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 68th 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	$2.72B	72,707,312	0.09%	25.58%	Net Selling	Net Selling
YEXT	YEXT INC	$621.59M	98,978,704	0.07%	97.42%	Net Selling	Net Selling
EVCM	EVERCOMMERCE INC	$1.15B	176,665,246	0.09%	68.88%	Net Selling	Net Selling
TENB	TENABLE HOLDINGS INC	$3.53B	110,139,983	0.11%	48.27%	Net Buying	Net Buying
APPN	APPIAN CORP	$2.44B	71,627,597	0.05%	57.92%	Net Selling	Net Selling
GCT	GIGACLOUD TECHNOLOGY INC	$1.85B	35,710,237	0.07%	24.73%	Net Selling	Net Selling
CGNT	COGNYTE SOFTWARE LTD	$596.67M	73,845,238	0.07%	29.74%
LSAK	LESAKA TECHNOLOGIES INC	$384.96M	85,736,223	0.02%	99.98%	Net Buying
NTNX	NUTANIX INC	$17.68B	270,320,509	0.10%	21.71%	Net Selling	Net Selling
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$664.46M	18,324,922	0.10%	16.80%	Net Selling	Net Selling
FIVN	FIVE9 INC	$2.26B	74,723,531	0.11%	47.80%	Net Selling	Net Selling
PGY	PAGAYA TECHNOLOGIES LTD	$1.69B	83,425,843	0.04%	14.67%	Net Selling	Net Selling
PICS	PICS NV	$1.36B	129,587,543	0.01%	4.33%	Net Buying
XYZ	BLOCK INC	$47.50B	600,795,000	0.07%	5.34%	Net Selling	Net Selling
PAYS	PAYSIGN INC	$753.21M	56,462,156	0.05%	99.95%	Net Selling	Net Selling
RPD	RAPID7 INC	$707.71M	67,400,640	0.09%	99.91%	Net Buying	Net Selling
RELY	REMITLY GLOBAL INC	$4.64B	211,684,054	0.09%	18.13%	Net Selling	Net Selling
BAND	BANDWIDTH INC	$1.66B	32,180,788	0.09%	11.92%	Net Selling	Net Selling
MDB	MONGODB INC	$30.12B	80,556,341	0.09%	10.84%	Net Selling	Net Selling
FTNT	FORTINET INC	$116.55B	733,713,653	0.07%	15.36%	Net Selling	Net Selling
ALLT	ALLOT LTD	$367.16M	49,151,073	0.07%	28.52%	Net Selling	Net Selling
FATN	FATPIPE INC	$78.91M	14,128,468	0.00%	45.85%	Net Buying
FFIV	F5 INC	$22.56B	56,627,182	0.10%	1.83%	Net Selling	Net Selling
EVTC	EVERTEC INC	$1.74B	59,752,542	0.10%	4.43%	Net Buying	Net Selling
TUYA	TUYA INC	$1.12B	615,530,665	0.02%	12.51%	Net Selling	Net Selling
IOT	SAMSARA INC	$22.51B	585,605,209	0.07%	11.94%	Net Selling	Net Selling
PAY	PAYMENTUS HOLDINGS INC	$4.57B	125,939,647	0.04%	8.92%	Net Selling	Net Selling
TLS	TELOS CORP	$349.77M	74,736,789	0.06%	99.94%	Net Selling	Net Selling
OKTA	OKTA INC	$29.91B	174,820,928	0.09%	4.33%	Net Selling	Net Selling
DOX	AMDOCS LTD	$6.29B	104,415,000	0.10%	1.25%	Net Selling
BLZE	BACKBLAZE INC	$761.99M	61,900,000	0.06%	19.94%	Net Selling	Net Selling
CPAY	CORPAY INC	$26.82B	65,659,599	0.10%	98.57%	Net Selling	Net Selling
