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 72nd 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
YEXT
YEXT INC
$637.42M$6.44$7.008.70%Hold11.02%47.82%201.00%14.81%
NTCT
NETSCOUT SYSTEMS INC
$2.86B$39.28$38.00-3.26%Hold14.04%32.62%12.92%9.30%
LSAK
LESAKA TECHNOLOGIES INC
$361.32M$4.21N/AN/AN/AN/A14.97%140.42%7.25%2.13%
APPN
APPIAN CORP
$2.72B$37.96$32.20-15.17%Hold510.06%N/A-116.70%20.96%
GCT
GIGACLOUD TECHNOLOGY INC
$1.87B$52.50N/AN/AN/AN/A7.06%6.63%32.12%13.46%
EVCM
EVERCOMMERCE INC
$1.47B$8.32$11.0032.21%Hold34.70%107.53%20.41%10.70%
TENB
TENABLE HOLDINGS INC
$3.99B$36.23$34.72-4.16%Buy196.33%267.30%160.81%20.27%
XYZ
BLOCK INC
$44.87B$74.68$96.6029.35%Strong Buy259.24%124.21%20.37%11.47%
NTNX
NUTANIX INC
$18.85B$69.68$71.622.78%Buy1310.36%-21.51%126.25%17.48%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$656.03M$35.80$45.0025.70%Strong Buy24.25%12.50%297.69%17.76%
PAY
PAYMENTUS HOLDINGS INC
$3.77B$29.95$39.8032.89%Buy613.07%29.65%28.72%24.29%
CGNT
COGNYTE SOFTWARE LTD
$644.67M$8.73N/AN/AN/AN/A9.18%N/A29.04%11.21%
FIVN
FIVE9 INC
$2.82B$37.68$35.08-6.91%Buy139.01%81.20%32.15%13.79%
RELY
REMITLY GLOBAL INC
$4.27B$20.19$31.1754.37%Strong Buy616.56%-6.16%N/AN/A
PGY
PAGAYA TECHNOLOGIES LTD
$1.56B$18.72$31.0065.60%Strong Buy411.71%26.85%46.37%16.27%
PAYS
PAYSIGN INC
$715.38M$12.67$13.506.55%Strong Buy216.19%21.34%40.21%7.63%
FATN
FATPIPE INC
$74.17M$5.25$9.3377.77%Strong Buy322.05%36.10%63.59%47.53%
MDB
MONGODB INC
$34.51B$428.36$467.799.20%Strong Buy289.09%117.19%26.01%20.52%
ALLT
ALLOT LTD
$416.31M$8.47$12.7550.53%Strong Buy211.10%29.61%N/AN/A
EVTC
EVERTEC INC
$1.65B$27.57$25.00-9.32%Hold19.84%70.94%46.00%11.96%
IOT
SAMSARA INC
$22.89B$39.08$51.6732.21%Strong Buy1510.35%83.64%41.60%24.06%
TUYA
TUYA INC
$1.06B$1.73N/AN/AN/AN/A11.38%12.17%11.00%9.70%
AVPT
AVEPOINT INC
$2.78B$13.12$16.2023.48%Strong Buy516.89%22.14%N/AN/A
ADBE
ADOBE INC
$93.68B$240.69$265.0910.14%Hold266.82%19.47%109.50%42.97%
FFIV
F5 INC
$25.82B$455.99$430.43-5.61%Buy76.52%17.03%33.02%18.64%
DOX
AMDOCS LTD
$6.09B$58.36$71.0021.66%Buy23.08%29.32%32.38%16.58%
WIX
WIXCOM LTD
$3.30B$76.80$82.727.71%Buy199.70%N/A-34.90%32.85%
PICS
PICS NV
$1.21B$9.30$17.6789.97%Buy3119.48%220.72%246.52%29.83%
BB
BLACKBERRY LTD
$4.91B$8.38$10.5025.30%Buy5N/AN/AN/AN/A
BOX
BOX INC
$4.49B$32.76$37.8015.38%Buy54.83%38.41%-91.22%22.81%
CPAY
CORPAY INC
$25.95B$395.16$451.1814.18%Buy118.49%30.90%N/AN/A
RDWR
RADWARE LTD
$1.33B$30.44N/AN/AN/AN/A8.08%87.20%20.06%9.74%
TOST
TOAST INC
$17.23B$29.81$37.9527.31%Buy2015.72%26.44%91.97%59.12%
