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 +32.52% per year, and are the best software infrastructure stocks to buy now. Learn More.

Industry: Software - Infrastructure
B
Software Infrastructure is Zen Rated B and is the 57th ranked industry out of 146 stock market industries
Learn how the Zen Ratings work
Ticker
Company
Market Cap
Price
Price Target
Upside/Downside
Top Analysts Upside/Downside
Consensus
Top Analysts Consensus
Analysts
Top Analysts
Fore. Revenue Growth
Fore. Earnings Growth
Forecast ROE
Forecast ROA
FIVN
FIVE9 INC
$1.63B$21.23$25.8021.53%Buy159.60%79.46%31.16%13.86%
TENB
TENABLE HOLDINGS INC
$2.96B$26.80$29.008.21%Buy156.95%N/A128.69%19.71%
LSAK
LESAKA TECHNOLOGIES INC
$402.96M$4.70N/AN/AN/AN/A8.99%N/A8.43%2.33%
EVCM
EVERCOMMERCE INC
$1.62B$9.13$10.6716.83%Hold35.91%111.64%20.48%10.68%
BAND
BANDWIDTH INC
$2.09B$65.34$52.33-19.91%Strong Buy312.20%N/A23.26%9.59%
PAYS
PAYSIGN INC
$390.78M$6.99$10.0043.06%Strong Buy221.05%21.15%32.40%5.70%
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$506.48M$6.15$9.0046.34%Strong Buy17.26%33.59%-126.12%4.60%
BOX
BOX INC
$3.52B$25.39$36.0041.79%Buy45.22%40.66%-90.51%21.54%
PICS
PICS NV
$1.15B$10.82$21.83101.78%Strong Buy6N/AN/A238.88%31.08%
RELY
REMITLY GLOBAL INC
$4.02B$19.08$23.8024.74%Strong Buy517.67%30.01%N/AN/A
TDC
TERADATA CORP
$3.11B$33.00$37.6314.02%Buy80.42%-19.41%54.29%14.12%
GCT
GIGACLOUD TECHNOLOGY INC
$1.25B$34.10N/AN/AN/AN/A10.93%2.27%31.70%13.15%
TLS
TELOS CORP
$341.92M$4.57$6.3338.58%Buy313.06%N/A46.97%32.41%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$640.43M$34.81$37.507.73%Strong Buy22.63%14.85%513.27%16.64%
PAY
PAYMENTUS HOLDINGS INC
$2.66B$21.12$34.0060.98%Buy316.04%34.16%28.81%24.07%
APPN
APPIAN CORP
$1.76B$24.01$26.209.12%Hold510.77%691.85%-181.59%17.18%
AVPT
AVEPOINT INC
$2.30B$10.87$16.0047.19%Strong Buy918.82%40.50%N/AN/A
XYZ
BLOCK INC
$41.38B$69.52$83.4720.07%Buy1710.62%68.84%20.15%10.94%
CPAY
CORPAY INC
$23.28B$356.11$381.447.11%Buy910.45%28.68%N/AN/A
PGY
PAGAYA TECHNOLOGIES LTD
$1.28B$15.42$32.40110.12%Strong Buy512.98%31.20%44.28%14.22%
ALLT
ALLOT LTD
$359.49M$7.37$12.7573.00%Strong Buy211.02%38.20%N/AN/A
FLYW
FLYWIRE CORP
$1.82B$14.71$18.1823.60%Buy1114.75%65.72%13.80%10.12%
DBX
DROPBOX INC
$6.32B$27.09$27.00-0.33%Hold40.03%25.91%-35.49%23.56%
RDWR
RADWARE LTD
$1.21B$28.23N/AN/AN/AN/A9.13%71.65%19.10%9.51%
PSFE
PAYSAFE LTD
$363.90M$7.10$10.1342.61%Hold45.91%N/A29.86%3.95%
ATEN
A10 NETWORKS INC
$2.29B$31.76$27.80-12.47%Buy511.43%39.05%43.56%15.16%
KVYO
KLAVIYO INC
$4.25B$14.21$29.88110.29%Strong Buy1718.61%N/A44.59%33.76%
SPSC
SPS COMMERCE INC
$2.03B$55.24$65.1717.97%Buy67.08%50.18%23.36%19.35%
BLZE
BACKBLAZE INC
