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
Zen Rating
Growth
Market Cap
Revenue
EBITDA
Earnings
EPS
Rev. Y/Y
Rev. 5Y
Earn. Y/Y
Earn. 5Y
Earnings Date
YEXT
YEXT INC
$685.92M$443.02M$74.47M$26.12M$0.24-1.48%3.59%242.86%N/A
NTCT
NETSCOUT SYSTEMS INC
$2.91B$883.16M$196.03M$121.05M$1.685.79%1.06%63.11%37.65%2026-11-05
LSAK
LESAKA TECHNOLOGIES INC
$422.25M$721.55M$70.04M$2.76M$0.039.38%40.72%N/AN/A2026-11-04
CGNT
COGNYTE SOFTWARE LTD
$647.62M$421.71M$20.13M-$59.00k$0.0011.99%-2.05%N/A-100.00%
APPN
APPIAN CORP
$2.79B$795.31M$22.32M-$10.62M-$0.1420.90%19.18%N/AN/A2026-11-05
GCT
GIGACLOUD TECHNOLOGY INC
$2.06B$1.47B$206.52M$156.13M$4.2222.86%N/A26.73%N/A2026-11-05
EVCM
EVERCOMMERCE INC
$1.64B$598.10M$129.20M$34.05M$0.194.18%8.00%N/AN/A2026-11-05
TENB
TENABLE HOLDINGS INC
$4.49B$1.04B$87.85M$6.74M$0.059.93%16.62%N/AN/A2026-11-04
NTNX
NUTANIX INC
$20.06B$2.85B$432.69M$1.51B$5.6112.44%15.40%701.43%N/A2026-11-24
FATN
FATPIPE INC
$70.78M$20.30M$4.21M$5.46M$0.4023.24%N/A150.00%N/A2026-11-02
RPD
RAPID7 INC
$871.49M$855.92M$77.74M$20.14M$0.310.07%13.12%-29.55%N/A2026-11-03
PICS
PICS NV
$1.76B$2.60BN/A$259.58M$0.6581.81%N/A-100.00%N/A2026-11-23
FIVN
FIVE9 INC
$2.67B$1.20B$170.61M$59.47M$0.768.87%18.20%484.62%N/A2026-11-05
XYZ
BLOCK INC
$46.15B$25.04B$1.32B$357.14M$0.585.07%9.47%-87.94%-14.64%2026-11-03
PAYS
PAYSIGN INC
$856.53M$100.64M$30.28M$15.77M$0.2946.84%38.11%123.08%N/A2026-11-11
BAND
BANDWIDTH INC
$1.70B$828.24M$59.90M$2.26M$0.069.25%13.91%N/AN/A2026-10-29
EVTC
EVERTEC INC
$1.78B$996.16M$344.75M$97.58M$1.5412.36%12.23%-28.70%-6.01%2026-11-05
BB
BLACKBERRY LTD
$4.96B$614.00M$108.00M$80.40M$0.1314.42%-4.60%N/AN/A
MDB
MONGODB INC
$30.72B$2.78B$115.36M$58.90M$0.7425.45%31.71%N/AN/A
ALLT
ALLOT LTD
$430.56M$108.95M$10.32M$10.24M$0.2214.28%-4.93%N/AN/A2026-11-19
RELY
REMITLY GLOBAL INC
$4.98B$1.81B$236.51M$305.01M$1.4523.79%38.59%1,971.43%N/A2026-11-04
PGY
PAGAYA TECHNOLOGIES LTD
$1.45B$1.39B$129.23M$128.35M$1.5120.55%N/AN/AN/A2026-10-29
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$677.29M$354.67M$180.32M$94.65M$5.051.45%16.01%21.10%N/A2026-11-05
CPAY
CORPAY INC
$26.11B$5.02B$2.54B$1.14B$16.6320.36%15.16%10.94%12.23%2026-11-04
TLS
TELOS CORP
$327.35M$193.71M-$2.52M-$15.74M-$0.2165.93%-0.81%N/AN/A2026-11-09
TUYA
TUYA INC
$1.06B$340.79MN/A$68.70M$0.117.00%5.27%120.00%N/A2026-11-23
BLZE
BACKBLAZE INC
$783.04M$156.30M$16.36M-$20.43M-$0.3513.85%21.16%N/AN/A2026-11-05
DOX
AMDOCS LTD
$6.13B$4.65B$832.20M$453.88M$4.230.14%1.81%-14.72%-4.70%2026-11-10
FTNT
FORTINET INC
$141.56B$7.53B$2.80B$2.12B$2.8618.77%20.93%13.49%34.91%2026-10-28
PAY
PAYMENTUS HOLDINGS INC
$4.00B$1.36B$155.70M$84.86M$0.6730.21%31.49%45.65%68.04%2026-11-02
RDWR
RADWARE LTD
$1.29B$317.65M$20.46M$16.95M$0.3910.05%3.46%21.88%4.04%2026-10-28
IOT
SAMSARA INC
$24.37B$1.85B$132.93M$90.55M$0.1529.50%N/AN/AN/A2026-12-03
