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 63rd 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
$1.90B$24.86$25.793.72%Buy149.60%79.46%31.16%13.86%
PICS
PICS NV
$1.25B$11.70$21.8386.61%Strong Buy6N/AN/A202.43%26.34%
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$551.78M$6.70$9.0034.33%Strong Buy17.26%33.59%-126.12%4.60%
TDC
TERADATA CORP
$2.95B$31.31$38.0021.37%Buy70.42%-19.41%54.29%14.12%
TLS
TELOS CORP
$361.38M$4.83$6.3331.12%Buy311.30%N/A46.97%32.41%
PAYS
PAYSIGN INC
$474.64M$8.49$10.0017.79%Strong Buy221.05%21.15%32.40%5.70%
GCT
GIGACLOUD TECHNOLOGY INC
$1.38B$37.44N/AN/AN/AN/A10.93%2.27%31.70%13.15%
LSAK
LESAKA TECHNOLOGIES INC
$416.68M$4.86N/AN/AN/AN/A16.58%N/A7.97%2.20%
TENB
TENABLE HOLDINGS INC
$4.43B$40.19$32.29-19.67%Buy146.96%N/A128.69%19.71%
RELY
REMITLY GLOBAL INC
$5.26B$24.96$25.803.37%Strong Buy517.70%30.64%N/AN/A
EVCM
EVERCOMMERCE INC
$2.05B$11.57$10.67-7.80%Hold35.91%111.64%20.48%10.68%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$688.27M$37.41$37.500.24%Strong Buy22.63%14.85%513.27%16.64%
BAND
BANDWIDTH INC
$2.27B$70.97$71.670.98%Strong Buy312.23%N/A23.26%9.59%
BOX
BOX INC
$4.22B$30.47$36.0018.15%Buy45.25%40.66%-90.51%21.54%
ALLT
ALLOT LTD
$419.00M$8.59$12.7548.43%Strong Buy212.15%38.20%N/AN/A
PAY
PAYMENTUS HOLDINGS INC
$3.65B$29.00$34.0017.24%Buy316.07%34.13%28.81%24.07%
XYZ
BLOCK INC
$48.69B$81.81$85.955.06%Strong Buy2010.54%68.85%20.48%11.12%
APPN
APPIAN CORP
$1.86B$25.33$26.203.43%Hold511.10%698.92%-191.75%18.14%
PGY
PAGAYA TECHNOLOGIES LTD
$1.49B$17.96$31.7576.78%Strong Buy412.61%31.39%44.28%14.22%
DBX
DROPBOX INC
$7.08B$30.35$27.00-11.04%Hold40.03%25.78%-35.49%23.56%
CPAY
CORPAY INC
$23.74B$363.16$383.005.46%Buy810.45%28.70%N/AN/A
RDWR
RADWARE LTD
$1.30B$30.31N/AN/AN/AN/A9.13%71.65%19.10%9.51%
NTNX
NUTANIX INC
$14.76B$54.59$57.084.56%Buy1311.53%36.73%N/AN/A
AVPT
AVEPOINT INC
$2.78B$13.09$15.7520.32%Strong Buy818.81%40.50%N/AN/A
NTCT
NETSCOUT SYSTEMS INC
$3.00B$41.91$38.00-9.33%Hold15.25%47.58%12.56%8.80%
FATN
FATPIPE INC
$67.46M$4.81$10.00107.90%Strong Buy229.93%-7.84%11.35%8.29%
BB
BLACKBERRY LTD
$6.24B$10.64$10.50-1.32%Buy5N/AN/AN/AN/A
FTNT
FORTINET INC
$120.53B$164.51$120.00-27.06%Hold2110.96%14.34%279.62%28.00%
TUYA
TUYA INC
$1.10B$1.78N/AN/AN/AN/AN/AN/A11.24%9.72%
PATH
UIPATH INC
$6.19B$11.95$13.1810.31%Hold115.54%15.13%28.37%18.59%
RPD
RAPID7 INC
$818.68M$12.25$8.75-28.57%Hold14-0.44%66.85%69.90%7.10%
MDB
MONGODB INC
$26.79B$333.04$394.8918.57%Strong Buy2710.58%N/A25.04%19.91%
ACIW
ACI WORLDWIDE INC
