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 +28.50% 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 70th ranked industry out of 145 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
NTCT
NETSCOUT SYSTEMS INC
$2.73B$37.49$38.001.36%Hold14.04%32.62%12.92%9.30%
EVCM
EVERCOMMERCE INC
$1.40B$7.93$10.2529.26%Hold54.70%107.47%20.41%10.70%
YEXT
YEXT INC
$648.31M$6.55$6.33-3.31%Hold31.06%41.03%181.18%13.35%
TENB
TENABLE HOLDINGS INC
$3.77B$34.24$35.062.39%Buy186.35%267.77%160.81%20.27%
APPN
APPIAN CORP
$2.86B$39.89$32.20-19.28%Hold510.02%N/A-116.70%20.96%
GCT
GIGACLOUD TECHNOLOGY INC
$1.80B$50.50N/AN/AN/AN/A7.06%6.63%32.12%13.46%
LSAK
LESAKA TECHNOLOGIES INC
$373.81M$4.36N/AN/AN/AN/A16.58%N/A7.97%2.20%
NTNX
NUTANIX INC
$18.07B$66.85$71.627.13%Buy1411.63%37.84%-123.88%26.29%
PICS
PICS NV
$1.45B$11.18$17.6758.02%Buy3119.49%226.59%246.52%29.83%
FIVN
FIVE9 INC
$2.51B$33.59$34.171.72%Buy129.01%81.25%32.15%13.79%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$615.53M$33.59$45.0033.97%Strong Buy24.25%12.50%297.69%17.76%
PAYS
PAYSIGN INC
$707.47M$12.53$11.50-8.22%Strong Buy216.19%21.34%40.21%7.63%
BAND
BANDWIDTH INC
$1.53B$47.55$70.6048.48%Buy510.39%498.75%23.58%8.10%
BLZE
BACKBLAZE INC
$817.08M$13.20$19.8650.43%Buy819.26%N/A-29.95%-11.85%
ALLT
ALLOT LTD
$366.67M$7.46$12.7570.91%Strong Buy211.10%29.61%N/AN/A
XYZ
BLOCK INC
$49.54B$82.46$93.9213.90%Strong Buy269.25%123.76%20.37%11.47%
FATN
FATPIPE INC
$83.36M$5.90$10.0069.49%Strong Buy222.31%37.90%63.59%47.53%
RPD
RAPID7 INC
$746.13M$11.07$11.201.15%Hold17-0.59%78.31%62.64%7.07%
RELY
REMITLY GLOBAL INC
$5.68B$26.82$31.1716.21%Strong Buy616.51%-6.79%N/AN/A
FTNT
FORTINET INC
$113.39B$154.54$157.481.90%Hold2210.84%15.08%178.68%25.52%
PGY
PAGAYA TECHNOLOGIES LTD
$1.84B$22.00$31.0040.91%Strong Buy411.64%27.08%46.37%16.27%
MDB
MONGODB INC
$30.24B$375.40$467.7924.61%Strong Buy288.22%113.25%24.78%19.55%
EVTC
EVERTEC INC
$1.79B$30.02$25.00-16.72%Hold19.74%70.77%46.00%11.96%
TLS
TELOS CORP
$352.01M$4.71$6.3334.46%Buy32.25%N/A35.07%23.44%
OKTA
OKTA INC
$28.52B$163.15$179.069.75%Strong Buy345.58%38.19%12.56%9.59%
TUYA
TUYA INC
$1.14B$1.86N/AN/AN/AN/A11.45%12.29%11.00%9.70%
QLYS
QUALYS INC
$5.91B$170.83$164.55-3.68%Hold127.61%16.45%55.61%29.11%
FFIV
F5 INC
$22.15B$391.08$430.4310.06%Buy76.52%17.03%33.02%18.64%
BB
BLACKBERRY LTD
$4.46B$7.61$10.5037.98%Buy5N/AN/AN/AN/A
RDWR
RADWARE LTD
$1.21B$27.80N/AN/AN/AN/A8.08%87.20%20.06%9.74%
CPAY
CORPAY INC
$27.34B$416.40$451.188.35%Buy118.38%30.46%N/AN/A
ADBE
ADOBE INC
$111.22B$279.79$264.48-5.47%Hold277.79%20.09%114.23%43.95%
DOX
