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 59th 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
NTCT
NETSCOUT SYSTEMS INC
$2.77B$38.10$43.0012.86%Hold11.90%27.63%12.92%9.30%
YEXT
YEXT INC
$775.00M$7.83$7.00-10.60%Hold11.02%47.82%201.00%14.81%
CGNT
COGNYTE SOFTWARE LTD
$652.79M$8.84N/AN/AN/AN/A8.78%N/A29.09%11.23%
TENB
TENABLE HOLDINGS INC
$4.95B$47.34$45.50-3.89%Buy186.09%176.28%-1,143.61%17.07%
GCT
GIGACLOUD TECHNOLOGY INC
$2.07B$57.88N/AN/AN/AN/A7.87%10.41%34.54%14.48%
LSAK
LESAKA TECHNOLOGIES INC
$355.31M$4.14N/AN/AN/AN/A12.09%118.11%14.92%4.38%
FIVN
FIVE9 INC
$2.72B$36.35$36.500.41%Buy129.01%81.20%32.15%13.79%
NTNX
NUTANIX INC
$17.24B$63.70$76.9320.77%Buy149.95%-21.01%126.25%17.48%
RDWR
RADWARE LTD
$1.44B$33.00N/AN/AN/AN/A6.98%113.36%22.87%10.99%
FATN
FATPIPE INC
$72.06M$5.10$10.0096.08%Strong Buy222.05%36.10%63.59%47.53%
EVCM
EVERCOMMERCE INC
$1.51B$8.52$11.0029.11%Hold34.70%107.53%20.41%10.70%
APPN
APPIAN CORP
$3.57B$49.82$38.80-22.12%Hold510.08%N/A-116.70%20.96%
PICS
PICS NV
$940.81M$7.26$16.00120.39%Buy2124.86%228.38%246.52%29.83%
SPSC
SPS COMMERCE INC
$3.02B$85.24$80.50-5.56%Hold64.68%57.66%23.47%19.33%
RPD
RAPID7 INC
$1.01B$15.04$11.68-22.36%Sell15-0.70%78.52%62.64%7.07%
XYZ
BLOCK INC
$52.97B$87.63$99.0813.07%Strong Buy268.46%104.96%19.72%10.96%
PAY
PAYMENTUS HOLDINGS INC
$4.22B$33.49$39.8018.84%Buy610.70%22.26%26.41%22.24%
ALLT
ALLOT LTD
$425.65M$8.66$12.7547.23%Strong Buy210.70%27.85%N/AN/A
PGY
PAGAYA TECHNOLOGIES LTD
$1.61B$19.12$31.0062.13%Strong Buy69.64%14.23%40.36%13.97%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$681.32M$37.18$44.6720.14%Strong Buy34.25%12.04%294.54%17.57%
RELY
REMITLY GLOBAL INC
$5.73B$27.08$31.1715.09%Strong Buy616.59%-6.17%N/AN/A
MDB
MONGODB INC
$26.45B$328.38$460.1740.13%Strong Buy299.27%117.87%26.67%21.04%
EVTC
EVERTEC INC
$2.08B$34.73$33.50-3.54%Buy29.77%70.94%46.00%11.96%
IOT
SAMSARA INC
$25.07B$42.81$51.5620.45%Strong Buy1610.35%83.59%42.80%24.76%
PAYS
PAYSIGN INC
$863.87M$15.30$15.00-1.96%Strong Buy217.30%22.47%48.83%9.27%
BB
BLACKBERRY LTD
$5.14B$8.76$10.8724.05%Buy6N/AN/AN/AN/A
BAND
BANDWIDTH INC
$1.40B$43.38$67.1454.78%Buy78.07%197.69%25.21%8.80%
WEX
WEX INC
$5.92B$180.11$191.576.36%Hold72.80%38.61%69.23%4.92%
BLZE
BACKBLAZE INC
$530.88M$8.40$18.71122.79%Strong Buy715.87%N/A-33.31%-6.33%
FTNT
FORTINET INC
$95.06B$129.39$151.3016.94%Hold259.45%12.54%123.52%23.24%
FFIV
F5 INC
$18.67B$329.72$456.0038.30%Buy79.12%20.03%32.25%18.21%
AVPT
AVEPOINT INC
$3.58B$16.90$17.292.28%Strong Buy716.78%22.19%N/AN/A
TLS
TELOS CORP
