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 67th 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
TENB
TENABLE HOLDINGS INC
$4.08B$37.00$35.06-5.25%Buy186.32%265.89%160.81%20.27%
NTCT
NETSCOUT SYSTEMS INC
$2.87B$39.49$38.00-3.77%Hold13.83%31.31%12.66%9.11%
APPN
APPIAN CORP
$2.49B$34.82$30.60-12.12%Hold58.80%N/A-104.89%18.84%
GCT
GIGACLOUD TECHNOLOGY INC
$1.84B$51.66N/AN/AN/AN/A4.19%-3.79%29.40%12.33%
LSAK
LESAKA TECHNOLOGIES INC
$408.10M$4.76N/AN/AN/AN/A16.58%N/A7.97%2.20%
XYZ
BLOCK INC
$47.03B$78.28$92.8518.61%Strong Buy269.60%122.28%20.37%11.47%
PAYS
PAYSIGN INC
$722.72M$12.80$11.50-10.16%Strong Buy210.01%-16.45%29.92%5.68%
BLZE
BACKBLAZE INC
$1.20B$19.34$19.862.67%Buy816.16%N/A4.99%1.97%
PGY
PAGAYA TECHNOLOGIES LTD
$1.69B$20.31$32.3359.20%Strong Buy310.15%16.15%39.71%13.93%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$695.25M$37.94$45.0018.61%Strong Buy22.10%9.97%270.62%16.14%
PICS
PICS NV
$1.15B$10.79$21.83102.34%Strong Buy6N/AN/A207.55%27.01%
FTNT
FORTINET INC
$118.01B$160.84$154.41-4.00%Hold2310.40%10.79%178.68%25.52%
ALLT
ALLOT LTD
$378.46M$7.70$12.7565.58%Strong Buy210.87%16.63%N/AN/A
EVCM
EVERCOMMERCE INC
$1.76B$9.97$10.252.81%Hold55.55%106.00%20.41%10.70%
BOX
BOX INC
$4.48B$32.35$36.0011.28%Buy55.25%40.66%-90.51%21.54%
RPD
RAPID7 INC
$827.01M$12.27$11.20-8.74%Hold17-0.32%73.73%62.64%7.07%
RELY
REMITLY GLOBAL INC
$5.13B$24.23$31.0027.94%Strong Buy515.87%-8.40%N/AN/A
FATN
FATPIPE INC
$96.21M$6.81$10.0046.84%Strong Buy227.55%-11.02%10.87%8.12%
QLYS
QUALYS INC
$6.47B$187.15$164.55-12.08%Hold126.25%15.31%55.61%29.11%
FFIV
F5 INC
$23.95B$422.95$430.431.77%Buy76.30%16.25%33.02%18.64%
TLS
TELOS CORP
$324.36M$4.34$6.3345.92%Buy37.86%N/A41.21%27.55%
RDWR
RADWARE LTD
$1.27B$29.10N/AN/AN/AN/A8.08%84.38%20.06%9.74%
BAND
BANDWIDTH INC
$1.67B$51.97$75.2544.80%Strong Buy410.11%526.49%25.08%8.61%
EVTC
EVERTEC INC
$1.82B$30.41$25.00-17.79%Hold19.32%69.99%45.67%11.88%
FIVN
FIVE9 INC
$2.33B$31.20$31.360.50%Buy148.70%78.07%32.15%13.79%
NTNX
NUTANIX INC
$17.48B$64.65$56.83-12.09%Buy1311.53%36.78%N/AN/A
PAY
PAYMENTUS HOLDINGS INC
$5.08B$40.36$38.00-5.85%Hold312.57%25.23%26.82%22.68%
BB
BLACKBERRY LTD
$5.14B$8.77$10.5019.73%Buy5N/AN/AN/AN/A
TOST
TOAST INC
$19.69B$34.06$37.6810.64%Buy1914.98%23.67%91.97%59.12%
NET
CLOUDFLARE INC
$110.90B$311.45$337.108.24%Buy2021.82%N/A74.04%18.53%
CPAY
CORPAY INC
$26.90B$409.68$432.385.54%Strong Buy88.64%29.37%N/AN/A
GTLB
GITLAB INC
$6.89B$40.81$32.52-20.30%Hold2410.26%N/A20.36%11.76%
TUYA
TUYA INC
$1.10B$1.79N/AN/AN/AN/AN/AN/A11.24%9.72%
