- User Profile
- Watchlists
- AI Enablers and Infrastructure Software
RI
AI Enablers and Infrastructure Software
2 followers3 views
Watching
16
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
GTLB GitLab US$25.6215.5% undervalued intrinsic discount 13.4%7D -2.9%3M | ||||||
CRWD CrowdStrike Holdings US$648.2332.3% overvalued intrinsic discount 11.8%7D 66.8%3M | ||||||
ZS Zscaler US$171.0124.9% undervalued intrinsic discount 11.3%7D 7.0%3M | ||||||
SNOW Snowflake US$165.5428.9% undervalued intrinsic discount 9.8%7D -4.0%3M | ||||||
FROG JFrog US$71.4410.1% undervalued intrinsic discount 9.8%7D 89.2%3M | ||||||
S SentinelOne US$18.112.4% undervalued intrinsic discount 9.7%7D 39.6%3M | ||||||
ESTC Elastic US$53.8446.0% undervalued intrinsic discount 8.2%7D -7.4%3M | ||||||
DDOG Datadog US$218.0420.1% overvalued intrinsic discount 7.5%7D 88.5%3M | ||||||
NET Cloudflare US$212.658.3% undervalued intrinsic discount 6.4%7D 20.0%3M | ||||||
DT Dynatrace US$39.1549.7% undervalued intrinsic discount 5.5%7D 10.6%3M | ||||||
MDB MongoDB US$317.5027.9% undervalued intrinsic discount 4.8%7D -7.9%3M | ||||||
CDNS Cadence Design Systems US$358.463.6% undervalued intrinsic discount 3.2%7D 21.0%3M | ||||||
PLTR Palantir Technologies US$137.4226.0% undervalued intrinsic discount 2.8%7D 1.6%3M | ||||||
TEAM Atlassian US$82.1843.5% undervalued intrinsic discount 1.6%7D 8.2%3M | ||||||
SNPS Synopsys US$503.986.6% undervalued intrinsic discount -1.2%7D 14.6%3M | ||||||
TWLO Twilio US$183.3026.7% undervalued intrinsic discount -7.4%7D 62.0%3M |
Watching
16
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
GTLB GitLab 13.4%7D -2.9%3M | US$25.62 15.5% undervalued intrinsic discount | PS 4.5x | E -4.2% | US$30.30 | ||
CRWD CrowdStrike Holdings 11.8%7D 66.8%3M | US$648.23 32.3% overvalued intrinsic discount | PS 34.3x | E 43.9% | US$527.63 | ||
ZS Zscaler 11.3%7D 7.0%3M | US$171.01 24.9% undervalued intrinsic discount | PS 9.2x | E 49.8% | US$223.39 | ||
SNOW Snowflake 9.8%7D -4.0%3M | US$165.54 28.9% undervalued intrinsic discount | PS 12.2x | E 33.4% | US$229.66 | ||
FROG JFrog 9.8%7D 89.2%3M | US$71.44 10.1% undervalued intrinsic discount | PS 15.4x | E 26.3% | US$79.45 | ||
S SentinelOne 9.7%7D 39.6%3M | US$18.11 2.4% undervalued intrinsic discount | PS 6.2x | E 36.0% | US$18.68 | ||
ESTC Elastic 8.2%7D -7.4%3M | US$53.84 46.0% undervalued intrinsic discount | PS 3.3x | E 51.5% | US$78.21 | ||
DDOG Datadog 7.5%7D 88.5%3M | US$218.04 20.1% overvalued intrinsic discount | PS 21.1x | E 31.8% | US$223.02 | ||
NET Cloudflare 6.4%7D 20.0%3M | US$212.65 8.3% undervalued intrinsic discount | PS 32.3x | E 39.6% | US$234.18 | ||
DT Dynatrace 5.5%7D 10.6%3M | US$39.15 49.7% undervalued intrinsic discount | PE 70.2x | E 24.2% | US$43.85 | ||
MDB MongoDB 4.8%7D -7.9%3M | US$317.50 27.9% undervalued intrinsic discount | PS 10.4x | E 51.3% | US$358.82 | ||
CDNS Cadence Design Systems 3.2%7D 21.0%3M | US$358.46 3.6% undervalued intrinsic discount | PE 84.4x | E 14.6% | US$379.55 | ||
PLTR Palantir Technologies 2.8%7D 1.6%3M | US$137.42 26.0% undervalued intrinsic discount | PE 144.4x | E 31.8% | US$183.73 | ||
TEAM Atlassian 1.6%7D 8.2%3M | US$82.18 43.5% undervalued intrinsic discount | PS 3.4x | E 62.9% | US$143.18 | ||
SNPS Synopsys -1.2%7D 14.6%3M | US$503.98 6.6% undervalued intrinsic discount | PE 87.3x | E 20.9% | US$539.69 | ||
TWLO Twilio -7.4%7D 62.0%3M | US$183.30 26.7% undervalued intrinsic discount | PS 5.2x | E 33.1% | US$195.09 |