As Oracle slides after results, see the top SA Quant-rated systems software stocks
Dec. 11, 2025 7:34 AM ET
By: Anuron Mitra, SA News Editor
Oracle ( ORCL) stock slid in Thursday premarket trading, as investors were disappointed by the cloud software giant's current quarter guidance and increased spending forecast for 2026.
The company now expects fiscal 2026 capital expenditure to be about $15B higher than its previous outlook. Much of Oracle's ( ORCL) capex is spent on data centers. Shares of the company were -12.5% ahead of the opening bell.
In light of Oracle's ( ORCL) underwhelming results, Seeking Alpha compiled a list of top systems software stocks and ranked them according to their Quant ratings.
Telos ( TLS) and Appian ( APPN) top the list with Strong Buy ratings of 4.81 and 4.54, respectively. UiPath ( PATH) follows with a Buy rating of 4.13. Major industry players like Microsoft ( MSFT) and ServiceNow ( NOW) also appear on the list with Hold ratings, demonstrating the comprehensive range of companies represented in the systems software sector. Oracle ( ORCL) is ranked sixth on the list.
Seeking Alpha’s Quant Rating system grades stocks based on their relative performance on various critical quantitative measures, including valuation, growth, stock momentum, and profitability. Ratings are given on a scale from 1 to 5, with any rating of 3.5 or above considered bullish and any rating of 2.5 or below considered bearish.
Here is the complete list of systems software stocks ranked by their Seeking Alpha Quant Ratings:
- Telos ( TLS), Quant Rating: 4.81, Strong Buy.
- Appian ( APPN), Quant Rating: 4.54, Strong Buy.
- UiPath ( PATH), Quant Rating: 4.13, Buy.
- Microsoft ( MSFT), Quant Rating: 3.46, Hold.
- JFrog ( FROG), Quant Rating: 3.45, Hold.
- Oracle ( ORCL), Quant Rating: 3.42, Hold.
- Qualys ( QLYS), Quant Rating: 3.37, Hold.
- Rubrik ( RBRK), Quant Rating: 3.37, Hold.
- ServiceNow ( NOW), Quant Rating: 3.34, Hold.
- CrowdStrike ( CRWD), Quant Rating: 3.33, Hold.
- Teradata ( TDC), Quant Rating: 3.33, Hold.
- Palo Alto Networks ( PANW), Quant Rating: 3.33, Hold.
- Fortinet ( FTNT), Quant Rating: 3.32, Hold.
- GitLab ( GTLB), Quant Rating: 3.29, Hold.
- Zscaler ( ZS), Quant Rating: 3.26, Hold.
- Arteris ( AIP), Quant Rating: 3.26, Hold.
- N-able ( NABL), Quant Rating: 3.21, Hold.
- OneStream ( OS), Quant Rating: 3.16, Hold.
- SentinelOne ( S), Quant Rating: 3.12, Hold.
- Progress Software ( PRGS), Quant Rating: 3.10, Hold.
- Rapid7 ( RPD), Quant Rating: 3.09, Hold.
- Intellinetics ( INLX), Quant Rating: 3.03, Hold.
- Tenable ( TENB), Quant Rating: 3.02, Hold.
- A10 Networks ( ATEN), Quant Rating: 2.97, Hold.
- Gen Digital ( GEN), Quant Rating: 2.95, Hold.
- Xperi ( XPER), Quant Rating: 2.76, Hold.
- Dolby Laboratories ( DLB), Quant Rating: 2.75, Hold.
- Duos Technologies ( DUOT), Quant Rating: 2.75, Hold.
- BIO-key International ( BKYI), Quant Rating: 2.55, Hold.
- Intrusion ( INTZ), Quant Rating: 2.53, Hold.
- Airship AI ( AISP), Quant Rating: 2.08, Sell.
- OneSpan ( OSPN), Quant Rating: 1.96, Sell.
- Varonis Systems ( VRNS), Quant Rating: 1.67, Sell.
- Adeia ( ADEA), Quant Rating: 1.58, Sell.
- Trust Stamp ( IDAI), Quant Rating: 1.23, Strong Sell.
- Commvault Systems ( CVLT), Quant Rating: 1.22, Strong Sell.
- Silvaco Group ( SVCO), Quant Rating: 1.17, Strong Sell.
Here are some exchange-traded funds that track the technology sector: ( VGT), ( XLK), ( IYW), ( FTEC), ( IXN), and ( RSPT). |