AVPT
AVEPOINT INC
$2.75B$13.02$15.4318.50%Strong Buy816.87%21.52%N/AN/A
DOX
AMDOCS LTD
$6.04B$57.28$71.0023.95%Buy22.91%29.12%32.70%16.75%
WEX
WEX INC
$6.48B$190.06$187.00-1.61%Buy73.22%45.42%59.11%4.82%
MQ
MARQETA INC
$1.63B$15.68$20.0027.55%Hold513.19%94.60%14.68%7.55%
VRNS
VARONIS SYSTEMS INC
$4.82B$41.93$49.5018.05%Strong Buy2014.79%N/A31.37%8.43%
OKTA
OKTA INC
$25.60B$147.30$126.96-13.81%Strong Buy286.29%46.35%12.33%9.10%
CGNT
COGNYTE SOFTWARE LTD
$672.93M$9.13$13.0042.39%Strong Buy110.69%N/A29.44%11.00%
PSFE
PAYSAFE LTD
$352.11M$6.87$9.1332.82%Hold45.98%N/A29.86%3.95%
AFRM
AFFIRM HOLDINGS INC
$24.58B$73.40$92.3625.84%Strong Buy2227.39%52.97%44.20%12.72%
MDB
MONGODB INC
$35.22B$437.83$400.63-8.50%Strong Buy2710.60%N/A25.07%19.93%
SPSC
SPS COMMERCE INC
$2.75B$76.41$67.29-11.94%Hold75.89%61.45%23.33%19.46%
USIO
USIO INC
$65.68M$2.38$5.13115.34%Strong Buy29.23%N/A9.31%1.41%
ADBE
ADOBE INC
$102.85B$258.75$256.30-0.95%Hold277.79%20.08%114.23%43.95%
BKKT
BAKKT INC
$338.92M$7.52$16.50119.41%Strong Buy24.10%N/A23.61%20.73%
GEN
GEN DIGITAL INC
$17.14B$28.64$32.0011.73%Hold45.87%28.74%82.74%14.05%
TDC
TERADATA CORP
$2.49B$26.74$35.4032.39%Hold50.32%-22.76%50.40%18.03%
PLTR
PALANTIR TECHNOLOGIES INC
$411.02B$171.04$194.4313.67%Buy1537.59%33.37%136.09%113.90%
IOT
SAMSARA INC
$22.92B$39.34$42.447.89%Strong Buy912.32%115.65%42.36%24.43%
WIX
WIXCOM LTD
$2.95B$68.75$85.1523.85%Buy2110.15%N/A-34.90%32.85%
DLO
DLOCAL LTD
$4.20B$14.28$18.6730.72%Strong Buy328.44%27.46%69.94%21.19%
PATH
UIPATH INC
$7.91B$15.26$13.18-13.62%Hold115.54%15.13%28.37%18.59%
IIIV
I3 VERTICALS INC
$435.37M$16.54$24.0045.10%Strong Buy36.18%18.71%13.40%6.00%
YEXT
YEXT INC
$574.42M$5.73$5.67-1.10%Hold30.91%26.83%267.34%13.10%
RBRK
RUBRIK INC
$19.91B$96.73$93.23-3.62%Strong Buy2213.03%N/A-48.91%8.50%
GDDY
GODADDY INC
$11.63B$91.82$108.4618.12%Buy145.49%17.31%20,823.15%17.45%
DSC
DSC HOLDINGS LTD
N/A$6.61N/AN/AN/AN/AN/AN/AN/AN/A
DBX
DROPBOX INC
$7.59B$33.63$28.25-16.00%Hold5-0.05%26.46%-31.57%24.44%
ATEN
A10 NETWORKS INC
$2.00B$27.49$33.0020.04%Buy59.18%42.02%39.84%13.99%
ACIW
ACI WORLDWIDE INC
$5.33B$52.75$66.0025.12%Strong Buy16.59%17.49%20.09%9.71%
CRWD
CROWDSTRIKE HOLDINGS INC
$225.83B$221.78$185.07-16.55%Strong Buy3813.64%N/A46.03%18.93%
KVYO
KLAVIYO INC
$4.91B$17.25$26.5053.62%Strong Buy1516.43%252.83%50.60%35.35%
OSPN
ONESPAN INC
$609.17M$16.53$17.002.84%Buy22.00%-31.07%18.04%12.75%
KSPI
JOINT STOCK CO KASPIKZ
$18.92B$99.55$100.000.45%Hold12,255.01%2,309.30%27,014.43%6,533.81%
