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 71st 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
$2.92B$40.18$38.00-5.43%Hold14.04%32.62%12.92%9.30%
APPN
APPIAN CORP
$2.53B$35.27$32.20-8.70%Hold510.06%N/A-116.70%20.96%
YEXT
YEXT INC
$640.39M$6.47$7.008.19%Hold11.02%47.82%201.00%14.81%
LSAK
LESAKA TECHNOLOGIES INC
$371.62M$4.33N/AN/AN/AN/A14.97%140.42%7.25%2.13%
GCT
GIGACLOUD TECHNOLOGY INC
$1.85B$51.68N/AN/AN/AN/A7.06%6.63%32.12%13.46%
FIVN
FIVE9 INC
$2.54B$34.01$35.083.14%Buy139.01%81.20%32.15%13.79%
EVCM
EVERCOMMERCE INC
$1.53B$8.66$11.0027.02%Hold34.70%107.53%20.41%10.70%
NTNX
NUTANIX INC
$19.05B$70.41$72.933.58%Buy149.96%-21.08%126.25%17.48%
PAY
PAYMENTUS HOLDINGS INC
$3.86B$30.64$39.8029.90%Buy613.07%29.65%28.72%24.29%
XYZ
BLOCK INC
$44.18B$73.53$97.5032.60%Strong Buy249.24%124.21%20.37%11.47%
CGNT
COGNYTE SOFTWARE LTD
$641.72M$8.69N/AN/AN/AN/A9.18%N/A29.04%11.21%
RELY
REMITLY GLOBAL INC
$4.52B$21.34$31.1746.05%Strong Buy616.56%-6.16%N/AN/A
PAYS
PAYSIGN INC
$761.11M$13.48$15.0011.28%Strong Buy216.19%21.34%40.21%7.63%
FATN
FATPIPE INC
$77.28M$5.47$9.3370.62%Strong Buy322.05%36.10%63.59%47.53%
MDB
MONGODB INC
$28.08B$348.61$459.8331.90%Strong Buy299.09%117.19%26.01%20.52%
EVTC
EVERTEC INC
$1.61B$26.95$25.00-7.24%Hold19.84%70.94%46.00%11.96%
RPD
RAPID7 INC
$823.64M$12.22$11.20-8.37%Sell17-0.61%78.51%62.64%7.07%
TENB
TENABLE HOLDINGS INC
$4.01B$36.39$34.72-4.58%Buy196.33%267.30%160.81%20.27%
BB
BLACKBERRY LTD
$5.31B$9.04$10.3414.38%Buy5N/AN/AN/AN/A
PGY
PAGAYA TECHNOLOGIES LTD
$1.44B$17.32$31.4081.29%Strong Buy511.71%26.85%46.37%16.27%
TOST
TOAST INC
$16.76B$28.99$38.5833.08%Buy1915.72%26.44%91.97%59.12%
ADBE
ADOBE INC
$93.38B$239.94$265.0910.48%Hold256.82%19.47%109.50%42.97%
IOT
SAMSARA INC
$22.33B$38.13$51.6735.50%Strong Buy1510.35%83.64%41.60%24.06%
FFIV
F5 INC
$25.21B$445.18$430.43-3.31%Buy78.24%21.23%33.02%18.64%
TUYA
TUYA INC
$1.05B$1.70N/AN/AN/AN/A11.38%12.17%11.00%9.70%
DOX
AMDOCS LTD
$5.97B$57.18$71.0024.17%Buy24.67%34.34%32.38%16.58%
OKTA
OKTA INC
$36.56B$209.11$210.410.62%Strong Buy375.73%37.89%12.36%9.43%
ALLT
ALLOT LTD
$414.84M$8.44$12.7551.07%Strong Buy211.10%29.61%N/AN/A
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$639.54M$34.90$45.0028.94%Strong Buy24.25%12.50%297.69%17.76%
WIX
WIXCOM LTD
$3.10B$72.13$82.7214.68%Buy199.70%N/A-34.90%32.85%
AVPT
AVEPOINT INC
$2.98B$14.08$16.2015.06%Strong Buy516.89%22.14%N/AN/A
RDWR
RADWARE LTD
$1.30B$29.81N/AN/AN/AN/A8.08%87.20%20.06%9.74%
CPAY
CORPAY INC
$25.52B$388.60$458.3017.94%Buy108.49%30.90%N/AN/A