AVPT	AVEPOINT INC	$2.70B	211,565,426	0.07%	88.29%	Net Buying	Net Buying
BB	BLACKBERRY LTD	$4.42B	586,100,431	0.05%	9.99%	Net Selling	Net Selling
ADBE	ADOBE INC	$98.91B	397,500,000	0.08%	0.93%	Net Selling	Net Selling
RDWR	RADWARE LTD	$1.22B	43,687,694	0.07%	11.77%	Net Selling	Net Selling
CRWD	CROWDSTRIKE HOLDINGS INC	$213.86B	1,023,934,842	0.02%	2.95%	Net Selling	Net Selling
TDC	TERADATA CORP	$2.54B	93,000,000	0.13%	17.33%	Net Selling	Net Selling
RBRK	RUBRIK INC	$18.43B	207,304,433	0.06%	5.04%	Net Selling	Net Selling
SPSC	SPS COMMERCE INC	$2.78B	36,000,174	0.11%	12.54%	Net Selling
TOST	TOAST INC	$18.46B	578,000,000	0.08%	8.54%	Net Selling	Net Selling
NET	CLOUDFLARE INC	$110.80B	356,079,715	0.08%	15.57%	Net Selling	Net Selling
USIO	USIO INC	$72.09M	28,495,414	0.01%	99.99%	Net Buying	Net Buying
ZS	ZSCALER INC	$26.66B	163,054,698	0.05%	25.65%	Net Selling	Net Selling
IIIV	I3 VERTICALS INC	$408.52M	26,322,009	0.08%	13.77%	Net Selling
QLYS	QUALYS INC	$5.59B	34,595,001	0.11%	43.76%	Net Selling	Net Selling
KVYO	KLAVIYO INC	$4.59B	284,727,437	0.05%	4.07%	Net Selling	Net Selling
DBX	DROPBOX INC	$7.91B	225,709,285	0.08%	9.31%	Net Selling	Net Selling
ACIW	ACI WORLDWIDE INC	$5.25B	100,955,241	0.10%	5.80%	Net Selling	Net Selling
WIX	WIXCOM LTD	$3.24B	42,965,089	0.10%	6.90%	Net Selling	Net Selling
VRNS	VARONIS SYSTEMS INC	$5.23B	114,860,485	0.10%	43.65%	Net Selling
BOX	BOX INC	$4.68B	137,200,773	0.10%	5.93%	Net Selling	Net Selling
GTLB	GITLAB INC	$7.88B	166,600,000	0.09%	40.10%	Net Selling	Net Selling
MQ	MARQETA INC	$1.68B	104,098,834	0.27%	4.06%	Net Selling	Net Selling
OSPN	ONESPAN INC	$607.69M	36,852,173	0.10%	26.18%	Net Selling	Net Selling
WEX	WEX INC	$6.48B	34,081,611	0.12%	31.85%	Net Selling	Net Selling
SNPS	SYNOPSYS INC	$76.11B	191,636,646	0.09%	0.94%	Net Selling	Net Selling
PLTR	PALANTIR TECHNOLOGIES INC	$398.57B	2,403,058,480	0.06%	4.94%	Net Selling	Net Selling
FLYW	FLYWIRE CORP	$2.16B	121,667,674	0.11%	53.78%	Net Selling	Net Selling
PSFE	PAYSAFE LTD	$326.88M	52,300,000	0.06%	3.95%	Net Selling	Net Selling
GEN	GEN DIGITAL INC	$17.94B	598,587,032	0.09%	16.57%	Net Selling	Net Selling
CINT	CI&T INC	$410.47M	134,579,406	0.04%	0.39%	Net Selling
PRTH	PRIORITY TECHNOLOGY HOLDINGS INC	$475.27M	82,440,372	0.02%	99.98%	Net Selling	Net Selling
DLO	DLOCAL LTD	$4.30B	288,416,831	0.04%	2.83%	Net Selling	Net Selling
MSFT	MICROSOFT CORP	$3.66T	7,425,545,491	0.07%	6.24%	Net Selling	Net Selling
DSC	DSC HOLDINGS LTD	$403.33M	1,001,449,847	0.00%	43.09%
