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 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
$2.08B$27.17$25.79-5.08%Buy149.63%79.66%31.16%13.86%
TDC
TERADATA CORP
$2.88B$30.63$38.0024.06%Buy70.42%-19.41%54.29%14.12%
TENB
TENABLE HOLDINGS INC
$3.47B$31.48$33.566.62%Buy166.96%N/A128.69%19.71%
LSAK
LESAKA TECHNOLOGIES INC
$383.24M$4.47N/AN/AN/AN/A16.58%N/A7.97%2.20%
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$554.25M$6.73$9.0033.73%Strong Buy17.26%33.59%-126.12%4.60%
PICS
PICS NV
$1.29B$12.13$21.8379.99%Strong Buy6N/AN/A207.55%27.01%
PAYS
PAYSIGN INC
$517.13M$9.25$10.008.11%Strong Buy221.05%21.15%32.40%5.70%
TLS
TELOS CORP
$330.70M$4.42$6.3343.28%Buy311.30%N/A39.92%27.55%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$675.39M$36.71$40.008.96%Strong Buy22.63%14.85%513.27%16.64%
ALLT
ALLOT LTD
$360.95M$7.40$12.7572.30%Strong Buy212.15%38.98%N/AN/A
GCT
GIGACLOUD TECHNOLOGY INC
$1.53B$41.59N/AN/AN/AN/A10.93%2.27%31.70%13.15%
BAND
BANDWIDTH INC
$1.19B$36.95$75.25103.65%Strong Buy49.50%526.49%25.08%8.61%
RDWR
RADWARE LTD
$1.02B$23.35N/AN/AN/AN/A7.74%84.38%20.06%9.74%
RELY
REMITLY GLOBAL INC
$4.90B$23.29$27.4017.65%Strong Buy517.70%30.63%N/AN/A
EVCM
EVERCOMMERCE INC
$2.14B$12.12$10.67-11.99%Hold35.91%111.64%20.48%10.68%
AVPT
AVEPOINT INC
$2.76B$13.02$15.7520.97%Strong Buy818.81%40.50%N/AN/A
XYZ
BLOCK INC
$48.91B$82.18$88.958.24%Strong Buy2110.42%69.42%20.48%11.12%
BOX
BOX INC
$4.49B$32.42$36.0011.04%Buy45.25%40.66%-90.51%21.54%
PAY
PAYMENTUS HOLDINGS INC
$4.62B$36.70$34.00-7.36%Buy316.07%33.45%28.16%23.52%
NTNX
NUTANIX INC
$16.10B$59.57$57.08-4.18%Buy1311.53%36.78%N/AN/A
NTCT
NETSCOUT SYSTEMS INC
$2.78B$38.93$38.00-2.39%Hold15.25%47.58%12.56%8.80%
DBX
DROPBOX INC
$7.78B$33.33$27.00-18.99%Hold40.03%25.78%-35.49%23.56%
BB
BLACKBERRY LTD
$4.58B$7.81$10.5034.44%Buy5N/AN/AN/AN/A
FFIV
F5 INC
$21.83B$386.95$430.4311.24%Buy76.08%17.44%34.76%19.52%
CPAY
CORPAY INC
$25.68B$392.85$386.56-1.60%Strong Buy910.46%28.65%N/AN/A
PGY
PAGAYA TECHNOLOGIES LTD
$1.34B$16.19$31.7596.11%Strong Buy412.77%31.39%44.28%14.22%
FATN
FATPIPE INC
$71.81M$5.12$10.0095.31%Strong Buy229.93%-7.84%11.35%8.29%
KVYO
KLAVIYO INC
$5.80B$19.37$29.0650.04%Strong Buy1618.67%N/A44.59%33.76%
APPN
APPIAN CORP
$2.11B$28.74$26.20-8.84%Hold511.10%698.92%-191.75%18.14%
FTNT
FORTINET INC
$112.26B$153.22$133.82-12.66%Hold2210.91%14.37%279.62%28.00%
DOX
AMDOCS LTD
$6.03B$56.82$81.5043.44%Strong Buy23.14%21.88%31.99%17.00%
TUYA
TUYA INC
$1.05B$1.70N/AN/AN/AN/AN/AN/A11.24%9.72%
AFRM
AFFIRM HOLDINGS INC
$23.48B$70.11$92.2331.55%Strong Buy2227.40%52.97%44.20%12.72%
WEX
WEX INC
