Microsoft Corporation (NASDAQ:MSFT) is among the best software infrastructure stocks to buy according to hedge funds. On Thursday, January 8, Wells Fargo trimmed its price target on the stock from $700 to $665 while maintaining its Outperform rating, according to The Fly. The revision followed the publication of Wells Fargo’s software-sector update for 2026, in which the analyst team argued that AI will remain “the name of the 2026 game”. They highlighted that investors can capitalize on opportunities in ...

CrowdStrike Holdings, Inc. (CRWD) is a leading U.S. cybersecurity technology company headquartered in Austin, Texas. Valued at a market cap of $123.2 billion, it specializes in cloud‑native security solutions designed to prevent breaches and protect enterprise IT infrastructure globally. Its core offering is the Falcon platform, a software‑as‑a‑service (SaaS) suite that provides comprehensive protection across endpoints, cloud workloads, identity, and data by combining real-time threat detection, automated ...

Seattle-based F5, Inc. (FFIV) provides multi-cloud application security and delivery solutions. Its application, delivery, and networking products improve the performance, availability, and security of applications running on networks that use the Internet Protocol. With a market cap of $15.3 billion, F5’s operations span the United States, Indo-Pacific, Europe, the Middle East, and internationally. Companies worth $10 billion or more are generally described as "large-cap stocks." F5 fits right into that ...

Valued at a market cap of $12.4 billion, Akamai Technologies, Inc. (AKAM) is a prominent provider of cloud computing, cybersecurity, and content delivery network services. Headquartered in Cambridge, Massachusetts, the company operates a globally distributed edge platform that helps enterprises deliver faster, more secure, and more reliable digital experiences to users worldwide. Companies valued at $10 billion or more are typically classified as “large-cap stocks,” and AKAM fits the label perfectly, wit ...

Core Viewpoint - VeriSign, Inc. is a critical infrastructure provider in the internet domain name registry sector, with a market cap of $22.5 billion, emphasizing its importance in global internet stability [1]. Company Overview - VeriSign operates and protects the authoritative domain name registries for .com and .net, generating highly recurring, high-margin revenue through domain registration and renewal fees [2]. - The company benefits from long-term agreements with ICANN, which supports its predictable cash flow and limited competitive exposure [2]. - Ongoing investments in cybersecurity and DNS resilience are key components of its business model [2]. Stock Performance - Despite being resilient, VRSN shares have decreased by 21.4% from their 52-week high of $310.60, reached on July 28, and have dropped 15.6% over the past three months [3]. - Year to date, VRSN stock is up 17.9%, and over the past 52 weeks, it has gained 22%, outperforming the SPDR S&P Software & Services ETF's (XSW) 3.6% YTD rise and its 2.3% decline over the same period [4]. Financial Performance - In the third quarter, VeriSign reported a revenue growth of 7.3% year-over-year, totaling $419.1 million, slightly above the analysts' estimate of $416.8 million [5]. - The company registered 171.9 million .com and .net domain registrations, with a net addition of 1.45 million names during the quarter [5]. - Earnings per share (EPS) reached $2.27, a 9.7% increase from the previous year, surpassing the forecast of $2.24 [5]. - Deferred revenue increased by $80 million year-over-year, reaching $1.38 billion, indicating strong demand and renewal momentum [5].

Core Insights - Corpay, Inc. (CPAY) is a payments company that specializes in managing vehicle-related expenses, lodging expenses, and corporate payments, with a market cap of $21 billion [1] - CPAY is classified as a large-cap stock, reflecting its substantial size and influence in the software infrastructure industry, driven by digital payment innovations and a diversified product offering [2] Financial Performance - CPAY's stock has experienced a decline of 22.3% from its 52-week high of $400.81, reached on February 6, while it rose 2.2% over the past three months, underperforming the Technology Select Sector SPDR Fund's (XLK) 10.1% gains [3] - Over a six-month period, CPAY shares fell 11.1%, and over the past 52 weeks, they dipped 12.8%, underperforming XLK's gains of 23.5% and 26.1%, respectively [4] - In Q3, CPAY reported an adjusted EPS of $5.70, exceeding Wall Street's expectations of $5.63, with revenue of $1.2 billion meeting forecasts [5] Market Position - CPAY's competitive edge is strengthened by its ability to integrate products with various accounting and ERP systems, enhancing its market leadership in corporate payments [2] - The stock has been trading below its 200-day moving average since early April, indicating a bearish trend, but has remained above its 50-day moving average since late November [4] Future Outlook - The company anticipates full-year adjusted EPS in the range of $21.14 to $21.34 and expects revenue between $4.51 billion and $4.53 billion [5]

