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
B
Software Infrastructure is Zen Rated B and is the 53rd 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
CGNT
COGNYTE SOFTWARE LTD
$626.21M$8.48N/AN/AN/AN/A8.78%N/A29.09%11.23%
YEXT
YEXT INC
$767.08M$7.75$7.00-9.68%Hold11.02%47.82%201.00%14.81%
GCT
GIGACLOUD TECHNOLOGY INC
$2.30B$64.67N/AN/AN/AN/A3.18%3.47%34.76%15.34%
TENB
TENABLE HOLDINGS INC
$4.49B$42.93$45.505.99%Buy186.13%177.04%-1,143.61%17.07%
ATEN
A10 NETWORKS INC
$2.07B$28.74$35.0021.78%Buy49.87%31.89%47.49%16.68%
EVTC
EVERTEC INC
$1.93B$32.56$33.502.89%Buy27.39%72.11%45.44%11.80%
RDWR
RADWARE LTD
$1.41B$32.37N/AN/AN/AN/A7.58%113.52%22.87%10.99%
NTNX
NUTANIX INC
$16.27B$60.14$76.9327.92%Buy149.95%-21.01%126.25%17.48%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$795.81M$44.69$46.674.42%Strong Buy33.77%12.25%253.81%17.25%
APPN
APPIAN CORP
$3.83B$53.60$48.20-10.07%Hold58.44%N/A-137.82%22.45%
XYZ
BLOCK INC
$51.82B$85.72$101.6818.62%Strong Buy268.55%106.64%19.72%10.96%
FIVN
FIVE9 INC
$2.11B$28.07$34.5022.91%Buy147.82%81.55%30.33%13.26%
SPSC
SPS COMMERCE INC
$2.94B$82.85$80.50-2.84%Hold64.50%58.54%23.86%19.65%
TLS
TELOS CORP
$562.53M$7.65$8.257.84%Buy40.76%N/A30.36%20.71%
PAY
PAYMENTUS HOLDINGS INC
$4.29B$34.01$40.7519.82%Buy510.67%21.83%25.86%21.78%
RPD
RAPID7 INC
$1.01B$14.78$13.91-5.91%Sell16-0.45%104.96%56.76%7.22%
EVCM
EVERCOMMERCE INC
$1.21B$6.88$8.5023.55%Hold52.36%118.97%18.13%9.50%
BAND
BANDWIDTH INC
$1.56B$48.07$67.1439.68%Buy78.02%197.52%24.79%8.65%
KVYO
KLAVIYO INC
$5.98B$21.23$25.9222.11%Strong Buy1414.33%256.25%55.90%37.39%
PGY
PAGAYA TECHNOLOGIES LTD
$1.45B$17.24$31.0079.81%Strong Buy69.99%12.99%38.42%13.30%
ALLT
ALLOT LTD
$440.89M$8.97$12.7542.14%Strong Buy210.70%27.85%N/AN/A
MDB
MONGODB INC
$27.24B$338.12$458.7335.67%Strong Buy309.32%118.26%27.15%21.42%
WEX
WEX INC
$5.99B$182.29$191.575.09%Hold73.21%39.70%69.87%4.97%
IOT
SAMSARA INC
$24.74B$42.24$51.5622.07%Strong Buy1610.35%83.59%42.80%24.76%
QLYS
QUALYS INC
$6.38B$182.69$193.926.15%Hold126.69%14.87%48.78%26.67%
FFIV
F5 INC
$18.12B$320.01$456.0042.50%Buy79.14%20.14%32.37%18.27%
BB
BLACKBERRY LTD
$5.52B$9.40$10.8715.61%Buy6N/AN/AN/AN/A
GEN
GEN DIGITAL INC
$18.18B$30.64$31.201.84%Hold56.20%22.82%79.37%13.99%
TUYA
TUYA INC
$1.02B$1.65N/AN/AN/AN/A11.38%12.17%11.00%9.70%
OSPN
ONESPAN INC
$818.33M$22.18$24.008.21%Buy33.03%-11.12%20.77%14.61%
FTNT
FORTINET INC
$94.12B$128.10$154.7620.81%Hold239.49%12.65%123.52%23.24%
RELY
REMITLY GLOBAL INC
$4.89B$22.87$31.1736.28%Strong Buy613.82%-11.10%N/AN/A
BLZE
BACKBLAZE INC
