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
Zen Rating
Sentiment
Market Cap
Shares
Institutional %
Insider %
Net Insider (L12M)
Net Insider (L3M)
NTCT
NETSCOUT SYSTEMS INC
$3.00B72,707,3120.09%25.67%Net SellingNet Selling
APPN
APPIAN CORP
$2.74B71,627,5970.05%58.04%Net SellingNet Selling
LSAK
LESAKA TECHNOLOGIES INC
$393.07M85,824,0940.02%99.98%Net BuyingNet Buying
YEXT
YEXT INC
$655.24M98,978,7040.07%97.48%Net SellingNet Selling
TENB
TENABLE HOLDINGS INC
$4.24B110,139,9830.11%48.27%Net BuyingNet Buying
GCT
GIGACLOUD TECHNOLOGY INC
$1.95B35,710,2370.07%24.59%Net SellingNet Selling
CGNT
COGNYTE SOFTWARE LTD
$647.62M73,845,2380.07%29.74%
EVCM
EVERCOMMERCE INC
$1.60B176,665,2460.09%69.31%Net SellingNet Selling
FIVN
FIVE9 INC
$2.57B74,723,5310.11%47.79%Net SellingNet Selling
NTNX
NUTANIX INC
$19.86B270,570,1790.10%21.54%Net SellingNet Selling
PAY
PAYMENTUS HOLDINGS INC
$3.98B125,939,6470.04%8.92%Net SellingNet Selling
FATN
FATPIPE INC
$77.42M14,128,4680.00%46.98%Net Buying
PICS
PICS NV
$1.51B129,587,5430.01%4.33%Net Buying
PAYS
PAYSIGN INC
$836.20M56,462,1560.05%99.95%Net SellingNet Selling
MDB
MONGODB INC
$28.94B80,556,3410.09%10.85%Net SellingNet Selling
RPD
RAPID7 INC
$833.07M67,400,6400.09%99.91%Net BuyingNet Selling
RELY
REMITLY GLOBAL INC
$4.85B211,684,0540.09%18.13%Net SellingNet Selling
EVTC
EVERTEC INC
$1.74B59,752,5420.10%4.43%Net BuyingNet Selling
BB
BLACKBERRY LTD
$5.33B587,032,2790.05%9.98%Net SellingNet Selling
ALLT
ALLOT LTD
$413.36M49,151,0730.07%28.52%Net SellingNet Selling
PGY
PAGAYA TECHNOLOGIES LTD
$1.54B83,425,8430.04%14.70%Net SellingNet Selling
FTNT
FORTINET INC
$135.10B733,713,6530.07%15.35%Net SellingNet Selling
TLS
TELOS CORP
$331.08M74,736,7890.06%99.94%Net SellingNet Selling
TUYA
TUYA INC
$1.03B615,530,6650.02%12.51%Net Selling
ADBE
ADOBE INC
$92.94B389,200,0000.09%0.92%Net SellingNet Selling
IOT
SAMSARA INC
$24.82B585,605,2090.07%11.85%Net SellingNet Selling
FFIV
F5 INC
$25.97B56,627,1820.10%1.82%Net SellingNet Selling
CPAY
CORPAY INC
$26.38B65,659,5990.10%98.57%Net SellingNet Selling
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$666.66M18,324,9220.10%16.80%Net SellingNet Selling
DOX
AMDOCS LTD
$6.10B104,415,0000.10%1.25%Net Selling
XYZ
BLOCK INC
$45.80B600,795,0000.07%5.44%Net SellingNet Selling
RDWR
RADWARE LTD
$1.34B43,687,6940.07%11.73%Net SellingNet Selling
OKTA
OKTA INC
$38.16B174,820,9280.09%4.32%Net SellingNet Selling
WIX
WIXCOM LTD
$3.18B42,965,0890.10%6.90%Net SellingNet Selling
BOX
BOX INC
$4.85B137,200,7730.10%5.88%Net SellingNet Selling
SPSC
SPS COMMERCE INC
$2.90B36,000,1740.11%12.54%Net Selling
USIO
USIO INC
$79.79M28,495,4140.01%99.99%Net BuyingNet Buying
BLZE
BACKBLAZE INC
$859.17M61,900,0000.06%19.94%Net SellingNet Selling
TDC
TERADATA CORP
$2.78B93,000,0000.13%17.27%Net SellingNet Selling
RBRK
RUBRIK INC
$25.43B207,304,4330.06%5.27%Net SellingNet Selling
QLYS
QUALYS INC
$6.87B34,595,0010.11%43.75%Net SellingNet Selling
NET
CLOUDFLARE INC
$128.01B356,079,7150.08%15.57%Net SellingNet Selling
TOST
TOAST INC
$17.36B578,000,0000.08%8.88%Net SellingNet Selling
CRWD
CROWDSTRIKE HOLDINGS INC
$279.20B1,023,934,8420.02%2.99%Net SellingNet Selling
MQ
MARQETA INC
$1.77B104,098,8340.27%7.73%Net SellingNet Selling
IIIV
I3 VERTICALS INC
$394.04M26,322,0090.08%13.76%Net SellingNet Selling
VRNS
VARONIS SYSTEMS INC
$5.53B114,860,4850.10%43.65%Net Selling
GEN
GEN DIGITAL INC
$13.34B598,587,0320.09%16.58%Net SellingNet Selling
WEX
WEX INC
$5.88B34,081,6110.12%36.85%Net SellingNet Selling