$378.17M$5.06$5.508.70%Buy21.73%N/A31.19%20.85%
TUYA
TUYA INC
$1.01B$1.64N/AN/AN/AN/A11.38%12.17%11.00%9.70%
GEN
GEN DIGITAL INC
$18.33B$30.89$31.802.95%Hold56.19%22.82%79.37%13.99%
KVYO
KLAVIYO INC
$6.08B$21.36$26.2122.72%Strong Buy1516.63%252.87%50.60%35.35%
WIX
WIXCOM LTD
$3.46B$80.52$81.771.55%Buy179.65%N/A-34.90%32.85%
OSPN
ONESPAN INC
$872.93M$23.66$24.001.44%Buy33.03%-11.12%20.77%14.61%
BOX
BOX INC
$6.04B$44.05$37.80-14.19%Buy54.88%38.46%-91.22%22.81%
QLYS
QUALYS INC
$7.30B$210.89$167.92-20.38%Hold127.60%16.43%55.61%29.11%
CRWD
CROWDSTRIKE HOLDINGS INC
$246.77B$241.00$253.105.02%Strong Buy4312.17%199.43%43.28%18.36%
OKTA
OKTA INC
$33.40B$191.05$212.1611.05%Strong Buy385.74%37.93%12.45%9.50%
RBRK
RUBRIK INC
$24.67B$118.99$118.46-0.45%Strong Buy2210.95%N/A-53.77%9.43%
NET
CLOUDFLARE INC
$94.92B$266.58$340.1327.59%Buy2323.70%N/A74.04%18.53%
TDC
TERADATA CORP
$3.22B$34.61$35.402.28%Hold5-0.12%-22.22%50.86%18.19%
CPAY
CORPAY INC
$27.49B$418.60$462.8010.56%Buy108.48%29.62%N/AN/A
USIO
USIO INC
$85.49M$3.00$6.75125.00%Strong Buy17.82%N/A10.83%1.64%
TOST
TOAST INC
$20.55B$35.37$38.769.59%Buy2113.82%21.31%82.66%56.00%
IIIV
I3 VERTICALS INC
$500.64M$19.02$24.0026.18%Strong Buy36.88%23.47%13.16%5.89%
DBX
DROPBOX INC
$8.15B$36.10$36.671.57%Hold40.19%26.30%-31.57%24.44%
GDDY
GODADDY INC
$14.35B$118.32$113.75-3.86%Buy134.60%13.09%-962.51%16.90%
ADBE
ADOBE INC
$96.71B$248.48$259.234.33%Hold256.88%19.41%113.15%44.40%
PLTR
PALANTIR TECHNOLOGIES INC
$413.71B$171.70$232.0635.15%Strong Buy1833.80%30.37%123.82%103.65%
ZS
ZSCALER INC
$36.60B$224.44$237.956.02%Strong Buy3812.66%N/A43.07%14.22%
ACIW
ACI WORLDWIDE INC
$5.98B$59.19$66.0011.51%Strong Buy17.28%16.75%21.81%10.55%
GTLB
GITLAB INC
$8.72B$52.37$53.161.50%Hold228.92%N/A22.43%12.49%
DOX
AMDOCS LTD
$4.56B$43.66$46.005.36%Buy34.67%34.34%32.38%16.58%
SNPS
SYNOPSYS INC
$88.72B$462.95$579.9325.27%Strong Buy149.34%56.69%16.43%10.72%
ATEN
A10 NETWORKS INC
$1.73B$23.81$35.0047.00%Buy410.30%32.54%46.82%16.44%
PSFE
PAYSAFE LTD
$343.61M$6.57$8.5029.38%Hold45.09%N/A22.92%2.86%
CINT
CI&T INC
$417.20M$3.10$5.2469.03%Strong Buy59.64%23.26%21.97%12.19%
DSC
DSC HOLDINGS LTD
$160.23M$3.20N/AN/AN/AN/AN/AN/A367.33%202.56%
MQ
MARQETA INC
$1.93B$18.60$19.002.15%Hold411.08%-14.40%6.01%3.35%
S
SENTINELONE INC
$8.18B$23.49$24.303.45%Buy2510.27%N/A15.46%9.40%
MSFT
MICROSOFT CORP
$4.13T$555.80$629.0013.17%Strong Buy2811.71%8.19%47.51%28.68%
DOCN
DIGITALOCEAN HOLDINGS INC
$9.91B$84.02$165.7797.30%Strong Buy1335.32%91.27%37.56%14.24%
DLO
DLOCAL LTD
$4.01B$13.90$18.6734.29%Strong Buy323.51%24.26%70.83%17.46%
