Above pivot +1.8% · day 2
161 stocks · 38 setups today · as of Nov 6, 2026
Each stock once, in its most actionable state, ranked as on the breakout page. Chart data is 15-minute delayed; setups update after the close. For information only, not a recommendation.
| Stock | Industry | Tier | Watchlist | |||||
|---|---|---|---|---|---|---|---|---|
 DSGXThe Descartes Systems Group Inc. | Above pivot +1.8% · day 2 | -0.88% | $93.99 | 91 | $8.08B | Vertical Industry Software | Core | |
 BILLBill.com Holdings, Inc. | Above pivot +3.3% · day 2 | +2.99% | $52.41 | 87 | $5.22B | Payment Processors & Networks | Major | |
 VRNSVaronis Systems, Inc. | Near pivot -3.0% | +0.14% | $48.80 | 95 | $5.61B | Cybersecurity | Core | |
 NCNOnCino, Inc. | Closed below pivot -3.5% | -2.33% | $22.67 | 86 | $2.48B | Financial Software | Core | |
 MSFTMicrosoft Corporation | — | -0.99% | $530.61 | 89 | $3.94T | Enterprise Software | Core | |
 GOOGLAlphabet Inc. | — | +0.78% | $284.78 | 36 | $3.45T | Search & Social Media | Major | |
 GOOGAlphabet Inc. | — | +0.78% | $283.93 | 36 | $3.44T | Search & Social Media | Major | |
 AMZNAmazon.com, Inc. | — | -0.35% | $259.30 | 74 | $2.79T | E-commerce & Online Marketplaces | Major | |
 AVGOBroadcom Inc. | — | +0.74% | $293.69 | 34 | $1.4T | Semiconductors | Major | |
 PLTRPalantir Technologies Inc. | — | +3.48% | $160.38 | 76 | $368.24B | Data & Analytics Software | Major | |
 ORCLOracle Corporation | — | +0.86% | $116.05 | 28 | $333.77B | Enterprise Software | Core | |
 SAPSAP SE | — | -4.14% | $233.45 | 89 | $272.02B | Enterprise Software | Core | |
 IBMInternational Business Machines Corporation | — | -0.85% | $245.00 | 64 | $230.82B | Enterprise Software | Major | |
 CRWDCrowdStrike Holdings, Inc. | — | -0.14% | $216.90 | 95 | $220.86B | Cybersecurity | Core | |
 PANWPalo Alto Networks, Inc. | — | -0.26% | $313.84 | 93 | $213.89B | Cybersecurity | Major | |
 SHOPShopify Inc. | — | +3.59% | $148.91 | 83 | $193.23B | E-commerce Software | Major | |
 CRMSalesforce, Inc. | — | -3.94% | $213.65 | 71 | $174.98B | Enterprise Software | Core | |
 NOWServiceNow, Inc. | — | -0.38% | $101.97 | 45 | $105.42B | Enterprise Software | Core | |
 SNOWSnowflake Inc. | — | +2.35% | $275.88 | 91 | $95.62B | Data & Analytics Software | Core | |
 NETCloudflare, Inc. | — | +9.62% | $268.75 | 86 | $95.39B | Cloud & Data Centers | Core | |
 ADBEAdobe Inc. | — | -2.90% | $239.30 | 54 | $95.12B | Enterprise Software | Core | |
 INTUIntuit Inc. | — | -3.76% | $341.50 | 62 | $93.41B | Financial Software | Core | |
 DDOGDatadog, Inc. | — | +2.54% | $179.04 | 73 | $63.73B | DevOps & Observability | Core | |
 ADSKAutodesk, Inc. | — | -2.76% | $261.72 | 85 | $55.26B | Design & Engineering Software | Core | |
 WDAYWorkday, Inc. | — | -3.63% | $192.90 | 91 | $50.53B | Enterprise Software | Core | |
 VEEVVeeva Systems Inc. | — | -2.05% | $303.73 | 95 | $49.34B | Healthcare Software & Telehealth | Core | |
 ROPRoper Technologies, Inc. | — | -2.92% | $476.60 | 91 | $48.1B | Vertical Industry Software | Core | |
 TEAMAtlassian Corporation | — | -16.15% | $153.68 | 95 | $40.37B | Enterprise Software | Core | |
