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
YEXT
YEXT INC
$632.47M$6.39$7.009.55%Hold11.02%41.03%181.18%13.35%
NTCT
NETSCOUT SYSTEMS INC
$2.80B$38.51$38.00-1.32%Hold14.04%32.62%12.92%9.30%
LSAK
LESAKA TECHNOLOGIES INC
$363.89M$4.24N/AN/AN/AN/A14.97%140.42%7.25%2.13%
EVCM
EVERCOMMERCE INC
$1.40B$7.95$11.0038.36%Hold34.70%107.47%20.41%10.70%
APPN
APPIAN CORP
$2.69B$37.50$32.20-14.13%Hold510.06%N/A-116.70%20.96%
TENB
TENABLE HOLDINGS INC
$4.01B$36.37$34.72-4.53%Buy196.33%267.77%160.81%20.27%
GCT
GIGACLOUD TECHNOLOGY INC
$1.84B$51.64N/AN/AN/AN/A7.06%6.63%32.12%13.46%
NTNX
NUTANIX INC
$18.57B$68.70$71.624.24%Buy1411.73%37.84%-123.88%26.29%
CGNT
COGNYTE SOFTWARE LTD
$625.47M$8.47N/AN/AN/AN/A9.18%N/A29.55%11.41%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$671.06M$36.62$45.0022.88%Strong Buy24.25%12.50%297.69%17.76%
XYZ
BLOCK INC
$46.04B$76.63$95.0023.97%Strong Buy269.24%123.76%20.37%11.47%
PICS
PICS NV
$1.26B$9.75$17.6781.20%Buy3119.48%226.59%246.52%29.83%
PGY
PAGAYA TECHNOLOGIES LTD
$1.81B$21.64$31.0043.25%Strong Buy411.71%27.08%46.37%16.27%
FIVN
FIVE9 INC
$2.55B$34.08$34.621.57%Buy139.01%81.25%32.15%13.79%
RELY
REMITLY GLOBAL INC
$4.69B$22.15$31.1740.71%Strong Buy616.56%-6.79%N/AN/A
PAYS
PAYSIGN INC
$667.38M$11.82$13.5014.21%Strong Buy216.19%21.34%40.21%7.63%
MDB
MONGODB INC
$30.32B$376.34$467.7924.30%Strong Buy289.09%113.25%24.78%19.55%
PAY
PAYMENTUS HOLDINGS INC
$4.61B$36.64$39.257.12%Buy513.07%28.93%28.36%23.98%
FATN
FATPIPE INC
$77.99M$5.52$9.3369.08%Strong Buy322.05%37.90%63.59%47.53%
ALLT
ALLOT LTD
$385.34M$7.84$12.7562.63%Strong Buy211.10%29.61%N/AN/A
FTNT
FORTINET INC
$126.03B$171.77$157.36-8.39%Hold2310.83%15.08%178.68%25.52%
EVTC
EVERTEC INC
$1.69B$28.29$25.00-11.63%Hold19.84%70.77%46.00%11.96%
TUYA
TUYA INC
$1.08B$1.75N/AN/AN/AN/A11.38%12.29%11.00%9.70%
IOT
SAMSARA INC
$23.81B$40.66$51.6727.07%Strong Buy1510.35%81.46%40.06%23.18%
ADBE
ADOBE INC
$99.57B$250.50$265.095.82%Hold267.90%20.09%114.23%43.95%
FFIV
F5 INC
$23.99B$423.59$430.431.61%Buy76.52%17.03%33.02%18.64%
DOX
AMDOCS LTD
$6.41B$61.40$71.0015.64%Buy23.08%29.32%32.38%16.58%
OKTA
OKTA INC
$32.89B$188.12$182.21-3.14%Strong Buy335.73%38.19%12.56%9.59%
AVPT
AVEPOINT INC
$2.84B$13.43$16.0019.14%Buy516.89%22.14%N/AN/A
CPAY
CORPAY INC
$26.41B$402.27$451.1812.16%Buy118.49%30.46%N/AN/A
BB
BLACKBERRY LTD
$4.48B$7.64$10.5037.43%Buy5N/AN/AN/AN/A
BAND
BANDWIDTH INC
$1.57B$48.93$68.8340.68%Buy610.47%498.75%23.58%8.10%
CRWD
CROWDSTRIKE HOLDINGS INC
$247.14B$241.36$232.82-3.54%Strong Buy3912.11%198.54%42.28%17.94%
TDC