NTSK
NETSKOPE INC
$9.30B$22.77$19.66-13.68%Strong Buy1617.62%N/A53.89%4.93%
PATH
UIPATH INC
$7.04B$13.51$15.5715.26%Hold144.69%11.79%28.59%19.16%
PANW
PALO ALTO NETWORKS INC
$284.70B$348.04$396.1413.82%Strong Buy3912.04%131.00%17.44%9.89%
KPLT
KATAPULT HOLDINGS INC
$49.97M$10.05N/AN/AN/AN/A10.65%N/AN/A-7.36%
FLYW
FLYWIRE CORP
$2.65B$21.81$21.860.25%Buy1112.74%66.20%15.88%11.15%
ORCL
ORACLE CORP
$374.13B$123.73$243.6596.92%Strong Buy2620.42%20.13%73.05%16.08%
BKKT
BAKKT INC
$214.98M$4.77$12.00151.57%Strong Buy1-41.80%N/A-0.26%-0.23%
AGPU
AXE COMPUTE INC
$86.24M$7.44N/AN/AN/AN/A1,788.31%N/A-3.82%-1.30%
SAIL
SAILPOINT INC
$11.26B$19.72$22.2812.97%Buy2010.29%N/A4.32%3.91%
KSPI
JOINT STOCK CO KASPIKZ
$18.13B$95.42$107.5012.66%Buy22,144.18%2,256.10%26,012.20%5,693.49%
FOUR
SHIFT4 PAYMENTS INC
$3.54B$44.82$55.7324.35%Buy1511.52%128.41%42.01%7.81%
PAGS
PAGSEGURO DIGITAL LTD
$2.42B$7.92$9.8023.74%Buy3133.97%150.54%98.71%19.58%
AISP
AIRSHIP AI HOLDINGS INC
$63.71M$1.85N/AN/AN/AN/A54.00%N/A-16.29%7.92%
MBGL
MOBILITY GLOBAL INC
$5.83B$19.79$22.0011.17%Hold8N/AN/A5.35%4.03%
AMBR
AMBER INTERNATIONAL HOLDING LTD
$173.00M$1.84N/AN/AN/AN/A15.91%N/A70.14%24.20%
EEFT
EURONET WORLDWIDE INC
$2.64B$70.65$73.003.33%Buy43.37%28.31%40.53%7.68%
VRSN
VERISIGN INC
$28.53B$318.03$342.677.75%Buy37.81%10.97%-48.70%86.91%
MOVE
CORVEX INC
$176.94M$6.40$18.75192.97%Strong Buy1631.61%N/A-3.74%-3.58%
BLSH
BULLISH
$3.51B$23.13$38.4366.14%Buy7-86.18%N/A10.29%8.02%
DAVA
ENDAVA PLC
$89.32M$1.71$3.90128.07%Hold7-6.04%N/A29.80%9.55%
FISV
FISERV INC
$33.01B$62.05$61.90-0.24%Hold210.81%N/A30.38%8.81%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$14.95B$147.41$151.893.04%Buy194.94%14.91%68.65%24.36%
IMXI
INTERNATIONAL MONEY EXPRESS INC
$251.06M$8.31N/AN/AN/AN/A-1.94%28.88%22.36%8.43%
AKAM
AKAMAI TECHNOLOGIES INC
$12.35B$85.93$156.3881.98%Buy1613.50%43.40%34.79%10.96%
PAYP
PAYPAY CORP
$10.80B$15.96$21.2533.15%Buy4N/AN/A5,456.71%405.48%
STNE
STONECO LTD
$1.95B$7.69$12.9368.18%Buy6139.20%109.00%176.50%27.43%
KLAR
KLARNA GROUP PLC
$5.25B$13.89$19.6941.77%Buy15N/AN/A40.01%5.47%
TCX
TUCOWS INC
$140.34M$12.55N/AN/AN/AN/AN/AN/AN/AN/A
BNAI
BRAND ENGAGEMENT NETWORK INC
$33.40M$4.46N/AN/AN/AN/A349.72%N/A-51.47%-32.59%
LIDR
AEYE INC
$46.95M$1.01$3.67263.37%Strong Buy1370.67%N/A-44.08%-39.32%
CLBT
CELLEBRITE DI LTD
$3.08B$12.43$14.6317.66%Strong Buy413.56%51.63%42.71%23.12%
VERI
VERITONE INC
$56.76M$0.57$3.75563.72%Buy227.15%N/A37.88%9.66%
BRUN
BOOST RUN INC
$528.19M$6.65$42.75543.34%Strong Buy4174.07%N/A118.26%15.95%