AMDOCS LTD
$6.52B$62.46$71.0013.67%Buy23.08%29.32%32.38%16.58%
USIO
USIO INC
$81.50M$2.86$5.3887.94%Strong Buy27.82%N/A13.92%2.11%
PAY
PAYMENTUS HOLDINGS INC
$4.57B$36.28$38.004.74%Hold413.07%28.93%28.36%23.98%
AVPT
AVEPOINT INC
$2.82B$13.35$16.0019.85%Buy516.88%22.14%N/AN/A
RBRK
RUBRIK INC
$18.07B$87.18$109.4125.50%Strong Buy2210.09%N/A-45.50%7.98%
NET
CLOUDFLARE INC
$97.12B$272.74$337.1023.60%Buy2023.58%N/A74.04%18.53%
CRWD
CROWDSTRIKE HOLDINGS INC
$208.29B$203.42$227.3511.76%Strong Buy3711.78%198.54%42.28%17.94%
TDC
TERADATA CORP
$2.63B$28.26$35.4025.27%Hold5-0.11%-22.23%50.84%18.18%
IIIV
I3 VERTICALS INC
$442.21M$16.80$24.0042.86%Strong Buy33.73%16.63%13.16%5.89%
CGNT
COGNYTE SOFTWARE LTD
$620.60M$8.42N/AN/AN/AN/A10.69%N/A29.44%11.00%
MQ
MARQETA INC
$1.75B$16.82$19.0012.96%Hold411.91%98.27%14.68%7.55%
TP
TICKETPLUS LTD
$104.24M$8.64$14.0062.04%Strong Buy1N/AN/AN/AN/A
SPSC
SPS COMMERCE INC
$2.98B$82.82$70.86-14.44%Hold75.49%63.26%23.62%19.69%
BOX
BOX INC
$4.75B$34.59$37.809.28%Buy64.83%36.58%-81.57%20.40%
DBX
DROPBOX INC
$7.79B$34.50$32.50-5.80%Hold30.06%25.78%-31.57%24.44%
IOT
SAMSARA INC
$21.44B$36.79$45.1122.62%Strong Buy912.32%115.14%42.36%24.43%
TOST
TOAST INC
$19.68B$34.04$37.9511.49%Buy2015.74%24.98%91.97%59.12%
VRNS
VARONIS SYSTEMS INC
$5.37B$46.76$49.505.86%Strong Buy2014.83%N/A31.37%8.43%
OSPN
ONESPAN INC
$595.90M$16.17$17.005.13%Buy23.04%-13.01%20.34%14.37%
GTLB
GITLAB INC
$8.26B$49.59$50.862.57%Hold258.51%N/A21.59%12.03%
WEX
WEX INC
$6.57B$192.84$187.00-3.03%Buy73.24%46.38%60.76%4.95%
WIX
WIXCOM LTD
$3.72B$86.69$82.65-4.66%Buy219.70%N/A-34.90%32.85%
KVYO
KLAVIYO INC
$5.50B$19.31$26.5037.23%Strong Buy1516.68%255.25%50.60%35.35%
PATH
UIPATH INC
$9.32B$17.99$13.92-22.64%Hold125.54%15.17%28.53%18.69%
ACIW
ACI WORLDWIDE INC
$5.30B$52.46$66.0025.81%Strong Buy16.70%20.94%20.18%9.76%
DLO
DLOCAL LTD
$4.49B$15.57$19.0022.03%Strong Buy324.14%25.36%72.74%17.93%
SNPS
SYNOPSYS INC
$79.72B$415.97$549.5832.12%Buy128.61%53.87%14.19%9.26%
SAIL
SAILPOINT INC
$10.39B$18.31$20.119.84%Strong Buy1811.69%N/A4.07%3.70%
FLYW
FLYWIRE CORP
$2.29B$18.83$20.207.28%Buy1012.69%57.21%13.80%9.69%
ATEN
A10 NETWORKS INC
$1.80B$24.76$32.1729.92%Buy610.17%43.83%42.32%14.86%
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$444.35M$5.39$7.7543.78%Buy26.46%33.39%-143.40%4.55%
GEN
GEN DIGITAL INC
$18.35B$30.65$32.004.40%Hold46.65%28.45%82.06%13.93%
KSPI
JOINT STOCK CO KASPIKZ
$20.30B$106.81$107.500.65%Buy22,146.94%2,250.53%26,124.07%5,717.97%
DSC
DSC HOLDINGS LTD
$395.57M$7.90N/AN/AN/AN/AN/AN/A635.76%350.58%
ZS
ZSCALER INC