WIX
WIXCOM LTD
$3.19B$2.13B-$175.15M-$174.65M-$3.5314.18%13.18%N/AN/A2026-11-18
FFIV
F5 INC
$26.81B$3.31B$980.96M$726.51M$12.719.41%5.47%10.71%21.00%2026-10-27
TDC
TERADATA CORP
$2.85B$1.69B$711.00M$458.00M$4.910.96%-2.58%330.70%39.48%2026-11-03
BOX
BOX INC
$5.04B$1.23B$168.81M$100.49M$0.719.63%8.74%-45.38%N/A2026-12-01
SPSC
SPS COMMERCE INC
$3.05B$772.49M$165.70M$78.00M$2.079.80%17.32%-5.91%10.26%2026-10-29
QLYS
QUALYS INC
$6.81B$702.98M$274.20M$206.54M$5.8110.35%12.84%14.82%27.27%2026-11-03
RBRK
RUBRIK INC
$24.88B$1.54B-$175.48M-$254.43M-$1.2742.45%N/AN/AN/A2026-12-03
AVPT
AVEPOINT INC
$3.08B$466.15M$72.85M$71.48M$0.3424.95%22.34%N/AN/A2026-11-05
NET
CLOUDFLARE INC
$124.94B$2.51B$116.93M-$206.28M-$0.5833.53%36.48%N/AN/A2026-10-29
USIO
USIO INC
$78.08M$92.57M$787.12k-$1.51M-$0.0610.40%14.90%N/AN/A2026-11-11
GEN
GEN DIGITAL INC
$13.98B$5.08B$2.58B$1.05B$1.7320.16%14.13%78.35%10.50%2026-10-28
ACIW
ACI WORLDWIDE INC
$5.15B$1.82B$467.02M$225.69M$2.197.03%7.13%-8.75%23.90%2026-11-05
TOST
TOAST INC
$18.10B$6.80B$549.00M$486.00M$0.8323.04%41.79%112.82%N/A2026-11-03
MQ
MARQETA INC
$1.90B$677.21M$47.67M$10.38M$0.1122.41%10.95%N/AN/A2026-11-03
WEX
WEX INC
$5.88B$2.79B$1.04B$350.80M$10.167.46%11.07%26.68%N/A2026-11-04
OKTA
OKTA INC
$39.70B$3.07B$412.00M$296.00M$1.6811.22%24.72%75.00%N/A2026-12-01
IIIV
I3 VERTICALS INC
$426.42M$218.16M$47.84M$8.52M$0.924.09%2.25%-85.19%N/A2026-11-16
ZS
ZSCALER INC
$36.81B$3.35B$269.60M-$63.18M-$0.3925.42%37.87%N/AN/A2026-11-24
ADBE
ADOBE INC
$92.68B$25.97B$10.31B$7.28B$17.9412.03%11.46%11.57%8.02%
GTLB
GITLAB INC
$9.33B$1.06B-$35.47M-$52.69M-$0.3222.99%39.98%N/AN/A2026-12-01
OSPN
ONESPAN INC
$657.81M$246.38M$56.20M$68.40M$1.802.39%3.50%15.38%N/A2026-10-29
KVYO
KLAVIYO INC
$4.87B$1.39B$60.84M$6.79M$0.0328.89%N/AN/AN/A2026-11-04
CRWD
CROWDSTRIKE HOLDINGS INC
$269.31B$5.40B$435.42M$58.46M$0.0624.30%36.52%N/AN/A2026-12-01
PLTR
PALANTIR TECHNOLOGIES INC
$502.24B$6.16B$3.09B$3.02B$1.2678.92%35.89%281.82%N/A2026-11-02
VRNS
VARONIS SYSTEMS INC
$5.33B$688.10M-$121.94M-$141.38M-$1.2215.61%15.47%N/AN/A2026-10-27
ATEN
A10 NETWORKS INC
$2.09B$310.17M$70.36M$42.97M$0.5912.20%5.86%-15.71%14.48%2026-11-05
DLO
DLOCAL LTD
$4.38B$1.36B$294.24M$203.97M$0.7057.03%52.44%37.25%29.80%2026-11-11
GDDY
GODADDY INC
$12.96B$5.10B$1.40B$910.30M$6.797.41%7.53%17.88%42.89%2026-10-29
DBX
DROPBOX INC
$7.87B$2.53B$887.80M$442.80M$1.82-0.05%4.48%9.64%N/A2026-11-05
CINT
CI&T INC
$418.54M$541.02M$101.64M$36.75M$0.2919.48%22.66%16.00%3.18%2026-11-11
MSFT
MICROSOFT CORP
$4.02T$331.84B$207.52B$133.75B$18.0017.79%14.57%31.39%17.26%2026-10-28
DSC
DSC HOLDINGS LTD
$253.37MN/AN/AN/AN/AN/AN/AN/AN/A2026-11-25
SNPS
SYNOPSYS INC
$96.30B$9.42B$3.88B$1.08B$5.7746.33%18.22%-55.31%3.15%
ALAR
ALARUM TECHNOLOGIES LTD
$11.47M$45.33MN/A$1.15M$0.1048.24%54.53%-87.50%N/A2026-11-25
KPLT
KATAPULT HOLDINGS INC
