The Zacks Analyst Blog Highlights UiPath, Five9, C3.ai, Qualys and Fastly

Jul 10, 2025
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Zacks Equity Research

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Chicago, IL – July 8, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: UiPath Inc. PATH, Five9 Inc. FIVN, C3.ai Inc. AI, Qualys Inc. QLYS and Fastly Inc. FSLY.

The AI infrastructure space recently gathered steam, with the DeepSeek-related fears turning out to be overblown. Moreover, the chances of a trade deal between the United States and its major trading partners, the Fed’s indication of two rate cuts of 25 basis points each this year and the evaporation of recession worries in the U.S. economy have boosted market participants’ confidence.

Here we recommend five mid-cap AI infrastructure stocks for investment. These stocks have outperformed the broad-market index – the S&P 500 – in the past three months. Moreover, each of these stocks offers deep discounted value that should reveal over a long time period.

Consequently, in the long term, these stocks have the potential to become large caps. At this stage, it should be prudent to invest in these stocks at a lucrative valuation. Five such stocks are: UiPath Inc., Five9 Inc., C3.ai Inc., Qualys Inc. and Fastly Inc. Each of our picks carries either a Zacks Rank #1 (Strong Buy) to 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The AI space remains rock solid supported by an extremely bullish demand scenario. Four of the “magnificent 7” stocks have decided to invest a massive $325 billion in 2025 as capital expenditure for AI-infrastructure development. This marks a significant 46% year-over-year increase in capital spending on the AI ecosystem.

This huge spending on AI infrastructure will dramatically change the world over the next five years in fields like hyperscale automation, robotics, healthcare, energy, materials, financials and cybersecurity. Research firm Oppenheimer estimated that the total addressable global sovereign AI market could be a massive $1.5 trillion.

UiPath

Zacks Rank #1 UiPath provides an end-to-end automation platform that offers a range of robotic process automation solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally. PATH offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization.


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