$6.42B$188.41$183.00-2.87%Buy83.11%45.42%59.11%4.82%
ACIW
ACI WORLDWIDE INC
$6.12B$60.18$64.006.35%Strong Buy18.32%28.65%20.18%9.75%
VRNS
VARONIS SYSTEMS INC
$4.67B$40.65$48.6719.72%Strong Buy1815.94%N/A30.73%8.53%
PSFE
PAYSAFE LTD
$442.82M$8.64$9.8814.29%Hold45.89%N/A29.86%3.95%
MDB
MONGODB INC
$25.83B$321.10$394.8922.98%Strong Buy2710.60%N/A25.07%19.93%
OKTA
OKTA INC
$23.80B$136.91$123.65-9.68%Strong Buy266.28%46.35%12.33%9.10%
GTLB
GITLAB INC
$5.75B$34.03$33.32-2.09%Hold2210.26%N/A20.36%11.76%
QLYS
QUALYS INC
$4.76B$135.13$134.44-0.51%Buy97.18%16.66%55.85%29.07%
IOT
SAMSARA INC
$22.58B$38.75$42.449.53%Strong Buy912.32%115.65%42.36%24.43%
ADBE
ADOBE INC
$104.71B$263.43$259.38-1.54%Hold247.79%20.08%114.23%43.95%
BLZE
BACKBLAZE INC
$682.80M$11.38$14.0823.75%Strong Buy610.46%N/A-20.97%-9.21%
RPD
RAPID7 INC
$627.54M$9.39$8.90-5.22%Hold15-0.45%66.84%69.90%7.10%
CGNT
COGNYTE SOFTWARE LTD
$654.51M$8.88$13.0046.40%Strong Buy110.69%N/A29.44%11.00%
PATH
UIPATH INC
$6.52B$12.59$13.184.70%Hold115.54%15.13%28.37%18.59%
USIO
USIO INC
$54.36M$1.97$5.13160.15%Strong Buy29.23%N/A9.31%1.41%
PAGS
PAGSEGURO DIGITAL LTD
$2.92B$9.54$11.6321.94%Buy3129.92%151.72%104.41%20.17%
OSPN
ONESPAN INC
$583.53M$15.74$13.50-14.23%Buy22.25%-32.57%18.24%12.95%
ATEN
A10 NETWORKS INC
$2.07B$28.78$33.0014.66%Buy511.13%38.54%42.57%14.82%
GEN
GEN DIGITAL INC
$16.65B$27.63$27.750.43%Hold46.42%32.42%84.71%14.19%
CINT
CI&T INC
$426.42M$3.29$6.0483.59%Strong Buy511.89%23.30%N/AN/A
YEXT
YEXT INC
$573.42M$5.72$5.67-0.93%Hold30.91%26.83%267.34%13.10%
EVTC
EVERTEC INC
$1.97B$31.90$25.00-21.63%Hold111.88%46.27%45.23%13.23%
SPSC
SPS COMMERCE INC
$2.55B$69.40$64.86-6.55%Hold76.87%49.94%23.21%19.23%
DLO
DLOCAL LTD
$4.29B$14.59$18.3325.65%Strong Buy328.02%27.46%69.94%21.19%
FLYW
FLYWIRE CORP
$2.04B$16.56$18.3810.96%Buy814.59%65.09%13.54%9.93%
DSC
DSC HOLDINGS LTD
N/A$5.41N/AN/AN/AN/AN/AN/AN/AN/A
IIIV
I3 VERTICALS INC
$599.13M$21.45$27.2527.04%Strong Buy46.46%34.18%12.57%6.27%
TOST
TOAST INC
$18.91B$32.60$34.204.91%Buy1517.07%30.90%94.83%61.00%
GDDY
GODADDY INC
$13.92B$105.10$108.913.62%Buy116.13%19.71%614.68%17.89%
NET
CLOUDFLARE INC
$95.57B$270.38$272.800.90%Buy2024.94%N/A77.99%19.32%
PLTR
PALANTIR TECHNOLOGIES INC
$294.87B$123.00$183.2749.00%Strong Buy1145.33%46.02%144.50%119.72%
KSPI
JOINT STOCK CO KASPIKZ
$16.56B$87.14N/AN/AN/AN/A2,255.01%2,309.30%27,014.43%6,533.81%
RBRK
RUBRIK INC
$14.80B$71.91$92.3228.38%Strong Buy2213.03%N/A-48.91%8.50%
WIX
WIXCOM LTD
$3.45B$61.22$82.3334.49%Buy1811.67%N/A-778.07%26.73%
MQ
MARQETA INC
$1.95B$18.36$20.2510.29%Buy414.65%172.64%2.65%1.33%
EEFT
EURONET WORLDWIDE INC
