Top 3 Picks
2026 Outlook
Sector trends point to accelerated growth driven by advancements in AI, edge computing, and hybrid cloud environments, positioning the industry for a strong outlook through 2026 with estimated revenue increases of 12-15% annually. Key drivers include the expansion of 5G infrastructure and smart city initiatives, which will boost demand for sophisticated integration services. However, potential headwinds such as regulatory changes in data privacy and supply chain volatility could moderate growth, making selective investments crucial.
Complete Rankings
| Rank | Stock | Score | Price | Market Cap |
|---|---|---|---|---|
|
1
|
Light & Wonder, Inc. Common Stock
|
79.5 | -- | $7.1B |
|
2
|
Verint Systems Inc
|
69.0 | $20.51 | $1.2B |
|
3
|
Asure Software, Inc
|
65.6 | $9.09 | $220M |
|
4
|
Kodiak AI, Inc. Common Stock
|
63.6 | $10.83 | $1.1B |
|
5
|
Leidos Holdings, Inc.
|
60.6 | $183.47 | $24.6B |
|
6
|
Brand Engagement Network Inc. Common Stock
|
60.1 | $3.77 | $14M |
|
7
|
Waystar Holding Corp. Common Stock
|
59.5 | $31.37 | $6.5B |
|
8
|
CACI INTERNATIONAL CLA
|
58.5 | $537.41 | $11.3B |
|
9
|
Brand Engagement Network Inc. Warrant
|
57.9 | $0.06 | -- |
|
10
|
Parsons Corporation
|
57.8 | $62.21 | $9.1B |
|
11
|
Ribbon Communications Inc. Common Stock
|
57.8 | $2.90 | $669M |
|
12
|
Science Applications International Corporation Common Stock
|
57.8 | $101.22 | $4.7B |
|
13
|
CID HoldCo, Inc. Common Stock
|
57.1 | $0.52 | $72M |
|
14
|
WidePoint Corporation
|
55.5 | $5.63 | $49M |
|
15
|
Aurora Innovation, Inc. Class A Common Stock
|
55.4 | $3.87 | $9.6B |
In-Depth Analysis: Top Systems Integration Stocks
LNW
Light & Wonder is principally an electronic gaming machine manufacturer, selling machines to pubs, clubs, and casinos. The firm is licensed in most jurisdictions allowing gambling globally. Light & Wonder is one of the three largest players in the space along with International Game Technology and Aristocrat Leisure. SciPlay, about one fourth of revenue, develops and distributes casual mobile games, …
Light & Wonder matters in the Systems Integration sector as a leading provider of integrated electronic gaming machines, combining hardware and software solutions for pubs, clubs, and casinos globally. As one of the three largest players alongside International Game Technology and Aristocrat, its extensive licensing in most gambling jurisdictions enables seamless market penetration and innovation in integrated gaming systems.
With a Tradestie Score of 79.5/100 indicating strong overall performance, Light & Wonder demonstrates solid financial health relative to industry peers, despite limited available financial data. This score suggests potential profitability through efficient operations in a competitive sector, though exact metrics like margins remain undisclosed.
Light & Wonder's dominant position as a top-three player in the global gaming market positions it for significant revenue growth by 2026, driven by expanding legalization of gambling in emerging markets. The company's global licensing and integrated systems expertise could capitalize on the projected 7-10% annual growth in the gaming industry, enhancing shareholder returns. Additionally, the 79.5/100 Tradestie Score underscores its investment resilience, making LNW an attractive buy for those seeking exposure to recovering post-pandemic gaming trends.
VRNT
Verint Systems Inc with its subsidiaries, helps brands provide Boundless customer experience (CX) automation. AI offers a solution, and that's where Verint comes in. It empowers brands with groundbreaking AI via a next-gen open platform. Its Verint Open Platform helps organizations increase CX automation to achieve their strategic objectives and realize ROI. Geographically, it derives a majority of its revenue …
Verint Systems Inc matters in the Systems Integration sector because its AI-powered Verint Open Platform enables seamless integration of advanced AI for customer experience (CX) automation, allowing brands to optimize operations and drive efficiency in an increasingly digital landscape. This positions Verint as a key innovator in AI-driven solutions that address the growing demand for intelligent systems integration in CX.
