Sectors & Industries TechnologySoftware - Infrastructure
Best Software Infrastructure Stocks to Buy Now (2025)
Top software infrastructure stocks in 2025 ranked by overall Zen Rating. "A" Rated stocks have returned an average of +32.52% per year, and are the best software infrastructure stocks to buy now. Learn More.

Industry: Software - Infrastructure

Overview Zen Rating Price Value Growth Financials Momentum Sentiment

Software Infrastructure is Zen Rated B and is the 34th ranked industry out of 145 stock market industries

Ticker	Company	Market Cap	Shares	Institutional %	Insider %	Net Insider (L12M)	Net Insider (L3M)
NTCT	NETSCOUT SYSTEMS INC	$1.88B	71,328,733	77.59%	22.41%	Net Selling	Net Selling
YEXT	YEXT INC	$1.05B	123,236,797	53.07%	46.93%	Net Selling	Net Selling
PATH	UIPATH INC	$7.98B	531,021,647	38.19%	61.81%	Net Selling	Net Selling
FIVN	FIVE9 INC	$1.77B	77,262,690	71.92%	28.08%	Net Selling	Net Selling
RAMP	LIVERAMP HOLDINGS INC	$1.83B	65,605,418	54.83%	45.17%	Net Selling	Net Selling
WIX	WIXCOM LTD	$7.55B	55,686,229	87.86%	0.00%
FFIV	F5 INC	$17.11B	57,447,170	95.82%	1.67%	Net Selling	Net Selling
DLO	DLOCAL LTD	$4.41B	293,703,516	34.71%	0.00%
PRTH	PRIORITY TECHNOLOGY HOLDINGS INC	$575.82M	79,753,476	16.05%	83.95%	Net Selling
TENB	TENABLE HOLDINGS INC	$3.68B	122,170,671	67.86%	32.14%	Net Selling	Net Selling
BAND	BANDWIDTH INC	$487.08M	30,141,045	70.56%	12.84%	Net Selling	Net Selling
ATEN	A10 NETWORKS INC	$1.28B	72,152,615	52.77%	47.23%	Net Selling	Net Selling
MOGO	MOGO INC	$39.91M	23,758,000	8.69%	0.00%
RDWR	RADWARE LTD	$1.10B	42,663,787	75.36%	0.00%
ALLT	ALLOT LTD	$378.53M	40,140,875	80.54%	4.24%
OKTA	OKTA INC	$15.34B	176,285,881	88.10%	4.28%	Net Selling	Net Selling
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$521.35M	19,540,937	87.32%	12.68%	Net Selling	Net Selling
RPD	RAPID7 INC	$1.23B	64,239,298	48.63%	51.37%	Net Buying	Net Buying
EVTC	EVERTEC INC	$1.97B	63,982,005	96.85%	3.15%	Net Selling
NTNX	NUTANIX INC	$18.49B	268,800,007	77.23%	22.77%	Net Selling	Net Selling
AVPT	AVEPOINT INC	$2.99B	203,233,202	38.37%	61.63%	Net Buying	Net Buying
TOST	TOAST INC	$22.22B	583,000,000	75.99%	8.44%	Net Selling	Net Selling
RPAY	REPAY HOLDINGS CORP	$400.05M	91,336,409	68.27%	31.73%	Net Buying	Net Selling
OSPN	ONESPAN INC	$603.61M	38,324,622	78.98%	21.02%	Net Selling	Net Selling
PAGS	PAGSEGURO DIGITAL LTD	$3.00B	329,608,424	38.32%	0.00%
PGY	PAGAYA TECHNOLOGIES LTD	$2.15B	75,707,592	55.25%	17.69%	Net Selling	Net Buying
RELY	REMITLY GLOBAL INC	$3.44B	206,193,217	79.11%	20.89%	Net Selling	Net Buying