$3.19B$83.67$87.334.38%Buy36.37%29.10%45.14%8.64%
MBGL
MOBILITY GLOBAL INC
N/A$21.47$23.007.13%Hold2N/AN/A4.97%4.41%
CRWD
CROWDSTRIKE HOLDINGS INC
$182.66B$179.38$184.152.66%Strong Buy3813.65%N/A46.03%18.93%
MSFT
MICROSOFT CORP
$2.90T$390.54$541.1138.55%Strong Buy2719.23%17.31%50.02%29.85%
ZS
ZSCALER INC
$24.87B$153.77$200.4630.36%Strong Buy3314.42%N/A43.07%14.36%
S
SENTINELONE INC
$6.35B$18.52$19.103.10%Buy2111.82%N/A16.52%10.08%
FOUR
SHIFT4 PAYMENTS INC
$4.45B$56.05$57.923.33%Buy1214.35%106.99%41.31%7.80%
GRRR
GORILLA TECHNOLOGY GROUP INC
$277.24M$10.65N/AN/AN/AN/A89.41%N/A-128.22%-88.57%
DOCN
DIGITALOCEAN HOLDINGS INC
$11.14B$106.76$156.2746.37%Strong Buy1538.78%3.78%51.70%17.85%
KLAR
KLARNA GROUP PLC
$7.04B$18.62$22.7522.18%Strong Buy12N/AN/A40.01%5.47%
PANW
PALO ALTO NETWORKS INC
$256.03B$314.15$332.415.81%Strong Buy3411.23%57.14%18.45%11.03%
ORCL
ORACLE CORP
$339.15B$117.74$255.04116.61%Strong Buy2726.90%25.07%108.14%17.56%
AKAM
AKAMAI TECHNOLOGIES INC
$15.62B$107.41$157.4646.60%Buy139.26%38.71%26.03%10.97%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$14.75B$139.67$159.6814.33%Buy195.38%8.95%67.01%24.77%
MSAI
MULTISENSOR AI HOLDINGS INC
$9.13M$4.52N/AN/AN/AN/A71.92%N/AN/AN/A
PAYP
PAYPAY CORP
$10.05B$14.84$25.4371.38%Strong Buy9551.05%476.74%5,971.74%454.78%
SNPS
SYNOPSYS INC
$71.55B$373.69$559.5049.72%Buy1011.49%67.60%14.49%9.42%
SAIL
SAILPOINT INC
$9.01B$15.89$19.5623.12%Strong Buy1611.73%N/A4.08%3.71%
CETX
CEMTREX INC
$2.79M$2.51N/AN/AN/AN/AN/AN/A6.57%3.22%
QMLS
QUMULUSAI INC
N/A$6.40N/AN/AN/AN/AN/AN/AN/AN/A
ALAR
ALARUM TECHNOLOGIES LTD
$12.34M$1.70$14.00723.53%Strong Buy1N/AN/AN/AN/A
VRSN
VERISIGN INC
$26.18B$290.92$328.7513.00%Buy47.12%9.88%-49.52%61.92%
MCRP
MICROPOLIS AI ROBOTICS
$43.61M$1.25N/AN/AN/AN/A11,599.63%N/A120.24%37.93%
STNE
STONECO LTD
$2.78B$10.96$14.0227.89%Buy6135.24%104.44%127.59%26.09%
LIDR
AEYE INC
$47.24M$1.02$3.59251.47%Strong Buy21,165.93%N/A-42.01%-38.00%
RXT
RACKSPACE TECHNOLOGY INC
$942.06M$3.78$3.25-14.02%Hold2-0.52%N/A-9.52%4.19%
NTSK
NETSKOPE INC
$4.83B$11.96$15.8232.31%Strong Buy17N/AN/A33.65%3.49%
OBAI
OUR BOND INC
$12.74M$0.52N/AN/AN/AN/AN/AN/AN/A-67.74%
DAVA
ENDAVA PLC
$163.49M$3.13$6.2599.68%Hold6-6.16%N/A29.80%9.55%
NN
NEXTNAV INC
$1.79B$13.11$50.00281.39%Buy1-2.93%N/AN/A-39.96%
REKR
REKOR SYSTEMS INC
$82.56M$0.60N/AN/AN/AN/A6.25%N/A-28.51%-12.52%
MLGO
MICROALGO INC
$49.07M$3.95N/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 162 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 -4.28% over the past year, overperforming other software infrastructure stocks by 86 percentage points.