ACIW
ACI WORLDWIDE INC
$5.17B100,955,2410.10%5.80%Net SellingNet Selling
BAND
BANDWIDTH INC
$2.01B32,180,7880.09%11.91%Net SellingNet Selling
GTLB
GITLAB INC
$8.58B166,600,0000.09%47.68%Net SellingNet Selling
KVYO
KLAVIYO INC
$4.75B284,727,4370.05%4.47%Net SellingNet Selling
AVPT
AVEPOINT INC
$3.10B211,565,4260.07%88.27%Net BuyingNet Selling
ATEN
A10 NETWORKS INC
$2.05B72,609,0210.11%86.86%Net SellingNet Selling
DSC
DSC HOLDINGS LTD
$293.42M1,001,449,8470.00%43.09%
OSPN
ONESPAN INC
$678.82M36,852,1730.10%26.18%Net SellingNet Selling
ZS
ZSCALER INC
$32.90B163,054,6980.05%25.64%Net SellingNet Selling
DBX
DROPBOX INC
$7.76B225,709,2850.08%9.45%Net SellingNet Selling
PLTR
PALANTIR TECHNOLOGIES INC
$455.14B2,403,058,4800.06%4.94%Net SellingNet Selling
GDDY
GODADDY INC
$12.63B126,647,7040.10%72.12%Net SellingNet Selling
CINT
CI&T INC
$427.96M134,579,4060.04%0.46%Net BuyingNet Buying
MSFT
MICROSOFT CORP
$3.90T7,425,545,4910.07%6.25%Net SellingNet Selling
KSPI
JOINT STOCK CO KASPIKZ
$17.86B190,027,2660.04%0.00%
DLO
DLOCAL LTD
$4.19B288,416,8310.04%2.83%Net SellingNet Selling
SNPS
SYNOPSYS INC
$93.61B191,636,6460.09%0.94%Net SellingNet Selling
KPLT
KATAPULT HOLDINGS INC
$22.38M4,972,4050.00%100.00%Net BuyingNet Buying
S
SENTINELONE INC
$8.85B348,049,1170.08%4.10%Net SellingNet Selling
FLYW
FLYWIRE CORP
$2.21B121,667,6740.11%53.85%Net SellingNet Selling
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$13.57B104,700,0000.07%24.05%Net SellingNet Selling
ALAR
ALARUM TECHNOLOGIES LTD
$12.05M72,600,0000.00%5.03%
ORCL
ORACLE CORP
$430.82B3,023,736,0000.04%38.80%Net SellingNet Selling
NTSK
NETSKOPE INC
$7.53B408,587,7480.05%61.24%Net SellingNet Buying
PSFE
PAYSAFE LTD
$294.45M52,300,0000.06%3.99%Net SellingNet Selling
AGPU
AXE COMPUTE INC
$150.57M11,591,1240.00%100.00%Net BuyingNet Buying
PATH
UIPATH INC
$6.86B521,155,4090.06%99.94%Net SellingNet Selling
VRSN
VERISIGN INC
$26.30B90,000,0000.10%43.17%Net SellingNet Selling
PAGS
PAGSEGURO DIGITAL LTD
$3.35B305,677,7090.04%40.59%Net BuyingNet Selling
FOUR
SHIFT4 PAYMENTS INC
$2.96B78,960,1200.09%4.80%Net BuyingNet Selling
SAIL
SAILPOINT INC
$11.58B570,911,6330.10%86.94%Net SellingNet Selling
BLSH
BULLISH
$5.21B151,684,0000.03%59.76%Net SellingNet Selling
BKKT
BAKKT INC
$341.18M45,069,4580.03%71.18%Net BuyingNet Buying
DOCN
DIGITALOCEAN HOLDINGS INC
$16.14B117,579,5500.08%68.18%Net SellingNet Selling
PANW
PALO ALTO NETWORKS INC
$332.73B818,000,0000.08%2.45%Net SellingNet Selling
MBGL
MOBILITY GLOBAL INC
$5.19B294,821,3200.00%0.58%Net BuyingNet Buying
MOVE
CORVEX INC
$313.80M27,647,3050.00%76.70%Net Buying
AISP
AIRSHIP AI HOLDINGS INC
$69.57M34,439,5620.01%91.76%Net Buying
EEFT
EURONET WORLDWIDE INC
$2.40B37,403,5950.10%9.38%Net SellingNet Buying
QMLS
QUMULUSAI INC
$206.10M33,458,5150.00%46.13%
PAYP
PAYPAY CORP
$10.33B676,955,5350.00%0.01%Net Buying
MCRP
MICROPOLIS AI ROBOTICS
$24.60M34,888,4470.00%18.12%
DAVA
ENDAVA PLC
$99.77M52,234,2860.03%0.88%Net Selling
GYGY
GAME YOUR GAME INC
$7.64M14,392,0000.00%32.21%Net SellingNet Selling
FISV
FISERV INC
$24.54B531,766,7210.09%32.27%Net SellingNet Buying
IMXI
INTERNATIONAL MONEY EXPRESS INC
$355.89M30,211,6270.09%99.91%Net BuyingNet Buying
STNE
STONECO LTD
$2.93B253,684,6410.06%1.39%Net SellingNet Selling
CLBT
CELLEBRITE DI LTD
$2.77B247,617,5910.05%13.32%Net SellingNet Selling
LIDR
AEYE INC
$51.14M46,488,3120.02%67.55%Net SellingNet Selling
TCX
TUCOWS INC
$102.65M11,182,1120.01%99.99%
KLAR
KLARNA GROUP PLC
$4.95B378,113,4860.05%22.38%Net BuyingNet Buying

