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 +32.52% per year, and are the best software infrastructure stocks to buy now. Learn More.

Industry: Software - Infrastructure
B
Software Infrastructure is Zen Rated B and is the 58th ranked industry out of 146 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
$1.72B$22.52$25.8014.56%Buy159.60%79.46%34.03%15.13%
LSAK
LESAKA TECHNOLOGIES INC
$427.82M$4.99N/AN/AN/AN/A8.99%N/A8.43%2.33%
TDC
TERADATA CORP
$3.07B$32.65$37.6315.24%Buy80.46%-19.26%54.13%14.08%
BAND
BANDWIDTH INC
$1.73B$53.88$52.33-2.87%Strong Buy311.99%N/A23.26%9.59%
TENB
TENABLE HOLDINGS INC
$2.78B$25.25$28.0711.17%Buy146.91%N/A126.42%19.37%
GCT
GIGACLOUD TECHNOLOGY INC
$1.32B$35.83N/AN/AN/AN/A10.13%-0.27%29.71%12.32%
PAYS
PAYSIGN INC
$333.20M$5.96$10.0067.79%Strong Buy221.05%21.15%34.99%6.16%
CGNT
COGNYTE SOFTWARE LTD
$730.05M$9.99$13.0030.13%Strong Buy112.08%N/A27.38%10.85%
RELY
REMITLY GLOBAL INC
$4.39B$20.87$23.8014.04%Strong Buy517.67%30.01%N/AN/A
TLS
TELOS CORP
$329.20M$4.40$6.5047.73%Buy213.24%N/A46.97%32.41%
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$473.54M$5.75$9.0056.52%Strong Buy17.11%33.59%-126.12%4.60%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$508.34M$27.63$37.5035.72%Strong Buy22.67%14.87%513.27%16.64%
PAY
PAYMENTUS HOLDINGS INC
$3.04B$24.14$36.0049.13%Buy516.04%34.52%28.81%24.07%
BOX
BOX INC
$3.56B$25.70$35.5038.13%Buy46.00%47.25%-123.82%23.97%
PGY
PAGAYA TECHNOLOGIES LTD
$1.05B$12.64$32.40156.33%Strong Buy514.03%27.85%39.06%12.54%
XYZ
BLOCK INC
$41.17B$69.17$84.8022.60%Strong Buy2010.64%68.44%20.18%10.96%
CPAY
CORPAY INC
$22.43B$343.14$381.4411.16%Buy910.42%28.04%N/AN/A
AVPT
AVEPOINT INC
$2.17B$10.23$16.0056.40%Strong Buy918.81%40.38%N/AN/A
GEN
GEN DIGITAL INC
$14.73B$24.32$27.7514.10%Hold48.43%55.57%95.35%14.05%
KVYO
KLAVIYO INC
$4.40B$14.70$29.88103.28%Strong Buy1718.61%N/A39.17%29.65%
RDWR
RADWARE LTD
$1.21B$28.34N/AN/AN/AN/A9.13%70.93%19.10%9.51%
EVCM
EVERCOMMERCE INC
$1.79B$10.10$10.675.61%Hold35.91%111.63%20.48%10.68%
BLZE
BACKBLAZE INC
$450.60M$7.51$8.7015.85%Strong Buy59.60%N/A-22.12%-9.72%
APPN
APPIAN CORP
$1.59B$21.71$26.2020.68%Hold510.77%690.96%-181.59%17.18%
PICS
PICS NV
$1.17B$10.96$22.00100.73%Strong Buy6198.07%9,193.05%365.43%33.86%
ALLT
ALLOT LTD
$363.87M$7.48$12.6769.34%Strong Buy312.87%90.51%N/AN/A
NTCT
NETSCOUT SYSTEMS INC
$2.79B$39.00$38.00-2.56%Hold14.98%47.58%12.56%8.80%
PATH
UIPATH INC
$5.53B$10.55$14.3636.09%Hold146.67%20.40%25.49%16.70%
DBX
DROPBOX INC
$6.42B$27.53$27.00-1.93%Hold40.03%25.91%-35.49%23.56%
SPSC
SPS COMMERCE INC
$1.93B$52.50$65.1724.13%Buy67.08%50.13%23.36%19.35%
ATEN
A10 NETWORKS INC
