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 69th 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$38.70$43.0011.11%Hold11.90%27.63%12.92%9.30%
YEXT
YEXT INC
$708.69M$7.16$7.00-2.23%Hold11.02%47.82%201.00%14.81%
CGNT
COGNYTE SOFTWARE LTD
$650.58M$8.81N/AN/AN/AN/A8.78%N/A29.09%11.23%
TENB
TENABLE HOLDINGS INC
$4.29B$38.98$35.17-9.78%Buy196.25%267.59%160.81%20.27%
LSAK
LESAKA TECHNOLOGIES INC
$369.04M$4.30N/AN/AN/AN/A12.09%118.11%14.92%4.38%
GCT
GIGACLOUD TECHNOLOGY INC
$2.10B$58.93N/AN/AN/AN/A7.87%10.41%34.54%14.48%
APPN
APPIAN CORP
$3.19B$44.51$33.60-24.51%Hold510.08%N/A-116.70%20.96%
NTNX
NUTANIX INC
$18.45B$68.20$75.1510.20%Buy139.97%-21.08%126.25%17.48%
FIVN
FIVE9 INC
$2.56B$34.31$36.466.27%Buy139.01%81.20%32.15%13.79%
EVCM
EVERCOMMERCE INC
$1.62B$9.16$11.0020.09%Hold34.70%107.53%20.41%10.70%
FATN
FATPIPE INC
$75.45M$5.34$9.3374.78%Strong Buy322.05%36.10%63.59%47.53%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$656.22M$35.81$45.0025.66%Strong Buy24.25%12.02%294.54%17.57%
XYZ
BLOCK INC
$46.92B$78.10$97.7525.16%Strong Buy249.31%124.21%20.37%11.47%
PICS
PICS NV
$1.83B$14.14$16.0013.15%Buy2119.60%221.21%246.52%29.83%
RPD
RAPID7 INC
$891.04M$13.22$11.32-14.36%Sell17-0.60%78.51%62.64%7.07%
RELY
REMITLY GLOBAL INC
$5.19B$24.51$31.1727.16%Strong Buy616.59%-6.06%N/AN/A
MDB
MONGODB INC
$29.50B$366.18$460.1725.67%Strong Buy299.27%117.97%26.74%21.09%
PAYS
PAYSIGN INC
$858.79M$15.21$15.00-1.38%Strong Buy217.30%22.47%48.83%9.27%
FTNT
FORTINET INC
$125.41B$170.93$165.58-3.13%Hold2510.84%15.08%178.68%25.52%
PGY
PAGAYA TECHNOLOGIES LTD
$1.53B$18.34$30.3365.39%Strong Buy611.56%27.62%46.37%16.27%
BB
BLACKBERRY LTD
$5.21B$8.87$10.8722.51%Buy6N/AN/AN/AN/A
ALLT
ALLOT LTD
$441.87M$8.99$12.7541.82%Strong Buy210.70%27.85%N/AN/A
TLS
TELOS CORP
$329.59M$4.41$5.5024.72%Buy21.73%N/A31.19%20.85%
EVTC
EVERTEC INC
$1.90B$31.76$25.00-21.28%Hold19.84%70.94%46.00%11.96%
QLYS
QUALYS INC
$6.59B$190.47$167.92-11.84%Hold137.60%16.43%55.61%29.11%
CPAY
CORPAY INC
$26.81B$408.36$458.3012.23%Buy108.49%29.56%N/AN/A
TUYA
TUYA INC
$1.05B$1.70N/AN/AN/AN/A11.38%12.17%11.00%9.70%
IOT
SAMSARA INC
$24.82B$42.39$51.5621.64%Strong Buy1610.35%83.59%41.56%24.04%
SPSC
SPS COMMERCE INC
$3.17B$87.99$78.00-11.35%Hold65.49%63.26%23.62%19.69%
DOX
AMDOCS LTD
$6.41B$61.41$71.0015.62%Buy24.67%34.34%32.38%16.58%
BLZE
BACKBLAZE INC
$567.62M$9.17$19.86116.54%Strong Buy719.34%N/A-29.95%-11.85%
RDWR
RADWARE LTD
$1.28B$29.33N/AN/AN/AN/A8.08%87.20%20.06%9.74%
WEX
WEX INC
$6.31B$185.12$189.752.50%Buy83.33%46.78%60.77%4.95%
PAY
PAYMENTUS HOLDINGS INC
$4.15B$32.96$39.8020.75%Buy613.17%29.35%27.66%23.39%
FFIV
F5 INC
$25.86B$456.71$441.14-3.41%Buy78.24%21.23%33.02%18.64%
RBRK
RUBRIK INC
$23.76B$114.59$111.13-3.02%Strong Buy2310.94%N/A-53.04%9.31%
WIX
WIXCOM LTD
$3.40B$79.04$83.285.36%Buy189.62%N/A-34.90%32.85%
BOX
BOX INC
$5.73B$41.75$37.80-9.46%Buy54.88%38.46%-81.60%20.41%
TDC
TERADATA CORP
$3.02B$32.45$34.606.63%Hold5-0.11%-22.23%50.84%18.18%
BAND
BANDWIDTH INC
$1.44B$44.71$67.0049.85%Buy710.38%504.82%25.21%8.65%
AVPT
AVEPOINT INC
$3.22B$15.23$16.337.24%Strong Buy616.78%22.19%N/AN/A
NET
CLOUDFLARE INC
$103.86B$291.69$336.6215.40%Buy2123.51%N/A74.04%18.53%
CRWD
CROWDSTRIKE HOLDINGS INC
$232.81B$227.37$251.3410.54%Strong Buy4212.13%199.30%43.32%18.38%
OKTA
OKTA INC
$33.92B$194.02$212.169.35%Strong Buy385.74%37.93%12.36%9.43%
IIIV
I3 VERTICALS INC
$449.32M$17.07$24.0040.60%Strong Buy36.88%23.47%13.16%5.89%
USIO
USIO INC
$81.21M$2.85$6.75136.84%Strong Buy17.82%N/A10.83%1.64%
MQ
MARQETA INC
$1.95B$18.75$19.001.33%Hold411.84%88.86%7.04%3.62%
ZS
ZSCALER INC
$34.98B$214.51$237.6910.80%Strong Buy3612.67%N/A43.07%14.22%
GEN
GEN DIGITAL INC
$14.41B$24.08$30.5026.66%Hold46.69%28.52%82.17%13.95%
DBX
DROPBOX INC
$8.21B$36.36$35.50-2.37%Hold30.19%26.19%-31.57%24.44%
ATEN
A10 NETWORKS INC
$1.79B$24.63$35.0042.10%Buy410.30%32.54%46.82%16.44%
OSPN
ONESPAN INC
