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
C
Software Infrastructure is Zen Rated C and is the 59th 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
$1.74B$22.79$25.8013.21%Buy159.60%79.46%34.03%15.13%
LSAK
LESAKA TECHNOLOGIES INC
$432.97M$5.05N/AN/AN/AN/A8.99%N/A8.43%2.33%
TENB
TENABLE HOLDINGS INC
$2.85B$25.82$29.0012.32%Buy156.91%N/A126.42%19.37%
PAYS
PAYSIGN INC
$386.87M$6.92$10.0044.51%Strong Buy221.05%21.15%34.99%6.16%
RELY
REMITLY GLOBAL INC
$4.29B$20.39$23.8016.72%Strong Buy517.67%30.01%N/AN/A
CGNT
COGNYTE SOFTWARE LTD
$760.02M$10.40$13.0025.00%Strong Buy112.08%N/A27.38%10.85%
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$485.90M$5.90$9.0052.54%Strong Buy17.11%33.59%-126.12%4.60%
BAND
BANDWIDTH INC
$1.96B$61.18$52.33-14.46%Strong Buy311.99%N/A23.26%9.59%
GCT
GIGACLOUD TECHNOLOGY INC
$1.41B$38.40N/AN/AN/AN/A10.13%-0.27%29.71%12.32%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$545.32M$29.64$37.5026.52%Strong Buy22.67%14.87%513.27%16.64%
TLS
TELOS CORP
$350.90M$4.69$6.3335.03%Buy313.24%N/A46.97%32.41%
PAY
PAYMENTUS HOLDINGS INC
$2.92B$23.24$36.0054.91%Buy516.04%34.52%28.81%24.07%
TDC
TERADATA CORP
$3.14B$33.34$37.6312.85%Buy80.46%-19.26%54.13%14.08%
XYZ
BLOCK INC
$41.17B$69.17$83.1220.16%Buy1710.64%68.44%20.18%10.96%
PGY
PAGAYA TECHNOLOGIES LTD
$1.11B$13.39$32.40141.97%Strong Buy514.03%27.85%39.06%12.54%
CPAY
CORPAY INC
$22.85B$349.61$381.449.11%Buy910.42%28.04%N/AN/A
APPN
APPIAN CORP
$1.59B$21.67$26.2020.90%Hold510.77%690.96%-181.59%17.18%
AVPT
AVEPOINT INC
$2.20B$10.37$16.0054.29%Strong Buy918.81%40.38%N/AN/A
BOX
BOX INC
$3.55B$25.62$35.5038.56%Buy46.00%47.25%-123.82%23.97%
KVYO
KLAVIYO INC
$4.33B$14.46$29.88106.65%Strong Buy1718.61%N/A39.17%29.65%
DBX
DROPBOX INC
$6.18B$26.49$27.001.93%Hold40.03%25.91%-35.49%23.56%
BLZE
BACKBLAZE INC
$466.20M$7.77$8.7011.97%Strong Buy59.60%N/A-22.12%-9.72%
PATH
UIPATH INC
$5.81B$11.09$14.3629.46%Hold146.67%20.40%25.49%16.70%
RDWR
RADWARE LTD
$1.28B$29.90N/AN/AN/AN/A9.13%70.93%19.10%9.51%
PICS
PICS NV
$1.19B$11.14$22.0097.49%Strong Buy6198.07%9,193.05%365.43%33.86%
EVCM
EVERCOMMERCE INC
$1.86B$10.53$10.671.30%Hold35.91%111.63%20.48%10.68%
ATEN
A10 NETWORKS INC
$2.13B$29.56$27.20-7.98%Buy511.42%37.97%43.56%15.16%
ALLT
ALLOT LTD
$375.10M$7.69$12.7565.80%Strong Buy211.69%62.05%N/AN/A
GEN
GEN DIGITAL INC
$14.92B$24.76$27.7512.08%Hold46.42%32.39%84.71%14.19%
SPSC
SPS COMMERCE INC
$1.97B$53.55$65.1721.69%Buy67.08%50.13%23.36%19.35%
FLYW
FLYWIRE CORP
$1.97B$16.00$18.1813.64%Buy1114.45%72.66%16.26%11.92%
NTCT
NETSCOUT SYSTEMS INC