SAIL	SAILPOINT INC	$10.01B	567,182,997	0.10%	87.51%	Net Selling	Net Selling
ATEN	A10 NETWORKS INC	$1.77B	72,609,021	0.11%	86.86%	Net Selling	Net Selling
TP	TICKETPLUS LTD	$107.25M	12,064,525	0.00%	84.44%
NTSK	NETSKOPE INC	$6.17B	408,587,748	0.05%	49.50%	Net Buying	Net Selling
PAGS	PAGSEGURO DIGITAL LTD	$3.10B	305,677,709	0.04%	40.59%	Net Buying	Net Selling
ALAR	ALARUM TECHNOLOGIES LTD	$12.92M	72,600,000	0.00%	5.03%
PATH	UIPATH INC	$7.23B	521,155,409	0.06%	99.94%	Net Selling	Net Selling
GDDY	GODADDY INC	$12.21B	126,647,704	0.10%	72.13%	Net Selling	Net Selling
ORCL	ORACLE CORP	$440.54B	2,880,471,000	0.04%	40.66%	Net Selling	Net Buying
PANW	PALO ALTO NETWORKS INC	$275.87B	815,000,000	0.08%	2.39%	Net Selling	Net Selling
KSPI	JOINT STOCK CO KASPIKZ	$18.46B	190,027,266	0.04%	0.00%
FOUR	SHIFT4 PAYMENTS INC	$3.40B	78,960,120	0.09%	4.80%	Net Buying	Net Buying
S	SENTINELONE INC	$6.89B	348,049,117	0.08%	4.12%	Net Selling	Net Selling
BKKT	BAKKT INC	$357.40M	45,069,458	0.03%	70.44%	Net Buying	Net Buying
QMLS	QUMULUSAI INC	$224.51M	33,458,515	0.00%	45.97%
DOCN	DIGITALOCEAN HOLDINGS INC	$15.41B	117,579,550	0.08%	68.23%	Net Selling	Net Selling
EEFT	EURONET WORLDWIDE INC	$2.65B	37,403,595	0.10%	9.38%	Net Selling	Net Buying
MBGL	MOBILITY GLOBAL INC	$5.95B	294,821,320	0.00%	0.58%	Net Buying	Net Buying
AISP	AIRSHIP AI HOLDINGS INC	$69.22M	34,439,562	0.01%	91.76%	Net Buying
BLSH	BULLISH	$5.14B	151,684,000	0.03%	59.92%	Net Selling
MOVE	CORVEX INC	$320.16M	27,647,305	0.00%	76.70%	Net Buying	Net Buying
AGPU	AXE COMPUTE INC	$122.40M	11,591,124	0.00%	100.00%	Net Buying	Net Buying
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$13.66B	104,700,000	0.07%	24.05%	Net Selling	Net Selling
VRSN	VERISIGN INC	$26.00B	90,000,000	0.10%	43.18%	Net Selling	Net Selling
IMXI	INTERNATIONAL MONEY EXPRESS INC	$425.08M	30,211,627	0.09%	99.91%	Net Buying	Net Buying
DAVA	ENDAVA PLC	$147.82M	52,234,286	0.03%	0.88%	Net Selling	Net Selling
MCRP	MICROPOLIS AI ROBOTICS	$30.35M	34,888,447	0.00%	18.12%
PAYP	PAYPAY CORP	$12.35B	676,955,535	0.00%	0.01%	Net Buying
AKAM	AKAMAI TECHNOLOGIES INC	$15.40B	143,716,609	0.11%	7.39%	Net Selling	Net Selling
FISV	FISERV INC	$26.02B	531,766,721	0.09%	32.26%	Net Selling	Net Buying
BRUN	BOOST RUN INC	$1.31B	79,487,441	0.02%	43.90%	Net Buying	Net Buying
STNE	STONECO LTD	$2.61B	253,684,641	0.06%	1.39%	Net Selling	Net Selling
GYGY	GAME YOUR GAME INC	$15.62M	14,392,000	0.00%	60.09%
BNAI	BRAND ENGAGEMENT NETWORK INC	$61.70M	7,488,046	0.01%	99.99%	Net Selling

