# Software - Infrastructure — Industry Hub

> Quantitative analysis from TrendMatrix. Data for informational use only — not investment advice.

Software-Infrastructure companies provide critical platforms for IT operations, cloud infrastructure, cybersecurity, and DevOps in enterprise environments. This sector is cyclically tied to corporate IT budgets, faces intense competition from cloud hyperscalers developing similar features, and carries customer concentration risk typical of SaaS subscription models. TrendMatrix ranks 79 US-listed Software - Infrastructure stocks by 10-dimension quantitative score, refreshed every 5 minutes during market hours with a full reanalysis nightly.

- **Parent sector:** Technology
- **Stocks tracked:** 79 (primer N: 79)
- **Sentiment:** 7 bullish · 22 neutral · 50 bearish · avg score 5.6
- **Last updated:** 2026-04-25T16:28:11+00:00

## Ranked Stocks

| # | Symbol | Name | Verdict | Score | Price | Upside |
|---|---|---|---|---|---|---|
| 1 | [MSFT](https://trendmatrix.com/stocks/MSFT) | Microsoft Corporation | STRONG_BUY_WAIT | 6.5 | $399.40 | +32.7% |
| 2 | [PAGS](https://trendmatrix.com/stocks/PAGS) | PagSeguro Digital Ltd. | STRONG_BUY_WAIT | 6.3 | $9.81 | +14.8% |
| 3 | [CHKP](https://trendmatrix.com/stocks/CHKP) | Check Point Software Technologi | STRONG_BUY_WAIT | 6.1 | $118.61 | +57.8% |
| 4 | [GDDY](https://trendmatrix.com/stocks/GDDY) | GoDaddy Inc. | STRONG_BUY_WAIT | 6.1 | $85.52 | +23.6% |
| 5 | [FIVN](https://trendmatrix.com/stocks/FIVN) | Five9, Inc. | STRONG_BUY_WAIT | 5.8 | $16.87 | +49.5% |
| 6 | [ZETA](https://trendmatrix.com/stocks/ZETA) | Zeta Global Holdings Corp. | STRONG_BUY_WAIT | 5.6 | $18.29 | +41.9% |
| 7 | [TWLO](https://trendmatrix.com/stocks/TWLO) | Twilio Inc. | STRONG_BUY_WAIT | 5.4 | $143.88 | +10.9% |
| 8 | [PICS](https://trendmatrix.com/stocks/PICS) | PicS N.V. | HOLD_IF_HOLDING | 7.1 | $11.84 | +66.4% |
| 9 | [DLO](https://trendmatrix.com/stocks/DLO) | DLocal Limited | HOLD_IF_HOLDING | 6.8 | $13.53 | +14.1% |
| 10 | [STNE](https://trendmatrix.com/stocks/STNE) | StoneCo Ltd. | HOLD_IF_HOLDING | 6.4 | $10.96 | +57.4% |
| 11 | [ACIW](https://trendmatrix.com/stocks/ACIW) | ACI Worldwide, Inc. | HOLD_IF_HOLDING | 6.3 | $42.84 | +26.8% |
| 12 | [APPN](https://trendmatrix.com/stocks/APPN) | Appian Corporation | HOLD_IF_HOLDING | 6.2 | $20.32 | +32.6% |
| 13 | [FLYW](https://trendmatrix.com/stocks/FLYW) | Flywire Corporation - Voting | HOLD_IF_HOLDING | 6.1 | $13.32 | +6.2% |
| 14 | [RBRK](https://trendmatrix.com/stocks/RBRK) | Rubrik, Inc. | HOLD_IF_HOLDING | 6.1 | $53.21 | +42.9% |
| 15 | [GCT](https://trendmatrix.com/stocks/GCT) | GigaCloud Technology Inc | HOLD_IF_HOLDING | 6.0 | $43.95 | +3.8% |
| 16 | [NTNX](https://trendmatrix.com/stocks/NTNX) | Nutanix, Inc. | HOLD_IF_HOLDING | 6.0 | $41.00 | +20.0% |
| 17 | [PLTR](https://trendmatrix.com/stocks/PLTR) | Palantir Technologies Inc. | HOLD_IF_HOLDING | 6.0 | $138.01 | +20.2% |
| 18 | [TOST](https://trendmatrix.com/stocks/TOST) | Toast, Inc. | HOLD_IF_HOLDING | 6.0 | $28.50 | +14.6% |
| 19 | [GTLB](https://trendmatrix.com/stocks/GTLB) | GitLab Inc. | HOLD_IF_HOLDING | 5.9 | $21.89 | +26.5% |
| 20 | [DOCN](https://trendmatrix.com/stocks/DOCN) | DigitalOcean Holdings, Inc. | HOLD_IF_HOLDING | 5.8 | $96.22 | +1.3% |
