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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
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
FROG JFrog US$82.722.4% overvalued intrinsic discount 5.4%7D 95.7%3M | ||||||
DT Dynatrace US$41.428.3% undervalued intrinsic discount 2.6%7D 8.9%3M | ||||||
S SentinelOne US$15.0240.2% undervalued intrinsic discount 1.8%7D 6.0%3M | ||||||
CDNS Cadence Design Systems US$387.390.9% overvalued intrinsic discount 1.0%7D 36.5%3M | ||||||
PLTR Palantir Technologies US$128.4759.5% undervalued intrinsic discount 0.4%7D -14.7%3M | ||||||
SNPS Synopsys US$455.5118.7% undervalued intrinsic discount 0.4%7D 8.4%3M | ||||||
CRWD CrowdStrike Holdings US$684.863.2% undervalued intrinsic discount -1.0%7D 67.4%3M | ||||||
NET Cloudflare US$224.064.3% undervalued intrinsic discount -1.5%7D 4.0%3M | ||||||
ESTC Elastic US$58.9720.9% undervalued intrinsic discount -2.1%7D 10.6%3M | ||||||
MDB MongoDB US$332.7515.7% undervalued intrinsic discount -2.9%7D 27.4%3M | ||||||
DDOG Datadog US$223.001.2% undervalued intrinsic discount -3.0%7D 78.3%3M | ||||||
SNOW Snowflake US$232.290.2% undervalued intrinsic discount -3.4%7D 38.3%3M | ||||||
ZS Zscaler US$124.8545.2% undervalued intrinsic discount -3.6%7D -17.6%3M | ||||||
GTLB GitLab US$26.5621.0% undervalued intrinsic discount -6.5%7D 19.4%3M | ||||||
TEAM Atlassian US$82.7243.2% undervalued intrinsic discount -6.6%7D 12.2%3M | ||||||
TWLO Twilio US$186.17173.8% overvalued intrinsic discount -9.9%7D 50.0%3M |
Watching
16
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
FROG JFrog 5.4%7D 95.7%3M | US$82.72 2.4% overvalued intrinsic discount | PS 17.8x | E 32.3% | US$83.15 | ||
DT Dynatrace 2.6%7D 8.9%3M | US$41.42 8.3% undervalued intrinsic discount | PE 74.2x | E 24.1% | US$45.30 | ||
S SentinelOne 1.8%7D 6.0%3M | US$15.02 40.2% undervalued intrinsic discount | PS 4.9x | E 29.6% | US$19.16 | ||
CDNS Cadence Design Systems 1.0%7D 36.5%3M | US$387.39 0.9% overvalued intrinsic discount | PE 91.2x | E 14.9% | US$386.78 | ||
PLTR Palantir Technologies 0.4%7D -14.7%3M | US$128.47 59.5% undervalued intrinsic discount | PE 135x | E 31.9% | US$182.75 | ||
SNPS Synopsys 0.4%7D 8.4%3M | US$455.51 18.7% undervalued intrinsic discount | PE 112.8x | E 30.2% | US$559.58 | ||
CRWD CrowdStrike Holdings -1.0%7D 67.4%3M | US$684.86 3.2% undervalued intrinsic discount | PS 34.2x | E 44.4% | US$712.37 | ||
NET Cloudflare -1.5%7D 4.0%3M | US$224.06 4.3% undervalued intrinsic discount | PS 34x | E 39.6% | US$243.11 | ||
ESTC Elastic -2.1%7D 10.6%3M | US$58.97 20.9% undervalued intrinsic discount | PE 16.7x | E -29.0% | US$74.52 | ||
MDB MongoDB -2.9%7D 27.4%3M | US$332.75 15.7% undervalued intrinsic discount | PS 10.3x | E 50.5% | US$394.68 | ||
DDOG Datadog -3.0%7D 78.3%3M | US$223.00 1.2% undervalued intrinsic discount | PS 21.6x | E 31.9% | US$241.36 | ||
SNOW Snowflake -3.4%7D 38.3%3M | US$232.29 0.2% undervalued intrinsic discount | PS 16x | E 50.4% | US$291.70 | ||
ZS Zscaler -3.6%7D -17.6%3M | US$124.85 45.2% undervalued intrinsic discount | PS 6.4x | E 55.9% | US$193.05 | ||
GTLB GitLab -6.5%7D 19.4%3M | US$26.56 21.0% undervalued intrinsic discount | PS 4.5x | E 3.0% | US$33.61 | ||
TEAM Atlassian -6.6%7D 12.2%3M | US$82.72 43.2% undervalued intrinsic discount | PS 3.4x | E 62.6% | US$141.37 | ||
TWLO Twilio -9.9%7D 50.0%3M | US$186.17 173.8% overvalued intrinsic discount | PS 5.3x | E 33.1% | US$197.50 |