$2.04B$28.28$27.20-3.82%Buy511.42%37.97%43.56%15.16%
AFRM
AFFIRM HOLDINGS INC
$21.87B$65.30$83.5027.87%Strong Buy1618.66%27.85%31.60%9.10%
WEX
WEX INC
$4.89B$141.08$181.2028.44%Buy54.71%51.41%60.42%4.99%
FLYW
FLYWIRE CORP
$1.95B$15.83$18.4016.23%Buy1014.45%72.66%16.26%11.92%
EVTC
EVERTEC INC
$1.50B$24.30$25.002.88%Hold112.07%46.02%45.05%13.18%
YEXT
YEXT INC
$444.04M$3.60$6.6785.19%Buy32.96%32.85%48.14%12.34%
BB
BLACKBERRY LTD
$3.65B$6.21$4.45-28.34%Hold2N/AN/AN/AN/A
QLYS
QUALYS INC
$3.52B$100.09$104.634.53%Hold87.13%16.25%54.78%28.52%
TUYA
TUYA INC
$1.28B$2.10N/AN/AN/AN/A12.88%19.52%9.15%8.26%
GRRR
GORILLA TECHNOLOGY GROUP INC
$334.70M$12.78N/AN/AN/AN/A69.35%N/A57.08%41.17%
PSFE
PAYSAFE LTD
$353.64M$6.90$10.1346.74%Hold45.77%N/A29.86%3.95%
FFIV
F5 INC
$21.64B$383.50$356.86-6.95%Buy74.62%15.29%29.67%16.66%
MDB
MONGODB INC
$26.90B$334.68$384.0714.76%Strong Buy2811.98%N/A23.99%18.84%
DLO
DLOCAL LTD
$3.49B$11.84$18.0052.03%Strong Buy333.29%24.18%64.52%23.83%
TOST
TOAST INC
$13.47B$23.22$34.7149.50%Buy1417.09%31.19%94.83%61.00%
FTNT
FORTINET INC
$93.52B$127.64$103.10-19.23%Hold2110.97%14.33%272.32%27.27%
PAGS
PAGSEGURO DIGITAL LTD
$2.74B$8.95$13.0045.25%Buy2129.42%150.94%103.47%19.98%
IOT
SAMSARA INC
$17.88B$30.79$44.4044.20%Strong Buy1014.25%N/A41.46%23.18%
FATN
FATPIPE INC
$66.62M$4.75$10.00110.53%Strong Buy240.07%-26.15%5.11%3.73%
NTNX
NUTANIX INC
$12.80B$48.27$56.6417.35%Buy1412.46%38.65%N/AN/A
CINT
CI&T INC
$474.73M$3.65$6.8086.30%Strong Buy414.42%27.67%N/AN/A
ADBE
ADOBE INC
$103.02B$254.99$329.9029.38%Hold198.42%19.62%109.15%42.01%
PLTR
PALANTIR TECHNOLOGIES INC
$324.26B$135.26$189.3940.02%Strong Buy1344.73%44.92%124.44%103.09%
GDDY
GODADDY INC
$11.98B$90.45$114.4226.50%Buy126.14%20.53%634.03%18.45%
OKTA
OKTA INC
$15.16B$85.70$98.2214.61%Strong Buy277.03%48.10%12.25%8.83%
GTLB
GITLAB INC
$4.33B$25.46$34.6836.22%Buy2212.31%N/A20.47%11.77%
EEFT
EURONET WORLDWIDE INC
$2.56B$67.17$85.5027.29%Buy40.02%29.02%45.14%8.64%
VRNS
VARONIS SYSTEMS INC
$3.42B$29.77$37.1224.68%Strong Buy1715.79%N/A34.09%9.46%
ACIW
ACI WORLDWIDE INC
$4.33B$42.59$65.0052.62%Strong Buy28.15%40.51%22.78%11.01%
MQ
MARQETA INC
$1.68B$3.96$5.1530.05%Hold514.56%170.89%10.59%5.32%
DOX
AMDOCS LTD
$6.68B$62.09$81.5031.26%Strong Buy23.56%21.42%31.45%16.71%
RPD
RAPID7 INC
$465.14M$6.96$9.6338.41%Hold15-0.55%67.25%97.52%9.91%
NET
CLOUDFLARE INC
$73.07B$206.73$230.5011.50%Buy1424.95%N/A61.61%15.26%
WIX
WIXCOM LTD
$3.01B$53.42$104.8096.18%Buy2012.74%N/A-579.11%19.90%
PAYO
PAYONEER GLOBAL INC
$1.61B$4.80$7.0045.83%Strong Buy49.10%40.66%29.83%2.29%
KSPI
JOINT STOCK CO KASPIKZ
$17.06B$89.68N/AN/AN/AN/A2,364.06%2,446.25%30,747.88%6,913.97%