TERADATA CORP
$2.71B$29.17$35.4021.36%Hold5-0.11%-22.23%50.84%18.18%
RDWR
RADWARE LTD
$1.29B$29.45N/AN/AN/AN/A8.08%87.20%20.06%9.74%
RBRK
RUBRIK INC
$21.76B$104.98$109.874.66%Strong Buy2310.94%N/A-45.50%7.98%
BLZE
BACKBLAZE INC
$811.51M$13.11$19.8651.46%Buy819.26%N/A-29.95%-11.85%
USIO
USIO INC
$63.54M$2.23$5.38141.03%Strong Buy27.82%N/A13.92%2.11%
SPSC
SPS COMMERCE INC
$2.90B$80.68$70.86-12.18%Hold75.49%63.26%23.62%19.69%
IIIV
I3 VERTICALS INC
$387.20M$14.71$24.0063.15%Strong Buy33.73%16.63%13.16%5.89%
RPD
RAPID7 INC
$839.81M$12.46$11.20-10.14%Sell17-0.61%78.31%62.64%7.07%
TLS
TELOS CORP
$304.93M$4.08$6.0047.06%Buy41.73%N/A35.07%23.44%
KVYO
KLAVIYO INC
$4.62B$16.23$26.5063.28%Strong Buy1516.68%255.25%50.60%35.35%
TOST
TOAST INC
$17.99B$31.12$37.9521.95%Buy2015.72%24.98%91.97%59.12%
ZS
ZSCALER INC
$31.24B$191.58$205.077.04%Strong Buy3212.48%N/A39.56%13.07%
NET
CLOUDFLARE INC
$115.60B$324.65$337.103.83%Buy2023.54%N/A74.04%18.53%
DBX
DROPBOX INC
$8.52B$37.74$37.50-0.64%Hold30.10%25.78%-31.57%24.44%
WIX
WIXCOM LTD
$3.45B$80.40$81.391.23%Buy199.70%N/A-34.90%32.85%
ACIW
ACI WORLDWIDE INC
$5.21B$51.58$66.0027.96%Strong Buy16.70%20.94%20.18%9.76%
GTLB
GITLAB INC
$8.13B$48.77$51.706.01%Hold238.92%N/A21.59%12.03%
VRNS
VARONIS SYSTEMS INC
$5.37B$46.76$49.586.03%Strong Buy2114.81%N/A31.37%8.43%
BOX
BOX INC
$4.76B$34.66$37.809.06%Buy64.83%36.58%-81.57%20.40%
QLYS
QUALYS INC
$6.33B$183.06$165.42-9.64%Hold137.60%16.45%55.61%29.11%
MQ
MARQETA INC
$1.65B$15.89$19.0019.57%Hold411.78%98.27%14.68%7.55%
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$485.57M$5.89$6.5010.36%Hold16.46%33.39%-143.40%4.55%
OSPN
ONESPAN INC
$658.18M$17.86$17.00-4.82%Buy23.04%-13.01%20.34%14.37%
WEX
WEX INC
$6.72B$197.17$189.75-3.76%Buy83.27%46.38%60.76%4.95%
SNPS
SYNOPSYS INC
$72.53B$378.47$551.6745.76%Strong Buy128.63%53.87%14.19%9.26%
FLYW
FLYWIRE CORP
$2.17B$17.80$20.2013.48%Buy1012.80%57.21%13.80%9.69%
PANW
PALO ALTO NETWORKS INC
$307.28B$375.65$393.034.63%Strong Buy378.90%128.26%18.63%10.57%
GEN
GEN DIGITAL INC
$18.35B$30.65$32.004.40%Hold46.65%28.45%82.06%13.93%
MSFT
MICROSOFT CORP
$3.64T$490.30$557.0013.60%Strong Buy2819.79%16.84%48.92%28.54%
PLTR
PALANTIR TECHNOLOGIES INC
$418.95B$174.34$202.4616.13%Buy1440.85%38.83%136.09%113.90%
CINT
CI&T INC
$423.93M$3.15$5.2466.35%Strong Buy59.60%25.08%22.50%12.48%
NTSK
NETSKOPE INC
$7.06B$17.29$17.913.56%Strong Buy1617.62%N/A40.86%3.74%
ORCL
ORACLE CORP
$432.88B$143.16$243.3870.00%Strong Buy2424.42%21.59%72.44%15.95%
KSPI
JOINT STOCK CO KASPIKZ
