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 61st 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
FIVN
FIVE9 INC
$1.76B$22.95$25.7912.36%Buy149.60%79.66%31.16%13.86%
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$530.37M$6.44$9.0039.75%Strong Buy17.26%33.59%-126.12%4.60%
TDC
TERADATA CORP
$2.64B$28.09$38.0035.28%Buy70.42%-19.41%54.29%14.12%
TLS
TELOS CORP
$335.19M$4.48$6.3341.36%Buy311.30%N/A39.92%27.55%
GCT
GIGACLOUD TECHNOLOGY INC
$1.36B$37.10N/AN/AN/AN/A10.93%2.27%31.70%13.15%
LSAK
LESAKA TECHNOLOGIES INC
$395.24M$4.61N/AN/AN/AN/A16.58%N/A5.39%1.49%
PICS
PICS NV
$1.32B$12.36$21.8376.64%Strong Buy6N/AN/A202.43%26.34%
PAYS
PAYSIGN INC
$500.92M$8.96$10.0011.61%Strong Buy221.05%21.15%32.40%5.70%
TENB
TENABLE HOLDINGS INC
$3.62B$32.83$32.80-0.09%Buy156.96%N/A128.69%19.71%
BAND
BANDWIDTH INC
$2.06B$64.37$75.2516.90%Strong Buy412.23%N/A23.26%9.59%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$630.50M$34.27$37.509.43%Strong Buy22.63%14.85%513.27%16.64%
ALLT
ALLOT LTD
$378.02M$7.75$12.7564.52%Strong Buy212.15%38.98%N/AN/A
PAY
PAYMENTUS HOLDINGS INC
$3.65B$29.05$34.0017.04%Buy316.07%33.45%28.16%23.52%
RELY
REMITLY GLOBAL INC
$4.87B$23.11$27.4018.56%Strong Buy517.70%30.63%N/AN/A
APPN
APPIAN CORP
$1.66B$22.64$26.2015.72%Hold511.10%698.92%-191.75%18.14%
BOX
BOX INC
$3.94B$28.45$36.0026.54%Buy45.25%40.66%-90.51%21.54%
EVCM
EVERCOMMERCE INC
$2.03B$11.46$10.67-6.92%Hold35.91%111.64%20.48%10.68%
DBX
DROPBOX INC
$6.69B$28.69$27.00-5.89%Hold40.03%25.78%-35.49%23.56%
XYZ
BLOCK INC
$46.10B$77.46$87.6013.09%Strong Buy2010.54%69.06%20.48%11.12%
AVPT
AVEPOINT INC
$2.54B$11.98$15.7531.47%Strong Buy818.81%40.50%N/AN/A
PSFE
PAYSAFE LTD
$404.39M$7.89$10.1328.33%Hold45.80%N/A29.86%3.95%
NTNX
NUTANIX INC
$14.42B$53.36$57.086.97%Buy1311.53%36.73%N/AN/A
BB
BLACKBERRY LTD
$5.25B$8.95$10.5017.32%Buy5N/AN/AN/AN/A
RDWR
RADWARE LTD
$1.26B$29.47N/AN/AN/AN/A9.13%71.65%19.10%9.51%
CPAY
CORPAY INC
$23.46B$359.00$383.006.69%Buy810.45%28.69%N/AN/A
PGY
PAGAYA TECHNOLOGIES LTD
$1.40B$16.86$31.7588.32%Strong Buy412.61%31.39%44.28%14.22%
FATN
FATPIPE INC
$66.34M$4.73$10.00111.42%Strong Buy229.93%-7.84%11.35%8.29%
MDB
MONGODB INC
$24.53B$304.97$394.8929.48%Strong Buy2710.58%N/A25.02%19.88%
NTCT
NETSCOUT SYSTEMS INC
$2.91B$40.67$38.00-6.57%Hold15.25%47.58%12.56%8.80%
KVYO
KLAVIYO INC
$4.85B$16.20$28.8878.24%Strong Buy1618.67%N/A44.59%33.76%
AFRM
AFFIRM HOLDINGS INC
$24.75B$73.92$92.0924.59%Strong Buy2227.37%52.98%44.20%12.72%
ACIW
ACI WORLDWIDE INC
$5.56B$54.71$64.0016.98%Strong Buy18.32%28.65%20.18%9.75%
