Sectors & Industries TechnologySoftware - Infrastructure
Best Software Infrastructure Stocks to Buy Now (2026)
Top software infrastructure stocks in 2026 ranked by overall Zen Rating. "A" Rated stocks have returned an average of +28.50% per year, and are the best software infrastructure stocks to buy now. Learn More.

Industry: Software - Infrastructure

Overview Zen Rating Price Value Growth Financials Momentum Sentiment

Software Infrastructure is Zen Rated C and is the 69th ranked industry out of 145 stock market industries

Ticker	Company	Market Cap	Shares	Institutional %	Insider %	Net Insider (L12M)	Net Insider (L3M)
NTCT	NETSCOUT SYSTEMS INC	$2.96B	72,707,312	0.09%	25.67%	Net Selling	Net Selling
YEXT	YEXT INC	$734.42M	98,978,704	0.07%	97.48%	Net Selling	Net Selling
LSAK	LESAKA TECHNOLOGIES INC	$353.60M	85,824,094	0.02%	99.98%	Net Buying	Net Buying
CGNT	COGNYTE SOFTWARE LTD	$736.24M	73,845,238	0.07%	29.74%
GCT	GIGACLOUD TECHNOLOGY INC	$2.12B	35,710,237	0.07%	24.59%	Net Selling	Net Selling
TENB	TENABLE HOLDINGS INC	$5.31B	110,139,983	0.11%	48.27%	Net Buying	Net Buying
APPN	APPIAN CORP	$3.69B	71,627,597	0.05%	57.98%	Net Selling	Net Selling
NTNX	NUTANIX INC	$19.67B	270,570,179	0.10%	21.30%	Net Selling	Net Selling
FIVN	FIVE9 INC	$2.82B	74,723,531	0.11%	47.79%	Net Selling	Net Selling
FATN	FATPIPE INC	$76.44M	14,128,468	0.00%	46.98%	Net Buying
PICS	PICS NV	$1.14B	129,587,543	0.01%	4.33%	Net Buying
EVCM	EVERCOMMERCE INC	$1.71B	176,665,246	0.09%	69.31%	Net Selling	Net Selling
XYZ	BLOCK INC	$44.79B	600,795,000	0.07%	5.42%	Net Selling	Net Selling
RELY	REMITLY GLOBAL INC	$5.20B	211,684,054	0.09%	18.13%	Net Selling	Net Selling
ALLT	ALLOT LTD	$441.87M	49,151,073	0.07%	28.68%	Net Selling	Net Selling
MDB	MONGODB INC	$31.35B	80,556,341	0.09%	10.95%	Net Selling	Net Selling
PGY	PAGAYA TECHNOLOGIES LTD	$1.58B	83,425,843	0.04%	14.72%	Net Selling	Net Selling
BB	BLACKBERRY LTD	$5.39B	587,032,279	0.05%	9.94%	Net Selling	Net Selling
PAYS	PAYSIGN INC	$804.59M	56,462,156	0.05%	99.95%	Net Selling	Net Selling
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$682.24M	18,324,922	0.10%	16.80%	Net Selling	Net Selling
FTNT	FORTINET INC	$134.51B	733,713,653	0.07%	15.35%	Net Selling	Net Selling
EVTC	EVERTEC INC	$1.85B	59,752,542	0.10%	4.43%	Net Buying	Net Selling
IOT	SAMSARA INC	$26.15B	585,605,209	0.07%	11.78%	Net Selling	Net Selling
TUYA	TUYA INC	$1.01B	615,530,665	0.02%	12.51%	Net Selling
RPD	RAPID7 INC	$1.21B	67,400,640	0.09%	99.91%	Net Buying	Net Selling
TLS	TELOS CORP	$390.13M	74,736,789	0.06%	99.94%	Net Selling	Net Selling
SPSC	SPS COMMERCE INC	$3.26B	36,000,174	0.11%	12.54%	Net Selling
BLZE	BACKBLAZE INC	$531.72M	61,900,000	0.06%	19.94%	Net Selling	Net Selling
