+ | 89 | 84 | 86 | 80 | 81 | 42 | 71 | 46 | -14.2% |
| 7 | F5 Inc. (FFIV) | 70.0 | B | 89 | 83 | 86 | 80 | 46 | 24 | 75 | 76 | -4.4% |
| 8 | Twilio Inc. (TWLO) | 69.9 | B | 89 | 86 | 86 | 79 | 41 | 57 | 43 | 86 | -23.2% |
| 9 | CrowdStrike Holdings Inc. (CRWD) | 69.2 | B | 89 | 86 | 87 | 79 | 10 | 72 | 40 | 86 | -2.0% |
| 10 | MongoDB Inc. (MDB) | 69.1 | B | 89 | 80 | 76 | 79 | 25 | 69 | 48 | 63 | -18.4% |
| 11 | Okta Inc. (OKTA) | 68.4 | B | 89 | 75 | 75 | 81 | 27 | 46 | 52 | 90 | -5.6% |
| 12 | Block Inc. (XYZ) | 67.8 | B | 89 | 86 | 87 | 79 | 71 | 46 | 38 | 49 | -7.9% |
| 13 | Oracle Corporation (ORCL) | 67.7 | B | 89 | 84 | 86 | 82 | 60 | 62 | 62 | 15 | -19.1% |
| 14 | UiPath Inc. (PATH) | 67.4 | B | 89 | 77 | 81 | 76 | 66 | 47 | 60 | 47 | -16.3% |
| 15 | VeriSign Inc. (VRSN) | 67.0 | B | 89 | 79 | 83 | 81 | 39 | 25 | 87 | 61 | -6.7% |
| 16 | Microsoft Corporation (MSFT) | 66.2 | B | 89 | 73 | 71 | 67 | 38 | 49 | 72 | 61 | -7.1% |
| 17 | Palo Alto Networks Inc. (PANW) | 66.1 | B | 89 | 84 | 80 | 89 | 17 | 49 | 47 | 81 | -3.9% |
| 18 | Cloudflare Inc. (NET) | 66.0 | B | 89 | 81 | 87 | 80 | 11 | 75 | 28 | 77 | -24.1% |
| 19 | Synopsys Inc. (SNPS) | 65.8 | B | 89 | 85 | 93 | 82 | 34 | 61 | 46 | 40 | -2.8% |
| 20 | Nebius Group NV (NBIS) | 65.3 | B | 89 | 90 | 93 | 80 | 20 | 83 | 23 | 57 | -64.3% |
| 21 | Global Payments Inc. (GPN) | 62.1 | B- | 89 | 74 | 75 | 73 | 78 | 33 | 35 | 54 | -15.2% |
| 22 | Akamai Technologies Inc. (AKAM) | 61.3 | B- | 89 | 79 | 79 | 80 | 68 | 27 | 45 | 49 | -14.5% |
| 23 | CoreWeave Inc. (CRWV) | 58.0 | C+ | 89 | 84 | 93 | 76 | 15 | 96 | 20 | 7 | -76.4% |
| 24 | C3.ai Inc. (AI) | 52.4 | C+ | 89 | 75 | 72 | 72 | 8 | 12 | 11 | 42 | -20.8% |
The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.
General information, not investment advice.