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 68th 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
$2.87B$39.53$43.008.78%Hold11.90%27.63%12.92%9.30%
YEXT
YEXT INC
$725.51M$7.33$7.00-4.50%Hold11.02%47.82%201.00%14.81%
LSAK
LESAKA TECHNOLOGIES INC
$340.72M$3.97N/AN/AN/AN/A12.09%118.11%14.92%4.38%
CGNT
COGNYTE SOFTWARE LTD
$735.13M$9.96N/AN/AN/AN/A8.78%N/A29.09%11.23%
TENB
TENABLE HOLDINGS INC
$5.37B$48.72$35.95-26.22%Buy206.25%267.62%160.81%20.27%
GCT
GIGACLOUD TECHNOLOGY INC
$2.17B$60.63N/AN/AN/AN/A7.87%10.41%34.54%14.48%
APPN
APPIAN CORP
$3.72B$51.96$33.60-35.33%Hold510.08%N/A-116.70%20.96%
NTNX
NUTANIX INC
$19.66B$72.67$76.935.86%Buy149.97%-21.08%126.25%17.48%
FATN
FATPIPE INC
$73.47M$5.20$9.3379.48%Strong Buy322.05%36.10%63.59%47.53%
EVCM
EVERCOMMERCE INC
$1.66B$9.39$11.0017.15%Hold34.70%107.53%20.41%10.70%
FIVN
FIVE9 INC
$2.81B$37.63$36.77-2.29%Buy139.01%81.20%32.15%13.79%
PICS
PICS NV
$1.02B$7.90$16.00102.53%Buy2124.86%228.38%246.52%29.83%
XYZ
BLOCK INC
$45.19B$75.21$96.8328.75%Strong Buy249.28%124.44%20.37%11.47%
RPD
RAPID7 INC
$1.19B$17.68$11.68-33.95%Sell16-0.61%78.47%62.64%7.07%
RELY
REMITLY GLOBAL INC
$5.14B$24.27$31.1728.42%Strong Buy616.59%-6.17%N/AN/A
BB
BLACKBERRY LTD
$5.52B$9.40$10.8715.61%Buy6N/AN/AN/AN/A
MDB
MONGODB INC
$31.69B$393.44$460.1716.96%Strong Buy299.27%118.01%26.80%21.14%
ALLT
ALLOT LTD
$449.73M$9.15$12.7539.34%Strong Buy210.70%27.85%N/AN/A
PAYS
PAYSIGN INC
$788.78M$13.97$15.007.37%Strong Buy217.30%22.47%48.83%9.27%
RDWR
RADWARE LTD
$1.62B$37.16N/AN/AN/AN/A8.08%87.20%20.06%9.74%
PGY
PAGAYA TECHNOLOGIES LTD
$1.71B$20.47$30.3348.18%Strong Buy611.56%27.44%46.37%16.27%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$682.97M$37.27$44.6719.85%Strong Buy34.25%12.04%294.54%17.57%
IOT
SAMSARA INC
$25.19B$43.01$51.5619.89%Strong Buy1610.35%83.59%41.56%24.04%
AVPT
AVEPOINT INC
$3.64B$17.20$16.86-1.99%Strong Buy716.78%22.19%N/AN/A
TUYA
TUYA INC
$984.85M$1.60N/AN/AN/AN/A11.38%12.17%11.00%9.70%
SPSC
SPS COMMERCE INC
$3.08B$85.59$78.00-8.87%Hold65.49%63.36%23.69%19.76%
EVTC
EVERTEC INC
$1.86B$31.20$25.00-19.87%Hold19.77%70.94%46.00%11.96%
TLS
TELOS CORP
$441.32M$5.91$5.50-6.86%Buy21.73%N/A31.19%20.85%
FTNT
FORTINET INC
$127.72B$174.08$168.29-3.32%Hold2510.83%15.03%178.68%25.52%
BLZE
BACKBLAZE INC
$562.98M$9.10$19.86118.33%Strong Buy719.34%N/A-29.95%-11.85%
FFIV
F5 INC
$20.70B$365.53$456.0024.75%Buy78.24%21.23%33.02%18.64%
DOX
AMDOCS LTD
$6.50B$62.21$71.0014.13%Buy24.67%34.34%32.38%16.58%
WIX
WIXCOM LTD
$3.38B$78.56$81.774.08%Buy179.64%N/A-34.90%32.85%
WEX
WEX INC
$6.45B$189.31$184.83-2.36%Hold63.37%46.84%60.79%4.95%
BOX
BOX INC
$5.87B$42.80$37.80-11.68%Buy54.88%38.46%-91.22%22.81%
RBRK
RUBRIK INC
$28.19B$136.00$114.59-15.74%Strong Buy2210.94%N/A-53.04%9.31%
PAY
PAYMENTUS HOLDINGS INC
$3.98B$31.62$39.8025.87%Buy613.17%29.35%27.66%23.39%
NET
CLOUDFLARE INC
$113.49B$318.72$337.575.91%Buy2123.54%N/A74.04%18.53%
CRWD
CROWDSTRIKE HOLDINGS INC
$273.04B$266.66$251.95-5.52%Strong Buy4212.16%199.41%43.28%18.36%
CPAY
CORPAY INC
$25.99B$395.86$462.8016.91%Buy108.49%29.60%N/AN/A
TDC
TERADATA CORP
$3.19B$34.34$34.600.76%Hold5-0.11%-22.23%50.84%18.18%
QLYS
QUALYS INC
$7.73B$223.52$167.92-24.88%Hold137.60%16.43%55.61%29.11%
MQ
MARQETA INC
$1.89B$18.15$19.004.68%Hold411.78%92.96%7.04%3.62%
IIIV
I3 VERTICALS INC
$454.58M$17.27$24.0038.97%Strong Buy36.88%23.47%13.16%5.89%
BAND
BANDWIDTH INC
$1.56B$48.45$67.0038.29%Buy79.91%500.39%23.98%8.23%
OKTA
OKTA INC
$38.93B$222.66$212.16-4.71%Strong Buy385.74%37.93%12.37%9.44%
GEN
GEN DIGITAL INC
$14.58B$24.35$30.5025.26%Hold46.75%28.62%82.48%14.00%
USIO
USIO INC
$90.33M$3.17$6.75112.93%Strong Buy17.82%N/A10.83%1.64%
DBX
DROPBOX INC
$8.24B$36.51$35.50-2.77%Hold30.19%26.19%-31.57%24.44%
ADBE
ADOBE INC
$97.21B$249.76$261.184.57%Hold256.88%19.41%113.15%44.40%
ZS
ZSCALER INC