$27.93B$172.73$199.2015.32%Strong Buy3114.42%N/A43.07%14.36%
MSFT
MICROSOFT CORP
$3.69T$496.82$554.1411.54%Strong Buy2819.79%16.84%48.92%28.54%
PLTR
PALANTIR TECHNOLOGIES INC
$407.22B$169.46$196.3115.84%Buy1440.81%38.83%136.09%113.90%
PAGS
PAGSEGURO DIGITAL LTD
$3.01B$9.84$11.6318.22%Buy3136.85%153.46%105.54%20.93%
ALAR
ALARUM TECHNOLOGIES LTD
$8.57M$1.18$14.001,086.44%Strong Buy1N/AN/AN/AN/A
CINT
CI&T INC
$471.03M$3.50$5.5358.09%Strong Buy69.78%25.08%22.50%12.48%
GDDY
GODADDY INC
$12.90B$101.87$110.338.31%Buy104.89%17.06%20,823.15%17.45%
PANW
PALO ALTO NETWORKS INC
$267.71B$328.48$386.6917.72%Strong Buy3611.25%57.00%18.45%11.03%
PSFE
PAYSAFE LTD
$346.23M$6.62$8.5028.40%Hold45.15%N/A22.92%2.86%
FOUR
SHIFT4 PAYMENTS INC
$3.49B$44.23$58.8533.05%Buy1511.90%130.78%42.01%7.81%
BKKT
BAKKT INC
$334.87M$7.43$16.50122.07%Strong Buy2-41.80%N/A-0.26%-0.23%
DOCN
DIGITALOCEAN HOLDINGS INC
$12.33B$104.87$161.8054.29%Strong Buy1538.78%4.22%56.95%16.97%
ORCL
ORACLE CORP
$419.83B$145.75$249.2471.01%Strong Buy2526.94%25.17%108.40%17.60%
MBGL
MOBILITY GLOBAL INC
$6.01B$20.38$22.8011.87%Hold5N/AN/A5.88%4.43%
MOVE
CORVEX INC
$400.33M$14.48N/AN/AN/AN/AN/AN/A-71.33%-68.23%
EEFT
EURONET WORLDWIDE INC
$2.73B$72.97$87.3319.69%Buy35.14%30.57%43.99%8.33%
TGHL
GROWHUB LTD
$22.74M$0.90N/AN/AN/AN/AN/AN/AN/AN/A
AISP
AIRSHIP AI HOLDINGS INC
$73.36M$2.13N/AN/AN/AN/A54.00%N/A-16.29%7.92%
S
SENTINELONE INC
$6.85B$19.68$22.9016.36%Buy2510.11%N/A16.65%10.13%
REKR
REKOR SYSTEMS INC
$70.47M$0.51N/AN/AN/AN/A4.53%N/A-26.74%-12.28%
AGPU
AXE COMPUTE INC
$113.48M$9.79N/AN/AN/AN/A382.93%-99.43%9.38%3.18%
PAYP
PAYPAY CORP
$10.65B$15.73$24.1953.78%Strong Buy10N/AN/A5,586.97%420.43%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$14.02B$133.89$147.9410.50%Buy194.89%8.80%68.32%24.89%
VRSN
VERISIGN INC
$26.10B$289.96$333.0014.84%Buy47.06%9.85%-49.52%61.92%
NTSK
NETSKOPE INC
$5.62B$13.75$16.4419.57%Strong Buy1717.51%N/A40.86%3.74%
AKAM
AKAMAI TECHNOLOGIES INC
$15.10B$105.09$158.5450.86%Buy139.95%42.15%26.60%8.38%
MCRP
MICROPOLIS AI ROBOTICS
$33.49M$0.96N/AN/AN/AN/A11,599.63%N/A120.24%37.93%
DAVA
ENDAVA PLC
$159.84M$3.06$4.3842.97%Hold5-6.28%N/A29.80%9.55%
QMLS
QUMULUSAI INC
$181.68M$5.43$23.00323.57%Strong Buy1N/AN/AN/A-3.17%
BLSH
BULLISH
$4.95B$32.64$41.6027.45%Buy5-86.63%N/A10.29%8.02%
IMXI
INTERNATIONAL MONEY EXPRESS INC
$434.59M$14.39N/AN/AN/AN/A-2.81%26.38%22.36%8.43%
GYGY
GAME YOUR GAME INC
$24.90M$1.73N/AN/AN/AN/AN/AN/AN/AN/A
BRUN
BOOST RUN INC
$1.32B$16.55$45.00171.90%Strong Buy3178.50%N/A92.88%12.52%
FISV
FISERV INC
$27.64B$51.98$63.6122.38%Hold190.80%20.38%23.77%7.90%