TLS	TELOS CORP	$495.83M	72,703,011	33.68%	66.32%	Net Selling	Net Selling
APPN	APPIAN CORP	$2.27B	74,228,168	46.46%	53.54%	Net Selling	Net Selling
BB	BLACKBERRY LTD	$2.66B	590,361,084	48.53%	9.88%	Net Selling	Net Selling
CSGS	CSG SYSTEMS INTERNATIONAL INC	$1.93B	28,976,940	91.29%	8.71%	Net Selling	Net Selling
AKAM	AKAMAI TECHNOLOGIES INC	$10.92B	146,206,374	92.83%	7.17%	Net Selling	Net Buying
MSFT	MICROSOFT CORP	$3.87T	7,433,166,379	83.06%	6.24%	Net Selling	Net Selling
DOX	AMDOCS LTD	$9.32B	111,188,000	94.24%	0.00%
MDB	MONGODB INC	$26.45B	81,356,893	84.57%	10.24%	Net Selling	Net Selling
CINT	CI&T INC	$621.56M	130,855,082	44.91%	0.00%
ADBE	ADOBE INC	$148.22B	418,600,000	82.72%	0.79%	Net Selling	Net Selling
AFRM	AFFIRM HOLDINGS INC	$23.42B	325,650,314	68.82%	15.60%	Net Selling	Net Selling
CLBT	CELLEBRITE DI LTD	$4.27B	240,358,573	49.10%	0.00%
STNE	STONECO LTD	$5.20B	286,012,578	65.81%	0.00%
GCT	GIGACLOUD TECHNOLOGY INC	$1.03B	38,068,462	30.13%	19.77%	Net Selling	Net Selling
TDC	TERADATA CORP	$2.00B	94,500,000	93.76%	6.24%	Net Selling
GEN	GEN DIGITAL INC	$16.76B	615,869,113	84.40%	15.60%	Net Buying	Net Selling
PAY	PAYMENTUS HOLDINGS INC	$3.79B	125,264,309	26.71%	8.79%	Net Selling
PLTR	PALANTIR TECHNOLOGIES INC	$416.32B	2,372,342,421	51.29%	5.01%	Net Selling	Net Selling
CGNT	COGNYTE SOFTWARE LTD	$596.89M	72,969,110	73.42%	22.07%
CPAY	CORPAY INC	$19.99B	70,614,383	50.48%	49.52%	Net Buying	Net Selling
IOT	SAMSARA INC	$21.88B	573,634,637	52.41%	10.11%	Net Selling	Net Selling
BOX	BOX INC	$4.85B	144,885,814	94.93%	5.07%	Net Selling	Net Selling
QLYS	QUALYS INC	$4.63B	36,095,879	69.81%	30.19%	Net Selling	Net Selling
ZS	ZSCALER INC	$48.74B	158,300,823	52.35%	26.38%	Net Selling	Net Selling
EEFT	EURONET WORLDWIDE INC	$3.63B	40,996,169	92.38%	7.62%	Net Selling
RBRK	RUBRIK INC	$15.17B	197,458,685	51.00%	4.75%	Net Selling	Net Selling
SAIL	SAILPOINT INC	$12.25B	556,635,292	52.82%	47.18%	Net Selling	Net Selling
PANW	PALO ALTO NETWORKS INC	$142.09B	668,900,000	77.83%	2.82%	Net Selling	Net Selling
TUYA	TUYA INC	$1.41B	606,308,258	21.81%	0.00%
SPSC	SPS COMMERCE INC	$4.22B	37,908,762	77.70%	22.30%	Net Selling
SNCR	SYNCHRONOSS TECHNOLOGIES INC	$57.28M	11,501,753	9.75%	90.25%	Net Buying
DOCN	DIGITALOCEAN HOLDINGS INC	$3.55B	91,037,498	43.22%	56.78%	Net Selling	Net Selling
NET	CLOUDFLARE INC	$73.44B	348,481,587	79.87%	15.65%	Net Selling	Net Selling
KVYO	KLAVIYO INC	$7.90B	299,984,367	44.48%	2.79%	Net Selling	Net Selling
DBX	DROPBOX INC	$8.24B	281,492,648	72.10%	6.50%	Net Selling	Net Selling
WEX	WEX INC	$5.34B	34,264,311	80.88%	19.12%	Net Selling	Net Selling