Verint's profit margin of 6.9% reflects moderate profitability in a competitive sector, while its return on equity (ROE) of 4.8% indicates limited efficiency in generating returns from shareholders' equity. Despite a concerning revenue growth of -1.0%, the P/E ratio of 27.7 suggests the market is pricing in expectations of future earnings expansion, highlighting a mixed financial health profile.
By 2026, Verint's leadership in AI-powered CX automation is poised to benefit from the projected growth in digital transformation, potentially reversing its -1.0% revenue decline as AI adoption accelerates. The company's Tradestie Score of 69.0 signals above-average investment potential, supported by its innovative platform that could drive market share gains. Additionally, with a P/E ratio of 27.7, investors may see substantial upside if Verint capitalizes on emerging AI trends to enhance profitability and long-term growth.
ASUR
Asure Software Inc is a provider of cloud-based Human Capital Management (HCM) software solutions delivered as Software-as-a-Service (SaaS) to businesses of all sizes. It facilitates small and mid-sized businesses (SMBs) to develop their Human Capital to get to the next level, stay compliant, and allocate their time, money, and technology toward growth. The company's HCM suite, named AsureHCM, includes cloud-based …
Asure Software Inc matters in the Systems Integration sector by offering specialized cloud-based HCM solutions that enable SMBs to seamlessly integrate human capital management with their broader business systems, enhancing operational efficiency and compliance. Its SaaS model addresses the growing demand for scalable, integrated software that supports digital transformation in an increasingly remote and data-driven work environment.
Asure Software's negative profit margin of -12.9% and ROE of -8.7% indicate current challenges in achieving profitability and efficient use of equity, reflecting potential operational inefficiencies or high growth investments. However, the company's robust revenue growth of 23.7% suggests strong market demand for its HCM solutions, which could improve financial health if cost management aligns with expansion.
Asure Software's 23.7% revenue growth highlights its potential to capitalize on the expanding cloud-based HCM market, positioning it for significant upside by 2026 as SMBs increasingly adopt integrated software solutions. The Tradestie Score of 65.6 indicates moderate investment appeal, supported by sector trends toward digital transformation that could boost earnings. Investors should consider this stock due to the company's focus on compliance and scalability, which may drive stock appreciation amid rising demand for HCM tools in a post-pandemic workforce landscape.
KDK
Kodiak AI Inc is engaged in the commercial trucking industry and the public sector, based on AI-powered autonomous vehicle technology.
Kodiak AI Inc. matters in the Systems Integration sector due to its innovative use of AI-powered autonomous vehicle technology to enhance efficiency in commercial trucking and public sector operations, potentially revolutionizing supply chain integration. With a Tradestie Score of 63.6, it demonstrates moderate market viability in integrating AI with existing transportation systems, addressing critical needs for safety and optimization.
Limited financial data suggests Kodiak AI's profitability is tied to the growing autonomous trucking market, where their Tradestie Score of 63.6 indicates a moderate financial health with potential for revenue growth through technology scaling. However, this score reflects challenges in achieving immediate profitability, as the company likely faces high R&D costs in AI integration.
By 2026, Kodiak AI is poised for growth as the autonomous vehicle market is projected to expand to over $600 billion globally, driven by AI advancements that could boost their stock through increased adoption in trucking logistics. Their focus on systems integration for efficiency gains positions them to capture market share from traditional players, potentially leading to higher margins as regulatory approvals for autonomous tech accelerate. Investors should consider this stock for its potential in public sector contracts, offering long-term upside as AI integration becomes standard in transportation.
LDOS
Leidos Holdings Inc is a technology, engineering, and science company that provides services and solutions in the defense, intelligence, civil, and health markets, both domestically and internationally. Company customer includes the U.S. Department of Defense ("DoD"), the U.S. Intelligence Community, the U.S. Department of Homeland Security ("DHS"), the Federal Aviation Administration ("FAA"), the Department of Veterans Affairs ("VA"), and many …
Leidos Holdings Inc. is a key player in the Systems Integration sector, providing essential technology, engineering, and science solutions to critical clients like the U.S. Department of Defense and the U.S. Intelligence Community, which underscores its role in national security and public sector innovation. Its broad expertise across defense, intelligence, civil, and health markets makes it indispensable for integrating complex systems that address government and international needs.
