Sectors & Industries TechnologySoftware - 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

Overview Zen Rating Price Value Growth Financials Momentum Sentiment

Software Infrastructure is Zen Rated C and is the 65th 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	$2.81B	72,707,312	0.09%	25.67%	Net Selling	Net Selling
YEXT	YEXT INC	$687.90M	98,978,704	0.07%	97.48%	Net Selling	Net Selling
CGNT	COGNYTE SOFTWARE LTD	$643.93M	73,845,238	0.07%	29.74%
TENB	TENABLE HOLDINGS INC	$4.29B	110,139,983	0.11%	48.27%	Net Buying	Net Buying
LSAK	LESAKA TECHNOLOGIES INC	$374.19M	85,824,094	0.02%	99.98%	Net Buying	Net Buying
GCT	GIGACLOUD TECHNOLOGY INC	$2.07B	35,710,237	0.07%	24.59%	Net Selling	Net Selling
EVCM	EVERCOMMERCE INC	$1.68B	176,665,246	0.09%	69.31%	Net Selling	Net Selling
APPN	APPIAN CORP	$3.03B	71,627,597	0.05%	57.98%	Net Selling	Net Selling
XYZ	BLOCK INC	$46.56B	600,795,000	0.07%	5.43%	Net Selling	Net Selling
NTNX	NUTANIX INC	$18.27B	270,570,179	0.10%	21.30%	Net Selling	Net Selling
FIVN	FIVE9 INC	$2.49B	74,723,531	0.11%	47.79%	Net Selling	Net Selling
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$657.68M	18,324,922	0.10%	16.80%	Net Selling	Net Selling
RPD	RAPID7 INC	$891.04M	67,400,640	0.09%	99.91%	Net Buying	Net Selling
FATN	FATPIPE INC	$75.59M	14,128,468	0.00%	46.98%	Net Buying
RELY	REMITLY GLOBAL INC	$5.16B	211,684,054	0.09%	18.13%	Net Selling	Net Selling
PICS	PICS NV	$1.76B	129,587,543	0.01%	4.33%	Net Buying
MDB	MONGODB INC	$28.09B	80,556,341	0.09%	10.95%	Net Selling	Net Selling
PAYS	PAYSIGN INC	$866.13M	56,462,156	0.05%	99.95%	Net Selling	Net Selling
BB	BLACKBERRY LTD	$4.79B	587,032,279	0.05%	9.99%	Net Selling	Net Selling
PGY	PAGAYA TECHNOLOGIES LTD	$1.45B	83,425,843	0.04%	14.70%	Net Selling	Net Selling
ALLT	ALLOT LTD	$443.34M	49,151,073	0.07%	28.52%	Net Selling	Net Selling
FTNT	FORTINET INC	$125.83B	733,713,653	0.07%	15.35%	Net Selling	Net Selling
EVTC	EVERTEC INC	$1.84B	59,752,542	0.10%	4.43%	Net Buying	Net Selling
TLS	TELOS CORP	$312.40M	74,736,789	0.06%	99.94%	Net Selling	Net Selling
CPAY	CORPAY INC	$26.43B	65,659,599	0.10%	98.57%	Net Selling	Net Selling
QLYS	QUALYS INC	$6.58B	34,595,001	0.11%	43.74%	Net Selling	Net Selling
TUYA	TUYA INC	$1.02B	615,530,665	0.02%	12.51%	Net Selling
PAY	PAYMENTUS HOLDINGS INC	$3.96B	125,939,647	0.04%	8.92%	Net Selling	Net Selling
IOT	SAMSARA INC	$23.60B	585,605,209	0.07%	11.78%	Net Selling	Net Selling
DOX	AMDOCS LTD	$6.26B	104,415,000	0.10%	1.25%	Net Selling
NET	CLOUDFLARE INC	$105.96B	356,079,715	0.08%	15.57%	Net Selling	Net Selling
FFIV	F5 INC	$25.53B	56,627,182	0.10%	1.82%	Net Selling	Net Selling
RDWR	RADWARE LTD	$1.25B	43,687,694	0.07%	11.73%	Net Selling	Net Selling
WIX	WIXCOM LTD	$3.31B	42,965,089	0.10%	6.90%	Net Selling	Net Selling
SPSC	SPS COMMERCE INC	$3.08B	36,000,174	0.11%	12.54%	Net Selling
BLZE	BACKBLAZE INC	$575.05M	61,900,000	0.06%	19.94%	Net Selling	Net Selling
RBRK	RUBRIK INC	$23.51B	207,304,433	0.06%	5.26%	Net Selling	Net Selling
BAND	BANDWIDTH INC	$1.40B	32,180,788	0.09%	11.91%	Net Selling	Net Selling
WEX	WEX INC	$6.25B	34,081,611	0.12%	36.84%	Net Selling	Net Selling
TDC	TERADATA CORP	$2.92B	93,000,000	0.13%	17.27%	Net Selling	Net Selling