QLYS	QUALYS INC	$7.79B	34,595,001	0.11%	43.74%	Net Selling	Net Selling
DOX	AMDOCS LTD	$6.54B	104,415,000	0.10%	1.25%	Net Selling
FFIV	F5 INC	$26.14B	56,627,182	0.10%	1.82%	Net Selling	Net Selling
BOX	BOX INC	$5.93B	137,200,773	0.10%	5.86%	Net Selling	Net Selling
WIX	WIXCOM LTD	$3.45B	42,965,089	0.10%	6.90%	Net Selling	Net Selling
RBRK	RUBRIK INC	$27.65B	207,304,433	0.06%	5.26%	Net Selling	Net Selling
PAY	PAYMENTUS HOLDINGS INC	$4.10B	125,939,647	0.04%	8.92%	Net Selling	Net Selling
WEX	WEX INC	$6.55B	34,081,611	0.12%	36.84%	Net Selling	Net Selling
RDWR	RADWARE LTD	$1.41B	43,687,694	0.07%	11.73%	Net Selling	Net Selling
CPAY	CORPAY INC	$26.25B	65,659,599	0.10%	98.57%	Net Selling	Net Selling
NET	CLOUDFLARE INC	$118.17B	356,079,715	0.08%	15.57%	Net Selling	Net Selling
CRWD	CROWDSTRIKE HOLDINGS INC	$268.10B	1,023,934,842	0.02%	2.92%	Net Selling	Net Selling
TDC	TERADATA CORP	$3.24B	93,000,000	0.13%	17.27%	Net Selling	Net Selling
AVPT	AVEPOINT INC	$3.56B	211,565,426	0.07%	88.21%	Net Buying	Net Selling
BAND	BANDWIDTH INC	$1.51B	32,180,788	0.09%	11.91%	Net Selling	Net Selling
IIIV	I3 VERTICALS INC	$449.58M	26,322,009	0.08%	13.76%	Net Selling	Net Selling
OKTA	OKTA INC	$38.46B	174,820,928	0.09%	4.31%	Net Selling	Net Selling
MQ	MARQETA INC	$1.91B	104,098,834	0.27%	7.73%	Net Selling	Net Selling
GEN	GEN DIGITAL INC	$14.61B	598,587,032	0.09%	16.58%	Net Selling	Net Selling
USIO	USIO INC	$88.34M	28,495,414	0.01%	99.99%	Net Buying	Net Buying
ADBE	ADOBE INC	$100.65B	389,200,000	0.09%	0.92%	Net Selling	Net Selling
DBX	DROPBOX INC	$8.52B	225,709,285	0.08%	9.45%	Net Selling	Net Selling
ZS	ZSCALER INC	$42.47B	163,054,698	0.05%	25.67%	Net Selling	Net Selling
ACIW	ACI WORLDWIDE INC	$5.62B	100,955,241	0.10%	5.80%	Net Selling	Net Selling
GTLB	GITLAB INC	$9.44B	166,600,000	0.09%	47.61%	Net Selling	Net Selling
TOST	TOAST INC	$18.57B	578,000,000	0.08%	8.88%	Net Selling	Net Selling
SNPS	SYNOPSYS INC	$87.07B	191,636,646	0.09%	0.94%	Net Selling	Net Selling
OSPN	ONESPAN INC	$759.15M	36,852,173	0.10%	26.18%	Net Selling	Net Selling
PLTR	PALANTIR TECHNOLOGIES INC	$477.82B	2,403,058,480	0.06%	4.94%	Net Selling	Net Selling
GDDY	GODADDY INC	$13.91B	126,647,704	0.10%	72.12%	Net Selling	Net Selling
ATEN	A10 NETWORKS INC	$1.87B	72,609,021	0.11%	86.87%	Net Selling	Net Selling
KVYO	KLAVIYO INC	$5.90B	284,727,437	0.05%	4.43%	Net Selling	Net Selling
VRNS	VARONIS SYSTEMS INC	$5.65B	114,860,485	0.10%	43.65%	Net Selling
PSFE	PAYSAFE LTD	$290.79M	52,300,000	0.06%	3.99%	Net Selling	Net Selling
DSC	DSC HOLDINGS LTD	$166.24M	1,001,449,847	0.00%	43.09%
CINT	CI&T INC	$398.36M	134,579,406	0.04%	0.47%	Net Buying	Net Buying