OSPN
ONESPAN INC
$463.04M$12.49$12.00-3.92%Hold12.25%-33.45%18.44%13.09%
PANW
PALO ALTO NETWORKS INC
$195.95B$240.13$219.23-8.70%Strong Buy2613.47%36.98%47.32%17.79%
RBRK
RUBRIK INC
$13.01B$64.33$82.1127.63%Strong Buy1915.54%N/A-45.61%8.57%
CRWD
CROWDSTRIKE HOLDINGS INC
$156.45B$616.88$523.35-15.16%Strong Buy3715.57%N/A47.30%18.89%
MCRP
MICROPOLIS AI ROBOTICS
$93.85M$2.69N/AN/AN/AN/A11,599.63%N/A120.24%37.93%
FOUR
SHIFT4 PAYMENTS INC
$3.25B$40.99$70.5672.15%Buy1615.25%173.18%37.05%6.99%
PAYP
PAYPAY CORP
$12.79B$19.13$25.7434.54%Strong Buy83,777.96%450.46%5,413.06%412.23%
ZS
ZSCALER INC
$28.18B$175.25$243.9739.21%Strong Buy2916.97%N/A45.78%14.88%
MSFT
MICROSOFT CORP
$3.10T$417.42$557.2233.49%Strong Buy2713.08%11.15%49.57%29.59%
MLGO
MICROALGO INC
$47.64M$3.83N/AN/AN/AN/AN/AN/AN/AN/A
MSAI
MULTISENSOR AI HOLDINGS INC
$11.11M$5.50N/AN/AN/AN/A71.92%N/AN/AN/A
DOCN
DIGITALOCEAN HOLDINGS INC
$15.66B$150.02$150.640.41%Strong Buy1138.01%1.84%N/AN/A
IIIV
I3 VERTICALS INC
$532.10M$19.05$27.2543.04%Strong Buy46.48%33.95%12.52%6.24%
ORCL
ORACLE CORP
$521.89B$181.46$251.7538.74%Strong Buy2824.81%23.23%121.05%19.00%
KLAR
KLARNA GROUP PLC
$5.72B$15.13$23.2053.34%Strong Buy10N/AN/AN/AN/A
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$13.30B$125.98$159.9426.96%Buy185.36%9.15%74.40%27.51%
SNPS
SYNOPSYS INC
$94.61B$493.87$548.3311.03%Strong Buy914.39%46.78%14.33%9.27%
ALAR
ALARUM TECHNOLOGIES LTD
$53.64M$7.48$14.0087.29%Strong Buy1N/AN/AN/AN/A
VRSN
VERISIGN INC
$27.54B$302.63$317.674.97%Buy36.05%9.10%-53.43%91.16%
CETX
CEMTREX INC
$9.06M$0.82N/AN/AN/AN/AN/AN/A65.69%32.24%
NTSK
NETSKOPE INC
$4.58B$11.43$17.6354.20%Strong Buy1622.03%N/A33.58%3.69%
BNAI
BRAND ENGAGEMENT NETWORK INC
$129.50M$19.90N/AN/AN/AN/A590.25%N/A-328.16%-146.51%
S
SENTINELONE INC
$6.01B$17.66$18.374.02%Buy2313.64%N/A14.91%8.79%
NN
NEXTNAV INC
$3.11B$22.82$25.009.55%Buy1-0.30%N/AN/A-43.53%
SAIL
SAILPOINT INC
$8.16B$14.47$19.4234.19%Strong Buy1213.24%N/A3.82%3.44%
STNE
STONECO LTD
$2.61B$10.29$15.8053.55%Buy5136.14%111.24%151.70%31.02%
BLSH
BULLISH
$5.46B$36.23$48.3033.31%Buy5-86.47%N/A9.33%7.43%
AKAM
AKAMAI TECHNOLOGIES INC
$20.55B$141.34$152.868.15%Buy148.95%38.23%29.31%12.36%
RXT
RACKSPACE TECHNOLOGY INC
$1.17B$4.70$2.50-46.75%Hold11.18%N/A-5.17%2.28%
DAVA
ENDAVA PLC
$208.87M$3.95$8.75121.52%Strong Buy4-6.28%N/A9.12%5.55%
REKR
REKOR SYSTEMS INC
$100.73M$0.73N/AN/AN/AN/A10.89%N/A-28.51%-12.52%
TCX
TUCOWS INC
$165.34M$14.83N/AN/AN/AN/AN/AN/AN/AN/A
CLBT
CELLEBRITE DI LTD
$3.36B$13.46$15.0011.44%Buy118.65%36.77%47.28%24.39%
LIDR
AEYE INC
$83.37M$1.80$3.5999.17%Strong Buy21,765.56%N/A-37.56%-33.97%