BOX	BOX INC	$5.55B	137,200,773	0.10%	5.87%	Net Selling	Net Selling
AVPT	AVEPOINT INC	$3.12B	211,565,426	0.07%	88.26%	Net Buying	Net Selling
CRWD	CROWDSTRIKE HOLDINGS INC	$233.56B	1,023,934,842	0.02%	2.93%	Net Selling	Net Selling
OKTA	OKTA INC	$33.20B	174,820,928	0.09%	4.31%	Net Selling	Net Selling
USIO	USIO INC	$81.50M	28,495,414	0.01%	99.99%	Net Buying	Net Buying
ZS	ZSCALER INC	$34.65B	163,054,698	0.05%	25.64%	Net Selling	Net Selling
MQ	MARQETA INC	$1.95B	104,098,834	0.27%	7.73%	Net Selling	Net Selling
GEN	GEN DIGITAL INC	$14.15B	598,587,032	0.09%	16.58%	Net Selling	Net Selling
DBX	DROPBOX INC	$8.11B	225,709,285	0.08%	9.45%	Net Selling	Net Selling
IIIV	I3 VERTICALS INC	$445.37M	26,322,009	0.08%	13.76%	Net Selling	Net Selling
TOST	TOAST INC	$18.18B	578,000,000	0.08%	8.88%	Net Selling	Net Selling
ATEN	A10 NETWORKS INC	$1.79B	72,609,021	0.11%	86.87%	Net Selling	Net Selling
ADBE	ADOBE INC	$96.17B	389,200,000	0.09%	0.92%	Net Selling	Net Selling
GTLB	GITLAB INC	$8.88B	166,600,000	0.09%	47.68%	Net Selling	Net Selling
ACIW	ACI WORLDWIDE INC	$5.27B	100,955,241	0.10%	5.80%	Net Selling	Net Selling
OSPN	ONESPAN INC	$649.70M	36,852,173	0.10%	26.18%	Net Selling	Net Selling
KVYO	KLAVIYO INC	$4.99B	284,727,437	0.05%	4.43%	Net Selling	Net Selling
PLTR	PALANTIR TECHNOLOGIES INC	$466.55B	2,403,058,480	0.06%	4.94%	Net Selling	Net Selling
GDDY	GODADDY INC	$13.51B	126,647,704	0.10%	72.12%	Net Selling	Net Selling
VRNS	VARONIS SYSTEMS INC	$5.59B	114,860,485	0.10%	43.65%	Net Selling
DSC	DSC HOLDINGS LTD	$176.26M	1,001,449,847	0.00%	43.09%
PSFE	PAYSAFE LTD	$296.02M	52,300,000	0.06%	3.99%	Net Selling	Net Selling
SNPS	SYNOPSYS INC	$87.11B	191,636,646	0.09%	0.94%	Net Selling	Net Selling
CINT	CI&T INC	$397.01M	134,579,406	0.04%	0.47%	Net Buying	Net Buying
DLO	DLOCAL LTD	$4.25B	288,416,831	0.04%	2.83%	Net Selling	Net Selling
MSFT	MICROSOFT CORP	$3.96T	7,425,545,491	0.07%	6.25%	Net Selling	Net Selling
ORCL	ORACLE CORP	$391.85B	3,023,736,000	0.04%	38.80%	Net Selling	Net Selling
PATH	UIPATH INC	$6.84B	521,155,409	0.06%	99.94%	Net Selling	Net Selling
KPLT	KATAPULT HOLDINGS INC	$36.15M	4,972,405	0.00%	100.00%	Net Buying	Net Buying
S	SENTINELONE INC	$7.56B	348,049,117	0.08%	4.06%	Net Selling	Net Selling
AGPU	AXE COMPUTE INC	$93.77M	11,591,124	0.00%	100.00%	Net Buying	Net Buying
FLYW	FLYWIRE CORP	$2.21B	121,667,674	0.11%	53.82%	Net Selling	Net Selling
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$14.55B	104,700,000	0.07%	24.04%	Net Selling	Net Selling
BKKT	BAKKT INC	$247.88M	45,069,458	0.03%	71.18%	Net Buying	Net Buying
VRSN	VERISIGN INC	$27.58B	90,000,000	0.10%	43.16%	Net Selling	Net Selling
PAGS	PAGSEGURO DIGITAL LTD	$3.40B	305,677,709	0.04%	40.45%	Net Selling	Net Selling
SAIL	SAILPOINT INC	$10.79B	570,911,633	0.10%	86.92%	Net Selling	Net Selling
NTSK	NETSKOPE INC	$7.93B	408,587,748	0.05%	61.34%	Net Selling	Net Selling
KSPI	JOINT STOCK CO KASPIKZ	$17.60B	190,027,266	0.04%	0.00%
FOUR	SHIFT4 PAYMENTS INC	$3.14B	78,960,120	0.09%	4.80%	Net Buying	Net Selling
AISP	AIRSHIP AI HOLDINGS INC	$69.57M	34,439,562	0.01%	91.76%	Net Buying
PANW	PALO ALTO NETWORKS INC	$283.81B	818,000,000	0.08%	2.44%	Net Selling	Net Selling
MOVE	CORVEX INC	$226.71M	27,647,305	0.00%	76.70%	Net Buying