MSFT	MICROSOFT CORP	$3.95T	7,425,545,491	0.07%	6.25%	Net Selling	Net Selling
S	SENTINELONE INC	$8.88B	348,049,117	0.08%	4.06%	Net Selling	Net Selling
SAIL	SAILPOINT INC	$12.42B	570,911,633	0.10%	86.92%	Net Selling	Net Selling
DLO	DLOCAL LTD	$4.16B	288,416,831	0.04%	2.83%	Net Selling	Net Selling
PATH	UIPATH INC	$7.45B	521,155,409	0.06%	99.94%	Net Selling	Net Selling
KPLT	KATAPULT HOLDINGS INC	$38.24M	4,972,405	0.00%	100.00%	Net Buying	Net Buying
ORCL	ORACLE CORP	$381.17B	3,023,736,000	0.04%	38.80%	Net Selling	Net Selling
FLYW	FLYWIRE CORP	$2.33B	121,667,674	0.11%	53.82%	Net Selling	Net Selling
AGPU	AXE COMPUTE INC	$92.61M	11,591,124	0.00%	100.00%	Net Buying	Net Buying
PANW	PALO ALTO NETWORKS INC	$319.40B	818,000,000	0.08%	2.44%	Net Selling	Net Selling
NTSK	NETSKOPE INC	$10.30B	408,587,748	0.05%	61.34%	Net Selling	Net Selling
BKKT	BAKKT INC	$215.88M	45,069,458	0.03%	71.18%	Net Buying	Net Buying
KSPI	JOINT STOCK CO KASPIKZ	$17.13B	190,027,266	0.04%	0.00%
FOUR	SHIFT4 PAYMENTS INC	$2.92B	78,960,120	0.09%	4.80%	Net Buying	Net Selling
AISP	AIRSHIP AI HOLDINGS INC	$74.39M	34,439,562	0.01%	91.76%	Net Buying
MOVE	CORVEX INC	$209.29M	27,647,305	0.00%	76.70%	Net Buying
PAGS	PAGSEGURO DIGITAL LTD	$2.62B	305,677,709	0.04%	40.41%	Net Selling	Net Selling
MBGL	MOBILITY GLOBAL INC	$5.51B	294,821,320	0.00%	0.58%	Net Buying	Net Buying
EEFT	EURONET WORLDWIDE INC	$2.39B	37,403,595	0.10%	9.38%	Net Selling	Net Buying
AMBR	AMBER INTERNATIONAL HOLDING LTD	$139.53M	471,376,257	0.01%	70.50%
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$16.71B	104,700,000	0.07%	24.04%	Net Selling	Net Selling
VRSN	VERISIGN INC	$27.69B	89,700,000	0.10%	43.30%	Net Selling	Net Selling
DOCN	DIGITALOCEAN HOLDINGS INC	$11.70B	117,579,550	0.08%	68.18%	Net Selling	Net Selling
DAVA	ENDAVA PLC	$107.08M	52,234,286	0.03%	0.88%	Net Selling
BLSH	BULLISH	$4.19B	151,684,000	0.03%	64.13%	Net Selling	Net Selling
PAYP	PAYPAY CORP	$9.70B	676,955,535	0.00%	0.01%	Net Buying
FISV	FISERV INC	$25.70B	531,766,721	0.09%	32.27%	Net Selling	Net Buying
IMXI	INTERNATIONAL MONEY EXPRESS INC	$276.74M	30,211,627	0.09%	99.91%	Net Buying	Net Buying
KLAR	KLARNA GROUP PLC	$4.77B	378,113,486	0.05%	22.38%	Net Buying	Net Buying
OBAI	OUR BOND INC	$2.73M	1,498,776	0.01%	99.99%
TCX	TUCOWS INC	$119.31M	11,182,112	0.01%	99.99%
STNE	STONECO LTD	$2.11B	253,684,641	0.06%	1.41%	Net Selling	Net Selling
CLBT	CELLEBRITE DI LTD	$3.03B	247,617,591	0.05%	13.31%	Net Selling	Net Selling
AKAM	AKAMAI TECHNOLOGIES INC	$14.16B	143,716,609	0.11%	7.39%	Net Selling	Net Selling
LIDR	AEYE INC	$46.21M	46,488,312	0.02%	67.55%	Net Selling	Net Selling
VERI	VERITONE INC	$56.96M	100,457,068	0.03%	32.56%	Net Buying	Net Buying