$558.06M$8.83$18.71111.94%Strong Buy716.97%N/A-1.85%-0.35%
FATN
FATPIPE INC
$68.66M$4.86$8.0064.61%Strong Buy120.40%27.01%60.30%47.24%
DBX
DROPBOX INC
$7.41B$33.16$35.507.06%Sell50.29%20.83%-31.28%24.14%
PICS
PICS NV
$930.44M$7.18$16.00122.84%Buy2124.86%226.96%246.52%29.83%
BOX
BOX INC
$5.98B$43.55$39.80-8.61%Buy54.88%38.46%-91.22%22.81%
AISP
AIRSHIP AI HOLDINGS INC
$57.51M$1.67N/AN/AN/AN/A20.45%N/A91.26%6.76%
AVPT
AVEPOINT INC
$3.48B$16.55$18.4411.44%Strong Buy915.40%20.03%N/AN/A
OKTA
OKTA INC
$31.86B$182.25$212.1616.41%Strong Buy385.74%37.93%12.45%9.50%
TOST
TOAST INC
$19.81B$34.10$38.5212.97%Buy2113.91%22.35%82.66%56.00%
PLTR
PALANTIR TECHNOLOGIES INC
$415.40B$172.40$234.6936.13%Strong Buy1737.03%34.06%123.82%103.65%
PAYS
PAYSIGN INC
$538.98M$9.48$14.7555.59%Strong Buy412.28%8.42%44.57%8.51%
NTCT
NETSCOUT SYSTEMS INC
$2.33B$32.72$35.006.97%Hold11.72%23.30%12.83%9.23%
GDDY
GODADDY INC
$13.77B$113.54$113.750.18%Buy134.61%12.81%-962.51%16.90%
LSAK
LESAKA TECHNOLOGIES INC
$292.50M$3.38N/AN/AN/AN/A90.88%98.17%14.59%4.21%
IIIV
I3 VERTICALS INC
$515.65M$19.59$24.0022.51%Strong Buy36.88%23.47%13.16%5.89%
CPAY
CORPAY INC
$29.55B$461.95$479.083.71%Buy127.45%25.80%N/AN/A
ADBE
ADOBE INC
$92.47B$237.60$259.239.10%Hold256.87%19.19%113.15%44.40%
CRWD
CROWDSTRIKE HOLDINGS INC
$234.54B$229.06$254.1710.96%Strong Buy4312.16%199.40%43.30%18.37%
ZS
ZSCALER INC
$31.60B$193.80$237.9522.78%Strong Buy3812.66%N/A43.07%14.22%
CINT
CI&T INC
$448.15M$3.33$5.2457.36%Strong Buy59.64%23.26%21.97%12.19%
RBRK
RUBRIK INC
$22.65B$109.26$118.468.42%Strong Buy2210.94%N/A-53.77%9.43%
TDC
TERADATA CORP
$3.04B$33.28$35.606.97%Hold50.40%-20.89%49.71%19.01%
NET
CLOUDFLARE INC
$112.89B$315.00$344.179.26%Buy2422.51%N/A82.41%15.68%
GTLB
GITLAB INC
$7.88B$47.32$53.1612.34%Hold228.92%N/A22.43%12.49%
WIX
WIXCOM LTD
$2.89B$68.34$81.2218.85%Buy188.56%N/A-35.42%31.53%
FLYW
FLYWIRE CORP
$2.73B$22.25$22.862.76%Buy119.69%8.83%13.61%9.03%
PSFE
PAYSAFE LTD
$356.69M$6.82$8.5024.63%Hold45.09%N/A22.92%2.86%
USIO
USIO INC
$62.45M$2.19$6.75208.22%Strong Buy14.89%N/A10.43%1.73%
MQ
MARQETA INC
$1.92B$18.51$19.505.35%Hold49.85%-15.79%6.01%3.35%
DOX
AMDOCS LTD
$4.45B$43.12$46.006.68%Buy3-3.01%14.52%22.62%11.64%
DSC
DSC HOLDINGS LTD
$123.18M$2.46N/AN/AN/AN/AN/AN/A367.33%202.56%
MSFT
MICROSOFT CORP
$3.87T$521.13$629.0020.70%Strong Buy2811.82%8.20%47.38%28.60%
DLO
DLOCAL LTD
$4.03B$13.96$18.6733.72%Strong Buy323.77%24.08%70.83%17.46%
SNPS
SYNOPSYS INC
$88.56B$462.12$579.9325.49%Strong Buy149.38%56.87%16.43%10.72%
DOCN
DIGITALOCEAN HOLDINGS INC
$10.28B$87.15$161.0084.74%Strong Buy1238.61%97.79%37.56%14.24%
