Top Overvalued Software - Infrastructure industry Stocks 2026

Palantir Technologies (PLTR) has the largest fair value gap in the Software - Infrastructure industry at 84.6% above the modeled estimate, followed by Core Scientific, (CORZ) at 70.8%, Megaport (MP1.AX) at 62.0%, and Palo Alto Networks, (PANW) at 59.4%.

Updated todayBased on intrinsic value modelsIndustry: Software - Infrastructure

Page snapshot: 4 Oct 2026, 8:10 am

View full analysis in the screener → · All overvalued →

Before you trade on valuation alone

Cross-check fair value with fundamentals, liquidity, and your own goals—this table is a screen, not advice.

Compare price vs fair value See intrinsic value →

Software - Infrastructure Industry Valuation Insights (Updated Today)

The Software - Infrastructure industry currently shows an average fair value gap of 32.2% on this snapshot.
Top name Palantir Technologies Inc. (PLTR) trades at roughly a 84.6% gap versus modeled intrinsic value—rankings move with prices and inputs.
This industry's average fair value gap is below our broad benchmark (~94.5%).

Overvalued Software - Infrastructure Stocks by Market Cap

Large cap (top 5)

1.Palantir Technologies Inc. · PLTR84.6%$433.38B
2.Palo Alto Networks, Inc. · PANW59.4%$328.64B
3.Cloudflare, Inc. · NET48.7%$123.86B
4.CyberArk Software Ltd. · CYBR43.3%$20.64B
5.SailPoint, Inc. · SAIL38.9%$11.59B

Mid cap (top 5)

1.Core Scientific, Inc. · CORZ70.8%$5.29B
2.Megaport Limited · MP1.AX62.0%A$5.26B
3.GigaCloud Technology Inc. · GCT38.2%$2.01B
4.NetScout Systems, Inc. · NTCT33.5%$2.98B
5.Bandwidth Inc. · BAND20.7%$2.05B

Small cap (top 5)

No qualifying names in this bucket on this snapshot.

What Are Overvalued Software - Infrastructure Stocks?

Overvalued software - infrastructure stocks are names where price sits above modeled fair (intrinsic) value—shown as a fair value gap versus the current quote.

This is not a sell list. Validate each symbol on its company page before you act.

How We Identify Overvalued Software - Infrastructure Stocks

We pull an industry-filtered overvalued snapshot (price, fair value gap, cap, sector, country) and rank by that gap. You can sort and search in the table above.

Rankings can shift intraday as prices and model inputs move. Use the stock screener for custom filters beyond this industry leaderboard.

FAQs

Answers about overvalued software - infrastructure names, intrinsic value, and how often this list refreshes.

What are overvalued software - infrastructure stocks?

They are Software - Infrastructure names trading above modeled intrinsic value—shown here as a fair value gap versus price. Models vary; use this as a screen, not advice.

How do you find overvalued software - infrastructure stocks?

We load overvalued names for this industry from our API, then rank and filter in the table. Sort columns and open company pages to dig deeper.

Why are software - infrastructure stocks overvalued?

Often sentiment, earnings, cycles, rates, or stock-specific news—not always a “misprice.” Intrinsic value is model-dependent.

Is this software - infrastructure list a recommendation to buy or sell?

No. Rankings are by calculated gap versus a model. A premium can reflect growth expectations or data lag. Check fundamentals; seek licensed advice for personal decisions.

How often is this list updated?

The page rebuilds on a schedule (ISR). Live quotes can move faster—use company pages for the latest.