$5.80B$57.04$64.0012.20%Strong Buy18.32%27.38%20.09%9.71%
ADBE
ADOBE INC
$89.26B$224.56$263.0417.14%Hold237.74%20.17%114.23%43.95%
PSFE
PAYSAFE LTD
$434.11M$8.47$10.1319.54%Hold45.80%N/A29.86%3.95%
GEN
GEN DIGITAL INC
$15.93B$26.45$27.754.91%Hold46.42%32.42%84.71%14.19%
SPSC
SPS COMMERCE INC
$2.35B$64.11$65.171.65%Buy66.97%50.13%23.32%19.32%
AFRM
AFFIRM HOLDINGS INC
$27.36B$81.71$91.3311.78%Strong Buy2127.37%52.63%44.20%12.72%
FFIV
F5 INC
$23.78B$421.47$387.38-8.09%Buy86.02%17.30%34.76%19.52%
CGNT
COGNYTE SOFTWARE LTD
$658.93M$8.94$13.0045.41%Strong Buy110.69%N/A29.44%11.00%
OKTA
OKTA INC
$26.22B$150.86$121.73-19.31%Strong Buy266.28%46.33%12.32%9.09%
GTLB
GITLAB INC
$5.54B$32.83$33.321.49%Hold2210.26%N/A20.36%11.76%
BLZE
BACKBLAZE INC
$898.80M$14.98$13.75-8.21%Strong Buy610.48%N/A-21.83%-9.59%
OSPN
ONESPAN INC
$571.66M$15.42$13.50-12.45%Buy22.25%-32.57%18.24%12.95%
EVTC
EVERTEC INC
$1.86B$30.19$25.00-17.19%Hold111.88%46.27%45.23%13.23%
IOT
SAMSARA INC
$21.23B$36.43$42.1315.63%Strong Buy812.26%115.27%42.36%24.43%
CINT
CI&T INC
$443.27M$3.42$6.6494.15%Strong Buy511.97%25.36%N/AN/A
GDDY
GODADDY INC
$12.09B$91.27$108.9119.33%Buy116.15%19.83%614.68%17.89%
DLO
DLOCAL LTD
$4.38B$14.90$17.6718.57%Strong Buy328.02%27.36%68.85%20.86%
YEXT
YEXT INC
$547.35M$5.46$5.673.79%Hold30.91%26.83%267.34%13.10%
QLYS
QUALYS INC
$5.61B$159.32$124.89-21.61%Buy97.18%16.66%55.85%29.07%
FLYW
FLYWIRE CORP
$2.32B$18.78$18.56-1.19%Buy914.59%65.09%13.54%9.93%
DOX
AMDOCS LTD
$5.47B$51.56$81.5058.07%Strong Buy23.14%21.85%31.99%17.00%
PAGS
PAGSEGURO DIGITAL LTD
$2.82B$9.21$13.0041.15%Buy2130.35%150.11%101.00%19.51%
VRNS
VARONIS SYSTEMS INC
$5.43B$47.33$39.35-16.85%Strong Buy1715.94%N/A30.73%8.53%
KVYO
KLAVIYO INC
$5.28B$17.63$28.8863.78%Strong Buy1618.67%N/A44.59%33.76%
PLTR
PALANTIR TECHNOLOGIES INC
$320.66B$133.76$187.4240.11%Strong Buy1245.35%45.98%144.50%119.72%
TOST
TOAST INC
$17.63B$30.39$33.8711.44%Buy1517.07%30.75%94.83%61.00%
DSC
DSC HOLDINGS LTD
N/A$5.69N/AN/AN/AN/AN/AN/AN/AN/A
NET
CLOUDFLARE INC
$96.51B$273.04$259.65-4.91%Buy1724.94%N/A77.99%19.32%
IIIV
I3 VERTICALS INC
$586.28M$20.99$27.2529.82%Strong Buy46.46%34.05%12.52%6.24%
ATEN
A10 NETWORKS INC
$2.61B$36.30$33.00-9.09%Buy511.13%38.54%42.57%14.82%
WEX
WEX INC
$5.47B$157.88$175.3311.05%Buy64.67%51.39%60.40%4.99%
RBRK
RUBRIK INC
$16.54B$80.38$91.7714.17%Strong Buy2213.03%N/A-48.91%8.50%
WIX
WIXCOM LTD
$3.00B$53.23$88.9567.10%Buy1911.75%N/A-778.07%26.73%
EEFT
EURONET WORLDWIDE INC
$2.98B$78.25$87.3311.61%Buy36.37%29.08%45.14%8.64%
MSFT
MICROSOFT CORP
