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- AI Enablers and Infrastructure Software
AI Enablers and Infrastructure Software
The AI development stack includes an array of software companies that provide critical tools to AI development and deployment. These enablers provide software for observability, MLOps, data infrastructure, security and EDA (Electronic Design Automation).
Watching
16
FV & Narrative | Valuation | Growth | Analyst Target | |||
|---|---|---|---|---|---|---|
CRWD CrowdStrike Holdings US$237.65n/aintrinsic discount 15.0%7D 38.8%3M The author hasn't set a fair value for CRWD | ||||||
TEAM Atlassian US$192.02n/aintrinsic discount 6.9%7D 132.1%3M The author hasn't set a fair value for TEAM | ||||||
PLTR Palantir Technologies US$177.64n/aintrinsic discount 6.2%7D 38.3%3M The author hasn't set a fair value for PLTR | ||||||
CDNS Cadence Design Systems US$282.9014.6% undervalued intrinsic discount -2.2%7D -27.0%3M | ||||||
SNPS Synopsys US$384.97n/aintrinsic discount -3.1%7D -15.5%3M The author hasn't set a fair value for SNPS |
Watching
16
FV & Narrative | Valuation | Growth | Analyst Target | |||
|---|---|---|---|---|---|---|
ZS Zscaler 19.9%7D 58.0%3M | US$197.31 n/aintrinsic discount | The author hasn't set a fair value for ZS | PS 9.6x | E 42.4% | US$208.86 | |
CRWD CrowdStrike Holdings 15.0%7D 38.8%3M | US$237.65 n/aintrinsic discount | The author hasn't set a fair value for CRWD | PS 45.2x | E 44.6% | US$235.35 | |
S SentinelOne 14.0%7D 49.9%3M | US$22.51 n/aintrinsic discount | The author hasn't set a fair value for S | PS 7.1x | E 41.7% | US$24.38 | |
DT Dynatrace 8.0%7D 33.1%3M | US$55.14 n/aintrinsic discount | The author hasn't set a fair value for DT | PE 105.3x | E 26.4% | US$59.38 | |
TWLO Twilio 7.3%7D 31.0%3M | US$243.84 n/aintrinsic discount | The author hasn't set a fair value for TWLO | PE 32.6x | E -27.5% | US$260.18 | |
TEAM Atlassian 6.9%7D 132.1%3M | US$192.02 n/aintrinsic discount | The author hasn't set a fair value for TEAM | PS 7.4x | E 42.6% | US$199.23 | |
FROG JFrog 6.5%7D 12.2%3M | US$92.81 n/aintrinsic discount | The author hasn't set a fair value for FROG | PS 19.1x | E 48.7% | US$112.00 | |
PLTR Palantir Technologies 6.2%7D 38.3%3M | US$177.64 n/aintrinsic discount | The author hasn't set a fair value for PLTR | PE 141.5x | E 32.9% | US$196.84 | |
MDB MongoDB 5.9%7D 15.3%3M | US$383.56 n/aintrinsic discount | The author hasn't set a fair value for MDB | PS 11.1x | E 35.8% | US$456.88 | |
NET Cloudflare 5.6%7D 44.4%3M | US$323.60 n/aintrinsic discount | The author hasn't set a fair value for NET | PS 45.9x | E 48.2% | US$336.81 | |
GTLB GitLab 4.8%7D 85.4%3M | US$49.23 n/aintrinsic discount | The author hasn't set a fair value for GTLB | PS 7.8x | E 12.7% | US$55.09 | |
ESTC Elastic 4.3%7D 47.5%3M | US$86.96 n/aintrinsic discount | The author hasn't set a fair value for ESTC | PE 24.3x | E -55.1% | US$110.69 | |
DDOG Datadog 3.9%7D 3.1%3M | US$229.92 n/aintrinsic discount | The author hasn't set a fair value for DDOG | PS 20.8x | E 28.8% | US$285.28 | |
SNOW Snowflake 1.0%7D 43.1%3M | US$332.43 n/aintrinsic discount | The author hasn't set a fair value for SNOW | PS 21.6x | E 56.7% | US$425.19 | |
CDNS Cadence Design Systems -2.2%7D -27.0%3M | US$282.90 14.6% undervalued intrinsic discount | PE 56.5x | E 12.7% | US$402.12 | ||
SNPS Synopsys -3.1%7D -15.5%3M | US$384.97 n/aintrinsic discount | The author hasn't set a fair value for SNPS | PE 68.5x | E 26.8% | US$545.93 |