TUYA
TUYA INC
$1.08B$1.75N/AN/AN/AN/AN/AN/A11.24%9.72%
PATH
UIPATH INC
$5.54B$10.70$13.1823.20%Hold115.54%15.13%28.37%18.59%
IOT
SAMSARA INC
$19.42B$33.33$42.1326.39%Strong Buy812.26%115.28%42.36%24.43%
ADBE
ADOBE INC
$86.80B$218.36$259.3818.78%Hold247.74%20.04%114.23%43.95%
FTNT
FORTINET INC
$113.60B$155.05$128.00-17.45%Hold2210.96%14.33%279.62%28.00%
SPSC
SPS COMMERCE INC
$2.21B$60.12$64.867.88%Hold76.97%50.13%23.32%19.32%
BLZE
BACKBLAZE INC
$805.20M$13.42$13.752.46%Strong Buy610.48%N/A-20.97%-9.21%
OKTA
OKTA INC
$23.76B$136.69$123.65-9.54%Strong Buy266.28%46.35%12.33%9.10%
GTLB
GITLAB INC
$5.30B$31.35$33.326.28%Hold2210.26%N/A20.36%11.76%
CGNT
COGNYTE SOFTWARE LTD
$613.23M$8.32$13.0056.25%Strong Buy110.69%N/A29.44%11.00%
DOX
AMDOCS LTD
$5.44B$51.22$81.5059.12%Strong Buy23.14%21.88%31.99%17.00%
GEN
GEN DIGITAL INC
$15.41B$25.58$27.758.48%Hold46.42%32.42%84.71%14.19%
RPD
RAPID7 INC
$662.29M$9.91$8.90-10.19%Hold15-0.44%66.85%69.90%7.10%
FFIV
F5 INC
$22.60B$400.61$387.38-3.30%Buy86.02%17.44%34.76%19.52%
VRNS
VARONIS SYSTEMS INC
$5.20B$45.33$42.53-6.18%Strong Buy1715.94%N/A30.73%8.53%
DLO
DLOCAL LTD
$4.20B$14.26$17.6723.89%Strong Buy328.02%26.88%68.31%20.69%
OSPN
ONESPAN INC
$561.65M$15.15$13.50-10.89%Buy22.25%-32.57%18.24%12.95%
QLYS
QUALYS INC
$4.94B$140.23$133.22-5.00%Buy97.18%16.66%55.85%29.07%
FLYW
FLYWIRE CORP
$2.04B$16.54$18.5011.85%Buy814.59%65.09%13.54%9.93%
GDDY
GODADDY INC
$11.84B$89.40$108.9121.82%Buy116.15%19.75%614.68%17.89%
EVTC
EVERTEC INC
$1.80B$29.29$25.00-14.65%Hold111.88%46.27%45.23%13.23%
YEXT
YEXT INC
$497.23M$4.96$5.6714.25%Hold30.91%26.83%267.34%13.10%
CINT
CI&T INC
$406.98M$3.14$6.0492.36%Strong Buy511.97%25.36%N/AN/A
WEX
WEX INC
$5.40B$155.68$175.3312.62%Buy64.67%51.42%60.40%4.99%
PAGS
PAGSEGURO DIGITAL LTD
$2.96B$9.67$12.2526.68%Buy2130.35%151.72%104.41%20.17%
PLTR
PALANTIR TECHNOLOGIES INC
$298.63B$124.57$185.5548.95%Strong Buy1145.35%45.98%144.50%119.72%
TOST
TOAST INC
$16.94B$29.21$33.8715.94%Buy1517.07%30.23%94.83%61.00%
ATEN
A10 NETWORKS INC
$2.56B$35.54$33.00-7.15%Buy511.13%38.54%42.57%14.82%
DSC
DSC HOLDINGS LTD
N/A$5.40N/AN/AN/AN/AN/AN/AN/AN/A
IIIV
I3 VERTICALS INC
$546.90M$19.58$27.2539.17%Strong Buy46.46%34.05%12.52%6.24%
RBRK
RUBRIK INC
$15.17B$73.69$92.3225.28%Strong Buy2213.03%N/A-48.91%8.50%
WIX
WIXCOM LTD
$2.74B$48.66$84.0072.63%Buy1811.75%N/A-778.07%26.73%
KSPI
JOINT STOCK CO KASPIKZ
$16.59B$87.31N/AN/AN/AN/A2,255.01%2,309.30%27,014.43%6,533.81%
NET
CLOUDFLARE INC
$95.08B$268.98$269.790.30%Buy1924.94%N/A77.99%19.32%
ZS
ZSCALER INC