BLZE	BACKBLAZE INC	$529.79M	54,900,000	49.09%	21.91%	Net Selling	Net Selling
AMBR	AMBER INTERNATIONAL HOLDING LTD	$19.15M	47,390,657	2.29%	0.00%
CRWD	CROWDSTRIKE HOLDINGS INC	$125.51B	250,955,140	73.11%	4.18%	Net Selling	Net Selling
GTLB	GITLAB INC	$8.02B	166,700,000	71.86%	28.14%	Net Selling	Net Selling
VRSN	VERISIGN INC	$23.53B	93,400,000	69.03%	30.97%	Net Selling	Net Selling
S	SENTINELONE INC	$5.77B	333,605,849	78.19%	3.32%	Net Selling	Net Selling
EVCM	EVERCOMMERCE INC	$2.07B	181,278,754	57.87%	42.13%	Net Selling	Net Selling
CETX	CEMTREX INC	$2.03M	378,546	1.27%	98.73%
FTNT	FORTINET INC	$64.80B	765,416,456	67.26%	14.45%	Net Selling	Net Selling
VRNS	VARONIS SYSTEMS INC	$6.86B	112,047,109	70.22%	29.78%	Net Selling	Net Selling
OS	ONESTREAM INC	$4.20B	239,591,306	36.35%	1.56%	Net Selling	Net Selling
KPLT	KATAPULT HOLDINGS INC	$53.65M	4,569,546	1.62%	98.38%	Net Buying
CHOW	CHOWCHOW CLOUD INTERNATIONAL HOLDINGS LTD	N/A	35,100,000	0.00%	0.00%
MQ	MARQETA INC	$2.09B	448,232,752	70.26%	4.48%	Net Selling	Net Selling
ACIW	ACI WORLDWIDE INC	$5.19B	104,899,645	94.80%	5.20%	Net Selling	Net Selling
GDDY	GODADDY INC	$18.86B	142,488,191	59.34%	40.66%	Net Selling	Net Selling
PAYS	PAYSIGN INC	$301.12M	54,451,888	26.26%	73.74%	Net Selling	Net Selling
IIIV	I3 VERTICALS INC	$1.02B	32,265,204	72.48%	27.52%	Net Selling	Net Selling
KSPI	JOINT STOCK CO KASPIKZ	$14.23B	190,784,522	39.36%	0.00%
VRAR	GLIMPSE GROUP INC	$32.02M	21,066,006	7.04%	20.50%	Net Buying
DAVA	ENDAVA PLC	$491.27M	56,208,871	56.19%	0.00%
GRRR	GORILLA TECHNOLOGY GROUP INC	$334.55M	19,819,284	20.16%	5.35%
ODD	ODDITY TECH LTD	$2.78B	56,822,000	85.30%	0.00%
FOUR	SHIFT4 PAYMENTS INC	$6.67B	88,431,118	96.11%	3.89%	Net Buying	Net Buying
LHSW	LIANHE SOWELL INTERNATIONAL GROUP LTD	$107.64M	52,000,000	0.21%	0.00%
ORCL	ORACLE CORP	$774.82B	2,841,714,000	43.52%	41.21%	Net Buying	Net Selling
FLYW	FLYWIRE CORP	$1.65B	122,310,334	70.41%	29.59%	Net Selling	Net Selling
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$21.52B	110,400,000	66.24%	0.00%
STEM	STEM INC	$172.60M	8,317,939	2.65%	97.35%	Net Selling
TCX	TUCOWS INC	$207.21M	11,057,112	11.70%	88.30%	Net Selling
UBXG	U-BX TECHNOLOGY LTD	$6.69M	3,112,500	1.02%	0.00%
PSFE	PAYSAFE LTD	$721.46M	58,846,732	59.94%	0.00%
EXOD	EXODUS MOVEMENT INC	$722.67M	29,069,552	4.67%	15.91%	Net Selling	Net Selling
CFLT	CONFLUENT INC	$7.78B	344,744,122	76.29%	7.59%	Net Selling	Net Selling
ALAR	ALARUM TECHNOLOGIES LTD	$98.61M	70,186,898	0.29%	0.00%
XYZ	BLOCK INC	$46.28B	609,584,000	67.56%	5.20%	Net Selling	Net Selling
RXT	RACKSPACE TECHNOLOGY INC	$356.65M	239,360,677	70.03%	20.91%	Net Selling	Net Selling

