15 Software Infrastructure Stocks Outperforming In 2025

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12. F5 Inc. (NASDAQ:FFIV)

F5 Inc. is a multi-cloud application delivery and security solutions provider that provides networking, unified, app management, and security solutions. The company also offers training, maintenance, consulting, and other technical support services. It sells its products to service providers, public sector institutions, large enterprise businesses, and governments. The stock is up 22% so far this year, comfortably outperforming the broader market.

The company reported its fiscal first-quarter earnings last week and an 11% YoY revenue growth excited investors. While the services segment remained stable, software and systems segments registered healthy growth at the rate of 22% and 18% respectively.

The FFIV bullish thesis consists of two main components, both backed by the artificial intelligence demand. First, as companies scale their AI infrastructure, they will need to pass more and more data between the storage and computing components. FFIV’s BIG-IP platform does exactly this.

Moreover, the company’s API protection technology is also crucial in securing the increasing usage of APIs. We believe these two technologies position the company perfectly to gain from AI going mainstream, driving its bullish thesis.

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