- Investing Ideas
- U.S. Software Price disconnect
U.S. Software Price disconnect
Results
18
Stocks which the market has priced substantially different to their cash flows, which could imply risk.
18 companies
Oracle
Market Cap: US$378.9b
Offers products and services that build, run and support enterprise information technology frameworks worldwide.
ORCL
US$127.94
7D
-9.6%
1Y
-45.5%
AppLovin
Market Cap: US$148.8b
Provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.
APP
US$448.98
7D
-15.0%
1Y
27.2%
Salesforce
Market Cap: US$140.2b
Provides customer relationship management technology services that connect companies and customers together in the United States, Europe, and the Asia Pacific.
CRM
US$167.56
7D
-1.2%
1Y
-34.9%
Intuit
Market Cap: US$79.3b
Provides financial management, payments and capital, compliance, and marketing products and services in the United States.
INTU
US$282.43
7D
0.4%
1Y
-62.1%
Workday
Market Cap: US$35.8b
Provides enterprise cloud applications in the United States and internationally.
WDAY
US$139.81
7D
-2.7%
1Y
-37.8%
PTC
Market Cap: US$14.5b
Operates as software company in the Americas, Europe, and the Asia Pacific.
PTC
US$122.51
7D
-2.0%
1Y
-36.3%
DigitalOcean Holdings
Market Cap: US$12.9b
Through its subsidiaries, operates an agentic inference cloud platform in North America, Europe, Asia, and internationally.
DOCN
US$126.30
7D
-7.8%
1Y
346.6%
GoDaddy
Market Cap: US$12.0b
Engages in the design and development of cloud-based products in the United States and internationally.
GDDY
US$91.10
7D
2.0%
1Y
-45.8%
Amdocs
Market Cap: US$5.6b
Through its subsidiaries, provides software and services to communications, entertainment, media, and other service providers worldwide.
DOX
US$51.96
7D
-0.6%
1Y
-41.0%
Pegasystems
Market Cap: US$5.3b
Develops, markets, licenses, hosts, and supports enterprise software in the United States, rest of the Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and the Asia-Pacific.
PEGA
US$30.68
7D
-4.8%
1Y
-38.6%
monday.com
Market Cap: US$3.7b
Develops software applications in the United States, Europe, the Middle East, Africa, the United Kingdom, and internationally.
MNDY
US$81.84
7D
-2.7%
1Y
-71.2%
Opera
Market Cap: US$1.7b
Provides mobile and PC web browsers and related products and services in Ireland, Singapore, the United States, and internationally.
OPRA
US$20.13
7D
2.3%
1Y
7.7%
Progress Software
Market Cap: US$1.6b
Provides software products that develops, deploys, and manages artificial intelligence (AI) powered applications and digital experiences in the United States and internationally.
PRGS
US$37.48
7D
-4.4%
1Y
-21.4%
Tuya
Market Cap: US$1.1b
Provides artificial intelligence (AI) cloud platform services in the People’s Republic of China.
TUYA
US$1.80
7D
-8.2%
1Y
-33.6%
Viant Technology
Market Cap: US$840.8m
Operates a cloud-based demand side platform (DSP) that enables the programmatic purchase of digital advertising across multiple channels, including connected TV (CTV), streaming audio, digital out-of-home, mobile, and desktop.
DSP
US$12.70
7D
0.2%
1Y
-5.5%
FatPipe
Market Cap: US$69.6m
Develops application-aware, secure software-defined wide area network, secure access service edge, and network monitoring service (NMS) software solutions in the United States, India, and internationally.
FATN
US$4.92
7D
-3.7%
1Y
-37.1%
LiveWorld
Market Cap: US$5.3m
A digital agency and software company, provides social media and technology solutions for pharmaceuticals, healthcare, and financial-travel service industries.
LVWD
US$0.12
7D
3.6%
1Y
-5.0%
Go Go Buyers
Market Cap: US$2.1m
Engages in the development of AI-enabled API integration services for flight price tracking and hotel price comparison through artificial intelligence platform in the United States.
GGBY
US$0.51
7D
0%
1Y
n/a