$3.01B$42.12$38.00-9.78%Hold14.98%47.58%12.56%8.80%
QLYS
QUALYS INC
$3.60B$102.31$104.632.26%Hold87.13%16.25%54.78%28.52%
EVTC
EVERTEC INC
$1.47B$23.89$25.004.65%Hold112.07%46.02%45.05%13.18%
AFRM
AFFIRM HOLDINGS INC
$23.20B$69.27$83.5020.54%Strong Buy1618.66%27.85%31.60%9.10%
FATN
FATPIPE INC
$58.20M$4.15$10.00140.96%Strong Buy240.07%-26.15%5.11%3.73%
ACIW
ACI WORLDWIDE INC
$4.31B$42.35$65.0053.48%Strong Buy28.15%40.51%22.78%11.01%
FTNT
FORTINET INC
$98.15B$133.96$104.29-22.15%Hold2110.97%14.33%272.32%27.27%
PSFE
PAYSAFE LTD
$387.47M$7.56$10.1333.93%Hold45.77%N/A29.86%3.95%
YEXT
YEXT INC
$468.71M$3.80$6.6775.45%Buy32.96%32.85%48.14%12.34%
MDB
MONGODB INC
$24.70B$307.35$389.0026.57%Strong Buy2811.98%N/A23.99%18.84%
CINT
CI&T INC
$418.64M$3.23$6.80110.53%Strong Buy411.53%27.67%N/AN/A
TOST
TOAST INC
$13.53B$23.32$34.7148.86%Buy1417.09%31.19%94.83%61.00%
WEX
WEX INC
$5.13B$148.01$181.2022.42%Buy54.71%51.41%60.42%4.99%
FFIV
F5 INC
$22.40B$397.00$360.25-9.26%Buy84.62%15.29%29.67%16.66%
GRRR
GORILLA TECHNOLOGY GROUP INC
$431.07M$16.46N/AN/AN/AN/A69.35%N/A57.08%41.17%
ADBE
ADOBE INC
$97.16B$240.49$329.9037.18%Hold198.42%19.62%109.15%42.01%
BB
BLACKBERRY LTD
$4.95B$8.42$4.45-47.15%Hold2N/AN/AN/AN/A
DLO
DLOCAL LTD
$3.45B$11.73$18.0053.45%Strong Buy326.58%26.05%66.25%20.07%
RPD
RAPID7 INC
$480.51M$7.19$9.6333.98%Hold15-0.55%67.25%97.52%9.91%
NTNX
NUTANIX INC
$12.35B$46.55$55.4619.13%Buy1112.46%38.65%N/AN/A
TUYA
TUYA INC
$1.28B$2.08N/AN/AN/AN/AN/AN/A9.36%8.10%
PLTR
PALANTIR TECHNOLOGIES INC
$327.47B$136.60$189.3938.64%Strong Buy1344.73%44.92%124.44%103.09%
IOT
SAMSARA INC
$18.10B$31.16$44.4042.49%Strong Buy1014.25%N/A41.46%23.18%
PAGS
PAGSEGURO DIGITAL LTD
$2.82B$9.22$13.0041.00%Buy2129.42%150.94%103.47%19.98%
EEFT
EURONET WORLDWIDE INC
$2.57B$67.46$85.5026.74%Buy40.02%29.02%45.14%8.64%
OKTA
OKTA INC
$16.59B$93.81$99.486.05%Strong Buy277.03%48.10%12.25%8.83%
MQ
MARQETA INC
$1.63B$3.84$5.1534.11%Hold514.56%170.89%10.59%5.32%
GTLB
GITLAB INC
$4.55B$26.77$34.6829.56%Buy2212.31%N/A20.47%11.77%
GDDY
GODADDY INC
$11.78B$88.99$114.4228.57%Buy126.14%20.53%634.03%18.45%
PAYO
PAYONEER GLOBAL INC
$1.66B$4.95$7.0041.41%Strong Buy49.10%40.66%29.83%2.29%
KSPI
JOINT STOCK CO KASPIKZ
$17.64B$92.85N/AN/AN/AN/A2,244.60%2,402.18%27,468.37%6,643.60%
NET
CLOUDFLARE INC
$76.89B$217.54$230.505.96%Buy1424.95%N/A61.61%15.26%
DOX
AMDOCS LTD
$6.68B$62.12$81.5031.20%Strong Buy23.56%21.42%31.45%16.71%
WIX
WIXCOM LTD
$3.12B$55.33$93.2968.61%Buy1712.74%N/A-579.11%19.90%
VRNS
VARONIS SYSTEMS INC
$3.56B$31.05$37.1219.54%Strong Buy1715.79%N/A34.09%9.46%
PANW
PALO ALTO NETWORKS INC