S
SENTINELONE INC
$8.28B$23.78$24.302.19%Buy2510.27%N/A15.46%9.40%
PATH
UIPATH INC
$6.85B$13.14$15.5718.50%Hold144.69%11.79%28.59%19.16%
NTSK
NETSKOPE INC
$9.14B$22.37$19.84-11.29%Strong Buy1617.61%N/A53.03%4.86%
FISV
FISERV INC
$34.00B$63.90$62.70-1.88%Hold210.81%N/A30.38%8.81%
PANW
PALO ALTO NETWORKS INC
$273.60B$334.47$396.1418.44%Strong Buy3912.04%131.01%17.45%9.90%
FOUR
SHIFT4 PAYMENTS INC
$3.26B$43.56$52.7921.18%Strong Buy145.68%105.60%44.40%6.81%
EEFT
EURONET WORLDWIDE INC
$2.59B$70.49$73.003.56%Buy42.76%27.47%37.48%7.95%
ORCL
ORACLE CORP
$388.19B$128.38$243.6589.79%Strong Buy2620.44%20.13%73.79%16.25%
KSPI
JOINT STOCK CO KASPIKZ
$17.00B$89.44$107.5020.19%Buy22,128.86%2,230.40%25,270.11%5,531.06%
BKKT
BAKKT INC
$178.70M$3.96$12.00203.03%Strong Buy157.63%N/A-0.25%-0.22%
SAIL
SAILPOINT INC
$11.87B$20.79$22.287.16%Buy2010.29%N/A4.32%3.91%
KPLT
KATAPULT HOLDINGS INC
$55.59M$11.18N/AN/AN/AN/A10.65%N/AN/A-7.36%
BLSH
BULLISH
$3.57B$23.53$39.2566.81%Buy8-86.18%N/A10.29%8.02%
ACIW
ACI WORLDWIDE INC
$6.20B$61.85$66.006.71%Strong Buy18.86%39.23%24.69%11.80%
PAGS
PAGSEGURO DIGITAL LTD
$2.43B$7.94$8.8010.83%Hold3133.71%145.61%90.42%17.94%
IMXI
INTERNATIONAL MONEY EXPRESS INC
$208.21M$6.89N/AN/AN/AN/A0.68%32.06%21.59%7.59%
AMBR
AMBER INTERNATIONAL HOLDING LTD
$151.78M$1.61N/AN/AN/AN/A15.91%N/A70.14%24.20%
AGPU
AXE COMPUTE INC
$102.47M$8.84N/AN/AN/AN/A1,788.31%N/A-3.82%-1.30%
MBGL
MOBILITY GLOBAL INC
$5.87B$19.92$22.0010.44%Hold8N/AN/A5.35%4.03%
TCX
TUCOWS INC
$147.78M$13.17N/AN/AN/AN/AN/AN/AN/AN/A
DAVA
ENDAVA PLC
$82.01M$1.57$3.90148.41%Hold7-6.04%N/A29.80%9.55%
VRSN
VERISIGN INC
$28.17B$314.09$342.679.10%Buy37.81%10.97%-48.70%86.91%
AKAM
AKAMAI TECHNOLOGIES INC
$12.50B$86.68$135.5356.36%Buy1714.90%49.49%32.20%10.66%
CORZ
CORE SCIENTIFIC INC
$4.69B$14.57$29.17100.19%Strong Buy1244.25%N/AN/AN/A
MOVE
CORVEX INC
$157.59M$5.70$18.75228.95%Strong Buy1631.61%N/A-3.74%-3.58%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$14.86B$146.58$151.893.62%Buy194.40%14.17%68.65%24.36%
PAYP
PAYPAY CORP
$10.10B$14.92$21.0040.75%Buy5N/AN/A5,093.26%378.47%
LIDR
AEYE INC
$37.96M$0.81$3.67352.53%Strong Buy1133.77%N/A-50.47%-43.10%
NN
NEXTNAV INC
$1.43B$8.45$50.00491.72%Buy16.63%N/A-22.35%-19.22%
KLAR
KLARNA GROUP PLC
$5.09B$13.47$19.6946.19%Buy15N/AN/A40.01%5.47%
EXOD
EXODUS MOVEMENT INC
$132.08M$4.33$12.33184.83%Strong Buy315.09%N/A6.75%3.59%
STNE
STONECO LTD
$1.99B$7.85$12.1855.20%Buy6138.56%106.48%169.96%26.42%
CLBT
CELLEBRITE DI LTD
$3.14B$12.70$14.6315.16%Strong Buy413.56%51.63%42.71%23.12%