$23.62M$301.71M$259.68M$5.60M$1.3812.96%-0.06%N/A-36.39%2026-11-11
S
SENTINELONE INC
$8.93B$1.10B-$221.81M-$340.09M-$1.0121.09%51.52%N/AN/A2026-12-03
ORCL
ORACLE CORP
$415.43B$71.78B$37.72B$18.74B$6.4821.62%11.94%45.95%6.01%
FLYW
FLYWIRE CORP
$2.24B$713.54M$72.32M$34.04M$0.2732.21%35.32%440.00%N/A2026-11-03
PSFE
PAYSAFE LTD
$302.29M$1.76B$316.12M-$208.30M-$3.815.13%3.45%N/AN/A2026-11-12
NTSK
NETSKOPE INC
$8.43B$802.64M-$683.54M-$737.16M-$1.5230.40%N/AN/AN/A
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$14.06B$2.76B$1.02B$1.05B$9.904.64%5.59%25.48%9.99%2026-11-02
AGPU
AXE COMPUTE INC
$124.60M$3.26M-$252.78M-$253.50M$14.272,495.73%18.35%N/AN/A2026-11-13
PATH
UIPATH INC
$6.94B$1.72B$253.80M$361.92M$0.6714.98%18.49%2,133.33%N/A2026-12-02
PAGS
PAGSEGURO DIGITAL LTD
$3.41B$3.99B$1.91B$417.12M$1.4710.51%19.20%13.46%15.49%2026-11-11
SAIL
SAILPOINT INC
$11.17B$1.17B-$2.94M-$197.22M-$0.3420.13%28.49%N/AN/A
KSPI
JOINT STOCK CO KASPIKZ
$18.46B$9.88BN/A$2.37B$12.4857.63%N/A10.03%N/A2026-11-09
VRSN
VERISIGN INC
$27.24B$1.71B$1.21B$850.00M$9.236.86%5.75%9.88%10.87%2026-10-22
BKKT
BAKKT INC
$306.47M$2.34B-$29.45M-$31.00M-$5.97-32.14%114.23%N/AN/A2026-11-09
FOUR
SHIFT4 PAYMENTS INC
$3.15B$4.78B$920.30M$43.80M$0.6332.43%36.31%-79.34%N/A2026-11-05
MOVE
CORVEX INC
$264.03M$4.44M-$19.14M-$27.84M-$18.86843.62%N/AN/AN/A2026-11-13
PANW
PALO ALTO NETWORKS INC
$330.33B$11.48B$1.47B$307.00M$0.4124.50%21.95%-76.02%N/A2026-11-18
AISP
AIRSHIP AI HOLDINGS INC
$84.72M$18.15M$26.50M$26.24M$0.8132.24%N/AN/AN/A2026-11-13
MBGL
MOBILITY GLOBAL INC
$5.34BN/AN/AN/AN/AN/AN/AN/AN/A2026-11-12
EEFT
EURONET WORLDWIDE INC
$2.39B$4.37B$682.60M$288.40M$7.295.76%9.82%-4.71%28.14%2026-10-28
DOCN
DIGITALOCEAN HOLDINGS INC
$15.45B$1.01B$378.08M$235.24M$2.5221.41%22.53%81.29%N/A2026-11-04
PAYP
PAYPAY CORP
$10.55BN/AN/AN/AN/AN/AN/AN/AN/A2026-11-03
DAVA
ENDAVA PLC
$102.38M$983.24MN/A-$551.81M-$10.55-4.22%11.93%N/AN/A2026-11-10
QMLS
QUMULUSAI INC
$146.72MN/AN/AN/AN/AN/AN/AN/AN/A2026-11-24
BLSH
BULLISH
$4.80B$190.57B-$1.32B-$1.38B-$9.66-26.46%N/AN/AN/A2026-11-18
IMXI
INTERNATIONAL MONEY EXPRESS INC
$328.40M$555.45M$63.46M$18.61M$0.63-13.50%6.46%-61.59%-10.05%2026-11-09
STNE
STONECO LTD
$3.12B$2.78B$1.51B$645.74M$2.6416.55%32.66%N/A26.38%2026-11-12
FISV
FISERV INC
$24.49B$20.87B$8.14B$2.80B$5.22-1.17%6.23%-13.14%25.30%2026-11-03
CLBT
CELLEBRITE DI LTD
$2.83B$514.29M$78.43M$58.76M$0.2317.76%18.20%N/AN/A2026-11-11
LIDR
AEYE INC
$47.42M$450.00k-$34.75M-$35.04M-$0.8390.68%-28.99%N/AN/A2026-11-05
TCX
TUCOWS INC
$94.82M$394.44M$27.27M-$83.63M-$7.534.22%6.27%N/AN/A2026-11-05
KLAR
KLARNA GROUP PLC
$5.24BN/AN/AN/AN/AN/AN/AN/AN/A2026-11-17
BNAI
BRAND ENGAGEMENT NETWORK INC
$39.54M$524.51k-$7.72M-$12.34M-$2.27706.94%N/AN/AN/A2026-11-24
AKAM
AKAMAI TECHNOLOGIES INC
$14.61B$4.32B$1.26B$410.97M$2.855.87%5.33%-0.70%-4.46%2026-11-05