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$427.04M$5.18$7.7549.61%Buy26.05%35.52%-143.40%4.55%
MSFT
MICROSOFT CORP
$3.66T$492.43$550.5711.81%Strong Buy2819.32%16.01%48.61%28.36%
ZS
ZSCALER INC
$28.67B$177.32$200.1912.90%Strong Buy3314.42%N/A43.07%14.36%
SAIL
SAILPOINT INC
$10.62B$18.73$19.413.64%Strong Buy1711.70%N/A4.08%3.71%
FLYW
FLYWIRE CORP
$2.12B$17.46$19.119.46%Buy911.68%55.65%13.93%9.78%
PAGS
PAGSEGURO DIGITAL LTD
$2.67B$8.72$11.6333.41%Buy3134.04%153.60%104.98%20.82%
ALAR
ALARUM TECHNOLOGIES LTD
$13.14M$1.81$14.00673.48%Strong Buy1N/AN/AN/AN/A
CINT
CI&T INC
$469.19M$3.62$5.5352.85%Strong Buy611.84%23.30%N/AN/A
QMLS
QUMULUSAI INC
N/A$6.29$24.50289.51%Strong Buy1N/AN/AN/AN/A
DOCN
DIGITALOCEAN HOLDINGS INC
$15.68B$133.37$155.6716.72%Strong Buy1536.47%4.73%56.95%16.97%
FOUR
SHIFT4 PAYMENTS INC
$3.47B$43.92$56.0827.68%Buy1511.67%133.12%42.01%7.81%
S
SENTINELONE INC
$7.64B$22.30$19.10-14.37%Buy2111.82%N/A16.52%10.08%
EEFT
EURONET WORLDWIDE INC
$2.66B$71.19$89.0025.02%Buy35.62%31.47%43.68%8.27%
MBGL
MOBILITY GLOBAL INC
$5.78B$19.62$22.7515.95%Buy4N/AN/A5.85%4.40%
PANW
PALO ALTO NETWORKS INC
$315.41B$387.01$337.77-12.72%Strong Buy3611.23%57.14%18.45%11.03%
ORCL
ORACLE CORP
$441.52B$153.28$252.8464.95%Strong Buy2526.90%25.07%109.21%17.74%
NTSK
NETSKOPE INC
$6.05B$14.99$15.825.56%Strong Buy17N/AN/A33.65%3.49%
BLSH
BULLISH
$3.72B$24.63$44.1379.15%Buy4-87.04%N/A9.33%7.43%
LHSW
LIANHE SOWELL INTERNATIONAL GROUP LTD
$10.04M$3.09N/AN/AN/AN/AN/AN/AN/AN/A
SNPS
SYNOPSYS INC
$78.95B$412.32$551.0033.63%Buy1011.49%67.60%14.49%9.42%
TP
TICKETPLUS LTD
N/A$6.89N/AN/AN/AN/AN/AN/AN/AN/A
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$13.54B$129.29$156.6521.16%Buy215.17%8.99%68.32%24.89%
PAYP
PAYPAY CORP
$10.10B$14.92$24.5464.50%Strong Buy9N/AN/A5,558.02%418.26%
CETX
CEMTREX INC
$3.36M$3.02N/AN/AN/AN/AN/AN/A6.57%3.22%
STNE
STONECO LTD
$2.54B$10.00$14.0240.17%Buy6134.92%104.44%127.59%26.09%
KLAR
KLARNA GROUP PLC
$7.23B$19.12$22.7518.99%Buy13N/AN/A40.01%5.47%
VRSN
VERISIGN INC
$25.46B$282.94$328.7516.19%Buy47.06%9.88%-49.52%61.92%
GRRR
GORILLA TECHNOLOGY GROUP INC
$381.11M$14.64N/AN/AN/AN/A89.41%N/A-128.22%-88.57%
MCRP
MICROPOLIS AI ROBOTICS
$39.42M$1.13N/AN/AN/AN/A11,599.63%N/A120.24%37.93%
EXYN
EXYN TECHNOLOGIES INC
$22.99M$2.89N/AN/AN/AN/AN/AN/AN/A-253.60%
GYGY
GAME YOUR GAME INC
N/A$2.20N/AN/AN/AN/AN/AN/AN/AN/A
IMXI
INTERNATIONAL MONEY EXPRESS INC
$342.90M$11.35N/AN/AN/AN/A0.42%40.03%22.36%8.43%
MLGO
MICROALGO INC
$50.74M$4.08N/AN/AN/AN/AN/AN/AN/AN/A
DAVA
ENDAVA PLC
$159.84M$3.06$4.9060.13%Hold6-6.16%N/A29.80%9.55%