 ZSZscaler, Inc. | — | -3.05% | $197.66 | 92 | $31.96B | Cybersecurity | Core | |
 TWLOTwilio Inc. | — | +0.53% | $202.02 | 79 | $30.66B | Enterprise Software | Core | |
 OKTAOkta, Inc. | — | -1.44% | $168.69 | 96 | $28.02B | Cybersecurity | Core | |
 ZMZoom Communications, Inc. | — | +1.19% | $89.88 | 59 | $26.36B | Enterprise Software | Core | |
 AXONAxon Enterprise, Inc. | — | -18.18% | $313.00 | 17 | $25.23B | Security & Safety | Major | |
 MDBMongoDB, Inc. | — | +2.71% | $312.83 | 53 | $25.16B | Data & Analytics Software | Core | |
 IOTSamsara Inc. | — | -0.27% | $40.98 | 87 | $23.65B | Vertical Industry Software | Core | |
 PTCPTC Inc. | — | +0.24% | $195.07 | 94 | $22.53B | Design & Engineering Software | Major | |
 UUnity Software Inc. | — | +5.51% | $51.49 | 97 | $22.48B | Ad Tech | Major | |
 RBRKRubrik, Inc. | — | +0.01% | $105.75 | 96 | $21.77B | Cybersecurity | Major | |
 TYLTyler Technologies, Inc. | — | -2.28% | $420.56 | 89 | $17.22B | Vertical Industry Software | Major | |
 NTNXNutanix, Inc. | — | -0.31% | $58.37 | 84 | $15.78B | DevOps & Observability | Core | |
 GDDYGoDaddy Inc. | — | -4.78% | $114.38 | 89 | $15.15B | E-commerce Software | Major | |
 MANHManhattan Associates, Inc. | — | -0.94% | $252.78 | 96 | $14.96B | Vertical Industry Software | Major | |
 DOCUDocuSign, Inc. | — | -1.66% | $77.61 | 95 | $14.82B | Enterprise Software | Core | |
 GWREGuidewire Software, Inc. | — | -3.55% | $161.41 | 78 | $13.44B | Financial Software | Core | |
 BSYBentley Systems, Incorporated | — | -0.65% | $44.65 | 92 | $13.05B | Design & Engineering Software | Core | |
 PAYCPaycom Software, Inc. | — | -5.08% | $237.32 | 95 | $12.95B | Staffing & HR Services | Core | |
 DTDynatrace, Inc. | — | -0.60% | $43.44 | 64 | $12.66B | DevOps & Observability | Core | |
 TRMBTrimble Inc. | — | +0.88% | $54.11 | 44 | $12.61B | Design & Engineering Software | Major | |
 FROGJFrog Ltd. | — | +35.33% | $100.98 | 97 | $12.23B | DevOps & Observability | Core | |
 AKAMAkamai Technologies, Inc. | — | +6.74% | $83.09 | 32 | $12.08B | Cybersecurity | Major | |
 PCORProcore Technologies, Inc. | — | -0.36% | $75.33 | 94 | $11.37B | Vertical Industry Software | Core | |
 SAILSailPoint, Inc. | — | +4.46% | $19.21 | 90 | $10.9B | Cybersecurity | Major | |
 HUBSHubSpot, Inc. | — | -2.12% | $200.61 | 39 | $10.27B | Enterprise Software | Core | |
 PCTYPaylocity Holding Corporation | — | +2.11% | $173.15 | 94 | $9.27B | Staffing & HR Services | Core | |
 FIGFigma, Inc. | — | +2.01% | $18.81 | 35 | $9.17B | Design & Engineering Software | Core | |
 ESTCElastic N.V. | — | +2.23% | $86.08 | 93 | $8.91B | Data & Analytics Software | Core | |
 DBXDropbox, Inc. | — | -3.08% | $34.66 | 87 | $8.82B | Enterprise Software | Core | |
 NTSKNetskope, Inc. Class A Common Stock | — | -1.71% | $21.30 | 97 | $8.6B | Cybersecurity | Major | |
 DOCNDigitalOcean Holdings, Inc. | — | +2.52% | $72.48 | 29 | $8.47B | Cloud & Data Centers | Core | |
 APPFAppFolio Inc. | — | -1.06% | $230.74 | 89 | $8.24B | Vertical Industry Software | Core | |
 GTLBGitLab Inc. | — | -1.84% | $48.09 | 95 | $8.12B | DevOps & Observability | Core | |
 TTANServiceTitan, Inc. | — | -0.54% | $81.77 | 76 | $7.8B | Vertical Industry Software | Core | |
