Top infrastructure software stocks ahead of earnings: BofA Securities
Published . Updated .
Investing.com -- BofA Securities has identified infrastructure software as an attractive sector heading into third-quarter earnings, highlighting two companies as top picks in the space.
Directly affected
- No company is named in this report.
Indirectly affected
- IGV iShares Expanded Tech-Software ETF+5.6% 9d
iShares Expanded Tech-Software ETF: it holds software companies. Linked by “software” (software) in this story.
- MSFT Microsoft+3.7% 30d
Microsoft (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.
- ORCL Oracle-12.8% 30d
Oracle (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.
- CRM Salesforce-4.2% 30d
Salesforce (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.
- PLTR Palantir Technologies+13.5% 30d
Palantir Technologies (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| IGVNo price data for this ticker | — | — | — | — | — | — | — |
| MSFTNo price data for this ticker | — | — | — | — | — | — | — |
| ORCLNo price data for this ticker | — | — | — | — | — | — | — |
| CRMNo price data for this ticker | — | — | — | — | — | — | — |
| PLTRNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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Top infrastructure software stocks ahead of earnings: BofA Securities Yahoo Finance
Source: Yahoo Finance
Trades by members of Congress and officials in the stocks in this story
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 26 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 28 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Microsoft (MSFT), worth $1,001 - $15,000 on 24 Sep 2026. That is 32 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 26 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a dependent child), worth $1,001 - $15,000 on 30 Sep 2026. That is 26 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 31 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Salesforce (CRM), worth $1,001 - $15,000 on 24 Sep 2026. That is 32 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Salesforce (CRM), worth $15,001 - $50,000 on 17 Aug 2026. That is 70 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Tony Wied bought Salesforce (CRM) (jointly held), worth $15,001 - $50,000 on 14 Aug 2026. That is 73 days before publication. Filed 2 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $1,001 - $15,000 on 24 Aug 2026. That is 63 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $50,001 - $100,000 on 17 Aug 2026. That is 70 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $1,001 - $15,000 on 10 Aug 2026. That is 77 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Ishares Tr (IGV)
Companies tied to this story
- IGV Ishares Tr
Ishares Tr (IGV) is linked, with no stored direction, medium confidence in the 26 Oct 2026 story “Top infrastructure software stocks ahead of earnings: BofA Securities.” Reason on file: iShares Expanded Tech-Software ETF: it holds software companies. Linked by “software” (software) in this story
- MSFT Microsoft
In “Top infrastructure software stocks ahead of earnings: BofA Securities,” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story
- ORCL Oracle
In “Top infrastructure software stocks ahead of earnings: BofA Securities,” Oracle (ORCL) is linked, with no stored direction, medium confidence. Reason on file: Oracle (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story
- CRM Salesforce
Salesforce (CRM) is linked, with no stored direction, medium confidence in the 26 Oct 2026 story “Top infrastructure software stocks ahead of earnings: BofA Securities.” Reason on file: Salesforce (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story
- PLTR Palantir Technologies
In “Top infrastructure software stocks ahead of earnings: BofA Securities,” Palantir Technologies (PLTR) is linked, with no stored direction, medium confidence. Reason on file: Palantir Technologies (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story
Ishares Tr (IGV)
On 26 Oct 2026, “Top infrastructure software stocks ahead of earnings: BofA Securities” is the story that connects Ishares Tr (IGV) to this story.
Ishares Tr (IGV) is on the page because iShares Expanded Tech-Software ETF: it holds software companies. Linked by “software” (software) in this story
A second company, Microsoft (MSFT), is listed for a different reason: Microsoft (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story
Price levels for Ishares Tr (IGV)
IGV traded between 103.07 and 112.61 across 9 sessions. The latest close on file is 112.59. MSFT traded between 502.26 and 551.08 across 20 sessions. The latest close on file is 524.38. ORCL traded between 122.78 and 146.94 across 20 sessions. The latest close on file is 126.10.
A simple score for Ishares Tr (IGV)
40 out of 100
“Top infrastructure software stocks ahead of earnings: BofA Securities” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.