| 21 | [RELY](https://trendmatrix.com/stocks/RELY) | Remitly Global, Inc. | HOLD_IF_HOLDING | 5.7 | $21.95 | -1.8% |
| 22 | [VRNS](https://trendmatrix.com/stocks/VRNS) | Varonis Systems, Inc. | HOLD_IF_HOLDING | 5.7 | $26.56 | +22.2% |
| 23 | [DBX](https://trendmatrix.com/stocks/DBX) | Dropbox, Inc. | HOLD_IF_HOLDING | 5.6 | $24.20 | +0.8% |
| 24 | [TUYA](https://trendmatrix.com/stocks/TUYA) | Tuya Inc. | HOLD_IF_HOLDING | 5.6 | $2.25 | +29.9% |
| 25 | [WIX](https://trendmatrix.com/stocks/WIX) | Wix.com Ltd. | HOLD_IF_HOLDING | 5.6 | $73.91 | +42.9% |
| 26 | [ZS](https://trendmatrix.com/stocks/ZS) | Zscaler, Inc. | HOLD_IF_HOLDING | 5.6 | $130.72 | +61.5% |
| 27 | [ATEN](https://trendmatrix.com/stocks/ATEN) | A10 Networks, Inc. | HOLD_IF_HOLDING | 5.3 | $26.25 | +6.9% |
| 28 | [CRWD](https://trendmatrix.com/stocks/CRWD) | CrowdStrike Holdings, Inc. | HOLD_IF_HOLDING | 5.0 | $444.17 | +1.8% |
| 29 | [RZLV](https://trendmatrix.com/stocks/RZLV) | Rezolve AI PLC | HOLD_IF_HOLDING | 4.1 | $2.52 | +28.0% |
| 30 | [KSPI](https://trendmatrix.com/stocks/KSPI) | Joint Stock Company Kaspi.kz -  | SELL_IF_HOLDING | 6.8 | $88.01 | +8.3% |
| 31 | [GEN](https://trendmatrix.com/stocks/GEN) | Gen Digital Inc. | SELL_IF_HOLDING | 6.4 | $19.23 | +31.6% |
| 32 | [AVPT](https://trendmatrix.com/stocks/AVPT) | AvePoint, Inc. | SELL_IF_HOLDING | 6.3 | $9.71 | +48.9% |
| 33 | [KLAR](https://trendmatrix.com/stocks/KLAR) | Klarna Group plc | SELL_IF_HOLDING | 6.3 | $13.85 | +47.1% |
| 34 | [NTSK](https://trendmatrix.com/stocks/NTSK) | Netskope, Inc. | SELL_IF_HOLDING | 6.3 | $10.00 | +62.9% |
| 35 | [PATH](https://trendmatrix.com/stocks/PATH) | UiPath, Inc. | SELL_IF_HOLDING | 6.3 | $10.25 | +20.8% |
| 36 | [EVTC](https://trendmatrix.com/stocks/EVTC) | Evertec, Inc. | SELL_IF_HOLDING | 6.2 | $29.44 | +5.1% |
| 37 | [RAMP](https://trendmatrix.com/stocks/RAMP) | LiveRamp Holdings, Inc. | SELL_IF_HOLDING | 6.2 | $29.14 | +13.1% |
| 38 | [PAY](https://trendmatrix.com/stocks/PAY) | Paymentus Holdings, Inc. | SELL_IF_HOLDING | 6.1 | $27.93 | +0.6% |
| 39 | [CPAY](https://trendmatrix.com/stocks/CPAY) | Corpay, Inc. | SELL_IF_HOLDING | 5.9 | $302.18 | +9.9% |
| 40 | [PRGS](https://trendmatrix.com/stocks/PRGS) | Progress Software Corporation | SELL_IF_HOLDING | 5.9 | $27.34 | +61.2% |
| 41 | [TDC](https://trendmatrix.com/stocks/TDC) | Teradata Corporation | SELL_IF_HOLDING | 5.9 | $26.14 | +12.3% |
| 42 | [MQ](https://trendmatrix.com/stocks/MQ) | Marqeta, Inc. | SELL_IF_HOLDING | 5.8 | $4.46 | +0.1% |
| 43 | [NYAX](https://trendmatrix.com/stocks/NYAX) | Nayax Ltd. | SELL_IF_HOLDING | 5.8 | $70.00 | +15.0% |
| 44 | [QLYS](https://trendmatrix.com/stocks/QLYS) | Qualys, Inc. | SELL_IF_HOLDING | 5.8 | $88.49 | +26.2% |
| 45 | [S](https://trendmatrix.com/stocks/S) | SentinelOne, Inc. | SELL_IF_HOLDING | 5.8 | $14.20 | +20.0% |
| 46 | [CALX](https://trendmatrix.com/stocks/CALX) | Calix, Inc | SELL_IF_HOLDING | 5.7 | $42.42 | +35.6% |
| 47 | [RDWR](https://trendmatrix.com/stocks/RDWR) | Radware Ltd. | SELL_IF_HOLDING | 5.7 | $26.58 | +5.1% |
| 48 | [WEX](https://trendmatrix.com/stocks/WEX) | WEX Inc. | SELL_IF_HOLDING | 5.7 | $149.40 | +5.5% |
| 49 | [CLBT](https://trendmatrix.com/stocks/CLBT) | Cellebrite DI Ltd. | SELL_IF_HOLDING | 5.6 | $12.94 | +45.4% |
| 50 | [OKTA](https://trendmatrix.com/stocks/OKTA) | Okta, Inc. | SELL_IF_HOLDING | 5.6 | $74.31 | +24.3% |