 SSentinelOne, Inc. | — | +1.63% | $21.77 | 92 | $7.33B | Cybersecurity | Major | |
 PATHUiPath Inc. | — | -0.08% | $13.00 | 73 | $6.91B | DevOps & Observability | Core | |
 QLYSQualys, Inc. | — | -4.70% | $190.24 | 96 | $6.7B | Cybersecurity | Core | |
 CVLTCommvault Systems, Inc. | — | +0.47% | $158.36 | 94 | $6.56B | Cybersecurity | Major | |
 RNGRingCentral, Inc. | — | -3.04% | $72.07 | 95 | $6.21B | Enterprise Software | Core | |
 KVYOKlaviyo, Inc. | — | -0.48% | $20.71 | 81 | $6.2B | Enterprise Software | Core | |
 OTEXOpen Text Corporation | — | -4.86% | $24.85 | 72 | $6.03B | Enterprise Software | Major | |
 BOXBox, Inc. | — | -3.67% | $41.95 | 95 | $5.81B | Enterprise Software | Core | |
 NICENICE Ltd. | — | +0.16% | $96.15 | 46 | $5.63B | Enterprise Software | Core | |
 WAYWaystar Holding Corp. | — | -1.84% | $28.35 | 87 | $5.44B | Healthcare Software & Telehealth | Core | |
 PEGAPegasystems Inc. | — | -3.49% | $32.40 | 43 | $5.33B | DevOps & Observability | Core | |
 BRZEBraze, Inc. | — | -0.04% | $45.79 | 98 | $5.16B | Enterprise Software | Core | |
 TENBTenable Holdings, Inc. | — | -4.60% | $42.13 | 96 | $4.65B | Cybersecurity | Major | |
 QTWOQ2 Holdings, Inc. | — | -2.25% | $73.92 | 93 | $4.61B | Financial Software | Core | |
 CCCCCC Intelligent Solutions Holdings Inc. | — | +0.13% | $7.68 | 90 | $4.51B | Financial Software | Core | |
 WIXWix.com Ltd. | — | -0.78% | $76.09 | 81 | $3.99B | E-commerce Software | Core | |
 WKWorkiva Inc. | — | -14.82% | $72.76 | 85 | $3.96B | Financial Software | Core | |
 APPNAppian Corporation | — | -4.50% | $51.60 | 97 | $3.82B | DevOps & Observability | Core | |
 MNDYmonday.com Ltd. | — | -6.30% | $87.93 | 79 | $3.72B | Enterprise Software | Core | |
 AVPTAvePoint, Inc. | — | +0.79% | $16.55 | 94 | $3.51B | Data & Analytics Software | Core | |
 AGYSAgilysys, Inc. | — | +1.11% | $121.09 | 93 | $3.42B | Vertical Industry Software | Major | |
 INTAIntapp, Inc. | — | -0.85% | $43.73 | 96 | $3.37B | Vertical Industry Software | Core | |
 FRSHFreshworks Inc. | — | -4.65% | $12.11 | 88 | $3.35B | Enterprise Software | Core | |
 ALRMAlarm.com Holdings, Inc. | — | -2.98% | $65.03 | 91 | $3.22B | Security & Safety | Core | |
 CLBTCellebrite DI Ltd. | — | +0.57% | $12.45 | 57 | $3.11B | Vertical Industry Software | Major | |
 SPSCSPS Commerce, Inc. | — | -0.81% | $81.91 | 90 | $3.01B | Vertical Industry Software | Core | |
 TDCTeradata Corporation | — | -2.81% | $31.80 | 76 | $2.99B | Data & Analytics Software | Major | |
 VERXVertex, Inc. | — | -2.90% | $17.08 | 91 | $2.76B | Financial Software | Major | |
 ASANAsana, Inc. | — | -5.01% | $10.61 | 94 | $2.52B | Enterprise Software | Core | |
 FSLYFastly, Inc. | — | +3.06% | $15.85 | 29 | $2.48B | Cloud & Data Centers | Core | |
 BLKBBlackbaud, Inc. | — | -3.01% | $54.12 | 93 | $2.46B | Vertical Industry Software | Core | |
 RAMPLiveRamp Holdings, Inc. | — | +0.71% | $38.50 | 84 | $2.34B | Data & Analytics Software | Core | |
 SDGRSchrödinger, Inc. | — | +3.65% | $29.82 | 98 | $2.23B | Healthcare Software & Telehealth | Major | |
 AMPLAmplitude, Inc. | — | +3.73% | $16.70 | 97 | $2.22B | Data & Analytics Software | Core | |