$475.20M$7.92$8.709.85%Strong Buy59.60%N/A-22.12%-9.72%
GEN
GEN DIGITAL INC
$14.65B$24.32$27.7514.10%Hold46.42%32.42%84.71%14.19%
NTCT
NETSCOUT SYSTEMS INC
$2.96B$41.42$38.00-8.26%Hold14.98%47.58%12.56%8.80%
ACIW
ACI WORLDWIDE INC
$4.60B$45.24$65.0043.68%Strong Buy28.38%28.22%20.21%9.77%
TOST
TOAST INC
$14.40B$24.82$33.4634.82%Buy1317.08%32.17%94.83%61.00%
BB
BLACKBERRY LTD
$5.40B$9.19$4.45-51.58%Hold2N/AN/AN/AN/A
TUYA
TUYA INC
$1.24B$2.01N/AN/AN/AN/AN/AN/A11.24%9.72%
NTNX
NUTANIX INC
$13.33B$49.31$57.0815.75%Buy1311.53%36.73%N/AN/A
GTLB
GITLAB INC
$4.69B$27.79$33.3319.95%Hold2110.38%N/A21.42%12.37%
RPD
RAPID7 INC
$477.17M$7.14$9.6334.92%Hold15-0.55%66.52%69.90%7.10%
MDB
MONGODB INC
$27.57B$342.80$397.4815.95%Strong Buy2710.65%N/A25.26%20.08%
ADBE
ADOBE INC
$82.42B$204.02$264.3829.59%Hold218.45%19.66%109.15%42.01%
FFIV
F5 INC
$22.35B$396.16$387.38-2.22%Buy86.02%17.24%34.52%19.39%
IOT
SAMSARA INC
$19.61B$33.66$41.7123.93%Strong Buy712.11%114.40%41.64%24.01%
EVTC
EVERTEC INC
$1.62B$26.28$25.00-4.87%Hold111.88%46.27%45.23%13.23%
FTNT
FORTINET INC
$107.19B$146.30$111.14-24.04%Hold2210.96%14.33%279.62%28.00%
AFRM
AFFIRM HOLDINGS INC
$22.16B$66.17$83.4026.04%Strong Buy1518.76%29.22%44.20%12.72%
DOX
AMDOCS LTD
$5.99B$56.40$81.5044.50%Strong Buy23.12%21.99%31.99%17.00%
CGNT
COGNYTE SOFTWARE LTD
$653.03M$8.86$13.0046.73%Strong Buy110.69%N/A29.44%11.00%
PATH
UIPATH INC
$5.47B$10.55$13.9231.97%Hold135.54%15.13%28.37%18.59%
EEFT
EURONET WORLDWIDE INC
$2.54B$66.66$85.5028.26%Buy46.38%29.02%45.14%8.64%
CINT
CI&T INC
$523.63M$4.04$6.8068.32%Strong Buy411.99%26.97%N/AN/A
OKTA
OKTA INC
$20.21B$116.29$114.64-1.42%Strong Buy256.28%46.30%12.31%9.08%
FATN
FATPIPE INC
$84.85M$6.05$10.0065.29%Strong Buy230.79%-18.12%5.11%3.73%
PLTR
PALANTIR TECHNOLOGIES INC
$306.83B$127.99$189.3947.97%Strong Buy1345.37%45.78%157.28%130.30%
WIX
WIXCOM LTD
$2.59B$45.91$90.7897.73%Buy1812.76%N/A-722.08%24.81%
PAGS
PAGSEGURO DIGITAL LTD
$2.74B$8.96$13.0045.09%Buy2131.75%148.49%99.15%19.15%
DLO
DLOCAL LTD
$3.60B$12.25$18.0046.94%Strong Buy326.79%26.41%66.70%20.21%
WEX
WEX INC
$4.70B$135.50$177.6731.12%Buy64.68%51.40%60.42%4.99%
OSPN
ONESPAN INC
$531.25M$14.33$12.00-16.26%Hold12.25%-32.57%18.44%13.09%
ZS
ZSCALER INC
$20.94B$129.52$201.3855.48%Strong Buy3214.44%N/A43.07%14.36%
QLYS
QUALYS INC
$3.92B$111.24$104.63-5.95%Hold87.18%16.60%55.85%29.07%
RBRK
RUBRIK INC
$14.04B$68.19$91.2733.85%Strong Buy2212.91%N/A-49.78%8.65%
VRNS
VARONIS SYSTEMS INC
$3.83B$33.34$37.1211.33%Strong Buy1715.90%N/A30.73%8.53%
CRWD
CROWDSTRIKE HOLDINGS INC
$173.82B$682.80$687.840.74%Strong Buy3813.58%N/A45.65%18.77%
MQ
MARQETA INC
$1.62B$3.83$5.1534.46%Hold514.57%173.58%10.59%5.32%
YEXT
YEXT INC