$23.00B$142.26$200.4640.91%Strong Buy3314.42%N/A43.07%14.36%
MQ
MARQETA INC
$1.82B$17.16$20.2518.01%Buy414.58%172.64%2.65%1.33%
EEFT
EURONET WORLDWIDE INC
$2.97B$78.12$87.3311.79%Buy36.37%29.10%45.14%8.64%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$13.51B$127.91$162.1726.78%Buy185.42%9.00%67.01%24.77%
MSFT
MICROSOFT CORP
$2.90T$390.34$548.3940.49%Strong Buy3119.17%17.32%50.02%29.85%
S
SENTINELONE INC
$6.25B$18.22$19.104.80%Buy2111.82%N/A16.52%10.08%
CRWD
CROWDSTRIKE HOLDINGS INC
$191.86B$188.42$182.91-2.93%Strong Buy3713.65%N/A45.97%18.90%
FOUR
SHIFT4 PAYMENTS INC
$3.83B$48.22$57.5819.42%Buy1214.35%107.04%41.31%7.80%
DOCN
DIGITALOCEAN HOLDINGS INC
$14.89B$142.68$156.279.52%Strong Buy1538.83%2.74%51.70%17.85%
GRRR
GORILLA TECHNOLOGY GROUP INC
$330.09M$12.68N/AN/AN/AN/A89.41%N/A-128.22%-88.57%
ORCL
ORACLE CORP
$362.48B$125.84$255.04102.67%Strong Buy2726.89%25.04%107.47%17.45%
PANW
PALO ALTO NETWORKS INC
$273.25B$335.28$332.41-0.86%Strong Buy3411.18%57.14%18.45%11.03%
MBGL
MOBILITY GLOBAL INC
N/A$20.38$23.0012.86%Hold2N/AN/A4.90%4.35%
PAYP
PAYPAY CORP
$10.76B$15.90$25.7461.87%Strong Buy8548.44%469.72%5,699.52%434.05%
SNPS
SYNOPSYS INC
$72.30B$377.61$559.5048.17%Buy1011.48%67.58%14.49%9.42%
MSAI
MULTISENSOR AI HOLDINGS INC
$10.54M$5.22N/AN/AN/AN/A71.92%N/AN/AN/A
KLAR
KLARNA GROUP PLC
$6.75B$17.85$22.7527.45%Strong Buy12N/AN/A40.01%5.47%
SAIL
SAILPOINT INC
$8.38B$14.78$19.5632.36%Strong Buy1611.73%N/A4.08%3.71%
CETX
CEMTREX INC
$3.40M$3.06N/AN/AN/AN/AN/AN/A6.57%3.22%
HUBC
HUB CYBER SECURITY LTD
$40.23M$1.11N/AN/AN/AN/AN/AN/AN/AN/A
VRSN
VERISIGN INC
$23.90B$262.59$325.2523.86%Buy46.07%9.02%-50.99%87.01%
STNE
STONECO LTD
$2.88B$11.36$14.3025.88%Buy5134.85%104.44%127.59%26.09%
MCRP
MICROPOLIS AI ROBOTICS
$42.22M$1.21N/AN/AN/AN/A11,599.63%N/A120.24%37.93%
RXT
RACKSPACE TECHNOLOGY INC
$1.03B$4.14$3.25-21.50%Hold2-0.23%N/A-9.52%4.19%
LIDR
AEYE INC
$57.43M$1.24$3.59189.11%Strong Buy21,165.93%N/A-42.01%-38.00%
AKAM
AKAMAI TECHNOLOGIES INC
$18.07B$124.30$156.6926.06%Buy139.07%38.74%26.03%10.97%
OBAI
OUR BOND INC
$12.55M$0.51N/AN/AN/AN/AN/AN/AN/A-67.74%
NN
NEXTNAV INC
$1.75B$12.81$50.00290.32%Buy1-3.18%N/AN/A-39.96%
REKR
REKOR SYSTEMS INC
$84.63M$0.62N/AN/AN/AN/A10.89%N/A-28.51%-12.52%
TCX
TUCOWS INC
$104.69M$9.39N/AN/AN/AN/AN/AN/AN/AN/A
MLGO
MICROALGO INC
$52.73M$4.24N/AN/AN/AN/AN/AN/AN/AN/A
DAVA
ENDAVA PLC
$143.12M$2.74$6.25128.10%Hold6-6.16%N/A29.80%9.55%
CLBT
CELLEBRITE DI LTD
$3.49B$14.18$17.5023.41%Strong Buy216.95%42.73%44.81%24.02%
NTSK
NETSKOPE INC
$4.83B$11.96$15.8232.36%Strong Buy17N/AN/A33.65%3.49%