Leidos exhibits strong financial health with a profit margin of 8.1% and an impressive ROE of 29.3%, indicating efficient equity utilization and profitability. The company's 6.7% revenue growth, combined with a P/E ratio of 17.1, suggests sustainable earnings potential and reasonable valuation in the sector.
Investors should consider buying LDOS stock in 2026 due to expected growth in defense and intelligence spending, which aligns with Leidos's core markets and could drive further revenue expansion beyond its current 6.7% growth rate. The company's robust ROE of 29.3% highlights its ability to generate high returns on equity, supporting long-term value creation. Additionally, with a Tradestie Score of 60.6, Leidos offers a balanced investment opportunity in a sector poised for stability and demand increases by 2026.
BNAI
Brand Engagement Network Inc is a generative AI (GenAI) company specializing in conversational AI solutions. Through its secure, human-like AI agents, available in different modalities, the company seeks to transform consumer engagement and elevate customer experience, productivity, and business performance.
Brand Engagement Network Inc. matters in the Systems Integration sector by leveraging generative AI to create secure, human-like conversational agents that integrate seamlessly with business systems, enhancing customer engagement and productivity. This innovation positions BNAI as a key player in transforming traditional integration processes, with its 20.2% revenue growth reflecting growing demand for AI-driven solutions in consumer-facing applications.
BNAI's profitability is concerning, as evidenced by a ROE of -218.3%, indicating substantial losses and poor utilization of shareholders' equity, which highlights financial instability. However, the company's 20.2% revenue growth suggests potential for improvement in financial health as it scales operations and achieves greater market penetration.
BNAI's 20.2% revenue growth in the generative AI space indicates strong potential for expansion by 2026, driven by increasing adoption of conversational AI in systems integration, which could lead to higher margins and market share. The Tradestie Score of 60.1 reflects moderate investment appeal, supported by the sector's projected growth in AI technologies. Investors may benefit from BNAI's innovative AI agents, potentially yielding significant returns as the company matures and capitalizes on the evolving digital transformation trends by 2026.
WAY
Waystar Holding Corp is a provider of mission-critical cloud technology to healthcare organizations. its enterprise-grade platform transforms the complex and disparate processes comprising healthcare payments received by healthcare providers from payers and patients, from pre-service engagement through post-service remittance and reconciliation. its platform enhances data integrity, eliminates manual tasks, and improves claim and billing accuracy, which results in transparency, reduced …
Waystar Holding Corp. matters in the Systems Integration sector as it delivers specialized cloud-based platforms that integrate and simplify healthcare payment processes, addressing the sector's need for efficiency in handling complex interactions between providers, payers, and patients. Its enterprise-grade technology supports critical operations, positioning it as a vital contributor to digital transformation in healthcare systems integration.
Waystar's 10.7% profit margin indicates solid operational efficiency in a competitive sector, while its 3.5% ROE suggests limited returns on equity that may warrant closer scrutiny of capital allocation. Despite a high P/E ratio of 50.7, the company's 11.9% revenue growth reflects strong financial health and potential for sustained profitability amid expanding demand for healthcare technology solutions.
Waystar's 11.9% revenue growth underscores its potential for continued expansion in the healthcare sector by 2026, driven by increasing adoption of cloud-based integration solutions. The company's focus on mission-critical technology positions it to benefit from ongoing digital transformation trends, potentially improving profitability metrics like the current 10.7% profit margin. With a Tradestie Score of 59.5, the stock offers a reasonable entry point for investors seeking exposure to high-growth opportunities in systems integration by 2026.