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Oct 2026?

According to Zen Ratings, our proprietary rating system that evaluates 115 factors proven to drive growth in stocks and assigns each stock in our system an overall letter grade as well as 7 individual Component Grades for Value, Growth, Momentum, Sentiment, Safety, Financials, and proprietary AI algorithms, the 3 best software infrastructure stocks to buy right now are:

1. Netscout Systems (NASDAQ:NTCT)

Netscout Systems (NASDAQ:NTCT) is the #1 top software infrastructure stock out of 170 with a Zen Rating of A. Stocks with a rating of A have had an average return of +28.5% per year. Learn more.

The Component Grade breakdown for Netscout Systems (NASDAQ:NTCT) is: Value: B, Growth: C, Momentum: B, Sentiment: A, Safety: C, Financials: C, and AI: B.

Netscout Systems (NASDAQ:NTCT) has a Due Diligence Score of 64, which is 31 points higher than the software infrastructure industry average of 33.

NTCT passed 20 out of 33 due diligence checks and has strong fundamentals. Netscout Systems has seen its stock return 51.07% over the past year, overperforming other software infrastructure stocks by 150 percentage points.

Netscout Systems has an average 1 year price target of $43.00, an upside of 5.5% from Netscout Systems's current stock price of $40.76.

Netscout Systems stock has a consensus Hold recommendation according to Wall Street analysts. Of the 1 analyst covering Netscout Systems, 0% have issued a Strong Buy rating, 0% have issued a Buy, 100% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Yext (NYSE:YEXT)

Yext (NYSE:YEXT) is the #2 top software infrastructure stock out of 170 with a Zen Rating of A. Stocks with a rating of A have had an average return of +28.5% per year. Learn more.

The Component Grade breakdown for Yext (NYSE:YEXT) is: Value: B, Growth: C, Momentum: C, Sentiment: B, Safety: C, Financials: B, and AI: C.

Yext (NYSE:YEXT) has a Due Diligence Score of 44, which is 11 points higher than the software infrastructure industry average of 33.

YEXT passed 15 out of 33 due diligence checks and has strong fundamentals. Yext has seen its stock lose -13.32% over the past year, overperforming other software infrastructure stocks by 85 percentage points.

Yext has an average 1 year price target of $7.00, a downside of -5.66% from Yext's current stock price of $7.42.

Yext stock has a consensus Hold recommendation according to Wall Street analysts. Of the 1 analyst covering Yext, 0% have issued a Strong Buy rating, 0% have issued a Buy, 100% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Lesaka Technologies (NASDAQ:LSAK)

Lesaka Technologies (NASDAQ:LSAK) is the #3 top software infrastructure stock out of 170 with a Zen Rating of A. Stocks with a rating of A have had an average return of +28.5% per year. Learn more.

The Component Grade breakdown for Lesaka Technologies (NASDAQ:LSAK) is: Value: C, Growth: A, Momentum: C, Sentiment: A, Safety: C, Financials: C, and AI: C.

Lesaka Technologies (NASDAQ:LSAK) has a Due Diligence Score of 40, which is 7 points higher than the software infrastructure industry average of 33.

LSAK passed 13 out of 33 due diligence checks and has average fundamentals. Lesaka Technologies has seen its stock lose -5.29% over the past year, overperforming other software infrastructure stocks by 93 percentage points.