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Nov 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. Cognyte Software (NASDAQ:CGNT)


Cognyte Software (NASDAQ:CGNT) is the #1 top software infrastructure stock out of 170 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 Cognyte Software (NASDAQ:CGNT) is: Value: C, Growth: A, Momentum: C, Sentiment: B, Safety: A, Financials: C, and AI: C.

Cognyte Software (NASDAQ:CGNT) has a Due Diligence Score of 29, which is -4 points lower than the software infrastructure industry average of 33. Although this number is below the industry average, our proven quant model rates CGNT as a "A".

CGNT passed 9 out of 33 due diligence checks and has average fundamentals. Cognyte Software has seen its stock lose -0.7% over the past year, overperforming other software infrastructure stocks by 98 percentage points.

2. Yext (NYSE:YEXT)


Yext (NYSE:YEXT) is the #2 top software infrastructure stock out of 170 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: B, Growth: C, Momentum: C, Sentiment: B, 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 -9.57% over the past year, overperforming other software infrastructure stocks by 89 percentage points.

Yext has an average 1 year price target of $7.00, a downside of -9.68% from Yext's current stock price of $7.75.

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.

3. Gigacloud Technology (NASDAQ:GCT)


Gigacloud Technology (NASDAQ:GCT) is the #3 top software infrastructure stock out of 170 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 Gigacloud Technology (NASDAQ:GCT) is: Value: B, Growth: C, Momentum: C, Sentiment: B, Safety: C, Financials: B, and AI: C.

Gigacloud Technology (NASDAQ:GCT) has a Due Diligence Score of 59, which is 26 points higher than the software infrastructure industry average of 33.

GCT passed 19 out of 33 due diligence checks and has strong fundamentals. Gigacloud Technology has seen its stock return 102.57% over the past year, overperforming other software infrastructure stocks by 201 percentage points.

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 8.33%, which is 6 percentage points higher than the software infrastructure industry average of 2.45%.

Joint Stock Co Kaspikz's dividend payout ratio of 28.3% 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 6.8%, which is 4 percentage points higher than the software infrastructure industry average of 2.45%.

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 5.18%, which is 3 percentage points higher than the software infrastructure industry average of 2.45%. 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 47.7% indicates that its high dividend yield is sustainable for the long-term.

Why are software infrastructure stocks up?

Software infrastructure stocks were up 1.67% in the last day, and down -1.12% over the last week. Coreweave was the among the top gainers in the software - infrastructure industry, gaining 24.71% yesterday.

CoreWeave shares are trading lower after Argus Research lowered its price target on the stock from $150 to $100. Also, Macquarie lowered its price target on the stock from $130 to $120.

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 43, which is 15 points higher than the software infrastructure industry average of 28. It passed 3 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 85.28% in the past year. It has overperformed other stocks in the software infrastructure industry by 184 percentage points.

2. Pics Nv (NASDAQ:PICS)


Pics Nv (NASDAQ:PICS) 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.

Pics Nv has a valuation score of 71, which is 43 points higher than the software infrastructure industry average of 28. It passed 5 out of 7 valuation due diligence checks.

3. Adobe (NASDAQ:ADBE)


Adobe (NASDAQ:ADBE) 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.

Adobe has a valuation score of 86, which is 58 points higher than the software infrastructure industry average of 28. It passed 6 out of 7 valuation due diligence checks.

Adobe's stock has dropped -28.7% in the past year. It has overperformed other stocks in the software infrastructure industry by 70 percentage points.

Are software infrastructure stocks a good buy now?

42.48% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 23.3% over the next year.

4.76% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 22.22% of software infrastructure stocks are rated B (Buy), 53.17% are rated C (Hold), 14.29% are rated D (Sell), and 5.56% 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 196.93x.
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.