$41.71B$255.80$237.95-6.98%Strong Buy3812.66%N/A43.07%14.22%
TOST
TOAST INC
$18.46B$31.94$38.6020.85%Buy2015.73%26.45%91.97%59.12%
ACIW
ACI WORLDWIDE INC
$5.57B$55.20$66.0019.57%Strong Buy17.28%16.75%21.81%10.55%
GTLB
GITLAB INC
$9.66B$57.97$53.16-8.30%Hold228.92%N/A22.43%12.49%
OSPN
ONESPAN INC
$739.99M$20.08$17.00-15.34%Hold23.04%-13.01%20.34%14.37%
ATEN
A10 NETWORKS INC
$1.92B$26.45$35.0032.33%Buy410.30%32.54%46.82%16.44%
KVYO
KLAVIYO INC
$5.85B$20.55$26.2127.56%Strong Buy1516.63%253.97%50.60%35.35%
PLTR
PALANTIR TECHNOLOGIES INC
$472.95B$196.81$213.208.33%Strong Buy1641.46%38.87%141.85%118.72%
SNPS
SYNOPSYS INC
$92.35B$481.89$579.9320.34%Strong Buy149.34%56.69%16.43%10.72%
GDDY
GODADDY INC
$13.49B$106.54$110.733.93%Buy124.76%17.43%20,823.15%17.45%
PSFE
PAYSAFE LTD
$281.37M$5.38$8.5057.99%Hold45.09%N/A22.92%2.86%
DSC
DSC HOLDINGS LTD
$176.76M$3.53N/AN/AN/AN/AN/AN/A367.33%202.56%
CINT
CI&T INC
$414.50M$3.08$5.2470.13%Strong Buy59.64%22.66%21.97%12.19%
S
SENTINELONE INC
$8.91B$25.59$24.30-5.04%Buy2510.27%N/A15.46%9.40%
MSFT
MICROSOFT CORP
$3.94T$531.01$607.8514.47%Strong Buy2711.10%7.45%46.55%28.10%
DLO
DLOCAL LTD
$3.97B$13.77$18.6735.56%Strong Buy323.58%24.17%70.76%17.44%
PATH
UIPATH INC
$7.40B$14.19$15.579.73%Hold144.72%11.74%28.59%19.16%
AGPU
AXE COMPUTE INC
$103.74M$8.95N/AN/AN/AN/A1,788.31%N/A-3.82%-1.30%
KPLT
KATAPULT HOLDINGS INC
$45.25M$9.10N/AN/AN/AN/A10.65%N/AN/A-7.36%
ORCL
ORACLE CORP
$437.05B$144.54$242.1967.56%Strong Buy2620.41%20.13%72.22%15.90%
FLYW
FLYWIRE CORP
$2.30B$18.93$20.558.53%Buy1112.76%66.20%15.88%11.15%
PANW
PALO ALTO NETWORKS INC
$322.69B$394.49$396.140.42%Strong Buy3912.04%131.00%17.44%9.89%
SAIL
SAILPOINT INC
$12.72B$22.28$22.28-0.01%Buy2010.29%N/A4.32%3.91%
NTSK
NETSKOPE INC
$10.84B$26.52$18.47-30.36%Strong Buy1617.62%N/A53.89%4.93%
BKKT
BAKKT INC
$235.71M$5.23$12.00129.45%Strong Buy1-41.80%N/A-0.26%-0.23%
FOUR
SHIFT4 PAYMENTS INC
$3.01B$38.12$55.7346.20%Buy1511.68%129.21%42.01%7.81%
KSPI
JOINT STOCK CO KASPIKZ
$17.39B$91.49$107.5017.50%Buy22,144.18%2,256.10%26,012.20%5,693.49%
PAGS
PAGSEGURO DIGITAL LTD
$2.49B$8.15$9.8020.25%Buy3134.02%150.63%98.28%19.50%
AISP
AIRSHIP AI HOLDINGS INC
$78.18M$2.27N/AN/AN/AN/A54.00%N/A-16.29%7.92%
MBGL
MOBILITY GLOBAL INC
$5.40B$18.33$22.0020.02%Hold8N/AN/A5.35%4.03%
MOVE
CORVEX INC
$202.10M$7.31$18.75156.50%Strong Buy1631.61%N/A-3.74%-3.58%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$16.25B$155.22$146.74-5.47%Buy204.84%8.74%68.32%24.89%
AMBR
AMBER INTERNATIONAL HOLDING LTD
$152.73M$1.62$9.00455.56%Strong Buy115.91%N/A70.14%24.20%
EEFT
EURONET WORLDWIDE INC
$2.29B$61.15$73.0019.38%Buy44.32%29.07%40.95%7.76%
VRSN
VERISIGN INC
$27.54B$307.01$342.6711.61%Buy37.07%10.08%-48.70%86.91%
DOCN
DIGITALOCEAN HOLDINGS INC
$12.35B$105.07$173.5465.16%Strong Buy1339.29%4.42%56.95%16.97%
BLSH
BULLISH
$4.36B$28.73$38.4333.76%Buy7-86.18%N/A10.29%8.02%
PAYP
PAYPAY CORP
$9.63B$14.23$21.2549.33%Buy4N/AN/A5,586.97%420.43%
DAVA
ENDAVA PLC
$89.84M$1.72$3.90126.74%Hold7-6.27%N/A29.80%9.55%
IMXI
INTERNATIONAL MONEY EXPRESS INC
$264.65M$8.76N/AN/AN/AN/A-1.94%28.88%22.36%8.43%
KLAR
KLARNA GROUP PLC
$4.98B$13.16$19.6949.64%Buy15N/AN/A40.01%5.47%
FISV
FISERV INC
$25.45B$47.86$58.9423.16%Hold190.75%20.18%23.77%7.90%
STNE
STONECO LTD
$2.05B$8.09$13.6869.13%Buy6139.17%109.50%177.36%27.57%
TCX
TUCOWS INC
$114.45M$10.24N/AN/AN/AN/AN/AN/AN/AN/A
CLBT
CELLEBRITE DI LTD
$2.95B$11.92$14.6322.69%Strong Buy413.56%51.63%42.71%23.12%
LIDR
AEYE INC
$47.88M$1.03$3.67256.31%Strong Buy1370.67%N/A-44.08%-39.32%
AKAM
AKAMAI TECHNOLOGIES INC
$14.10B$98.10$157.3860.42%Buy1613.50%43.40%34.79%10.96%
VERI
VERITONE INC
$67.21M$0.67$3.75460.54%Buy225.73%N/A37.88%9.66%
BNAI
BRAND ENGAGEMENT NETWORK INC
$34.30M$4.58N/AN/AN/AN/A349.72%N/A-51.47%-32.59%
BRUN
BOOST RUN INC
$699.49M$8.80$42.75385.80%Strong Buy4174.07%N/A118.26%15.95%