 FIVNFive9, Inc. | — | -17.63% | $28.12 | 85 | $2.15B | Enterprise Software | Core | |
 KAROKarooooo Ltd. | — | -0.29% | $62.98 | 83 | $1.95B | Vertical Industry Software | Core | |
 SOUNSoundHound AI, Inc. | — | -3.52% | $4.11 | 14 | $1.79B | Enterprise Software | Major | |
 PRGSProgress Software Corporation | — | -2.44% | $43.50 | 82 | $1.78B | DevOps & Observability | Major | |
 DFINDonnelley Financial Solutions, Inc. | — | -0.36% | $66.98 | 93 | $1.67B | Financial Software | Major | |
 AIC3.ai, Inc. | — | +2.72% | $11.69 | 90 | $1.66B | Data & Analytics Software | Major | |
 CXMSprinklr, Inc. | — | -2.49% | $6.67 | 87 | $1.65B | Enterprise Software | Core | |
 BLBlackLine, Inc. | — | -23.11% | $25.89 | 32 | $1.52B | Financial Software | Core | |
 XZOExzeo Group, Inc. | — | -5.46% | $16.29 | 56 | $1.48B | Financial Software | Core | |
 EVCMEverCommerce Inc. | — | -1.56% | $8.22 | 40 | $1.45B | Vertical Industry Software | Core | |
 ALKTAlkami Technology, Inc. | — | +0.45% | $13.41 | 27 | $1.44B | Financial Software | Core | |
 PDPagerDuty, Inc. | — | -3.39% | $15.68 | 97 | $1.43B | DevOps & Observability | Core | |
 LSPDLightspeed Commerce Inc. | — | -1.53% | $10.29 | 70 | $1.42B | Payment Processors & Networks | Major | |
 GTMZoomInfo Technologies Inc. | — | +0.43% | $3.50 | 32 | $1.03B | Data & Analytics Software | Core | |
 RPDRapid7, Inc. | — | -4.92% | $14.68 | 97 | $981M | Cybersecurity | Major | |
 NABLN-able, Inc. | — | -1.63% | $4.84 | 81 | $912M | DevOps & Observability | Core | |
 YEXTYext, Inc. | — | -1.05% | $7.57 | 94 | $909M | Ad Tech | Core | |
 PARPAR Technology Corporation | — | +7.14% | $20.55 | 86 | $848M | Vertical Industry Software | Core | |
 HSTMHealthStream, Inc. | — | -2.40% | $28.89 | 84 | $844M | Healthcare Software & Telehealth | Core | |
 CCSIConsensus Cloud Solutions, Inc. | — | +18.32% | $43.15 | 92 | $794M | Enterprise Software | Core | |
 PHRPhreesia, Inc. | — | -0.71% | $12.62 | 85 | $780M | Healthcare Software & Telehealth | Major | |
 DCBODocebo Inc. | — | -4.70% | $28.97 | 94 | $735M | Enterprise Software | Core | |
 SMWBSimilarweb Ltd. | — | -1.78% | $8.26 | 97 | $724M | Data & Analytics Software | Core | |
 VTEXVtex | — | -1.74% | $3.96 | 75 | $701M | E-commerce Software | Core | |
 SPTSprout Social, Inc. | — | +2.31% | $11.06 | 93 | $665M | Enterprise Software | Core | |
 WEAVWeave Communications, Inc. | — | +0.14% | $7.40 | 87 | $589M | Enterprise Software | Core | |
 SOPHSOPHiA GENETICS S.A. | — | +7.85% | $7.14 | 88 | $498M | Healthcare Software & Telehealth | Core | |
 BLZEBackblaze, Inc. | — | +8.96% | $8.27 | 85 | $496M | Cloud & Data Centers | Core | |
 OOMAOoma, Inc. | — | +2.51% | $18.00 | 61 | $495M | Enterprise Software | Major | |
 APIAgora, Inc. | — | -0.71% | $4.20 | 65 | $378M | Enterprise Software | Core | |
 LAWCS Disco, Inc. | — | +0.71% | $5.66 | 94 | $363M | Vertical Industry Software | Core | |
 AIOTPowerFleet, Inc. | — | +3.86% | $2.69 | 32 | $361M | Vertical Industry Software | Core | |
 RZLVRezolve AI PLC | — | +8.20% | $1.32 | 13 | $353M | E-commerce Software | Major | |
 SMRTSmartRent, Inc. | — | -1.24% | $1.59 | 87 | $307M | Vertical Industry Software | Major | |
