Sectors & IndustriesTechnologySoftware - 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
C
Software Infrastructure is Zen Rated C and is the 64th ranked industry out of 145 stock market industries
Learn how the Zen Ratings work
Ticker
Company
Market Cap
Price
Price Target
Upside/Downside
Top Analysts Upside/Downside
Consensus
Top Analysts Consensus
Analysts
Top Analysts
Fore. Revenue Growth
Fore. Earnings Growth
Forecast ROE
Forecast ROA
NTCT
NETSCOUT SYSTEMS INC
$2.81B$38.63$43.0011.31%Hold14.04%32.62%12.92%9.30%
YEXT
YEXT INC
$689.88M$6.97$7.000.43%Hold11.02%47.82%201.00%14.81%
CGNT
COGNYTE SOFTWARE LTD
$618.82M$8.38N/AN/AN/AN/A9.18%N/A29.04%11.21%
LSAK
LESAKA TECHNOLOGIES INC
$383.63M$4.47N/AN/AN/AN/A14.97%140.42%7.25%2.13%
APPN
APPIAN CORP
$2.75B$38.45$33.60-12.61%Hold510.06%N/A-116.70%20.96%
GCT
GIGACLOUD TECHNOLOGY INC
$2.06B$57.75N/AN/AN/AN/A7.06%6.63%32.12%13.46%
TENB
TENABLE HOLDINGS INC
$4.20B$38.12$34.72-8.91%Buy196.33%267.30%160.81%20.27%
EVCM
EVERCOMMERCE INC
$1.66B$9.37$11.0017.40%Hold34.70%107.53%20.41%10.70%
FATN
FATPIPE INC
$67.96M$4.81$9.3394.03%Strong Buy322.05%36.10%63.59%47.53%
NTNX
NUTANIX INC
$18.90B$69.85$75.157.59%Buy139.96%-21.08%126.25%17.48%
FIVN
FIVE9 INC
$2.47B$33.08$35.547.43%Buy139.01%81.20%32.15%13.79%
PICS
PICS NV
$1.71B$13.22$16.0021.03%Buy2119.48%220.72%246.52%29.83%
RPD
RAPID7 INC
$834.42M$12.38$11.20-9.56%Sell17-0.61%78.51%62.64%7.07%
XYZ
BLOCK INC
$45.57B$75.85$97.7528.87%Strong Buy249.24%124.21%20.37%11.47%
RELY
REMITLY GLOBAL INC
$4.97B$23.49$31.1732.68%Strong Buy616.56%-6.16%N/AN/A
BAND
BANDWIDTH INC
$1.53B$47.40$68.8345.22%Buy610.47%504.82%25.21%8.65%
PAYS
PAYSIGN INC
$855.97M$15.16$15.00-1.06%Strong Buy216.19%21.34%40.21%7.63%
MDB
MONGODB INC
$28.70B$356.29$460.1729.16%Strong Buy299.09%117.19%26.01%20.52%
BB
BLACKBERRY LTD
$4.83B$8.23$10.8732.04%Buy6N/AN/AN/AN/A
EVTC
EVERTEC INC
$1.85B$30.89$25.00-19.07%Hold19.84%70.94%46.00%11.96%
PGY
PAGAYA TECHNOLOGIES LTD
$1.40B$16.81$30.3380.45%Strong Buy611.71%26.85%46.37%16.27%
ALLT
ALLOT LTD
$422.70M$8.60$12.7548.26%Strong Buy211.10%29.61%N/AN/A
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$643.94M$35.14$45.0028.06%Strong Buy24.25%12.50%297.69%17.76%
CPAY
CORPAY INC
$25.81B$393.02$458.3016.61%Buy108.49%30.90%N/AN/A
FTNT
FORTINET INC
$135.04B$184.05$162.38-11.78%Hold2510.83%15.07%178.68%25.52%
TLS
TELOS CORP
$312.40M$4.18$5.5031.58%Buy21.73%N/A31.19%20.85%
TUYA
TUYA INC
$1.04B$1.69N/AN/AN/AN/A11.38%12.17%11.00%9.70%
DOX
AMDOCS LTD
$6.19B$59.25$71.0019.83%Buy24.67%34.34%32.38%16.58%
PAY
PAYMENTUS HOLDINGS INC
$3.86B$30.61$39.8030.02%Buy613.07%29.65%28.72%24.29%
BLZE
BACKBLAZE INC