BOX
BOX INC
$4.59B$33.48$37.8012.90%Buy54.83%38.41%-91.22%22.81%
TDC
TERADATA CORP
$2.68B$28.84$34.6019.97%Hold5-0.11%-22.23%50.84%18.18%
PICS
PICS NV
$1.10B$8.48$17.67108.34%Buy3119.48%220.72%246.52%29.83%
USIO
USIO INC
$76.65M$2.69$6.75150.93%Strong Buy17.82%N/A15.98%2.43%
BAND
BANDWIDTH INC
$1.95B$60.71$68.8313.38%Buy610.47%504.82%25.21%8.65%
QLYS
QUALYS INC
$6.48B$187.20$165.42-11.64%Hold137.60%16.43%55.61%29.11%
IIIV
I3 VERTICALS INC
$363.77M$13.82$24.0073.66%Strong Buy36.88%23.47%13.16%5.89%
SPSC
SPS COMMERCE INC
$2.97B$82.44$70.86-14.05%Hold75.49%63.26%23.62%19.69%
FTNT
FORTINET INC
$131.16B$178.76$156.83-12.27%Hold2410.83%15.07%178.68%25.52%
RBRK
RUBRIK INC
$23.73B$114.47$111.13-2.92%Strong Buy2310.94%N/A-53.04%9.31%
WEX
WEX INC
$5.75B$168.70$189.7512.48%Buy83.27%46.58%60.72%4.95%
BLZE
BACKBLAZE INC
$865.98M$13.99$19.8641.94%Strong Buy719.26%N/A-29.95%-11.85%
MQ
MARQETA INC
$1.77B$17.00$19.0011.80%Hold411.78%95.45%14.68%7.55%
KVYO
KLAVIYO INC
$4.48B$15.73$26.5068.47%Strong Buy1516.68%255.26%50.60%35.35%
ACIW
ACI WORLDWIDE INC
$4.93B$48.88$66.0035.02%Strong Buy16.70%20.63%20.23%9.78%
TLS
TELOS CORP
$304.18M$4.07$5.5035.14%Buy21.73%N/A31.19%20.85%
NET
CLOUDFLARE INC
$123.66B$347.28$329.67-5.07%Buy2123.54%N/A74.04%18.53%
VRNS
VARONIS SYSTEMS INC
$5.45B$47.45$49.584.49%Strong Buy2014.81%N/A31.37%8.43%
ZS
ZSCALER INC
$32.52B$199.42$210.295.45%Strong Buy3212.69%N/A42.78%14.13%
GTLB
GITLAB INC
$7.87B$47.25$51.709.42%Hold238.92%N/A22.43%12.49%
CRWD
CROWDSTRIKE HOLDINGS INC
$271.09B$264.75$239.90-9.39%Strong Buy3912.11%199.11%42.57%18.06%
ATEN
A10 NETWORKS INC
$1.97B$27.11$33.6023.94%Buy510.08%43.62%42.09%14.78%
PLTR
PALANTIR TECHNOLOGIES INC
$449.49B$187.05$202.468.24%Buy1440.85%38.63%136.09%113.90%
OSPN
ONESPAN INC
$660.02M$17.91$17.00-5.08%Buy23.04%-13.01%20.34%14.37%
GEN
GEN DIGITAL INC
$13.18B$22.02$31.0040.78%Hold46.65%28.45%82.06%13.93%
DSC
DSC HOLDINGS LTD
$323.47M$6.46N/AN/AN/AN/AN/AN/A642.82%354.48%
DBX
DROPBOX INC
$7.64B$33.85$35.504.87%Hold30.10%28.44%-31.57%24.44%
CINT
CI&T INC
$413.16M$3.07$5.2470.68%Strong Buy59.60%22.74%21.97%12.19%
GDDY
GODADDY INC
$12.10B$95.51$111.3016.53%Buy114.74%17.44%20,823.15%17.45%
KSPI
JOINT STOCK CO KASPIKZ
$17.87B$94.06$107.5014.29%Buy22,159.63%2,270.10%26,434.61%5,785.95%
SNPS
SYNOPSYS INC
$83.35B$434.94$560.7728.93%Strong Buy138.63%53.90%14.19%9.26%
MSFT
MICROSOFT CORP
$3.81T$512.90$565.7910.31%Strong Buy2819.79%16.96%49.09%28.64%
TP
TICKETPLUS LTD
$96.64M$8.01$14.0074.78%Strong Buy1N/AN/A101.96%25.70%
PATH
UIPATH INC