MBGL	MOBILITY GLOBAL INC	$5.43B	294,821,320	0.00%	0.58%	Net Buying	Net Buying
AMBR	AMBER INTERNATIONAL HOLDING LTD	$171.58M	471,376,257	0.01%	70.50%
EEFT	EURONET WORLDWIDE INC	$2.43B	37,403,595	0.10%	9.38%	Net Selling	Net Buying
PAYP	PAYPAY CORP	$10.51B	676,955,535	0.00%	0.01%	Net Buying
DOCN	DIGITALOCEAN HOLDINGS INC	$11.80B	117,579,550	0.08%	68.18%	Net Selling	Net Selling
BLSH	BULLISH	$4.16B	151,684,000	0.03%	59.76%	Net Selling	Net Selling
DAVA	ENDAVA PLC	$107.08M	52,234,286	0.03%	0.88%	Net Selling
FISV	FISERV INC	$25.36B	531,766,721	0.09%	32.27%	Net Selling	Net Buying
IMXI	INTERNATIONAL MONEY EXPRESS INC	$291.84M	30,211,627	0.09%	99.91%	Net Buying	Net Buying
CLBT	CELLEBRITE DI LTD	$2.76B	247,617,591	0.05%	13.31%	Net Selling	Net Selling
KLAR	KLARNA GROUP PLC	$4.95B	378,113,486	0.05%	22.38%	Net Buying	Net Buying
STNE	STONECO LTD	$2.91B	253,684,641	0.06%	1.41%	Net Selling	Net Selling
TCX	TUCOWS INC	$104.66M	11,182,112	0.01%	99.99%
LIDR	AEYE INC	$39.75M	46,488,312	0.02%	67.55%	Net Selling	Net Selling
AKAM	AKAMAI TECHNOLOGIES INC	$12.54B	143,716,609	0.11%	7.39%	Net Selling	Net Selling
BNAI	BRAND ENGAGEMENT NETWORK INC	$41.71M	7,488,046	0.01%	99.99%	Net Selling
EXYN	EXYN TECHNOLOGIES INC	$21.63M	7,953,957	0.01%	0.00%

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: 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 45.73% over the past year, overperforming other software infrastructure stocks by 144 percentage points.

Netscout Systems has an average 1 year price target of $43.00, an upside of 11.43% from Netscout Systems's current stock price of $38.59.

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 -17.06% 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 0.72% from Yext's current stock price of $6.95.

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 8.32% over the past year, overperforming other software infrastructure stocks by 107 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 8.05%, which is 6 percentage points higher than the software infrastructure industry average of 2.26%.

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 2.26%.

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 3.73%, which is 1 percentage points higher than the software infrastructure industry average of 2.26%. 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 1.17% in the last day, and down -5.56% over the last week. Exyn Technologies was the among the top gainers in the software - infrastructure industry, gaining 38.78% yesterday.

Exyn Technologies shares are trading higher after the company announced that it joined a Department of Energy-backed mining project to hunt for critical metals.

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 37.19% 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 -11.46% 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 -29.61% 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 19.71% over the next year.

4.69% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 21.09% of software infrastructure stocks are rated B (Buy), 51.56% are rated C (Hold), 17.19% 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 199.04x.

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.