$18.58B$97.75$107.509.97%Buy22,159.63%2,250.53%26,124.07%5,717.97%
DSC
DSC HOLDINGS LTD
$393.07M$7.85N/AN/AN/AN/AN/AN/A635.76%350.58%
TP
TICKETPLUS LTD
$100.74M$8.35$14.0067.66%Strong Buy1N/AN/AN/AN/A
PATH
UIPATH INC
$7.10B$13.63$17.2126.29%Hold144.89%11.01%28.02%18.78%
GDDY
GODADDY INC
$12.55B$99.09$110.3311.35%Buy104.74%17.06%20,823.15%17.45%
DLO
DLOCAL LTD
$4.12B$14.30$19.0032.87%Strong Buy324.15%25.36%72.74%17.93%
ALAR
ALARUM TECHNOLOGIES LTD
$15.54M$2.14$14.00554.21%Strong Buy1N/AN/AN/AN/A
ATEN
A10 NETWORKS INC
$1.93B$26.54$33.6026.60%Buy510.08%43.83%42.32%14.86%
PAGS
PAGSEGURO DIGITAL LTD
$2.89B$9.47$11.6322.84%Buy3136.00%153.46%105.54%20.93%
SAIL
SAILPOINT INC
$11.62B$20.36$20.741.85%Strong Buy1910.31%N/A4.09%3.70%
PSFE
PAYSAFE LTD
$327.40M$6.26$8.5035.78%Hold45.23%N/A22.92%2.86%
FOUR
SHIFT4 PAYMENTS INC
$3.32B$42.09$58.8539.81%Buy1511.90%130.78%42.01%7.81%
BKKT
BAKKT INC
$323.15M$7.17$16.50130.13%Strong Buy2-41.80%N/A-0.26%-0.23%
DOCN
DIGITALOCEAN HOLDINGS INC
$14.55B$123.76$161.8030.74%Strong Buy1538.78%4.22%56.95%16.97%
S
SENTINELONE INC
$8.06B$23.17$23.441.16%Buy2410.27%N/A16.65%10.13%
QMLS
QUMULUSAI INC
$180.01M$5.38$23.00327.51%Strong Buy1N/AN/AN/A-3.17%
BLSH
BULLISH
$4.87B$32.08$43.1734.56%Strong Buy6-86.63%N/A10.29%8.02%
MOVE
CORVEX INC
$301.91M$10.92$18.7571.70%Strong Buy1N/AN/A-71.33%-68.23%
MBGL
MOBILITY GLOBAL INC
$5.88B$19.94$22.6713.68%Hold6N/AN/A5.88%4.43%
EEFT
EURONET WORLDWIDE INC
$2.58B$69.01$87.3326.55%Buy34.60%30.57%43.99%8.33%
AISP
AIRSHIP AI HOLDINGS INC
$65.61M$1.91N/AN/AN/AN/A54.00%N/A-16.29%7.92%
AGPU
AXE COMPUTE INC
$127.39M$10.99N/AN/AN/AN/A382.93%-99.43%9.38%3.18%
VRSN
VERISIGN INC
$26.86B$298.46$333.0011.57%Buy47.14%9.85%-49.52%61.92%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$14.42B$137.69$147.266.95%Buy204.89%8.80%68.32%24.89%
DAVA
ENDAVA PLC
$152.00M$2.91$4.3850.34%Hold5-6.35%N/A29.80%9.55%
PAYP
PAYPAY CORP
$11.95B$17.65$24.3337.86%Strong Buy9N/AN/A5,586.97%420.43%
MCRP
MICROPOLIS AI ROBOTICS
$27.74M$0.80N/AN/AN/AN/A11,599.63%N/A120.24%37.93%
AKAM
AKAMAI TECHNOLOGIES INC
$15.02B$104.48$155.9349.24%Buy1410.03%42.15%26.60%8.38%
IMXI
INTERNATIONAL MONEY EXPRESS INC
$399.10M$13.21N/AN/AN/AN/A-2.81%26.38%22.36%8.43%
FISV
FISERV INC
$26.30B$49.45$61.7724.90%Hold180.77%20.38%23.77%7.90%
GYGY
GAME YOUR GAME INC
$12.66M$0.88N/AN/AN/AN/AN/AN/AN/AN/A
BRUN
BOOST RUN INC
$1.21B$15.16$45.00196.83%Strong Buy3178.50%N/A92.88%12.52%
STNE
STONECO LTD
$2.47B$9.72$13.6840.77%Buy6138.81%112.47%183.16%28.47%
LIDR
AEYE INC
$54.86M$1.18$3.59203.81%Strong Buy2370.67%N/A-44.08%-39.32%