$407.01M$4.06$5.6739.58%Hold32.85%31.01%267.34%13.10%
MSFT
MICROSOFT CORP
$2.90T$390.74$557.8642.77%Strong Buy2813.09%11.12%50.23%29.98%
IIIV
I3 VERTICALS INC
$575.95M$20.62$27.2532.15%Strong Buy46.48%33.95%12.52%6.24%
SAIL
SAILPOINT INC
$8.29B$14.62$19.7935.34%Strong Buy1411.46%N/A3.65%3.32%
GDDY
GODADDY INC
$10.09B$76.24$114.4250.07%Buy126.16%18.96%614.68%17.89%
NET
CLOUDFLARE INC
$80.76B$228.48$241.605.74%Buy1524.85%N/A69.33%17.17%
PAYO
PAYONEER GLOBAL INC
$2.26B$6.75$7.5011.11%Strong Buy49.09%40.18%29.83%2.29%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$13.10B$124.06$159.9428.92%Buy185.38%8.91%67.01%24.77%
ORCL
ORACLE CORP
$529.57B$184.13$259.2740.81%Strong Buy2624.81%23.26%121.72%19.11%
FOUR
SHIFT4 PAYMENTS INC
$3.27B$41.18$68.4466.19%Buy1614.23%107.23%41.31%7.80%
MCRP
MICROPOLIS AI ROBOTICS
$65.24M$1.87N/AN/AN/AN/A11,599.63%N/A120.24%37.93%
S
SENTINELONE INC
$5.09B$14.85$18.7426.18%Buy2111.84%N/A16.70%10.19%
KSPI
JOINT STOCK CO KASPIKZ
$15.31B$80.56N/AN/AN/AN/A2,258.16%2,406.52%27,468.37%6,643.60%
MSAI
MULTISENSOR AI HOLDINGS INC
$11.07M$5.48N/AN/AN/AN/A71.92%N/AN/AN/A
EXYN
EXYN TECHNOLOGIES INC
N/A$5.92N/AN/AN/AN/AN/AN/AN/AN/A
SNPS
SYNOPSYS INC
$86.91B$453.89$547.2220.56%Buy911.42%67.53%14.49%9.42%
MLGO
MICROALGO INC
$60.82M$4.89N/AN/AN/AN/AN/AN/AN/AN/A
VRSN
VERISIGN INC
$25.47B$279.89$317.6713.50%Buy36.09%9.13%-50.99%87.01%
PANW
PALO ALTO NETWORKS INC
$227.89B$279.62$320.7014.69%Strong Buy3311.23%57.03%16.04%9.59%
PAYP
PAYPAY CORP
$9.46B$14.15$25.7481.89%Strong Buy8540.05%466.63%5,550.17%422.67%
ALAR
ALARUM TECHNOLOGIES LTD
$69.91M$9.63$14.0045.38%Strong Buy1N/AN/AN/AN/A
NN
NEXTNAV INC
$2.93B$21.50$50.00132.56%Buy1-3.18%N/AN/A-43.53%
AKAM
AKAMAI TECHNOLOGIES INC
$19.41B$133.50$152.8614.50%Buy149.07%38.68%26.03%10.97%
RXT
RACKSPACE TECHNOLOGY INC
$1.36B$5.44$2.50-54.04%Hold11.18%N/A-5.17%2.28%
STNE
STONECO LTD
$2.86B$11.26$15.1034.10%Buy5134.83%105.94%130.65%26.72%
CETX
CEMTREX INC
$4.25M$3.82N/AN/AN/AN/AN/AN/A6.57%3.22%
KLAR
KLARNA GROUP PLC
$6.14B$16.23$20.7828.02%Strong Buy9N/AN/A38.60%5.27%
NTSK
NETSKOPE INC
$3.65B$9.04$15.8875.61%Strong Buy16N/AN/A33.65%3.49%
GRRR
GORILLA TECHNOLOGY GROUP INC
$452.96M$17.40N/AN/AN/AN/A63.19%N/A72.36%49.99%
BNAI
BRAND ENGAGEMENT NETWORK INC
$139.07M$21.37N/AN/AN/AN/A590.25%N/A-328.16%-146.51%
HUBC
HUB CYBER SECURITY LTD
$1.74k$1.18N/AN/AN/AN/AN/AN/AN/AN/A
REKR
REKOR SYSTEMS INC
$95.50M$0.69N/AN/AN/AN/A10.89%N/A-28.51%-12.52%
INFQ
INFLEQTION INC
$2.93B$13.42$20.0049.03%Strong Buy116.26%N/AN/AN/A
TCX
TUCOWS INC
$148.95M$13.36N/AN/AN/AN/AN/AN/AN/AN/A
DAVA
ENDAVA PLC
$151.48M$2.90$6.33118.38%Hold6-7.87%N/A29.35%9.40%
DOCN
DIGITALOCEAN HOLDINGS INC
$17.79B$170.44$158.23-7.16%Strong Buy1337.67%2.43%N/AN/A

