Analysts highlight Snowflake, Datadog, JFrog, MongoDB, and Twilio as top performers amid strong earnings momentum.
Bank of America Securities analysts identified five infrastructure software stocks poised for outperformance in the second half of 2026. Snowflake (SNOW), Datadog (DDOG), JFrog (FROG), MongoDB (MDB), and Twilio (TWLO) form the “Fab Five” expected to extend gains following a robust earnings season.
The call follows a period of strong financial results for the sector, with consensus estimates suggesting continued upward momentum. Comparable periods have shown resilience in software stocks, particularly those tied to data infrastructure and cloud services.
No immediate market reaction was specified, though the sector has attracted investor attention amid broader volatility in equities.