$209.51B$256.75$234.17-8.80%Strong Buy2413.47%36.98%47.32%17.79%
IIIV
I3 VERTICALS INC
$558.63M$20.00$27.2536.25%Strong Buy46.48%33.95%12.52%6.24%
OSPN
ONESPAN INC
$508.27M$13.71$12.00-12.47%Hold12.25%-33.45%18.44%13.09%
PAYP
PAYPAY CORP
$13.11B$19.61$25.7431.25%Strong Buy83,777.96%450.46%5,413.06%412.23%
MSFT
MICROSOFT CORP
$3.09T$416.03$557.2233.94%Strong Buy2713.08%11.15%49.57%29.59%
MCRP
MICROPOLIS AI ROBOTICS
$84.43M$2.42N/AN/AN/AN/A11,599.63%N/A120.24%37.93%
RBRK
RUBRIK INC
$13.82B$68.31$82.8521.29%Strong Buy2015.54%N/A-45.61%8.57%
CRWD
CROWDSTRIKE HOLDINGS INC
$170.31B$671.55$551.11-17.94%Strong Buy3815.57%N/A47.30%18.89%
FOUR
SHIFT4 PAYMENTS INC
$3.39B$42.79$70.5664.91%Buy1615.25%173.18%37.05%6.99%
ZS
ZSCALER INC
$29.85B$184.60$208.4112.90%Strong Buy2714.81%N/A42.72%14.24%
MSAI
MULTISENSOR AI HOLDINGS INC
$13.03M$6.45N/AN/AN/AN/A71.92%N/AN/AN/A
MLGO
MICROALGO INC
$68.53M$5.51N/AN/AN/AN/AN/AN/AN/AN/A
DOCN
DIGITALOCEAN HOLDINGS INC
$16.77B$160.72$150.64-6.27%Strong Buy1138.01%1.84%N/AN/A
ORCL
ORACLE CORP
$555.25B$193.06$251.7530.40%Strong Buy2824.81%23.23%121.05%19.00%
KLAR
KLARNA GROUP PLC
$6.42B$16.98$20.7822.37%Strong Buy9N/AN/AN/AN/A
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$13.84B$131.08$159.9422.02%Buy185.36%9.15%74.40%27.51%
SNPS
SYNOPSYS INC
$102.40B$534.56$553.333.51%Strong Buy914.39%46.78%14.33%9.27%
VRSN
VERISIGN INC
$27.92B$306.86$317.673.52%Buy36.05%9.10%-53.43%91.16%
CETX
CEMTREX INC
$9.56M$0.86N/AN/AN/AN/AN/AN/A65.69%32.24%
STNE
STONECO LTD
$2.86B$11.29$15.1033.75%Buy5136.14%111.24%151.70%31.02%
RXT
RACKSPACE TECHNOLOGY INC
$1.24B$4.97$2.50-49.70%Hold11.18%N/A-5.17%2.28%
NTSK
NETSKOPE INC
$4.85B$12.12$17.6945.94%Strong Buy1622.03%N/A33.58%3.69%
S
SENTINELONE INC
$6.32B$18.56$19.193.38%Buy2413.64%N/A14.91%8.79%
BNAI
BRAND ENGAGEMENT NETWORK INC
$127.16M$19.54N/AN/AN/AN/A590.25%N/A-328.16%-146.51%
NN
NEXTNAV INC
$3.14B$23.02$25.008.60%Buy1-0.30%N/AN/A-43.53%
ALAR
ALARUM TECHNOLOGIES LTD
$55.25M$7.70$14.0081.82%Strong Buy1N/AN/AN/AN/A
SAIL
SAILPOINT INC
$8.95B$15.87$19.4622.63%Strong Buy1313.24%N/A3.82%3.44%
AKAM
AKAMAI TECHNOLOGIES INC
$21.55B$148.21$152.863.14%Buy148.95%38.23%29.31%12.36%
REKR
REKOR SYSTEMS INC
$105.27M$0.77N/AN/AN/AN/A10.89%N/A-28.51%-12.52%
TCX
TUCOWS INC
$167.01M$14.98N/AN/AN/AN/AN/AN/AN/AN/A
CLBT
CELLEBRITE DI LTD
$3.18B$12.89$17.5035.76%Strong Buy216.97%42.99%44.32%23.76%
DAVA
ENDAVA PLC
$169.24M$3.24$6.3395.46%Hold6-6.01%N/A29.10%9.32%
BLSH
BULLISH
$5.23B$34.68$47.8838.05%Buy4-86.47%N/A9.33%7.43%
LIDR
AEYE INC
$90.78M$1.96$3.5982.91%Strong Buy21,765.56%N/A-37.56%-33.97%

