Industry top-down
Software - Infrastructure
Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.
AI industry top-down
Median revenue growth across software infrastructure coverage stands at 25.5%, reflecting broad-based top-line expansion. While select names such as CoreWeave (112.3%) and Palantir (92.8%) delivered standout growth, profitability is increasingly polarized, as highlighted by Block's EPS contraction (-82.8%). Although a Buy consensus centered on large-cap stocks remains intact, concerns over stretched valuations and downside risk to price targets are also being reported.
- Maintained overall top-line expansion with an industry median revenue growth of 25.5%
- Buy consensus formed around major large-caps including Microsoft and Oracle
- Confirmed continued high growth among select infrastructure companies such as CoreWeave and Palantir
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| MSFTMICROSOFT CORP | FY2027 Q1 | $92.28B | +18.8% | $4.92 | +32.3% | — |
| PLTRPalantir Technologies Inc. | FY2026 Q3 | $2.31B | +95.9% | $0.44 | +144.4% | — |
| ORCLORACLE CORP | FY2027 Q1 | $19.35B | +29.6% | $1.56 | +54.5% | — |
| PANWPalo Alto Networks Inc | FY2026 Q3 | $3B | +31.1% | $-0.22 | — | — |
| NETCloudflare, Inc. | FY2026 Q3 | $782.51M | +39.2% | $-0.10 | — | — |
| FTNTFortinet, Inc. | FY2026 Q3 | $2.08B | +20.5% | $0.86 | +38.7% | — |
| SNPSSYNOPSYS INC | FY2026 Q3 | $2.48B | +42.4% | $2.84 | +89.3% | — |
| XYZBlock, Inc. | FY2026 Q3 | $6.72B | +9.9% | $0.92 | +24.3% | — |
| BSQKZBlock, Inc. | FY2026 Q3 | $6.72B | +9.9% | $0.92 | +24.3% | — |
| NTAPNetApp, Inc. | FY2027 Q1 | $2.03B | +29.9% | $1.88 | +63.5% | — |
| CRWVCoreWeave, Inc. | FY2026 Q2 | $2.58B | +112.3% | $-1.14 | — | — |
| TWLOTWILIO INC | FY2026 Q3 | $1.56B | +19.9% | $1.00 | — | — |
| ZSZscaler, Inc. | FY2026 Q3 | $850.48M | +25.4% | $-0.09 | — | — |
| OKTAOkta, Inc. | FY2027 Q2 | $805M | +10.6% | $0.65 | +75.7% | — |
| CPAYCORPAY, INC. | FY2026 Q3 | $1.38B | +17.9% | $5.66 | +44.8% | — |
| MDBMongoDB, Inc. | FY2027 Q2 | $771.77M | — | $0.50 | — | — |
| IOTSamsara Inc. | FY2027 Q2 | $508.44M | +29.9% | $0.03 | — | — |
| RBRKRubrik, Inc. | FY2027 Q2 | $427.26M | +37.9% | $-0.30 | — | — |
| TOSTToast, Inc. | FY2026 Q3 | $1.98B | +21.3% | $0.29 | +81.2% | — |
| FFIVF5, INC. | FY2026 Q3 | $865.08M | +10.9% | $3.62 | +11.4% | — |
| GENGen Digital Inc. | FY2027 Q2 | $1.37B | +12.2% | $0.48 | +128.6% | — |
| NTNXNutanix, Inc. | FY2026 Q3 | $703.07M | +10.0% | $0.25 | +13.6% | — |
| CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD | FY2025 Q3 | $1.86B | — | $5.16 | — | — |
| GDDYGoDaddy Inc. | FY2026 Q3 | $1.34B | +6.0% | $2.08 | +37.7% | — |
| SAILSailPoint, Inc. | FY2027 Q2 | $308.81M | +16.8% | $-0.09 | — | — |
| DOCNDigitalOcean Holdings, Inc. | FY2026 Q3 | $321.19M | +39.9% | $-0.37 | — | — |
| NTSKNetskope Inc | FY2027 Q2 | $220.54M | — | $-0.27 | — | — |
| ZETAZeta Global Holdings Corp. | FY2026 Q3 | $492.66M | +46.1% | $0.14 | — | — |
| SSentinelOne, Inc. | FY2027 Q2 | $291.98M | +20.6% | $-0.27 | — | — |
| GTLBGitlab Inc. | FY2027 Q2 | $286.25M | +21.3% | $-0.22 | — | — |
| DBXDROPBOX, INC. | FY2026 Q3 | $637.3M | +0.5% | $0.52 | +10.6% | — |
| PATHUiPath, Inc. | FY2027 Q2 | $410.26M | +13.4% | $0.07 | — | — |
YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).