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 68th 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
$2.71B$37.30$38.001.88%Hold14.04%32.62%12.92%9.30%
YEXT
YEXT INC
$602.78M$6.09$6.333.99%Hold31.06%41.03%181.18%13.35%
EVCM
EVERCOMMERCE INC
$1.19B$6.76$10.2551.63%Hold54.70%107.47%20.41%10.70%
TENB
TENABLE HOLDINGS INC
$3.71B$33.67$35.064.13%Buy186.35%267.77%160.81%20.27%
APPN
APPIAN CORP
$2.45B$34.24$32.20-5.96%Hold510.02%N/A-116.70%20.96%
GCT
GIGACLOUD TECHNOLOGY INC
$1.85B$51.88N/AN/AN/AN/A7.06%6.63%32.12%13.46%
CGNT
COGNYTE SOFTWARE LTD
$600.70M$8.15N/AN/AN/AN/A10.69%N/A29.44%11.00%
NTNX
NUTANIX INC
$18.10B$66.94$71.626.98%Buy1411.63%37.84%-123.88%26.29%
FIVN
FIVE9 INC
$2.27B$30.37$34.1712.50%Buy129.01%81.25%32.15%13.79%
LSAK
LESAKA TECHNOLOGIES INC
$393.53M$4.59N/AN/AN/AN/A16.58%N/A7.97%2.20%
XYZ
BLOCK INC
$47.70B$79.40$94.6019.14%Strong Buy259.25%123.76%20.37%11.47%
PICS
PICS NV
$1.37B$10.60$17.6766.67%Buy3119.49%226.59%246.52%29.83%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$666.66M$36.38$45.0023.69%Strong Buy24.25%12.50%297.69%17.76%
PAYS
PAYSIGN INC
$735.70M$13.03$11.50-11.74%Strong Buy216.19%21.34%40.21%7.63%
PGY
PAGAYA TECHNOLOGIES LTD
$1.80B$21.60$31.0043.52%Strong Buy411.64%27.08%46.37%16.27%
BAND
BANDWIDTH INC
$1.57B$48.83$70.6044.58%Buy510.39%498.75%23.58%8.10%
RPD
RAPID7 INC
$711.75M$10.56$11.206.03%Hold17-0.59%78.31%62.64%7.07%
MDB
MONGODB INC
$28.87B$358.38$467.7930.53%Strong Buy288.22%113.25%24.78%19.55%
RELY
REMITLY GLOBAL INC
$5.10B$24.07$31.1729.48%Strong Buy616.51%-6.79%N/AN/A
FATN
FATPIPE INC
$79.19M$5.61$10.0078.41%Strong Buy222.31%37.90%63.59%47.53%
FTNT
FORTINET INC
$115.35B$157.22$157.480.16%Hold2210.84%15.08%178.68%25.52%
ALLT
ALLOT LTD
$369.62M$7.52$12.7569.55%Strong Buy211.10%29.61%N/AN/A
FFIV
F5 INC
$22.91B$404.63$430.436.38%Buy76.52%17.03%33.02%18.64%
EVTC
EVERTEC INC
$1.78B$29.73$25.00-15.91%Hold19.74%70.77%46.00%11.96%
IOT
SAMSARA INC
$22.63B$38.65$52.1434.91%Strong Buy149.90%81.46%40.06%23.18%
BLZE
BACKBLAZE INC
$818.94M$13.23$19.8650.09%Buy819.26%N/A-29.95%-11.85%
TUYA
TUYA INC
$1.11B$1.81N/AN/AN/AN/A11.45%12.29%11.00%9.70%
PAY
PAYMENTUS HOLDINGS INC
$4.44B$35.23$38.007.86%Hold413.07%28.93%28.36%23.98%
OKTA
OKTA INC
$30.20B$172.74$181.615.13%Strong Buy335.58%38.19%12.56%9.59%
ADBE
ADOBE INC
$101.31B$254.86$267.524.97%Hold277.79%20.09%114.23%43.95%
CPAY
CORPAY INC
$26.66B$406.09$451.1811.10%Buy118.38%30.46%N/AN/A
DOX
AMDOCS LTD
$6.25B$59.81$71.0018.71%Buy23.08%29.32%32.38%16.58%
AVPT
AVEPOINT INC
$2.74B$12.96$16.0023.46%Buy516.88%22.14%N/AN/A