Company Overview - Palantir Technologies Inc. (PLTR) has a market cap of $426 billion and specializes in developing advanced software platforms for government and commercial clients, playing a key role in counterterrorism and intelligence operations globally [1] - PLTR is classified as a "mega-cap stock" due to its market cap exceeding $200 billion, highlighting its size and influence in the software infrastructure industry [2] Stock Performance - PLTR recorded a 52-week high of $190 on August 12 and is currently trading 5.7% below this peak, with a stock surge of 25.4% over the past three months, outperforming the Technology Select Sector SPDR Fund's (XLK) 11.5% returns [3] - Over the past year, PLTR shares have skyrocketed 382.5%, significantly surpassing XLK's 24% gain, and have climbed 136.8% year-to-date in 2025 compared to XLK's 19.6% rise [4] Technical Analysis - The stock has maintained a position above its 200-day moving average for the entire past year and has traded mostly above its 50-day moving average since late April, indicating a strong and sustained uptrend [5] Recent Developments - On September 23, shares of Palantir Technologies rose over 1% after the U.S. Treasury Department awarded the company a contract focused on strengthening data integrity and enhancing technical infrastructure, reinforcing its role as a trusted government technology partner [6] Competitive Landscape - In comparison, rival Microsoft Corporation (MSFT) has seen its shares rise 20.3% year-to-date and 17.3% over the past 52 weeks, indicating that PLTR is outperforming its competitor [7] Analyst Sentiment - Despite the strong momentum, analysts remain skeptical, with a consensus rating of "Hold" among the 21 analysts covering PLTR stock, although it currently trades above its mean price target of $157.72 [7]

Core Insights - Akamai Technologies, Inc. (AKAM) is valued at a market cap of $10.9 billion and is a leading provider of cloud computing, cybersecurity, and content delivery network services [1] - The company is classified as a large-cap stock, highlighting its size and influence in the software infrastructure industry [2] Financial Performance - For fiscal Q2 2025, Akamai reported a revenue increase of 7% year-over-year to $1.04 billion, with non-GAAP EPS at $1.73, exceeding analyst expectations [5] - The company provided Q3 revenue guidance of $1.035–$1.050 billion and projected full-year non-GAAP EPS of $6.60–$6.80, indicating strong demand in security and cloud services [5] Stock Performance - Akamai's shares have declined 28.2% from their 52-week high of $106.80, and are down 19.8% year-to-date, underperforming the S&P 500 Index, which has returned 17.4% over the same period [3][4] - The stock has been trading below its 200-day moving average since late February and below its 50-day moving average since late July, confirming a bearish trend [4] Competitive Landscape - Akamai has significantly underperformed compared to its rival, Cloudflare, Inc. (NET), which has surged 176.9% over the past 52 weeks and 112% year-to-date [6]

Core Insights - VeriSign, Inc. (VRSN) is a leading provider of domain name registry services and internet infrastructure, with a market capitalization of $26.7 billion, emphasizing its significant role in internet navigation and security [1][2] Company Overview - VRSN is categorized as a large-cap stock, managing .com and .net domains, and operates two root servers, reinforcing its dominance in the domain name registry market [2] - The company plays a crucial role in maintaining the security, stability, and resiliency of key internet infrastructure [1] Stock Performance - VRSN shares have experienced an 8% decline from their 52-week high of $310.60, reached on July 28, while the stock has gained 1.7% over the past three months, underperforming the Technology Select Sector SPDR Fund's (XLK) 14.3% gains [3] - Year-to-date, VRSN shares have risen by 38.1% and increased by 59.5% over the past 52 weeks, outperforming XLK's YTD gains of 18.8% and 27.1% returns [4] Financial Performance - In Q2, VRSN reported revenue of $409.9 million, reflecting a year-over-year increase of 5.9%, and an EPS of $2.21, which is a 10% increase from the previous year [5] - Competitor GoDaddy Inc. (GDDY) has underperformed VRSN, with a YTD decline of 25.8% and a 5.1% drop over the past 52 weeks [5] Analyst Sentiment - Wall Street analysts maintain a bullish outlook on VRSN, with a consensus "Strong Buy" rating and a mean price target of $338.50, indicating a potential upside of 18.4% from current levels [6]

Investment Focus - Notable Capital focuses on founders, providing them with unique experiences and support to build successful companies [2] - The firm is overweight and focused on software infrastructure and cloud infrastructure [4] - AI is central to almost every investment Notable Capital is making [9] - Notable Capital is focused on helping entrepreneurs build global technology companies, particularly in the US market [10] AI and Agent Technology - Agents are impacting companies of all sizes across industries, assisting with software development, sales, customer support, security, HR, and finance [4][5] - Agents require infrastructure for security and monitoring, creating opportunities for companies focused in this area [6][7] - Agents are taking entry-level jobs, but the opportunity lies in embracing AI and becoming proficient users of such technologies [12] Global Strategy - While Silicon Valley is a hub for innovation, Notable Capital is working with founders in Israel, Europe, and Latin America to build global companies [9] - Building a global technology company often starts in the US, with companies focusing on the US market for go-to-market strategies [10] - The next wave of innovative AI companies will be global in nature [13]