12 Best Software Infrastructure Stocks to Buy According to Hedge Funds

An estimated $45 trillion opportunity may emerge in the software application layer as AI infrastructure spending moves up the ...
Blockonomi

Goldman Sachs Software Stock Picks 2026: Microsoft and Oracle Lead

Goldman Sachs rates Microsoft, Oracle, ServiceNow as Buy and Adobe, Datadog as Sell in new software sector coverage for 2026 ...
Benzinga.com

If Tariffs Shift Customer Spending Priorities, These Software Stocks Could Face Slow Growth

Needham analyst Mike Cikos noted tariff exposure in his Infrastructure Software coverage is better insulated compared to other sectors due to the U.S.’ dominant position in Software and the vast, ...
Hosted on MSN

Zscaler, Netskope among BTIG's top picks in security, infrastructure software stocks heading into 2026

BTIG's top large-cap pick in security and infrastructure software stocks for the first half of 2026 is Zscaler (ZS), while the top small-and-mid-cap pick is Netskope (NTSK) The firm's other favored ...
CRN

Cisco, NTT Partner On Software-Defined Infrastructure Services For ‘Future-Proofed’ AI Data Centers, Architectures

As AI places new demands on IT infrastructure, NTT Data’s new SDI services for Cisco products will help enterprises modernize their architectures and data centers, the two companies unveiled at Cisco ...
Nasdaq

RBC Capital Initiates Coverage of Array Digital Infrastructure (AD) with Outperform Recommendation

Fintel reports that on October 27, 2025, RBC Capital initiated coverage of Array Digital Infrastructure (NYSE:AD) with a Outperform recommendation. As of September 30, 2025, the average one-year price ...
Nasdaq

RBC Capital Initiates Coverage of Array Digital Infrastructure, Inc. - Corporate Bond (UZF) with Outperform Recommendation

Fintel reports that on October 27, 2025, RBC Capital initiated coverage of Array Digital Infrastructure, Inc. - Corporate Bond (NYSE:UZF) with a Outperform recommendation. As of September 30, 2025, ...