BB
BLACKBERRY LTD
$4.54B$7.75$10.5035.48%Buy5N/AN/AN/AN/A
RDWR
RADWARE LTD
$1.22B$28.00N/AN/AN/AN/A8.08%87.20%20.06%9.74%
QLYS
QUALYS INC
$5.89B$170.17$164.55-3.31%Hold127.61%16.45%55.61%29.11%
TLS
TELOS CORP
$344.54M$4.61$6.3337.38%Buy32.25%N/A35.07%23.44%
TDC
TERADATA CORP
$2.59B$27.86$35.4027.06%Hold5-0.11%-22.23%50.84%18.18%
RBRK
RUBRIK INC
$18.41B$88.82$109.4123.18%Strong Buy2210.09%N/A-45.50%7.98%
SPSC
SPS COMMERCE INC
$2.82B$78.26$70.86-9.46%Hold75.49%63.26%23.62%19.69%
TOST
TOAST INC
$18.76B$32.45$37.9516.95%Buy2015.74%24.98%91.97%59.12%
USIO
USIO INC
$73.23M$2.57$5.38109.14%Strong Buy27.82%N/A13.92%2.11%
NET
CLOUDFLARE INC
$111.87B$314.18$337.107.30%Buy2023.58%N/A74.04%18.53%
CRWD
CROWDSTRIKE HOLDINGS INC
$212.77B$207.80$232.3511.81%Strong Buy3811.78%198.54%42.28%17.94%
ZS
ZSCALER INC
$27.08B$166.10$206.1924.14%Strong Buy3212.35%N/A39.56%13.07%
IIIV
I3 VERTICALS INC
$400.36M$15.21$24.0057.79%Strong Buy33.73%16.63%13.16%5.89%
ACIW
ACI WORLDWIDE INC
$5.25B$51.96$66.0027.02%Strong Buy16.70%20.94%20.18%9.76%
DBX
DROPBOX INC
$7.81B$34.59$37.508.41%Hold30.06%25.78%-31.57%24.44%
WIX
WIXCOM LTD
$3.19B$74.23$82.2610.82%Buy209.70%N/A-34.90%32.85%
VRNS
VARONIS SYSTEMS INC
$5.29B$46.09$49.788.00%Strong Buy2014.83%N/A31.37%8.43%
BOX
BOX INC
$4.73B$34.49$37.809.60%Buy64.83%36.58%-81.57%20.40%
WEX
WEX INC
$6.34B$185.89$187.000.60%Buy73.24%46.38%60.76%4.95%
GTLB
GITLAB INC
$7.72B$46.33$51.7011.59%Hold238.51%N/A21.59%12.03%
MQ
MARQETA INC
$1.66B$15.91$19.0019.42%Hold411.91%98.27%14.68%7.55%
OSPN
ONESPAN INC
$593.32M$16.10$17.005.59%Buy23.04%-13.01%20.34%14.37%
KVYO
KLAVIYO INC
$4.63B$16.27$26.5062.88%Strong Buy1516.68%255.25%50.60%35.35%
SNPS
SYNOPSYS INC
$75.36B$393.22$549.5839.76%Strong Buy128.61%53.87%14.19%9.26%
PLTR
PALANTIR TECHNOLOGIES INC
$407.39B$169.53$196.3115.80%Buy1440.81%38.83%136.09%113.90%
SAIL
SAILPOINT INC
$9.97B$17.58$20.2815.35%Strong Buy1811.69%N/A4.07%3.70%
GEN
GEN DIGITAL INC
$17.81B$29.76$32.007.53%Hold46.65%28.45%82.06%13.93%
FLYW
FLYWIRE CORP
$2.16B$17.76$20.2013.74%Buy1012.69%57.21%13.80%9.69%
PSFE
PAYSAFE LTD
$324.26M$6.20$8.5037.10%Hold45.15%N/A22.92%2.86%
CINT
CI&T INC
$422.58M$3.14$5.5376.21%Strong Buy69.78%25.08%22.50%12.48%
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$447.24M$5.43$7.7542.86%Buy26.46%33.39%-143.40%4.55%
DLO
DLOCAL LTD
$4.23B$14.67$19.0029.56%Strong Buy324.14%25.36%72.74%17.93%
MSFT
MICROSOFT CORP
$3.65T$491.65$557.0013.29%Strong Buy2819.79%16.84%48.92%28.54%
ATEN
A10 NETWORKS INC
$1.80B$24.79$33.6035.54%Buy510.17%43.83%42.32%14.86%