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 53.79% over the past year, overperforming other software infrastructure stocks by 153 percentage points.

Netscout Systems has an average 1 year price target of $38.00, a downside of -7.77% from Netscout Systems's current stock price of $41.20.

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 26.94% over the past year, overperforming other software infrastructure stocks by 126 percentage points.

Appian has an average 1 year price target of $32.20, a downside of -15.73% from Appian's current stock price of $38.21.

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. Lesaka Technologies (NASDAQ:LSAK)


Lesaka Technologies (NASDAQ:LSAK) 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 Lesaka Technologies (NASDAQ:LSAK) is: Value: C, Growth: A, Momentum: C, Sentiment: A, Safety: C, Financials: C, and AI: B.

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 6.76% over the past year, overperforming other software infrastructure stocks by 106 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 7.93%, which is 6 percentage points higher than the software infrastructure industry average of 2.25%.

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 4.93%, which is 3 percentage points higher than the software infrastructure industry average of 2.25%.

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 3.82%, which is 2 percentage points higher than the software infrastructure industry average of 2.25%. 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 1.23% in the last day, and up 4.38% over the last week. Pics Nv was the among the top gainers in the software - infrastructure industry, gaining 27.83% yesterday.

Shares of U.S.-traded companies with Brazil exposure are trading higher after the first round of Presidential election balloting showed right-wing candidate Flavio Bolsonaro with a lead over Lula, the current left-wing President. The results may indicate a possible pro-business final election outcome ahead of the October 25 run-off vote, wherein the winning candidate must achieve a majority above 50%.

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 30.63% in the past year. It has overperformed other stocks in the software infrastructure industry by 130 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 -19.71% in the past year. It has overperformed other stocks in the software infrastructure industry by 79 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 -33.58% in the past year. It has overperformed other stocks in the software infrastructure industry by 65 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 13.1% over the next year.

5.34% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 19.85% of software infrastructure stocks are rated B (Buy), 51.15% are rated C (Hold), 18.32% are rated D (Sell), and 5.34% 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 261.62x.
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.