What are the software infrastructure stocks with highest dividends?

Out of 12 software infrastructure stocks that have issued dividends in the past year, the 3 software infrastructure stocks with the highest dividend yields are:

1. Joint Stock Co Kaspikz (NASDAQ:KSPI)

Joint Stock Co Kaspikz (NASDAQ:KSPI) has an annual dividend yield of 8.27%, which is 6 percentage points higher than the software infrastructure industry average of 2.34%.

Joint Stock Co Kaspikz's dividend payout ratio of 42.5% indicates that its high dividend yield is sustainable for the long-term.

2. Pagseguro Digital (NYSE:PAGS)

Pagseguro Digital (NYSE:PAGS) has an annual dividend yield of 6.31%, which is 4 percentage points higher than the software infrastructure industry average of 2.34%.

Pagseguro Digital's dividend payout ratio of 34% indicates that its high dividend yield is sustainable for the long-term.

3. Tuya (NYSE:TUYA)

Tuya (NYSE:TUYA) has an annual dividend yield of 3.69%, which is 1 percentage points higher than the software infrastructure industry average of 2.34%.

Tuya's dividend payout ratio of 104.1% indicates that its dividend yield might not be sustainable for the long-term.

Why are software infrastructure stocks up?

Software infrastructure stocks were up 1.14% in the last day, and up 5.74% over the last week. Rubrik was the among the top gainers in the software - infrastructure industry, gaining 3.62% yesterday.

Rubrik shares are trading higher after Wedbush maintained its Outperform rating on the stock and raised its price target from $120 to $150.

What are the most undervalued software infrastructure stocks?

Based on the Valuation rating, one of the 7 components of a stocks overall Zen Ratings grade, which evaluates factors including estimated earnings yield, earnings before interest and taxes/enterprise value, cash flow yield, free cash flow to price, and price-to-earnings growth (PEG ratio), the 3 most undervalued software infrastructure stocks right now are:

1. Consensus Cloud Solutions (NASDAQ:CCSI)

Consensus Cloud Solutions (NASDAQ:CCSI) is the most undervalued software infrastructure stock based on its Valuation Rating of A. Valuation is one of 7 Component Grades used to calculate the overall Zen Rating.

Consensus Cloud Solutions has a valuation score of 57, which is 29 points higher than the software infrastructure industry average of 28. It passed 4 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 36.02% in the past year. It has overperformed other stocks in the software infrastructure industry by 135 percentage points.

2. Gen Digital (NASDAQ:GEN)

Gen Digital (NASDAQ:GEN) is the second most undervalued software infrastructure stock based on its Valuation Rating of A. Valuation is one of 7 Component Grades used to calculate the overall Zen Rating.

Gen Digital has a valuation score of 57, which is 29 points higher than the software infrastructure industry average of 28. It passed 4 out of 7 valuation due diligence checks.

Gen Digital's stock has dropped -9.05% in the past year. It has overperformed other stocks in the software infrastructure industry by 90 percentage points.

3. Pics Nv (NASDAQ:PICS)

Pics Nv (NASDAQ:PICS) is the third most undervalued software infrastructure stock based on its Valuation Rating of A. Valuation is one of 7 Component Grades used to calculate the overall Zen Rating.

Pics Nv has a valuation score of 71, which is 43 points higher than the software infrastructure industry average of 28. It passed 5 out of 7 valuation due diligence checks.

Are software infrastructure stocks a good buy now?

42.11% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 13.07% over the next year.

3.85% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 21.54% of software infrastructure stocks are rated B (Buy), 52.31% are rated C (Hold), 16.92% are rated D (Sell), and 5.38% are rated F (Strong Sell).

What is the average p/e ratio of the software - infrastructure industry?

The average P/E ratio of the software - infrastructure industry is 244.93x.

WallStreetZen does not provide financial advice and does not issue recommendations or offers to buy stock or sell any security.

Information is provided 'as-is' and solely for informational purposes and is not advice. WallStreetZen does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.