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Aug 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. Tenable Holdings (NASDAQ:TENB)


Tenable Holdings (NASDAQ:TENB) is the #1 top software infrastructure stock out of 165 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 Tenable Holdings (NASDAQ:TENB) is: Value: C, Growth: A, Momentum: C, Sentiment: C, Safety: C, Financials: B, and AI: C.

Tenable Holdings (NASDAQ:TENB) has a Due Diligence Score of 40, which is 9 points higher than the software infrastructure industry average of 31.

TENB passed 13 out of 33 due diligence checks and has average fundamentals. Tenable Holdings has seen its stock return 24.92% over the past year, overperforming other software infrastructure stocks by 110 percentage points.

Tenable Holdings has an average 1 year price target of $35.06, a downside of -5.25% from Tenable Holdings's current stock price of $37.00.

Tenable Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 18 analysts covering Tenable Holdings, 27.78% have issued a Strong Buy rating, 16.67% have issued a Buy, 55.56% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Netscout Systems (NASDAQ:NTCT)


Netscout Systems (NASDAQ:NTCT) is the #2 top software infrastructure stock out of 165 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: C, Safety: C, Financials: C, and AI: C.

Netscout Systems (NASDAQ:NTCT) has a Due Diligence Score of 61, which is 30 points higher than the software infrastructure industry average of 31.

NTCT passed 19 out of 33 due diligence checks and has strong fundamentals. Netscout Systems has seen its stock return 74.58% over the past year, overperforming other software infrastructure stocks by 160 percentage points.

Netscout Systems has an average 1 year price target of $38.00, a downside of -3.77% from Netscout Systems's current stock price of $39.49.

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.

3. Appian (NASDAQ:APPN)


Appian (NASDAQ:APPN) is the #3 top software infrastructure stock out of 165 with a Zen Rating of B. Stocks with a rating of B have had an average return of +17.17% per year. Learn more.

The Component Grade breakdown for Appian (NASDAQ:APPN) is: Value: C, Growth: B, Momentum: C, Sentiment: A, Safety: C, Financials: B, and AI: C.

Appian (NASDAQ:APPN) has a Due Diligence Score of 25, which is -6 points lower than the software infrastructure industry average of 31. Although this number is below the industry average, our proven quant model rates APPN as a "B".

APPN passed 8 out of 33 due diligence checks and has weak fundamentals. Appian has seen its stock return 23.48% over the past year, overperforming other software infrastructure stocks by 109 percentage points.

Appian has an average 1 year price target of $30.60, a downside of -12.12% from Appian's current stock price of $34.82.

Appian stock has a consensus Hold recommendation according to Wall Street analysts. Of the 5 analysts covering Appian, 20% have issued a Strong Buy rating, 0% have issued a Buy, 60% have issued a hold, while 0% have issued a Sell rating, and 20% 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. Joint Stock Co Kaspikz (NASDAQ:KSPI)


Joint Stock Co Kaspikz (NASDAQ:KSPI) has an annual dividend yield of 5.33%, which is 3 percentage points higher than the software infrastructure industry average of 2.01%.

Joint Stock Co Kaspikz's dividend payout ratio of 14.4% 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 3.83%, 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 3.38%, which is 1 percentage points higher than the software infrastructure industry average of 2.01%.

Why are software infrastructure stocks up?

Software infrastructure stocks were up 0.56% in the last day, and up 3.17% over the last week. Coreweave was the among the top gainers in the software - infrastructure industry, gaining 19.28% yesterday.

CoreWeave shares are trading higher after the company reported better-than-expected Q2 financial results and raised its FY26 sales guidance. Also, the company issued Q3 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 32 points higher than the software infrastructure industry average of 25. It passed 4 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 47.91% in the past year. It has overperformed other stocks in the software infrastructure industry by 133 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 43, which is 18 points higher than the software infrastructure industry average of 25. It passed 3 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -39.08% in the past year. It has overperformed other stocks in the software infrastructure industry by 46 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 18 points higher than the software infrastructure industry average of 25. It passed 3 out of 7 valuation due diligence checks.

Teradata's stock has gained 29.68% in the past year. It has overperformed other stocks in the software infrastructure industry by 115 percentage points.

Are software infrastructure stocks a good buy now?

44.83% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 11.79% over the next year.

1.53% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 19.85% of software infrastructure stocks are rated B (Buy), 61.07% are rated C (Hold), 10.69% are rated D (Sell), and 6.87% 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 -293.26x.
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.