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in May 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 154 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 29 points higher than the software infrastructure industry average of 35.

FIVN passed 20 out of 33 due diligence checks and has strong fundamentals. Five9 has seen its stock lose -16.95% over the past year, overperforming other software infrastructure stocks by 7 percentage points.

Five9 has an average 1 year price target of $25.80, an upside of 13.21% from Five9's current stock price of $22.79.

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. Lesaka Technologies (NASDAQ:LSAK)


Lesaka Technologies (NASDAQ:LSAK) is the #2 top software infrastructure stock out of 154 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 -16 points lower than the software infrastructure industry average of 35. 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 19.61% over the past year, overperforming other software infrastructure stocks by 43 percentage points.

3. Tenable Holdings (NASDAQ:TENB)


Tenable Holdings (NASDAQ:TENB) is the #3 top software infrastructure stock out of 154 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: D, Sentiment: B, Safety: C, Financials: B, and AI: C.

Tenable Holdings (NASDAQ:TENB) has a Due Diligence Score of 26, which is -9 points lower than the software infrastructure industry average of 35. 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 -20.72% over the past year, overperforming other software infrastructure stocks by 3 percentage points.

Tenable Holdings has an average 1 year price target of $29.00, an upside of 12.32% from Tenable Holdings's current stock price of $25.82.

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.

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. Stoneco (NASDAQ:STNE)


Stoneco (NASDAQ:STNE) has an annual dividend yield of 22.41%, which is 19 percentage points higher than the software infrastructure industry average of 3.6%.

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

2. Onespan (NASDAQ:OSPN)


Onespan (NASDAQ:OSPN) has an annual dividend yield of 3.65%, which is the same as the software infrastructure industry average of 3.6%.

Onespan's dividend payout ratio of 26.6% indicates that its dividend yield is sustainable for the long-term.

3. Amdocs (NASDAQ:DOX)


Amdocs (NASDAQ:DOX) has an annual dividend yield of 3.46%, which is the same as the software infrastructure industry average of 3.6%. 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 up?

Software infrastructure stocks were up 0.25% in the last day, and up 3.8% over the last week. Xanadu Quantum Technologies was the among the top gainers in the software - infrastructure industry, gaining 17.52% yesterday.

Shares of software companies are trading higher amid optimism that the U.S. and Iran are moving toward a negotiated resolution to the Middle East conflict, potentially easing inflation pressures and paving the way for lower interest rates.

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 86, which is 57 points higher than the software infrastructure industry average of 29. It passed 6 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 31.32% in the past year. It has overperformed other stocks in the software infrastructure industry by 55 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 71, which is 42 points higher than the software infrastructure industry average of 29. It passed 5 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -69.04% in the past year. It has underperformed other stocks in the software infrastructure industry by -45 percentage points.

3. Yext (NYSE:YEXT)


Yext (NYSE:YEXT) 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.

Yext has a valuation score of 71, which is 42 points higher than the software infrastructure industry average of 29. It passed 5 out of 7 valuation due diligence checks.

Yext's stock has dropped -42.77% in the past year. It has underperformed other stocks in the software infrastructure industry by -19 percentage points.

Are software infrastructure stocks a good buy now?

50.45% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 13.84% over the next year.

3.2% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 23.2% of software infrastructure stocks are rated B (Buy), 54.4% are rated C (Hold), 9.6% are rated D (Sell), and 9.6% 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 -17.11x.
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.