 EGHT8x8, Inc. | — | -5.33% | $2.13 | 74 | $302M | Enterprise Software | Core | |
 CMRCCommerce.com, Inc. | — | 0.00% | $3.62 | 92 | $299M | E-commerce Software | Core | |
 ASURAsure Software, Inc. | — | +0.52% | $9.65 | 76 | $277M | Staffing & HR Services | Core | |
 BLNDBlend Labs, Inc. | — | -12.95% | $0.98 | 17 | $238M | Financial Software | Core | |
 KLTRKaltura, Inc. | — | +2.70% | $1.52 | 76 | $229M | Enterprise Software | Core | |
 AMWLAmerican Well Corporation | — | -1.65% | $11.91 | 95 | $203M | Healthcare Software & Telehealth | Major | |
 AUDCAudioCodes Ltd. | — | +2.61% | $7.85 | 38 | $200M | Networking & Telecom Equipment | Major | |
 EXFYExpensify, Inc. | — | -8.07% | $2.05 | 94 | $198M | Financial Software | Core | |
 CXDOCrexendo, Inc. | — | +2.22% | $5.07 | 30 | $164M | Enterprise Software | Core | |
 EGANeGain Corporation | — | +0.85% | $5.95 | 42 | $163M | Enterprise Software | Core | |
 AEYEAudioEye, Inc. | — | +2.57% | $12.37 | 97 | $155M | Enterprise Software | Core | |
 SANGSangoma Technologies Corporation | — | +2.68% | $4.59 | 85 | $152M | Enterprise Software | Core | |
 TRAKReposiTrak, Inc. | — | -2.17% | $6.76 | 30 | $123M | Vertical Industry Software | Core | |
 DHDefinitive Healthcare Corp. | — | +1.77% | $1.15 | 84 | $121M | Healthcare Software & Telehealth | Core | |
 HCATHealth Catalyst, Inc. | — | -2.67% | $1.46 | 41 | $108M | Healthcare Software & Telehealth | Core | |
 RSSSResearch Solutions, Inc. | — | 0.00% | $1.82 | 30 | $61M | Vertical Industry Software | Major | |
 MCHXMarchex, Inc. | — | +3.94% | $1.32 | 31 | $58M | Data & Analytics Software | Core | |
 THRYThryv Holdings, Inc. | — | -1.26% | $1.18 | 9 | $52M | Vertical Industry Software | Core | |
 REKRRekor Systems, Inc. | — | +4.32% | $0.34 | 11 | $46M | Vertical Industry Software | Major | |
 IDNIntellicheck, Inc. | — | +1.49% | $2.04 | 12 | $41M | Cybersecurity | Core | |
 CRGOFreightos Limited Ordinary shares | — | +10.78% | $0.66 | 10 | $34M | Vertical Industry Software | Core | |
 JGAurora Mobile Limited | — | +8.79% | $5.32 | 41 | $32M | Enterprise Software | Core | |
 STEMStem, Inc. | — | +15.60% | $2.52 | 5 | $23M | Vertical Industry Software | Major | |
 INLXIntellinetics, Inc. | — | -4.98% | $3.82 | 18 | $17M | Enterprise Software | Major | |
 UPLDUpland Software, Inc. | — | -0.76% | $3.90 | 33 | $11M | Enterprise Software | Core | |
 BLINBridgeline Digital, Inc. | — | -7.28% | $0.62 | 19 | $8M | E-commerce Software | Core | |
 YAASYouxin Technology Ltd | — | +2.21% | $0.75 | 4 | $2M | Vertical Industry Software | Core | |
 LCFYLocafy Ltd | — | -3.85% | $1.00 | 4 | $1M | Ad Tech | Core | |
 CXAICXApp Inc. | — | +14.29% | $1.36 | 3 | $1M | Enterprise Software | Core | |
 CSAICloudastructure Inc. Cl A | — | -13.97% | $1.54 | 2 | $1M | Security & Safety | Major | |
 NOTEFiscalNote Holdings, Inc. | — | 0.00% | $0.01 | 1 | $77178 | Vertical Industry Software | Core |
Cloud Software Stocks -0.4%SPY -4.9%
Equal-weight return of the theme's stocks from the range start, against SPY. Daily market data.
| Window | Theme | SPY | vs SPY |
|---|---|---|---|
| Today | -0.5% | +0.3% | -0.8% |
| 5D | -3.7% | -2.2% | -1.5% |