$672.55M$18.25$17.00-6.85%Buy23.04%-13.01%20.34%14.37%
ACIW
ACI WORLDWIDE INC
$5.51B$54.54$66.0021.01%Strong Buy16.75%20.63%20.23%9.78%
GTLB
GITLAB INC
$9.16B$55.00$53.16-3.35%Hold228.92%N/A22.43%12.49%
ADBE
ADOBE INC
$99.92B$256.73$261.181.73%Hold256.88%19.41%113.15%44.40%
TOST
TOAST INC
$18.87B$32.65$38.6018.22%Buy2015.72%26.40%91.97%59.12%
PLTR
PALANTIR TECHNOLOGIES INC
$462.83B$192.60$210.479.28%Strong Buy1641.41%38.85%141.85%118.72%
GDDY
GODADDY INC
$13.78B$108.80$110.731.77%Buy124.76%17.05%20,823.15%17.45%
VRNS
VARONIS SYSTEMS INC
$5.59B$48.68$50.513.77%Buy2114.81%N/A31.37%8.43%
KVYO
KLAVIYO INC
$5.58B$19.61$25.9332.22%Strong Buy1516.71%255.26%50.60%35.35%
PSFE
PAYSAFE LTD
$287.13M$5.49$8.5054.83%Hold45.09%N/A22.92%2.86%
SNPS
SYNOPSYS INC
$85.78B$447.62$579.9329.56%Strong Buy149.32%56.54%16.43%10.72%
DSC
DSC HOLDINGS LTD
$194.28M$3.88N/AN/AN/AN/AN/AN/A367.33%202.56%
CINT
CI&T INC
$409.12M$3.04$5.2472.37%Strong Buy59.64%22.66%21.97%12.19%
DLO
DLOCAL LTD
$4.38B$15.18$19.0025.16%Strong Buy323.80%24.70%71.45%17.61%
MSFT
MICROSOFT CORP
$3.95T$531.87$604.5213.66%Strong Buy2712.65%9.75%49.66%28.97%
PATH
UIPATH INC
$7.00B$13.43$15.5715.94%Hold144.72%11.74%28.59%19.16%
ORCL
ORACLE CORP
$396.53B$131.14$243.3885.58%Strong Buy2420.40%20.13%72.91%16.05%
S
SENTINELONE INC
$7.66B$22.00$24.109.55%Buy2510.27%N/A15.46%9.40%
AGPU
AXE COMPUTE INC
$96.21M$8.30N/AN/AN/AN/A1,788.31%N/A-3.82%-1.30%
KPLT
KATAPULT HOLDINGS INC
$39.58M$7.96N/AN/AN/AN/A10.65%N/AN/A-7.36%
FLYW
FLYWIRE CORP
$2.27B$18.64$20.188.27%Buy1112.80%69.24%17.60%12.36%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$14.75B$140.85$146.213.81%Buy204.87%8.76%68.32%24.89%
BKKT
BAKKT INC
$247.43M$5.49$12.00118.58%Strong Buy1-41.80%N/A-0.26%-0.23%
SAIL
SAILPOINT INC
$10.98B$19.23$22.2815.85%Buy2010.32%N/A4.22%3.82%
NTSK
NETSKOPE INC
$8.10B$19.82$18.47-6.82%Strong Buy1617.62%N/A53.89%4.93%
PAGS
PAGSEGURO DIGITAL LTD
$3.58B$11.72$10.70-8.70%Buy2134.02%151.02%98.28%19.50%
FOUR
SHIFT4 PAYMENTS INC
$3.19B$40.46$55.4737.10%Buy1711.58%129.24%42.01%7.81%
MBGL
MOBILITY GLOBAL INC
$5.46B$18.52$22.0018.79%Hold8N/AN/A5.35%4.03%
KSPI
JOINT STOCK CO KASPIKZ
$17.66B$92.94$107.5015.67%Buy22,146.52%2,264.18%26,211.29%5,737.07%
VRSN
VERISIGN INC
$27.59B$306.53$335.509.45%Buy47.43%10.27%-49.52%61.92%
AISP
AIRSHIP AI HOLDINGS INC
$74.39M$2.16N/AN/AN/AN/A54.00%N/A-16.29%7.92%
PANW
PALO ALTO NETWORKS INC
$278.35B$340.28$396.1416.41%Strong Buy3912.04%131.00%17.45%9.90%
MOVE
CORVEX INC
$236.11M$8.54$18.75119.56%Strong Buy1631.61%N/A-3.74%-3.58%
EEFT
EURONET WORLDWIDE INC
$2.47B$66.15$83.2525.85%Buy44.36%29.23%41.01%7.77%
AMBR
AMBER INTERNATIONAL HOLDING LTD
$164.98M$1.75$9.00414.29%Strong Buy115.91%N/A70.14%24.20%
PAYP
PAYPAY CORP
$10.50B$15.51$21.2537.01%Buy4N/AN/A5,586.97%420.43%
DOCN
DIGITALOCEAN HOLDINGS INC
$11.70B$99.48$178.4679.39%Strong Buy1337.89%3.92%56.95%16.97%
DAVA
ENDAVA PLC
$114.39M$2.19$3.9078.08%Hold7-6.32%N/A29.80%9.55%
BLSH
BULLISH
$4.35B$28.71$38.4333.85%Buy7-86.18%N/A10.29%8.02%
IMXI
INTERNATIONAL MONEY EXPRESS INC
$292.75M$9.69N/AN/AN/AN/A-2.94%24.89%22.36%8.43%
FISV
FISERV INC
$25.66B$48.25$59.4423.20%Hold190.76%20.10%23.77%7.90%
STNE
STONECO LTD
$3.06B$12.07$13.6813.36%Buy6139.23%110.08%178.26%27.71%
CLBT
CELLEBRITE DI LTD
$2.82B$11.37$14.6328.63%Strong Buy413.61%51.63%42.71%23.12%
KLAR
KLARNA GROUP PLC
$4.97B$13.15$19.6949.75%Buy15N/AN/A40.01%5.47%
TCX
TUCOWS INC
$102.15M$9.14N/AN/AN/AN/AN/AN/AN/AN/A
LIDR
AEYE INC
$41.79M$0.90$3.59298.78%Strong Buy2370.67%N/A-44.08%-39.32%
AKAM
AKAMAI TECHNOLOGIES INC
$12.88B$89.63$162.7581.58%Buy1613.47%43.67%34.79%10.96%
BNAI
BRAND ENGAGEMENT NETWORK INC
$38.86M$5.19N/AN/AN/AN/A349.72%N/A-51.47%-32.59%
EXYN
EXYN TECHNOLOGIES INC
$23.15M$2.91N/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: C, 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 44.56% over the past year, overperforming other software infrastructure stocks by 143 percentage points.