$601.98M$9.73$19.86104.19%Strong Buy719.26%N/A-29.95%-11.85%
NET
CLOUDFLARE INC
$115.49B$324.33$336.623.79%Buy2123.54%N/A74.04%18.53%
IOT
SAMSARA INC
$23.89B$40.80$51.5626.38%Strong Buy1610.35%83.64%41.60%24.06%
FFIV
F5 INC
$25.89B$457.26$441.14-3.52%Buy78.24%21.23%33.02%18.64%
RDWR
RADWARE LTD
$1.25B$28.72N/AN/AN/AN/A8.08%87.20%20.06%9.74%
QLYS
QUALYS INC
$6.56B$189.63$167.92-11.45%Hold137.60%16.43%55.61%29.11%
WEX
WEX INC
$5.95B$174.59$189.758.68%Buy83.27%46.58%60.72%4.95%
SPSC
SPS COMMERCE INC
$3.07B$85.27$73.00-14.39%Hold75.49%63.26%23.62%19.69%
TDC
TERADATA CORP
$2.78B$29.89$34.6015.76%Hold5-0.11%-22.23%50.84%18.18%
BOX
BOX INC
$5.22B$38.07$37.80-0.71%Buy54.83%38.41%-91.22%22.81%
AVPT
AVEPOINT INC
$2.96B$14.00$16.3316.66%Strong Buy616.89%22.14%N/AN/A
WIX
WIXCOM LTD
$3.19B$74.31$82.7211.33%Buy189.70%N/A-34.90%32.85%
RBRK
RUBRIK INC
$23.61B$113.90$111.13-2.43%Strong Buy2310.94%N/A-53.04%9.31%
USIO
USIO INC
$78.65M$2.76$6.75144.57%Strong Buy17.82%N/A15.98%2.43%
KVYO
KLAVIYO INC
$4.84B$17.01$26.5055.79%Strong Buy1516.68%255.26%50.60%35.35%
TOST
TOAST INC
$17.25B$29.85$38.5829.24%Buy1915.72%26.44%91.97%59.12%
GEN
GEN DIGITAL INC
$14.25B$23.80$30.5028.15%Hold46.65%28.45%82.06%13.93%
MQ
MARQETA INC
$1.89B$18.18$19.004.51%Hold411.78%95.45%14.68%7.55%
ACIW
ACI WORLDWIDE INC
$5.16B$51.07$66.0029.23%Strong Buy16.70%20.63%20.23%9.78%
OKTA
OKTA INC
$37.05B$211.92$210.81-0.52%Strong Buy385.73%37.89%12.36%9.43%
ZS
ZSCALER INC
$36.00B$220.79$237.267.46%Strong Buy3612.69%N/A42.78%14.13%
IIIV
I3 VERTICALS INC
$420.89M$15.99$24.0050.09%Strong Buy36.88%23.47%13.16%5.89%
CRWD
CROWDSTRIKE HOLDINGS INC
$255.26B$249.29$250.130.33%Strong Buy4112.11%199.11%42.57%18.06%
ATEN
A10 NETWORKS INC
$1.96B$27.05$33.6024.21%Buy510.08%43.62%42.09%14.78%
ADBE
ADOBE INC
$93.67B$240.68$261.188.52%Hold256.82%19.47%109.50%42.97%
GTLB
GITLAB INC
$8.86B$53.16$51.70-2.75%Hold238.92%N/A22.43%12.49%
PLTR
PALANTIR TECHNOLOGIES INC
$482.94B$200.97$208.473.73%Strong Buy1640.85%38.63%136.09%113.90%
OSPN
ONESPAN INC
$648.23M$17.59$17.00-3.35%Buy23.04%-13.01%20.34%14.37%
DLO
DLOCAL LTD
$4.24B$14.69$19.0029.34%Strong Buy324.15%25.03%71.94%17.73%
VRNS
VARONIS SYSTEMS INC
$5.41B$47.06$49.745.69%Strong Buy2014.81%N/A31.37%8.43%
DBX
DROPBOX INC
$8.04B$35.62$35.50-0.34%Hold30.10%28.44%-31.57%24.44%
GDDY
GODADDY INC
$13.09B$103.36$109.826.25%Buy124.74%17.44%20,823.15%17.45%
MSFT
MICROSOFT CORP
$3.96T$533.69$576.708.06%Strong Buy2719.79%16.96%49.09%28.64%
PSFE
PAYSAFE LTD
$290.27M$5.55$8.5053.15%Hold45.23%N/A22.92%2.86%
DSC
DSC HOLDINGS LTD
$232.84M$4.65N/AN/AN/AN/AN/AN/A367.33%202.56%
CINT
CI&T INC
$411.81M$3.06$5.2471.24%Strong Buy59.60%22.74%21.97%12.19%
SNPS
SYNOPSYS INC