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 46.35% over the past year, overperforming other software infrastructure stocks by 145 percentage points.

Netscout Systems has an average 1 year price target of $43.00, an upside of 8.78% from Netscout Systems's current stock price of $39.53.

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 -13.25% 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 -4.5% from Yext's current stock price of $7.33.

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 -8.1% over the past year, overperforming other software infrastructure stocks by 90 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 8.15%, which is 6 percentage points higher than the software infrastructure industry average of 2.35%.

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 6.63%, which is 4 percentage points higher than the software infrastructure industry average of 2.35%.

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 3.78%, which is 1 percentage points higher than the software infrastructure industry average of 2.35%.

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 down?

Software infrastructure stocks were down -1.17% in the last day, and up 1.8% over the last week. F5 was the among the top losers in the software - infrastructure industry, dropping -20.43% yesterday.

F5 shares are trading lower after the company reported Q4 financial results and issued Q1 adjusted EPS guidance with its midpoint below estimates. Also, Piper Sandler downgraded the stock from Overweight to Neutral.

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 37.22% in the past year. It has overperformed other stocks in the software infrastructure industry by 136 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 -8.84% 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?

41.23% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 14.37% over the next year.

3.91% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 23.44% of software infrastructure stocks are rated B (Buy), 49.22% are rated C (Hold), 17.97% are rated D (Sell), and 5.47% 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 250.61x.
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.