Netscout Systems has an average 1 year price target of $43.00, an upside of 11.11% from Netscout Systems's current stock price of $38.70.

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: 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 -16.31% over the past year, overperforming other software infrastructure stocks by 82 percentage points.

Yext has an average 1 year price target of $7.00, a downside of -2.23% from Yext's current stock price of $7.16.

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 14.76% over the past year, overperforming other software infrastructure stocks by 113 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 8.02%, which is 6 percentage points higher than the software infrastructure industry average of 2.22%.

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 4.61%, which is 2 percentage points higher than the software infrastructure industry average of 2.22%.

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 3.64%, which is 1 percentage points higher than the software infrastructure industry average of 2.22%. 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% in the last day, and down -4.2% over the last week. Appian was the among the top gainers in the software - infrastructure industry, gaining 9.48% yesterday.

Shares of software companies are trading higher as investors rotate back into risk assets ahead of IBM and SAP's earnings reports due after the market closes. Growth in SpaceX’s artificial intelligence business helps reignite enthusiasm for stocks related to the trade

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 35.62% in the past year. It has overperformed other stocks in the software infrastructure industry by 134 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 -11.84% in the past year. It has overperformed other stocks in the software infrastructure industry by 87 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 -29.85% in the past year. It has overperformed other stocks in the software infrastructure industry by 69 percentage points.

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 18.64% over the next year.

4.65% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 22.48% of software infrastructure stocks are rated B (Buy), 49.61% are rated C (Hold), 16.28% are rated D (Sell), and 6.98% 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 211.44x.
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.