| 1M | 0.0% | -5.4% | +5.4% |
| 3M | -0.4% | -4.9% | +4.5% |
| 6M | +20.0% | +0.5% | +19.5% |
| YTD | -3.0% | +7.8% | -10.8% |
| 1Y | -3.6% | +9.6% | -13.1% |
SaaS platforms, infrastructure software, data tools, cybersecurity, and AI applications powering the cloud economy.
Research cloud software stocks across SaaS, infrastructure software, data platforms, cybersecurity software, developer tools, automation, and AI application platforms.
161 US-listed stocks, placed in this theme by our own classification of each company's business. Setups come from the same chart-pattern engine as the breakout page and update after the close.
The best software stocks combine growth, retention, margins, and pricing power.
Cloud software investors are not just buying revenue growth. The best companies turn software distribution into durable economics: high gross margins, strong retention, expansion revenue, efficient sales motion, and free cash flow that improves as the business scales.
AI can strengthen that model when it increases product value or pricing power. It can also disappoint if features are expensive to run and hard to monetize.
Growth is only useful when paired with retention, margins, and valuation.
Cloud software investors often overpay for growth during strong cycles and over-discount durable platforms during slowdowns. Use the table to compare growth against margins, profitability, and valuation.
The strongest setups usually show durable demand, improving free cash flow, and a multiple that leaves room for execution rather than perfection.
Multiple compression is the recurring danger.
Cloud software stocks are sensitive to revenue growth expectations. When net retention slows, sales cycles lengthen, or AI monetization disappoints, valuations can reset quickly.
That is why this page keeps returns, growth, valuation, and margins together rather than ranking companies by story alone.
Cloud software stocks are companies selling SaaS, data platforms, infrastructure software, developer tools, cybersecurity software, automation tools, or AI-enabled application software.
AI stocks include chips, cloud, platforms, and adoption beneficiaries. This theme focuses on the software and application layer.
High-quality software companies usually show durable revenue growth, high gross margins, strong retention, improving free cash flow, and enough pricing power to protect margins as they scale.
For profitable software companies P/E and FCF yield matter. For faster-growing or less profitable names, P/S and revenue growth are often more useful starting points.
They can be. Recurring revenue is attractive, but high valuations can make the group volatile when growth slows, IT budgets tighten, or AI features fail to produce pricing power.
Hyperscalers such as Microsoft, Alphabet, Amazon, and Oracle have cloud platforms, enterprise software distribution, and AI application exposure. They are larger and more diversified than pure-play SaaS names, so compare them separately.
The biggest risk is multiple compression after a growth reset. A small slowdown in revenue guidance or net retention can have a large impact when a stock trades at a premium sales multiple.