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. Yext (NYSE:YEXT)


Yext (NYSE:YEXT) 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 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 11 points higher than the software infrastructure industry average of 33.

YEXT passed 15 out of 33 due diligence checks and has strong fundamentals. Yext has seen its stock lose -27.3% over the past year, overperforming other software infrastructure stocks by 72 percentage points.

Yext has an average 1 year price target of $7.00, an upside of 9.55% from Yext's current stock price of $6.39.

Yext stock has a consensus Hold recommendation according to Wall Street analysts. Of the 1 analyst 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.

2. Netscout Systems (NASDAQ:NTCT)


Netscout Systems (NASDAQ:NTCT) 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 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 64, which is 31 points higher than the software infrastructure industry average of 33.

NTCT passed 20 out of 33 due diligence checks and has strong fundamentals. Netscout Systems has seen its stock return 52.76% over the past year, overperforming other software infrastructure stocks by 152 percentage points.

Netscout Systems has an average 1 year price target of $38.00, a downside of -1.32% from Netscout Systems's current stock price of $38.51.

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. Lesaka Technologies (NASDAQ:LSAK)


Lesaka Technologies (NASDAQ:LSAK) 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 Lesaka Technologies (NASDAQ:LSAK) is: Value: C, Growth: A, Momentum: C, Sentiment: A, Safety: C, Financials: C, and AI: C.

Lesaka Technologies (NASDAQ:LSAK) has a Due Diligence Score of 43, which is 10 points higher than the software infrastructure industry average of 33.

LSAK passed 14 out of 33 due diligence checks and has strong fundamentals. Lesaka Technologies has seen its stock lose -1.4% over the past year, overperforming other software infrastructure stocks by 98 percentage points.

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 7.63%, which is 5 percentage points higher than the software infrastructure industry average of 2.22%.

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

2. Pagseguro Digital (NYSE:PAGS)


Pagseguro Digital (NYSE:PAGS) has an annual dividend yield of 5.7%, which is 3 percentage points higher than the software infrastructure industry average of 2.22%.

Pagseguro Digital's dividend payout ratio of 34% indicates that its high dividend yield is sustainable for the long-term.

3. Amdocs (NASDAQ:DOX)


Amdocs (NASDAQ:DOX) has an annual dividend yield of 3.57%, which is 1 percentage points higher than the software infrastructure industry average of 2.22%. 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.

Why are software infrastructure stocks down?

Software infrastructure stocks were down -0.51% in the last day, and up 2.13% over the last week. Bullish was the among the top losers in the software - infrastructure industry, dropping -9.53% yesterday.

Shares of crypto-linked stocks are trading lower amid a drop in Bitcoin as the sector continues to react to the U.S. Senate's vote against advancing the Clarity Act. The defeat delays a regulatory framework for the crypto industry.

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 29.49% 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 -36.53% in the past year. It has overperformed other stocks in the software infrastructure industry by 63 percentage points.

3. Pics Nv (NASDAQ:PICS)


Pics Nv (NASDAQ:PICS) 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.

Pics Nv 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.

Are software infrastructure stocks a good buy now?

44.92% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 17.58% over the next year.

3.05% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 20.61% of software infrastructure stocks are rated B (Buy), 54.96% are rated C (Hold), 15.27% are rated D (Sell), and 6.11% 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 225.28x.
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.