$91.97B$479.93$574.6419.73%Strong Buy148.63%53.90%14.19%9.26%
FLYW
FLYWIRE CORP
$2.20B$18.06$20.2011.85%Buy1012.80%63.60%15.13%10.62%
KPLT
KATAPULT HOLDINGS INC
$24.46M$4.92N/AN/AN/AN/A10.65%N/AN/A-7.36%
ORCL
ORACLE CORP
$394.75B$130.55$243.3886.42%Strong Buy2424.42%21.60%72.25%15.91%
S
SENTINELONE INC
$7.94B$22.82$24.105.61%Buy2510.27%N/A15.46%9.40%
PATH
UIPATH INC
$6.81B$13.06$15.5719.23%Hold144.89%11.90%28.91%19.38%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$14.04B$134.08$146.289.10%Buy194.89%8.80%68.32%24.89%
KSPI
JOINT STOCK CO KASPIKZ
$18.04B$94.91$107.5013.27%Buy22,159.63%2,270.10%26,434.61%5,785.95%
VRSN
VERISIGN INC
$27.13B$301.41$333.0010.48%Buy47.14%10.27%-49.52%61.92%
PAGS
PAGSEGURO DIGITAL LTD
$3.31B$10.83$10.70-1.20%Buy2136.00%152.40%100.93%20.02%
AGPU
AXE COMPUTE INC
$99.68M$8.60N/AN/AN/AN/A382.93%-99.43%9.38%3.18%
SAIL
SAILPOINT INC
$11.02B$19.30$22.2815.43%Buy2010.31%N/A4.27%3.87%
BKKT
BAKKT INC
$269.52M$5.98$12.00100.67%Strong Buy1-41.80%N/A-0.26%-0.23%
NTSK
NETSKOPE INC
$8.19B$20.04$18.16-9.40%Strong Buy1617.62%N/A53.89%4.93%
FOUR
SHIFT4 PAYMENTS INC
$3.00B$37.99$56.3148.23%Buy1811.90%130.54%42.01%7.81%
MOVE
CORVEX INC
$245.78M$8.89$18.75110.91%Strong Buy1260.96%N/A-3.74%-3.58%
AISP
AIRSHIP AI HOLDINGS INC
$72.32M$2.10N/AN/AN/AN/A54.00%N/A-16.29%7.92%
MBGL
MOBILITY GLOBAL INC
$5.26B$17.84$22.0023.32%Hold8N/AN/A5.80%4.37%
PANW
PALO ALTO NETWORKS INC
$306.78B$375.04$395.325.41%Strong Buy3912.04%131.00%17.44%9.89%
EEFT
EURONET WORLDWIDE INC
$2.39B$63.78$87.3336.93%Buy34.60%29.34%41.01%7.77%
DAVA
ENDAVA PLC
$100.29M$1.92$3.90103.13%Hold7-6.35%N/A29.80%9.55%
BLSH
BULLISH
$4.61B$30.39$38.4326.45%Buy7-86.63%N/A10.29%8.02%
PAYP
PAYPAY CORP
$10.07B$14.87$21.2542.91%Buy4N/AN/A5,586.97%420.43%
DOCN
DIGITALOCEAN HOLDINGS INC
$12.85B$109.29$178.4663.29%Strong Buy1338.78%3.99%56.95%16.97%
QMLS
QUMULUSAI INC
$125.13M$3.74$23.00514.97%Strong Buy1N/AN/AN/A-8.10%
FISV
FISERV INC
$24.50B$46.07$60.6531.64%Hold180.77%20.16%23.77%7.90%
CLBT
CELLEBRITE DI LTD
$2.68B$10.83$14.6335.04%Strong Buy413.61%51.63%42.71%23.12%
IMXI
INTERNATIONAL MONEY EXPRESS INC
$318.13M$10.53N/AN/AN/AN/A-2.81%24.89%22.36%8.43%
STNE
STONECO LTD
$2.91B$11.48$13.6819.19%Buy6138.81%107.72%171.42%26.64%
TCX
TUCOWS INC
$107.24M$9.59N/AN/AN/AN/AN/AN/AN/AN/A
LIDR
AEYE INC
$39.19M$0.84$3.59325.27%Strong Buy2370.67%N/A-44.08%-39.32%
AKAM
AKAMAI TECHNOLOGIES INC
$13.18B$91.71$162.2776.93%Buy1510.03%42.43%26.60%8.38%
KLAR
KLARNA GROUP PLC
$4.98B$13.16$19.6949.64%Buy15N/AN/A40.01%5.47%
BNAI
BRAND ENGAGEMENT NETWORK INC
$38.64M$5.16N/AN/AN/AN/A349.72%N/A-51.47%-32.59%
EXYN
EXYN TECHNOLOGIES INC
$14.48M$1.82N/AN/AN/AN/AN/AN/A-224.15%-106.27%