Five9 has an average 1 year price target of $25.79, a downside of -5.08% from Five9's current stock price of $27.17.

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. Teradata (NYSE:TDC)


Teradata (NYSE:TDC) is the #2 top software infrastructure stock out of 162 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 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 38.53% over the past year, overperforming other software infrastructure stocks by 129 percentage points.

Teradata has an average 1 year price target of $38.00, an upside of 24.06% from Teradata's current stock price of $30.63.

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.

3. Tenable Holdings (NASDAQ:TENB)


Tenable Holdings (NASDAQ:TENB) is the #3 top software infrastructure stock out of 162 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 Tenable Holdings (NASDAQ:TENB) is: Value: C, Growth: A, Momentum: C, Sentiment: C, Safety: C, Financials: B, and AI: C.

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

TENB passed 8 out of 33 due diligence checks and has average fundamentals. Tenable Holdings has seen its stock lose -4.32% over the past year, overperforming other software infrastructure stocks by 86 percentage points.

Tenable Holdings has an average 1 year price target of $33.56, an upside of 6.62% from Tenable Holdings's current stock price of $31.48.

Tenable Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 16 analysts covering Tenable Holdings, 31.25% have issued a Strong Buy rating, 18.75% have issued a Buy, 50% 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 6.09%, 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 3.86%, 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 dividend yield is sustainable for the long-term.

3. Tuya (NYSE:TUYA)


Tuya (NYSE:TUYA) has an annual dividend yield of 3.56%, 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 -0.3% in the last day, and up 1.16% over the last week. Bandwidth was the among the top losers in the software - infrastructure industry, dropping -29.28% yesterday.

Bandwidth shares are trading lower after the company reported Q2 financial results and cut its FY26 adjusted EPS guidance below estimates.

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 31 points higher than the software infrastructure industry average of 26. It passed 4 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 72.67% in the past year. It has overperformed other stocks in the software infrastructure industry by 163 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 17 points higher than the software infrastructure industry average of 26. It passed 3 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -58.43% in the past year. It has overperformed other stocks in the software infrastructure industry by 32 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 17 points higher than the software infrastructure industry average of 26. It passed 3 out of 7 valuation due diligence checks.

Teradata's stock has gained 38.53% in the past year. It has overperformed other stocks in the software infrastructure industry by 129 percentage points.

Are software infrastructure stocks a good buy now?

48.7% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 21.63% over the next year.

2.33% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 21.71% of software infrastructure stocks are rated B (Buy), 58.14% are rated C (Hold), 9.3% are rated D (Sell), and 8.53% 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 -247.7x.
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.