_Showing top 50 of 79 tracked. Full list at `/api/industries/software-infrastructure/rollup`._

## Recent 8-K Events (last 30 days)

- **OKTA** [Item 5.02] (2026-04-22): Chief Legal Officer Larissa Schwartz will leave her CLO role effective July 31, 2026, then serve as senior advisor through January 31, 2027. No successor named for the CLO role.
- **CRWD** [Item 5.02] (2026-04-21): Board approved performance stock unit award (target 100,000 PSUs) to President Michael Sentonas on April 16, 2026. Compensatory arrangement; no departure.
- **SNPS** [Item 5.02] (2026-04-20): Stockholders approved Synopsys Amended and Restated Equity Incentive Plan at April 16, 2026 Annual Meeting, adding non-employee directors as eligible. Routine compensation plan amendment.
- **GTLB** [Item 5.02] (2026-04-16): Director Merline Saintil resigned effective April 15, 2026; no disagreement cited. Godfrey Sullivan appointed to Compensation and Leadership Development Committee. Board reduced from 9 to 8 members.
- **ZS** [Item 5.02] (2026-04-16): Raj Judge, EVP Corporate Strategy, resigned as officer effective April 15, 2026 and from the Board effective April 15, 2026; employment ends July 31, 2026. No disagreement with Company cited. No successor named.
- **RELY** [Item 5.02] (2026-04-10): Adam Messinger appointed to Board as Class III director effective April 6, 2026, also joining Talent and Compensation Committee. Previously served as CTO of Twitter and VP at Oracle; has served as technical advisor to various technology companies. Board size increased to accommodate appointment.
- **PAY** [Item 5.02] (2026-04-08): Board approved grant of 480,000 RSUs to President/CEO Dushyant Sharma on April 7, 2026 under the 2021 Equity Incentive Plan. 1/5 vest on one-year anniversary; remainder quarterly over 4 years. Routine compensation grant.
- **ORCL** [Item 5.02] (2026-04-06): Hilary Maxson appointed Chief Financial Officer of Oracle effective April 6, 2026. Previously EVP and Group CFO at Schneider Electric SE from 2020 to April 2026. No reason cited for predecessor's departure; no family relationship or related party transactions.

## Cross-Company Themes

- **.com and .net gTLDs** — 1 companies (VRSN)
- **AT&T hosting arrangement** — 1 companies (NN)
- **Atlas** — 1 companies (MDB)
- **Banco Popular** — 1 companies (EVTC)
- **China** — 1 companies (PAYO)

## Related Industries

- [Software - Application](https://trendmatrix.com/industries/software-application) — 96 stocks
- [Semiconductors](https://trendmatrix.com/industries/semiconductors) — 44 stocks
- [Information Technology Services](https://trendmatrix.com/industries/information-technology-services) — 33 stocks
- [Electronic Components](https://trendmatrix.com/industries/electronic-components) — 24 stocks
- [Semiconductor Equipment & Materials](https://trendmatrix.com/industries/semiconductor-equipment-and-materials) — 23 stocks

## Canonical Links

- HTML: https://trendmatrix.com/industries/software-infrastructure
- JSON: https://trendmatrix.com/api/industries/software-infrastructure/rollup
- Markdown: https://trendmatrix.com/industries/software-infrastructure.md