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. Netscout Systems (NASDAQ:NTCT)


Netscout Systems (NASDAQ:NTCT) 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 Netscout Systems (NASDAQ:NTCT) is: Value: B, Growth: C, Momentum: C, Sentiment: B, Safety: C, Financials: C, and AI: B.

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 41.53% over the past year, overperforming other software infrastructure stocks by 140 percentage points.

Netscout Systems has an average 1 year price target of $43.00, an upside of 12.86% from Netscout Systems's current stock price of $38.10.

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.

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 -6% over the past year, overperforming other software infrastructure stocks by 93 percentage points.

Yext has an average 1 year price target of $7.00, a downside of -10.6% from Yext's current stock price of $7.83.

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. Cognyte Software (NASDAQ:CGNT)


Cognyte Software (NASDAQ:CGNT) 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 Cognyte Software (NASDAQ:CGNT) is: Value: C, Growth: A, Momentum: C, Sentiment: A, 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 return 4.74% over the past year, overperforming other software infrastructure stocks by 103 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 7.81%, which is 5 percentage points higher than the software infrastructure industry average of 2.4%.

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 6.82%, which is 4 percentage points higher than the software infrastructure industry average of 2.4%.

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 5.12%, which is 3 percentage points higher than the software infrastructure industry average of 2.4%. 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 high dividend yield is sustainable for the long-term.

Why are software infrastructure stocks up?

Software infrastructure stocks were up 0.9% in the last day, and down -5.57% over the last week. Block was the among the top gainers in the software - infrastructure industry, gaining 15.3% yesterday.

Block shares are trading higher after the company reported better-than-expected Q3 financial results and raised its FY26 adjusted EPS guidance above estimates. Also, Susquehanna and B of A Securities raised their respective price targets on the stock.

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 29 points higher than the software infrastructure industry average of 28. It passed 4 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 29.55% in the past year. It has overperformed other stocks in the software infrastructure industry by 128 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. Rapid7 (NASDAQ:RPD)


Rapid7 (NASDAQ:RPD) 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.

Rapid7 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.

Rapid7's stock has dropped -15.51% in the past year. It has overperformed other stocks in the software infrastructure industry by 83 percentage points.

Are software infrastructure stocks a good buy now?

41.07% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 21.64% over the next year.

5.56% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 23.81% of software infrastructure stocks are rated B (Buy), 49.21% are rated C (Hold), 16.67% are rated D (Sell), and 4.76% 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 209.03x.
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.