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Software - Infrastructure stocks, ranked

Live ranking of 16 Software - Infrastructure stocks by TickerMover Quant Score — a 0-100 composite of fundamentals, valuation, momentum, analyst signal, and macro regime. Click any ticker for the full breakdown.

Names scored
16
universe 1571
Median Quant
71.3
universe 61.5
Score spread
7.6
universe 13.1
Scoring 65+
75%
universe 38%
Median 3m move
+25.7%
universe +4.7%
Median P/E
26.6×
universe 23.6×
Median growth
+12.2%
universe +9.3%
Median net margin
+17.7%
universe +10.8%

These names score closely together — the group moves more as a block than as individual stories. These are descriptive measures of the group as it stands today, not a forecast and not a recommendation.

TickerGradeScoreBottom line
TWLO
Twilio Inc.
A78Top-tier setup — 22% revenue growth, +25% 30-day momentum, 4/4 EPS beats. Momentum, fundamentals and macro indicators are aligned.
WEX
WEX Inc.
A77Top-tier setup — 4/4 EPS beats. Caveat: trades 2.4% above analyst mean target. Stock is trading above the analyst mean target ($192) — limited consensus headroom.
NTNX
Nutanix, Inc.
A75Top-tier setup — +17% 30-day momentum, 4/4 EPS beats, 53% net margin. Momentum, fundamentals and macro indicators are aligned.
BOX
Box, Inc.
A75Top-tier setup — +13% 30-day momentum, 3/4 EPS beats. Momentum, fundamentals and macro indicators are aligned.
GEN
Gen Digital Inc.
A73Top-tier setup — +14% 30-day momentum, 4/4 EPS beats, 21% net margin. Momentum, fundamentals and macro indicators are aligned.
MSFT
Microsoft Corporation
A73Top-tier setup — +14% 30-day momentum, 4/4 EPS beats, 40% net margin. Momentum, fundamentals and macro indicators are aligned.
CPAY
Corpay, Inc.
A72Top-tier setup — 22% revenue growth, 4/4 EPS beats, 23% net margin. Momentum, fundamentals and macro indicators are aligned.
TOST
Toast, Inc.
A72Top-tier setup — 23% revenue growth, 4/4 EPS beats. Momentum, fundamentals and macro indicators are aligned.
ACIW
ACI Worldwide, Inc.
A71Top-tier setup — 3/4 EPS beats. Momentum, fundamentals and macro indicators are aligned.
XYZ
Block, Inc.
A70Top-tier setup — 3/4 EPS beats. Momentum, fundamentals and macro indicators are aligned.
VRSN
VeriSign, Inc.
A70Top-tier setup — 3/4 EPS beats, 50% net margin. Momentum, fundamentals and macro indicators are aligned.
DBX
Dropbox, Inc.
B67Solid setup — +11% 30-day momentum, 4/4 EPS beats. Caveat: trades 14.1% above analyst mean target. Stock is trading above the analyst mean target ($31) — limited consensus headroom.
FFIV
F5, Inc.
B63Solid setup — 4/4 EPS beats, 22% net margin. Momentum, fundamentals and macro indicators are aligned.
GDDY
GoDaddy Inc.
B60Solid setup — 4/4 EPS beats. Momentum, fundamentals and macro indicators are aligned.
ATEN
A10 Networks, Inc.
C52Mixed signals — neither side has the edge here. The thesis lacks a clear edge from current data.
EEFT
Euronet Worldwide, Inc.
C52Mixed signals — neither side has the edge here. The thesis lacks a clear edge from current data.

Quant Scores update every 5 minutes during US market hours. Grades: A Top Tier · B Quality · C Average · D Below Avg · F Weak. (Quality descriptors, not buy/sell recommendations.)

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