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: C.

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 50.49% over the past year, overperforming other software infrastructure stocks by 149 percentage points.

Netscout Systems has an average 1 year price target of $43.00, an upside of 11.31% from Netscout Systems's current stock price of $38.63.

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 -16.83% over the past year, overperforming other software infrastructure stocks by 82 percentage points.

Yext has an average 1 year price target of $7.00, an upside of 0.43% from Yext's current stock price of $6.97.

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. Cognyte Software (NASDAQ:CGNT)


Cognyte Software (NASDAQ:CGNT) 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 Cognyte Software (NASDAQ:CGNT) is: Value: C, Growth: A, Momentum: C, Sentiment: A, Safety: A, Financials: C, and AI: C.

Cognyte Software (NASDAQ:CGNT) has a Due Diligence Score of 29, which is -4 points lower than the software infrastructure industry average of 33. Although this number is below the industry average, our proven quant model rates CGNT as a "A".

CGNT passed 9 out of 33 due diligence checks and has average fundamentals. Cognyte Software has seen its stock return 2.07% over the past year, overperforming other software infrastructure stocks by 101 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 7.85%, which is 6 percentage points higher than the software infrastructure industry average of 2.25%.

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 4.99%, which is 3 percentage points higher than the software infrastructure industry average of 2.25%.

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

3. Amdocs (NASDAQ:DOX)


Amdocs (NASDAQ:DOX) has an annual dividend yield of 3.77%, which is 2 percentage points higher than the software infrastructure industry average of 2.25%. Amdocs's dividend payout is stable, having never dropped by more than 10% in the last 10 years. Amdocs's dividend has shown consistent growth over the last 10 years.

Amdocs's dividend payout ratio of 51.8% indicates that its dividend yield is sustainable for the long-term.

Why are software infrastructure stocks down?

Software infrastructure stocks were down -3.44% in the last day, and down -2.69% over the last week. Coreweave was the among the top losers in the software - infrastructure industry, dropping -15.46% yesterday.

Shares of AI cloud services companies are trading lower amid persistent concerns over the debt levels needed to sustain the AI cloud compute buildout. Also, U.S. inflation and producer price data this week support expectations for more Fed rate hikes, further straining high-yield credit markets.

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 31.96% in the past year. It has overperformed other stocks in the software infrastructure industry by 131 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 -11.29% in the past year. It has overperformed other stocks in the software infrastructure industry by 88 percentage points.

3. Rapid7 (NASDAQ:RPD)


Rapid7 (NASDAQ:RPD) 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.

Rapid7 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.

Rapid7's stock has dropped -33.01% in the past year. It has overperformed other stocks in the software infrastructure industry by 66 percentage points.

Are software infrastructure stocks a good buy now?

43.97% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 17.45% over the next year.

6.25% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 21.09% of software infrastructure stocks are rated B (Buy), 50% are rated C (Hold), 16.41% are rated D (Sell), and 6.25% 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 227.56x.
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.