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. Yext (NYSE:YEXT)


Yext (NYSE:YEXT) 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 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 -17.2% 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 1.01% from Yext's current stock price of $6.93.

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.

2. Netscout Systems (NASDAQ:NTCT)


Netscout Systems (NASDAQ:NTCT) 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 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 55.84% 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 -5.12% from Netscout Systems's current stock price of $40.05.

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.

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 return 18.27% over the past year, overperforming other software infrastructure stocks by 117 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 7.67%, which is 5 percentage points higher than the software infrastructure industry average of 2.21%.

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 4.85%, which is 3 percentage points higher than the software infrastructure industry average of 2.21%.

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 3.8%, which is 2 percentage points higher than the software infrastructure industry average of 2.21%. 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 -1.53% in the last day, and up 0.97% over the last week. Qumulusai was the among the top losers in the software - infrastructure industry, dropping -16.48% yesterday.

Shares of software companies are trading lower amid a broader technology sell-off led by declines in Micron and other semiconductor stocks. Comments from Intel and Broadcom CEOs that limited access to capital could constrain AI expansion, despite strong demand for computing infrastructure, are adding to concerns about the sustainability of tech-sector growth.

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 42.32% in the past year. It has overperformed other stocks in the software infrastructure industry by 141 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 -12.55% in the past year. It has overperformed other stocks in the software infrastructure industry by 86 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 -30.93% in the past year. It has overperformed other stocks in the software infrastructure industry by 68 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 12.61% over the next year.

3.88% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 22.48% of software infrastructure stocks are rated B (Buy), 50.39% 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 245.92x.
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.