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Sep 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: C, Sentiment: B, Safety: C, Financials: C, and AI: C.

Netscout Systems (NASDAQ:NTCT) has a Due Diligence Score of 62, which is 30 points higher than the software infrastructure industry average of 32.

NTCT passed 19 out of 33 due diligence checks and has strong fundamentals. Netscout Systems has seen its stock return 49.52% over the past year, overperforming other software infrastructure stocks by 144 percentage points.

Netscout Systems has an average 1 year price target of $38.00, an upside of 1.5% from Netscout Systems's current stock price of $37.44.

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 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 Yext (NYSE:YEXT) is: Value: A, Growth: C, Momentum: C, Sentiment: A, Safety: C, Financials: B, and AI: C.

Yext (NYSE:YEXT) has a Due Diligence Score of 44, which is 12 points higher than the software infrastructure industry average of 32.

YEXT passed 15 out of 33 due diligence checks and has strong fundamentals. Yext has seen its stock lose -25.94% over the past year, overperforming other software infrastructure stocks by 68 percentage points.

Yext has an average 1 year price target of $6.33, an upside of 0.84% from Yext's current stock price of $6.28.

Yext stock has a consensus Hold recommendation according to Wall Street analysts. Of the 3 analysts 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. Evercommerce (NASDAQ:EVCM)

Evercommerce (NASDAQ:EVCM) 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 Evercommerce (NASDAQ:EVCM) is: Value: B, Growth: B, Momentum: C, Sentiment: B, Safety: C, Financials: C, and AI: C.

Evercommerce (NASDAQ:EVCM) has a Due Diligence Score of 49, which is 17 points higher than the software infrastructure industry average of 32.

EVCM passed 15 out of 33 due diligence checks and has strong fundamentals. Evercommerce has seen its stock lose -42.57% over the past year, overperforming other software infrastructure stocks by 51 percentage points.

Evercommerce has an average 1 year price target of $10.25, an upside of 56.97% from Evercommerce's current stock price of $6.53.

Evercommerce stock has a consensus Hold recommendation according to Wall Street analysts. Of the 5 analysts covering Evercommerce, 20% have issued a Strong Buy rating, 0% have issued a Buy, 40% have issued a hold, while 0% have issued a Sell rating, and 40% have issued a Strong Sell.

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. Joint Stock Co Kaspikz (NASDAQ:KSPI)

Joint Stock Co Kaspikz (NASDAQ:KSPI) has an annual dividend yield of 7.67%, which is 6 percentage points higher than the software infrastructure industry average of 2.01%.

Joint Stock Co Kaspikz's dividend payout ratio of 42.5% indicates that its high dividend yield is sustainable for the long-term.

2. Amdocs (NASDAQ:DOX)

Amdocs (NASDAQ:DOX) has an annual dividend yield of 3.64%, which is 2 percentage points higher than the software infrastructure industry average of 2.01%. 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.

3. Tuya (NYSE:TUYA)

Tuya (NYSE:TUYA) has an annual dividend yield of 3.32%, which is 1 percentage points higher than the software infrastructure industry average of 2.01%.

Tuya's dividend payout ratio of 104.1% indicates that its dividend yield might not be sustainable for the long-term.

Why are software infrastructure stocks down?

Software infrastructure stocks were down -0.43% in the last day, and down -2.65% over the last week. Hub Cyber Security was the among the top losers in the software - infrastructure industry, dropping -30.67% yesterday.

Hub Cyber Security shares are trading lower after the company announced a 1-for-25 reverse share split effective September 11.

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 30 points higher than the software infrastructure industry average of 27. It passed 4 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 34.6% in the past year. It has overperformed other stocks in the software infrastructure industry by 129 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 -46.07% in the past year. It has overperformed other stocks in the software infrastructure industry by 48 percentage points.

3. Teradata (NYSE:TDC)

Teradata (NYSE:TDC) 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.

Teradata has a valuation score of 43, which is 16 points higher than the software infrastructure industry average of 27. It passed 3 out of 7 valuation due diligence checks.

Teradata's stock has gained 30.04% in the past year. It has overperformed other stocks in the software infrastructure industry by 124 percentage points.

Are software infrastructure stocks a good buy now?

43.59% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 21.04% over the next year.

3.79% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 23.48% of software infrastructure stocks are rated B (Buy), 50.76% are rated C (Hold), 14.39% are rated D (Sell), and 7.58% 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 155.31x.

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.