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 168 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: B, 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 52.15% over the past year, overperforming other software infrastructure stocks by 147 percentage points.

Netscout Systems has an average 1 year price target of $38.00, an upside of 1.36% from Netscout Systems's current stock price of $37.49.

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. Evercommerce (NASDAQ:EVCM)


Evercommerce (NASDAQ:EVCM) is the #2 top software infrastructure stock out of 168 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 41, which is 9 points higher than the software infrastructure industry average of 32.

EVCM passed 13 out of 33 due diligence checks and has strong fundamentals. Evercommerce has seen its stock lose -29.57% over the past year, overperforming other software infrastructure stocks by 65 percentage points.

Evercommerce has an average 1 year price target of $10.25, an upside of 29.26% from Evercommerce's current stock price of $7.93.

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.

3. Yext (NYSE:YEXT)


Yext (NYSE:YEXT) is the #3 top software infrastructure stock out of 168 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: B, 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 -26.98% over the past year, overperforming other software infrastructure stocks by 68 percentage points.

Yext has an average 1 year price target of $6.33, a downside of -3.31% from Yext's current stock price of $6.55.

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.

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 4.97%, which is 3 percentage points higher than the software infrastructure industry average of 1.81%.

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 3.51%, which is 2 percentage points higher than the software infrastructure industry average of 1.81%. 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 3.25%, which is 1 percentage points higher than the software infrastructure industry average of 1.81%.

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 -1.59% in the last day, and down -0.83% over the last week. Alarum Technologies was the among the top losers in the software - infrastructure industry, dropping -22.88% yesterday.

Shares of software companies are trading lower. The sector may be weighed down by Palo Alto Networks after the company reported its Q4 financial results.

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 26.8% in the past year. It has overperformed other stocks in the software infrastructure industry by 121 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 -45.12% in the past year. It has overperformed other stocks in the software infrastructure industry by 50 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 36.32% in the past year. It has overperformed other stocks in the software infrastructure industry by 131 percentage points.

Are software infrastructure stocks a good buy now?

41.38% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 19.48% over the next year.

2.99% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 20.9% of software infrastructure stocks are rated B (Buy), 54.48% are rated C (Hold), 14.93% are rated D (Sell), and 6.72% 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 151.99x.
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.