$6.69B$12.84$15.5721.27%Hold144.89%11.90%28.91%19.38%
KPLT
KATAPULT HOLDINGS INC
$21.73M$4.37N/AN/AN/AN/A10.65%N/AN/A-7.36%
DLO
DLOCAL LTD
$3.97B$13.76$19.0038.08%Strong Buy324.15%25.03%71.94%17.73%
ORCL
ORACLE CORP
$415.16B$137.30$243.3877.26%Strong Buy2424.42%21.60%72.25%15.91%
ALAR
ALARUM TECHNOLOGIES LTD
$11.62M$1.60N/AN/AN/AN/AN/AN/AN/AN/A
FLYW
FLYWIRE CORP
$2.13B$17.50$20.2015.43%Buy1012.80%63.60%15.13%10.62%
NTSK
NETSKOPE INC
$7.13B$17.44$17.912.67%Strong Buy1617.62%N/A53.89%4.93%
PSFE
PAYSAFE LTD
$294.45M$5.63$8.5050.98%Hold45.23%N/A22.92%2.86%
VRSN
VERISIGN INC
$25.38B$282.01$333.0018.08%Buy47.14%10.27%-49.52%61.92%
AGPU
AXE COMPUTE INC
$131.79M$11.37N/AN/AN/AN/A382.93%-99.43%9.38%3.18%
PAGS
PAGSEGURO DIGITAL LTD
$2.72B$8.90$11.1325.09%Buy3136.00%152.40%100.93%20.02%
FOUR
SHIFT4 PAYMENTS INC
$2.86B$36.17$57.1457.98%Buy1611.90%130.54%42.01%7.81%
PANW
PALO ALTO NETWORKS INC
$325.00B$397.31$392.89-1.11%Strong Buy3812.04%131.00%17.44%9.89%
BLSH
BULLISH
$5.29B$34.89$39.0011.78%Buy6-86.63%N/A10.29%8.02%
BKKT
BAKKT INC
$351.99M$7.81$12.0053.65%Strong Buy1-41.80%N/A-0.26%-0.23%
SAIL
SAILPOINT INC
$11.62B$20.36$21.384.99%Strong Buy1610.31%N/A4.27%3.87%
S
SENTINELONE INC
$8.27B$23.76$23.60-0.66%Buy2410.27%N/A15.46%9.40%
MBGL
MOBILITY GLOBAL INC
$5.06B$17.15$22.4330.78%Hold7N/AN/A5.80%4.37%
DOCN
DIGITALOCEAN HOLDINGS INC
$15.68B$133.39$165.8624.34%Strong Buy1438.78%3.99%56.95%16.97%
EEFT
EURONET WORLDWIDE INC
$2.35B$62.87$87.3338.91%Buy34.60%29.34%41.01%7.77%
MOVE
CORVEX INC
$324.86M$11.75$18.7559.57%Strong Buy1260.96%N/A-3.74%-3.58%
AISP
AIRSHIP AI HOLDINGS INC
$64.06M$1.86N/AN/AN/AN/A54.00%N/A-16.29%7.92%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$13.44B$128.35$147.2614.74%Buy204.89%8.80%68.32%24.89%
QMLS
QUMULUSAI INC
$216.81M$6.48$23.00254.94%Strong Buy1N/AN/AN/A-8.10%
PAYP
PAYPAY CORP
$10.63B$15.70$24.3354.99%Strong Buy9N/AN/A5,586.97%420.43%
MCRP
MICROPOLIS AI ROBOTICS
$26.38M$0.76N/AN/AN/AN/A11,599.63%N/A120.24%37.93%
FISV
FISERV INC
$24.03B$45.18$61.1235.28%Hold170.77%20.16%23.77%7.90%
DAVA
ENDAVA PLC
$93.50M$1.79$3.90117.88%Hold7-6.35%N/A29.80%9.55%
STNE
STONECO LTD
$2.37B$9.34$13.6846.50%Buy6138.81%107.72%171.42%26.64%
IMXI
INTERNATIONAL MONEY EXPRESS INC
$349.85M$11.58N/AN/AN/AN/A-2.81%24.89%22.36%8.43%
GYGY
GAME YOUR GAME INC
$9.50M$0.66N/AN/AN/AN/AN/AN/AN/AN/A
TCX
TUCOWS INC
$105.67M$9.45N/AN/AN/AN/AN/AN/AN/AN/A
LIDR
AEYE INC
$55.79M$1.20$3.59198.75%Strong Buy2370.67%N/A-44.08%-39.32%
CLBT
CELLEBRITE DI LTD
$2.79B$11.26$14.6329.88%Strong Buy413.61%51.63%42.71%23.12%