$2.94T$395.63$548.8338.72%Strong Buy3019.17%17.41%50.02%29.85%
ZS
ZSCALER INC
$23.96B$148.19$200.6135.37%Strong Buy3314.42%N/A43.07%14.36%
MQ
MARQETA INC
$1.84B$17.37$20.2516.58%Buy414.58%174.48%2.65%1.33%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$13.98B$132.39$161.0621.65%Buy185.42%9.00%67.01%24.77%
KSPI
JOINT STOCK CO KASPIKZ
$16.99B$89.41N/AN/AN/AN/A2,255.01%2,309.18%27,014.43%6,533.81%
CRWD
CROWDSTRIKE HOLDINGS INC
$210.55B$206.77$177.64-14.09%Strong Buy3613.65%N/A45.95%18.90%
S
SENTINELONE INC
$6.71B$19.58$19.10-2.48%Buy2111.82%N/A16.52%10.08%
ORCL
ORACLE CORP
$381.63B$132.49$259.2795.69%Strong Buy2626.89%25.11%108.11%17.56%
MLGO
MICROALGO INC
$50.25M$4.04N/AN/AN/AN/AN/AN/AN/AN/A
GRRR
GORILLA TECHNOLOGY GROUP INC
$309.52M$11.89N/AN/AN/AN/A89.41%N/A-128.22%-88.57%
FOUR
SHIFT4 PAYMENTS INC
$4.05B$51.01$58.1514.01%Buy1314.35%107.14%41.31%7.80%
DOCN
DIGITALOCEAN HOLDINGS INC
$12.49B$119.65$157.1531.34%Strong Buy1338.83%0.10%51.70%17.85%
PANW
PALO ALTO NETWORKS INC
$288.53B$354.02$330.44-6.66%Strong Buy3411.18%57.07%18.45%11.03%
PAYP
PAYPAY CORP
$10.59B$15.64$25.7464.57%Strong Buy8548.44%469.72%5,699.52%434.05%
SAIL
SAILPOINT INC
$8.58B$15.13$19.5629.30%Strong Buy1611.73%N/A4.09%3.72%
MBGL
MOBILITY GLOBAL INC
N/A$21.00$23.009.52%Hold2N/AN/AN/AN/A
STNE
STONECO LTD
$2.86B$11.28$15.1033.87%Buy5134.85%105.77%130.65%26.72%
MSAI
MULTISENSOR AI HOLDINGS INC
$11.09M$5.49N/AN/AN/AN/A71.92%N/AN/AN/A
SNPS
SYNOPSYS INC
$81.43B$425.28$558.3331.29%Buy911.48%67.58%14.49%9.42%
CETX
CEMTREX INC
$3.09M$2.78N/AN/AN/AN/AN/AN/A6.57%3.22%
VRSN
VERISIGN INC
$24.62B$270.52$327.6721.12%Buy36.07%9.02%-50.99%87.01%
MCRP
MICROPOLIS AI ROBOTICS
$43.61M$1.25N/AN/AN/AN/A11,599.63%N/A120.24%37.93%
AKAM
AKAMAI TECHNOLOGIES INC
$17.45B$120.01$152.8627.37%Buy149.07%38.69%26.03%10.97%
LIDR
AEYE INC
$57.89M$1.25$3.59186.80%Strong Buy21,165.93%N/A-42.01%-38.00%
RXT
RACKSPACE TECHNOLOGY INC
$1.11B$4.45$3.25-26.97%Hold2-0.23%N/A-5.17%2.28%
DAVA
ENDAVA PLC
$144.17M$2.76$6.25126.45%Hold6-6.16%N/A29.80%9.55%
NN
NEXTNAV INC
$2.03B$14.89$50.00235.80%Buy1-3.18%N/AN/A-43.53%
KLAR
KLARNA GROUP PLC
$7.40B$19.58$22.7516.19%Strong Buy12N/AN/A40.01%5.47%
REKR
REKOR SYSTEMS INC
$91.10M$0.66N/AN/AN/AN/A10.89%N/A-28.51%-12.52%
TCX
TUCOWS INC
$117.62M$10.55N/AN/AN/AN/AN/AN/AN/AN/A
EXYN
EXYN TECHNOLOGIES INC
$40.09M$5.04N/AN/AN/AN/AN/AN/AN/A-237.85%
NTSK
NETSKOPE INC
$5.35B$13.25$15.7718.98%Strong Buy17N/AN/A33.65%3.49%
CLBT
CELLEBRITE DI LTD
$3.90B$15.83$17.5010.55%Strong Buy216.95%42.73%44.81%24.02%
OBAI
OUR BOND INC
$15.90M$0.65N/AN/AN/AN/AN/AN/AN/AN/A