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in May 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 154 with a Zen Rating of A. Stocks with a rating of A have had an average return of +32.52% per year. Learn more.

The Component Grade breakdown for Five9 (NASDAQ:FIVN) is: Value: A, Growth: A, Momentum: D, Sentiment: C, Safety: C, Financials: B, and AI: C.

Five9 (NASDAQ:FIVN) has a Due Diligence Score of 64, which is 29 points higher than the software infrastructure industry average of 35.

FIVN passed 20 out of 33 due diligence checks and has strong fundamentals. Five9 has seen its stock lose -17.3% over the past year, overperforming other software infrastructure stocks by 8 percentage points.

Five9 has an average 1 year price target of $25.80, an upside of 14.56% from Five9's current stock price of $22.52.

Five9 stock has a consensus Buy recommendation according to Wall Street analysts. Of the 15 analysts covering Five9, 40% have issued a Strong Buy rating, 26.67% have issued a Buy, 33.33% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Lesaka Technologies (NASDAQ:LSAK)


Lesaka Technologies (NASDAQ:LSAK) is the #2 top software infrastructure stock out of 154 with a Zen Rating of A. Stocks with a rating of A have had an average return of +32.52% 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 19, which is -16 points lower than the software infrastructure industry average of 35. Although this number is below the industry average, our proven quant model rates LSAK as a "A".

LSAK passed 6 out of 33 due diligence checks and has weak fundamentals. Lesaka Technologies has seen its stock return 21.41% over the past year, overperforming other software infrastructure stocks by 47 percentage points.

3. Teradata (NYSE:TDC)


Teradata (NYSE:TDC) is the #3 top software infrastructure stock out of 154 with a Zen Rating of A. Stocks with a rating of A have had an average return of +32.52% per year. Learn more.

The Component Grade breakdown for Teradata (NYSE:TDC) is: Value: B, 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 17 points higher than the software infrastructure industry average of 35.

TDC passed 17 out of 33 due diligence checks and has strong fundamentals. Teradata has seen its stock return 44.09% over the past year, overperforming other software infrastructure stocks by 70 percentage points.

Teradata has an average 1 year price target of $37.63, an upside of 15.24% from Teradata's current stock price of $32.65.

Teradata stock has a consensus Buy recommendation according to Wall Street analysts. Of the 8 analysts covering Teradata, 37.5% have issued a Strong Buy rating, 25% have issued a Buy, 25% have issued a hold, while 0% have issued a Sell rating, and 12.5% 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. Stoneco (NASDAQ:STNE)


Stoneco (NASDAQ:STNE) has an annual dividend yield of 24.59%, which is 21 percentage points higher than the software infrastructure industry average of 3.86%.

Stoneco's dividend payout ratio of 89.3% indicates that its high dividend yield is sustainable for the long-term.

2. Dlocal (NASDAQ:DLO)


Dlocal (NASDAQ:DLO) has an annual dividend yield of 4.43%, which is 1 percentage points higher than the software infrastructure industry average of 3.86%.

Dlocal's dividend payout ratio of 77.2% indicates that its high dividend yield is sustainable for the long-term.

3. Onespan (NASDAQ:OSPN)


Onespan (NASDAQ:OSPN) has an annual dividend yield of 4%, which is the same as the software infrastructure industry average of 3.86%.

Onespan's dividend payout ratio of 26.6% indicates that its high dividend yield is sustainable for the long-term.

Why are software infrastructure stocks down?

Software infrastructure stocks were down -0.62% in the last day, and up 3.26% over the last week. Fatpipe was the among the top losers in the software - infrastructure industry, dropping -7.77% yesterday.

FatPipe shares are trading lower. 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 86, which is 56 points higher than the software infrastructure industry average of 30. It passed 6 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 20.29% in the past year. It has overperformed other stocks in the software infrastructure industry by 46 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 71, which is 41 points higher than the software infrastructure industry average of 30. It passed 5 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -69.92% in the past year. It has underperformed other stocks in the software infrastructure industry by -44 percentage points.

3. Yext (NYSE:YEXT)


Yext (NYSE:YEXT) 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.

Yext has a valuation score of 71, which is 41 points higher than the software infrastructure industry average of 30. It passed 5 out of 7 valuation due diligence checks.

Yext's stock has dropped -47.67% in the past year. It has underperformed other stocks in the software infrastructure industry by -22 percentage points.

Are software infrastructure stocks a good buy now?

50.91% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 17.84% over the next year.

4.03% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 20.97% of software infrastructure stocks are rated B (Buy), 55.65% are rated C (Hold), 12.1% are rated D (Sell), and 7.26% 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 -12.67x.
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.