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Oct 2025?

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 150 with a Zen Rating of A. Stocks with a rating of A have had an average return of +32.52% per year. Learn more.

The Component Grade breakdown for Netscout Systems (NASDAQ:NTCT) is: Value: A, Growth: B, Momentum: B, Sentiment: B, Safety: C, Financials: C, and AI: C.

Netscout Systems (NASDAQ:NTCT) has a Due Diligence Score of 28, which is -3 points lower than the software infrastructure industry average of 31. Although this number is below the industry average, our proven quant model rates NTCT as a "A".

NTCT passed 8 out of 33 due diligence checks and has average fundamentals. Netscout Systems has seen its stock return 23.52% over the past year, overperforming other software infrastructure stocks by 18 percentage points.

Netscout Systems has an average 1 year price target of $33.00, an upside of 24.91% from Netscout Systems's current stock price of $26.42.

Netscout Systems stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Netscout Systems, 100% have issued a Strong Buy rating, 0% have issued a Buy, 0% 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 150 with a Zen Rating of A. Stocks with a rating of A have had an average return of +32.52% per year. Learn more.

The Component Grade breakdown for Yext (NYSE:YEXT) is: Value: B, Growth: A, Momentum: C, Sentiment: C, Safety: C, Financials: B, and AI: B.

Yext (NYSE:YEXT) has a Due Diligence Score of 37, which is 6 points higher than the software infrastructure industry average of 31.

YEXT passed 12 out of 33 due diligence checks and has average fundamentals. Yext has seen its stock return 18.77% over the past year, overperforming other software infrastructure stocks by 13 percentage points.

Yext has an average 1 year price target of $9.42, an upside of 11.05% from Yext's current stock price of $8.48.

Yext stock has a consensus Buy recommendation according to Wall Street analysts. Of the 3 analysts covering Yext, 33.33% have issued a Strong Buy rating, 33.33% have issued a Buy, 33.33% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Uipath (NYSE:PATH)

Uipath (NYSE:PATH) is the #3 top software infrastructure stock out of 150 with a Zen Rating of A. Stocks with a rating of A have had an average return of +32.52% per year. Learn more.

The Component Grade breakdown for Uipath (NYSE:PATH) is: Value: C, Growth: A, Momentum: C, Sentiment: B, Safety: C, Financials: B, and AI: C.

Uipath (NYSE:PATH) has a Due Diligence Score of 43, which is 12 points higher than the software infrastructure industry average of 31.

PATH passed 14 out of 33 due diligence checks and has strong fundamentals. Uipath has seen its stock return 18.91% over the past year, overperforming other software infrastructure stocks by 13 percentage points.

Uipath has an average 1 year price target of $13.64, a downside of -9.27% from Uipath's current stock price of $15.03.

Uipath stock has a consensus Hold recommendation according to Wall Street analysts. Of the 11 analysts covering Uipath, 9.09% have issued a Strong Buy rating, 0% have issued a Buy, 90.91% 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 9 software infrastructure stocks that have issued dividends in the past year, the 3 software infrastructure stocks with the highest dividend yields are:

1. Dlocal (NASDAQ:DLO)

Dlocal (NASDAQ:DLO) has an annual dividend yield of 3.49%, which is 2 percentage points higher than the software infrastructure industry average of 1.23%.

Dlocal's dividend payout ratio of 102.9% indicates that its dividend yield might not be sustainable for the long-term.

2. Amdocs (NASDAQ:DOX)

Amdocs (NASDAQ:DOX) has an annual dividend yield of 1.89%, which is 1 percentage points higher than the software infrastructure industry average of 1.23%. 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 40.6% indicates that its dividend yield is sustainable for the long-term.

3. Onespan (NASDAQ:OSPN)

Onespan (NASDAQ:OSPN) has an annual dividend yield of 1.52%, which is the same as the software infrastructure industry average of 1.23%.

Onespan's dividend payout ratio of 15.4% indicates that its dividend yield is sustainable for the long-term.

Why are software infrastructure stocks down?

Software infrastructure stocks were down -1.36% in the last day, and down -0.9% over the last week. Arqit Quantum was the among the top losers in the software - infrastructure industry, dropping -9% yesterday.

Shares of quantum stocks are trading higher on reports the Trump administration is in talks to take equity stakes in quantum-computing firms.

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 86, which is 62 points higher than the software infrastructure industry average of 24. It passed 6 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 25.43% in the past year. It has overperformed other stocks in the software infrastructure industry by 20 percentage points.

2. Teradata (NYSE:TDC)

Teradata (NYSE:TDC) 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.

Teradata has a valuation score of 43, which is 19 points higher than the software infrastructure industry average of 24. It passed 3 out of 7 valuation due diligence checks.

Teradata's stock has dropped -33.81% in the past year. It has underperformed other stocks in the software infrastructure industry by -40 percentage points.

3. Pagseguro Digital (NYSE:PAGS)

Pagseguro Digital (NYSE:PAGS) 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.

Pagseguro Digital has a valuation score of 57, which is 33 points higher than the software infrastructure industry average of 24. It passed 4 out of 7 valuation due diligence checks.

Pagseguro Digital's stock has gained 9.65% in the past year. It has overperformed other stocks in the software infrastructure industry by 4 percentage points.

Are software infrastructure stocks a good buy now?

45.13% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 17.84% over the next year.

7.75% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 24.03% of software infrastructure stocks are rated B (Buy), 53.49% are rated C (Hold), 12.4% are rated D (Sell), and 2.33% 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 45.01x.

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.