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 160 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 -3.87% over the past year, overperforming other software infrastructure stocks by 83 percentage points.

Five9 has an average 1 year price target of $25.79, an upside of 3.72% from Five9's current stock price of $24.86.

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. Pics Nv (NASDAQ:PICS)


Pics Nv (NASDAQ:PICS) is the #2 top software infrastructure stock out of 160 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 Pics Nv (NASDAQ:PICS) is: Value: A, Growth: C, Momentum: C, Sentiment: A, Safety: C, Financials: C, and AI: B.

Pics Nv (NASDAQ:PICS) has a Due Diligence Score of 6, which is -26 points lower than the software infrastructure industry average of 32. Although this number is below the industry average, our proven quant model rates PICS as a "A".

PICS passed 2 out of 33 due diligence checks and has weak fundamentals.

Pics Nv has an average 1 year price target of $21.83, an upside of 86.61% from Pics Nv's current stock price of $11.70.

Pics Nv stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 6 analysts covering Pics Nv, 33.33% have issued a Strong Buy rating, 66.67% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Priority Technology Holdings (NASDAQ:PRTH)


Priority Technology Holdings (NASDAQ:PRTH) is the #3 top software infrastructure stock out of 160 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 35, which is 3 points higher than the software infrastructure industry average of 32.

PRTH passed 11 out of 33 due diligence checks and has average fundamentals. Priority Technology Holdings has seen its stock lose -6.29% 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 34.33% from Priority Technology Holdings's current stock price of $6.70.

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.

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 5.93%, which is 4 percentage points higher than the software infrastructure industry average of 2.12%.

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 4.25%, which is 2 percentage points higher than the software infrastructure industry average of 2.12%. 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 3.4%, which is 1 percentage points higher than the software infrastructure industry average of 2.12%.

Why are software infrastructure stocks down?

Software infrastructure stocks were down -0.81% in the last day, and up 0.77% over the last week. Gorilla Technology Group was the among the top losers in the software - infrastructure industry, dropping -29.1% yesterday.

Gorilla Technology shares are trading lower. The company announced the pricing of $125 million senior unsecured convertible bond offering to commence NeutraDC Batam project in Indonesia.

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 34 points higher than the software infrastructure industry average of 23. It passed 4 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 88.65% in the past year. It has overperformed other stocks in the software infrastructure industry by 175 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 20 points higher than the software infrastructure industry average of 23. It passed 3 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -45.63% in the past year. It has overperformed other stocks in the software infrastructure industry by 41 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 14, which is -9 points higher than the software infrastructure industry average of 23. It passed 1 out of 7 valuation due diligence checks. Although this number is below the industry average, our proven quant model rates PICS a Valuation Rating of "A".

Are software infrastructure stocks a good buy now?

46.9% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 16.48% over the next year.

3.13% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 20.31% of software infrastructure stocks are rated B (Buy), 57.81% are rated C (Hold), 9.38% are rated D (Sell), and 9.38% 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 -317.42x.
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.