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 169 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 55.56% over the past year, overperforming other software infrastructure stocks by 155 percentage points.

Netscout Systems has an average 1 year price target of $38.00, a downside of -5.43% from Netscout Systems's current stock price of $40.18.

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. Appian (NASDAQ:APPN)


Appian (NASDAQ:APPN) is the #2 top software infrastructure stock out of 169 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 Appian (NASDAQ:APPN) is: Value: C, Growth: B, Momentum: B, Sentiment: A, Safety: C, Financials: B, and AI: C.

Appian (NASDAQ:APPN) has a Due Diligence Score of 25, which is -8 points lower than the software infrastructure industry average of 33. Although this number is below the industry average, our proven quant model rates APPN as a "A".

APPN passed 8 out of 33 due diligence checks and has weak fundamentals. Appian has seen its stock return 15.37% over the past year, overperforming other software infrastructure stocks by 114 percentage points.

Appian has an average 1 year price target of $32.20, a downside of -8.7% from Appian's current stock price of $35.27.

Appian stock has a consensus Hold recommendation according to Wall Street analysts. Of the 5 analysts covering Appian, 20% have issued a Strong Buy rating, 0% have issued a Buy, 60% have issued a hold, while 0% have issued a Sell rating, and 20% have issued a Strong Sell.

3. Yext (NYSE:YEXT)


Yext (NYSE:YEXT) is the #3 top software infrastructure stock out of 169 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: A, 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 -24.06% over the past year, overperforming other software infrastructure stocks by 75 percentage points.

Yext has an average 1 year price target of $7.00, an upside of 8.19% from Yext's current stock price of $6.47.

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.

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 7.92%, which is 6 percentage points higher than the software infrastructure industry average of 2.36%.

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 6.07%, which is 4 percentage points higher than the software infrastructure industry average of 2.36%.

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 3.91%, which is 2 percentage points higher than the software infrastructure industry average of 2.36%. 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 up?

Software infrastructure stocks were up 1.02% in the last day, and down -2.48% over the last week. Dsc Holdings was the among the top gainers in the software - infrastructure industry, gaining 22.12% yesterday.

Shares of software companies are trading higher, possibly due to cooler-than-expected inflation data, which may ease concerns about future Fed rate hikes. President Trump's recent comments that he and large groups of AI leaders signed a pact to "self-police" their products, which may ease SaaSpocalypse fears and help the legacy software developers.

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 28 points higher than the software infrastructure industry average of 29. It passed 4 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 18.83% in the past year. It has overperformed other stocks in the software infrastructure industry by 118 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 71, which is 42 points higher than the software infrastructure industry average of 29. It passed 5 out of 7 valuation due diligence checks.

Gen Digital's stock has dropped -22.44% in the past year. It has overperformed other stocks in the software infrastructure industry by 77 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 28 points higher than the software infrastructure industry average of 29. It passed 4 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -34.83% in the past year. It has overperformed other stocks in the software infrastructure industry by 64 percentage points.

Are software infrastructure stocks a good buy now?

44.83% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 16.74% over the next year.

3.03% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 21.97% of software infrastructure stocks are rated B (Buy), 51.52% are rated C (Hold), 17.42% are rated D (Sell), and 6.06% 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 253.93x.
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.