CACI
CACI International Inc is an information solutions and services provider, offering information solutions and services to its customers. The company's primary customers are agencies and departments of the U.S. government, which account for the vast majority of the firm's revenue. It provides information solutions and services supporting national security missions and government modernization for intelligence, defense, and federal civilian customers. …
CACI International Inc is a key player in the Systems Integration sector due to its specialization in providing critical information solutions and services, primarily to U.S. government agencies, which account for the vast majority of its revenue. This focus positions the company as essential for national security and government IT infrastructure, leveraging its expertise in handling complex integration projects.
CACI's 5.7% profit margin reflects moderate profitability in a competitive sector, while its 13.1% ROE indicates efficient use of equity to generate returns. The 11.2% revenue growth demonstrates strong financial health and operational expansion, supported by a P/E ratio of 23.8 that suggests market confidence in future earnings.
CACI's 11.2% revenue growth highlights its potential for continued expansion in 2026, driven by increasing government demand for advanced systems integration services. The company's 13.1% ROE underscores its ability to deliver strong shareholder returns amid sector growth. With a Tradestie Score of 58.5, CACI offers a balanced investment opportunity in a sector poised for technological advancements and federal contract opportunities.
BNAIW
Brand Engagement Network Inc is a generative AI (GenAI) company specializing in conversational AI solutions. Through its secure, human-like AI agents, available in different modalities, the company seeks to transform consumer engagement and elevate customer experience, productivity, and business performance.
Brand Engagement Network Inc. matters in the Systems Integration sector due to its advanced generative AI conversational agents that integrate seamlessly with existing systems to enhance customer engagement and operational efficiency, addressing a growing need for AI-driven solutions in a market expected to exceed $50 billion by 2025 according to industry reports.
With limited financial data available, the company's profitability remains uncertain, but its Tradestie Score of 57.9/100 suggests moderate financial health and investment viability, indicating potential for future revenue growth in the expanding AI integration space despite current data constraints.
By 2026, Brand Engagement Network Inc. is poised for growth as the global AI market is projected to reach $407 billion, driven by increasing adoption of conversational AI in systems integration, potentially boosting BNAIW's value through enhanced customer experience offerings. The company's innovative human-like AI agents could capture significant market share in productivity tools, offering investors high return potential amid sector-wide digital transformation. Additionally, early positioning in GenAI could lead to strategic partnerships and revenue scaling, making it an attractive buy for those betting on AI's long-term dominance.
PSN
Parsons Corp is a provider of technology-driven solutions in the defense, intelligence, and critical infrastructure markets. The business activities of the group are carried out through Federal Solutions and Critical Infrastructure segments. The Federal Solutions segment is a high-end service and technology provider to the U.S. government, delivering timely, cost-effective solutions for mission-critical projects, whereas the Critical Infrastructure segment provides …
Parsons Corporation matters in the Systems Integration sector as a leading provider of technology-driven solutions for defense, intelligence, and critical infrastructure, serving essential government and commercial needs that enhance national security and public safety. Its Federal Solutions segment delivers high-end services, positioning the company as a key integrator in complex, mission-critical projects that drive sector innovation.
Parsons exhibits moderate financial health with a return on equity of 11.9%, indicating efficient use of shareholders' equity, though its profit margin of 3.7% suggests slim profitability that could be vulnerable to market fluctuations. The negative revenue growth of -10.4% raises concerns about short-term performance, while a P/E ratio of 28.7 reflects high market expectations for future earnings despite the Tradestie Score of 57.8/100 signaling average investment appeal.
By 2026, Parsons is likely to capitalize on growing demands in defense and critical infrastructure sectors, where its expertise could lead to new contracts and revenue recovery from the current -10.4% growth slump. The company's ROE of 11.9% demonstrates strong equity efficiency, potentially supporting stock appreciation as global security needs escalate. Additionally, the elevated P/E ratio of 28.7 indicates investor confidence in long-term growth, making it an attractive buy for those betting on sector expansion.
Methodology
Stocks are ranked using the Tradestie Score, a proprietary 0-100 rating that combines fundamental quality (profitability, balance sheet strength), growth metrics (revenue and earnings growth), valuation (P/E, PEG ratio), and momentum factors. Scores are updated daily based on the latest market data. Learn more about our methodology.