DSC
DSC HOLDINGS LTD
$406.09M$8.11N/AN/AN/AN/AN/AN/A635.76%350.58%
TP
TICKETPLUS LTD
$104.96M$8.70$14.0060.92%Strong Buy1N/AN/AN/AN/A
PATH
UIPATH INC
$7.07B$13.57$17.2126.85%Hold144.54%11.01%28.02%18.78%
GDDY
GODADDY INC
$11.85B$93.60$110.3317.88%Buy104.89%17.06%20,823.15%17.45%
NTSK
NETSKOPE INC
$5.91B$14.46$17.9123.87%Strong Buy1717.51%N/A40.86%3.74%
PAGS
PAGSEGURO DIGITAL LTD
$2.94B$9.61$11.6321.05%Buy3136.85%153.46%105.54%20.93%
ALAR
ALARUM TECHNOLOGIES LTD
$11.33M$1.56$14.00797.44%Strong Buy1N/AN/AN/AN/A
PANW
PALO ALTO NETWORKS INC
$273.11B$335.10$387.7515.71%Strong Buy3711.25%57.00%18.45%11.03%
ORCL
ORACLE CORP
$465.57B$161.63$247.7253.26%Strong Buy2526.94%25.17%108.40%17.60%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$14.14B$135.06$147.949.54%Buy194.89%8.80%68.32%24.89%
FOUR
SHIFT4 PAYMENTS INC
$3.25B$41.13$58.8543.07%Buy1511.90%130.78%42.01%7.81%
QMLS
QUMULUSAI INC
$219.15M$6.55$23.00251.15%Strong Buy1N/AN/AN/A-3.17%
KSPI
JOINT STOCK CO KASPIKZ
$19.00B$100.00$107.507.50%Buy22,146.94%2,250.53%26,124.07%5,717.97%
S
SENTINELONE INC
$6.77B$19.44$22.9017.80%Buy2510.11%N/A16.65%10.13%
DOCN
DIGITALOCEAN HOLDINGS INC
$15.60B$132.67$161.8021.96%Strong Buy1538.78%4.22%56.95%16.97%
EEFT
EURONET WORLDWIDE INC
$2.64B$70.55$87.3323.79%Buy35.14%30.57%43.99%8.33%
MOVE
CORVEX INC
$382.92M$13.85N/AN/AN/AN/AN/AN/A-71.33%-68.23%
MBGL
MOBILITY GLOBAL INC
$5.83B$19.76$22.6714.71%Hold6N/AN/A5.88%4.43%
AISP
AIRSHIP AI HOLDINGS INC
$69.91M$2.03N/AN/AN/AN/A54.00%N/A-16.29%7.92%
BLSH
BULLISH
$5.21B$34.34$41.6021.14%Buy5-86.63%N/A10.29%8.02%
AGPU
AXE COMPUTE INC
$126.58M$10.92N/AN/AN/AN/A382.93%-99.43%9.38%3.18%
BKKT
BAKKT INC
$372.27M$8.26$16.5099.76%Strong Buy2-41.80%N/A-0.26%-0.23%
PAYP
PAYPAY CORP
$11.90B$17.58$24.1937.60%Strong Buy10N/AN/A5,586.97%420.43%
VRSN
VERISIGN INC
$25.82B$286.94$333.0016.05%Buy47.06%9.85%-49.52%61.92%
IMXI
INTERNATIONAL MONEY EXPRESS INC
$434.14M$14.37N/AN/AN/AN/A-2.81%26.38%22.36%8.43%
DAVA
ENDAVA PLC
$146.78M$2.81$4.3855.69%Hold5-6.28%N/A29.80%9.55%
MCRP
MICROPOLIS AI ROBOTICS
$31.40M$0.90N/AN/AN/AN/A11,599.63%N/A120.24%37.93%
GYGY
GAME YOUR GAME INC
$15.40M$1.07N/AN/AN/AN/AN/AN/AN/AN/A
AKAM
AKAMAI TECHNOLOGIES INC
$15.92B$110.75$155.9340.79%Buy149.95%42.15%26.60%8.38%
FISV
FISERV INC
$25.87B$48.65$63.6130.75%Hold190.80%20.38%23.77%7.90%
STNE
STONECO LTD
$2.49B$9.82$13.6839.34%Buy6140.18%112.47%183.16%28.47%
BRUN
BOOST RUN INC
$1.38B$17.36$45.00159.22%Strong Buy3178.50%N/A92.88%12.52%
CLBT
CELLEBRITE DI LTD
$2.83B$11.43$14.6327.95%Strong Buy413.61%51.63%42.71%23.12%