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Jun 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. Five9 (NASDAQ:FIVN)


Five9 (NASDAQ:FIVN) is the #1 top software infrastructure stock out of 159 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 Five9 (NASDAQ:FIVN) is: Value: A, Growth: A, Momentum: D, Sentiment: C, Safety: C, Financials: B, and AI: C.

Five9 (NASDAQ:FIVN) has a Due Diligence Score of 64, which is 31 points higher than the software infrastructure industry average of 33.

FIVN passed 20 out of 33 due diligence checks and has strong fundamentals. Five9 has seen its stock lose -23.5% over the past year, overperforming other software infrastructure stocks by 59 percentage points.

Five9 has an average 1 year price target of $25.80, an upside of 21.53% from Five9's current stock price of $21.23.

Five9 stock has a consensus Buy recommendation according to Wall Street analysts. Of the 15 analysts covering Five9, 40% have issued a Strong Buy rating, 26.67% have issued a Buy, 33.33% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Tenable Holdings (NASDAQ:TENB)


Tenable Holdings (NASDAQ:TENB) is the #2 top software infrastructure stock out of 159 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 Tenable Holdings (NASDAQ:TENB) is: Value: B, Growth: A, Momentum: C, Sentiment: B, Safety: C, Financials: B, and AI: C.

Tenable Holdings (NASDAQ:TENB) has a Due Diligence Score of 26, which is -7 points lower than the software infrastructure industry average of 33. Although this number is below the industry average, our proven quant model rates TENB as a "A".

TENB passed 8 out of 33 due diligence checks and has average fundamentals. Tenable Holdings has seen its stock lose -15.78% over the past year, overperforming other software infrastructure stocks by 67 percentage points.

Tenable Holdings has an average 1 year price target of $29.00, an upside of 8.21% from Tenable Holdings's current stock price of $26.80.

Tenable Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 15 analysts covering Tenable Holdings, 40% have issued a Strong Buy rating, 13.33% have issued a Buy, 46.67% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Lesaka Technologies (NASDAQ:LSAK)


Lesaka Technologies (NASDAQ:LSAK) is the #3 top software infrastructure stock out of 159 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 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 19, which is -14 points lower than the software infrastructure industry average of 33. Although this number is below the industry average, our proven quant model rates LSAK as a "A".

LSAK passed 6 out of 33 due diligence checks and has weak fundamentals. Lesaka Technologies has seen its stock return 10.59% over the past year, overperforming other software infrastructure stocks by 93 percentage points.

What are the software infrastructure stocks with highest dividends?

Out of 13 software infrastructure stocks that have issued dividends in the past year, the 3 software infrastructure stocks with the highest dividend yields are:

1. Stoneco (NASDAQ:STNE)


Stoneco (NASDAQ:STNE) has an annual dividend yield of 22.47%, which is 19 percentage points higher than the software infrastructure industry average of 3.85%.

Stoneco's dividend payout ratio of 89.3% indicates that its high dividend yield is sustainable for the long-term.

2. Joint Stock Co Kaspikz (NASDAQ:KSPI)


Joint Stock Co Kaspikz (NASDAQ:KSPI) has an annual dividend yield of 6.59%, which is 3 percentage points higher than the software infrastructure industry average of 3.85%.

Joint Stock Co Kaspikz's dividend payout ratio of 14.4% 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 3.81%, which is the same as the software infrastructure industry average of 3.85%. 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 42.8% indicates that its dividend yield is sustainable for the long-term.

Why are software infrastructure stocks down?

Software infrastructure stocks were down -0.37% in the last day, and down -2.83% over the last week. Swarmer was the among the top losers in the software - infrastructure industry, dropping -12.68% yesterday.

Shares of space-related companies are trading lower as the sector gives back recent gains following SpaceX's IPO debut.

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 71, which is 44 points higher than the software infrastructure industry average of 27. It passed 5 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 54.51% in the past year. It has overperformed other stocks in the software infrastructure industry by 137 percentage points.

2. Rapid7 (NASDAQ:RPD)


Rapid7 (NASDAQ:RPD) 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.

Rapid7 has a valuation score of 57, which is 30 points higher than the software infrastructure industry average of 27. It passed 4 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -69.91% in the past year. It has overperformed other stocks in the software infrastructure industry by 13 percentage points.

3. Adobe (NASDAQ:ADBE)


Adobe (NASDAQ:ADBE) 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.

Adobe has a valuation score of 100, which is 73 points higher than the software infrastructure industry average of 27. It passed 7 out of 7 valuation due diligence checks.

Adobe's stock has dropped -50.68% in the past year. It has overperformed other stocks in the software infrastructure industry by 32 percentage points.

Are software infrastructure stocks a good buy now?

49.12% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 20.78% over the next year.

2.34% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 24.22% of software infrastructure stocks are rated B (Buy), 56.25% are rated C (Hold), 7.81% are rated D (Sell), and 9.38% 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 -215.26x.
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.