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Jul 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 163 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 Five9 (NASDAQ:FIVN) is: Value: A, Growth: A, Momentum: C, Sentiment: C, Safety: C, Financials: B, and AI: C.

Five9 (NASDAQ:FIVN) has a Due Diligence Score of 61, which is 29 points higher than the software infrastructure industry average of 32.

FIVN passed 19 out of 33 due diligence checks and has strong fundamentals. Five9 has seen its stock lose -19.08% over the past year, overperforming other software infrastructure stocks by 72 percentage points.

Five9 has an average 1 year price target of $25.79, an upside of 12.36% from Five9's current stock price of $22.95.

Five9 stock has a consensus Buy recommendation according to Wall Street analysts. Of the 14 analysts covering Five9, 42.86% have issued a Strong Buy rating, 28.57% have issued a Buy, 28.57% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Priority Technology Holdings (NASDAQ:PRTH)


Priority Technology Holdings (NASDAQ:PRTH) is the #2 top software infrastructure stock out of 163 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 Priority Technology Holdings (NASDAQ:PRTH) is: Value: B, Growth: B, Momentum: C, Sentiment: B, Safety: C, Financials: C, and AI: C.

Priority Technology Holdings (NASDAQ:PRTH) has a Due Diligence Score of 38, which is 6 points higher than the software infrastructure industry average of 32.

PRTH passed 12 out of 33 due diligence checks and has average fundamentals. Priority Technology Holdings has seen its stock lose -10.93% over the past year, overperforming other software infrastructure stocks by 80 percentage points.

Priority Technology Holdings has an average 1 year price target of $9.00, an upside of 39.75% from Priority Technology Holdings's current stock price of $6.44.

Priority Technology Holdings stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Priority Technology Holdings, 100% have issued a Strong Buy rating, 0% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Teradata (NYSE:TDC)


Teradata (NYSE:TDC) is the #3 top software infrastructure stock out of 163 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 Teradata (NYSE:TDC) is: Value: A, Growth: C, Momentum: C, Sentiment: C, Safety: B, Financials: A, and AI: C.

Teradata (NYSE:TDC) has a Due Diligence Score of 52, which is 20 points higher than the software infrastructure industry average of 32.

TDC passed 17 out of 33 due diligence checks and has strong fundamentals. Teradata has seen its stock return 27.16% over the past year, overperforming other software infrastructure stocks by 118 percentage points.

Teradata has an average 1 year price target of $38.00, an upside of 35.28% from Teradata's current stock price of $28.09.

Teradata stock has a consensus Buy recommendation according to Wall Street analysts. Of the 7 analysts covering Teradata, 28.57% have issued a Strong Buy rating, 28.57% have issued a Buy, 28.57% have issued a hold, while 0% have issued a Sell rating, and 14.29% 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 6.08%, which is 4 percentage points higher than the software infrastructure industry average of 2.15%.

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 4.28%, which is 2 percentage points higher than the software infrastructure industry average of 2.15%. 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 high dividend yield is sustainable for the long-term.

3. Tuya (NYSE:TUYA)


Tuya (NYSE:TUYA) has an annual dividend yield of 3.46%, which is 1 percentage points higher than the software infrastructure industry average of 2.15%.

Why are software infrastructure stocks down?

Software infrastructure stocks were down -2.27% in the last day, and down -4.64% over the last week. Wetour Robotics was the among the top losers in the software - infrastructure industry, dropping -82.5% yesterday.

Wetour Robotics shares are trading lower after the company announced its subsidiary, Wetour Travel Tech, entered into a definitive 24-month multi-site commercial agreement with an international trade and logistics company.

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 47 points higher than the software infrastructure industry average of 24. It passed 5 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 64.44% in the past year. It has overperformed other stocks in the software infrastructure industry by 155 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 19 points higher than the software infrastructure industry average of 24. It passed 3 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -56.52% in the past year. It has overperformed other stocks in the software infrastructure industry by 34 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 19 points higher than the software infrastructure industry average of 24. It passed 3 out of 7 valuation due diligence checks.

Teradata's stock has gained 27.16% in the past year. It has overperformed other stocks in the software infrastructure industry by 118 percentage points.

Are software infrastructure stocks a good buy now?

47.37% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 22.53% over the next year.

1.57% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 22.83% of software infrastructure stocks are rated B (Buy), 57.48% are rated C (Hold), 10.24% are rated D (Sell), and 7.87% 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 -271.28x.
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.