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 49.02% over the past year, overperforming other software infrastructure stocks by 142 percentage points.

Netscout Systems has an average 1 year price target of $38.00, an upside of 1.88% from Netscout Systems's current stock price of $37.30.

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 -29.51% over the past year, overperforming other software infrastructure stocks by 63 percentage points.

Yext has an average 1 year price target of $6.33, an upside of 3.99% from Yext's current stock price of $6.09.

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 45, which is 13 points higher than the software infrastructure industry average of 32.

EVCM passed 14 out of 33 due diligence checks and has strong fundamentals. Evercommerce has seen its stock lose -41.22% over the past year, overperforming other software infrastructure stocks by 52 percentage points.

Evercommerce has an average 1 year price target of $10.25, an upside of 51.63% from Evercommerce's current stock price of $6.76.

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 5.31%, which is 3 percentage points higher than the software infrastructure industry average of 1.86%.

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 3.67%, which is 2 percentage points higher than the software infrastructure industry average of 1.86%. 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 3.34%, which is 1 percentage points higher than the software infrastructure industry average of 1.86%.

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 up?

Software infrastructure stocks were up 0.45% in the last day, and down -0.27% over the last week. Oddity Tech was the among the top gainers in the software - infrastructure industry, gaining 26.53% yesterday.

ODDITY Tech shares are trading higher after the company reported better-than-expected Q2 financial results and issued Q3 sales guidance above estimates. Also, the company issued FY26 sales guidance above estimates.

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 31.43% in the past year. It has overperformed other stocks in the software infrastructure industry by 124 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 -48.21% in the past year. It has overperformed other stocks in the software infrastructure industry by 45 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 32.29% in the past year. It has overperformed other stocks in the software infrastructure industry by 125 percentage points.

Are software infrastructure stocks a good buy now?

42.74% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 20.54% over the next year.

3.76% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 21.8% of software infrastructure stocks are rated B (Buy), 51.88% are rated C (Hold), 15.79% are rated D (Sell), and 6.77% 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 153.19x.
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.