TDC
TERADATA CORP
$2.72B$29.21$34.6018.45%Hold5-0.11%-22.23%50.84%18.18%
SPSC
SPS COMMERCE INC
$2.93B$81.29$70.86-12.83%Hold75.49%63.26%23.62%19.69%
USIO
USIO INC
$64.68M$2.27$6.75197.36%Strong Buy17.82%N/A15.98%2.43%
RPD
RAPID7 INC
$882.27M$13.09$11.20-14.46%Sell17-0.61%78.51%62.64%7.07%
RBRK
RUBRIK INC
$23.96B$115.57$111.13-3.84%Strong Buy2310.94%N/A-53.04%9.31%
BAND
BANDWIDTH INC
$1.90B$59.13$68.8316.41%Buy610.47%504.82%25.21%8.65%
QLYS
QUALYS INC
$6.39B$184.79$165.42-10.48%Hold137.60%16.43%55.61%29.11%
BLZE
BACKBLAZE INC
$870.31M$14.06$19.8641.23%Strong Buy719.26%N/A-29.95%-11.85%
IIIV
I3 VERTICALS INC
$397.46M$15.10$24.0058.94%Strong Buy33.73%16.63%13.16%5.89%
FTNT
FORTINET INC
$131.14B$178.74$156.83-12.26%Hold2410.83%15.07%178.68%25.52%
NET
CLOUDFLARE INC
$125.46B$352.33$329.67-6.43%Buy2123.54%N/A74.04%18.53%
CRWD
CROWDSTRIKE HOLDINGS INC
$268.77B$262.49$236.63-9.85%Strong Buy4012.11%199.11%42.57%18.06%
DBX
DROPBOX INC
$7.72B$34.22$37.509.59%Hold30.10%28.44%-31.57%24.44%
OKTA
OKTA INC
$35.90B$205.36$186.65-9.11%Strong Buy345.73%37.89%12.36%9.43%
TLS
TELOS CORP
$305.67M$4.09$5.5034.47%Buy21.73%N/A31.19%20.85%
ACIW
ACI WORLDWIDE INC
$4.97B$49.22$66.0034.09%Strong Buy16.70%20.63%20.23%9.78%
GTLB
GITLAB INC
$8.17B$49.01$51.705.49%Hold238.92%N/A22.43%12.49%
WEX
WEX INC
$6.29B$184.54$189.752.82%Buy83.27%46.58%60.72%4.95%
ZS
ZSCALER INC
$34.97B$214.45$208.23-2.90%Strong Buy3212.48%N/A42.78%14.13%
GEN
GEN DIGITAL INC
$15.70B$26.23$32.0022.00%Hold46.65%28.45%82.06%13.93%
VRNS
VARONIS SYSTEMS INC
$5.55B$48.35$49.582.54%Strong Buy2014.81%N/A31.37%8.43%
MQ
MARQETA INC
$1.68B$16.10$19.0018.01%Hold411.78%95.45%14.68%7.55%
TP
TICKETPLUS LTD
$99.29M$8.23$14.0070.11%Strong Buy1N/AN/A101.96%25.70%
OSPN
ONESPAN INC
$663.71M$18.01$17.00-5.61%Buy23.04%-13.01%20.34%14.37%
KVYO
KLAVIYO INC
$4.78B$16.78$26.5057.93%Strong Buy1516.68%255.26%50.60%35.35%
GDDY
GODADDY INC
$12.21B$96.38$110.3314.48%Buy104.74%17.44%20,823.15%17.45%
DSC
DSC HOLDINGS LTD
$335.49M$6.70N/AN/AN/AN/AN/AN/A642.82%354.48%
CINT
CI&T INC
$409.12M$3.04$5.2472.37%Strong Buy59.60%22.74%21.97%12.19%
SNPS
SYNOPSYS INC
$79.16B$413.06$551.6733.56%Strong Buy128.63%53.90%14.19%9.26%
ATEN
A10 NETWORKS INC
$1.94B$26.75$33.6025.61%Buy510.08%43.62%42.09%14.78%
MSFT
MICROSOFT CORP
$3.72T$500.59$563.6412.60%Strong Buy2819.79%16.96%49.09%28.64%
PANW
PALO ALTO NETWORKS INC
$321.72B$393.30$392.32-0.25%Strong Buy388.90%129.01%17.44%9.89%
KSPI
JOINT STOCK CO KASPIKZ
$17.84B$93.86$107.5014.53%Buy22,159.63%2,270.10%26,434.61%5,785.95%
KPLT
KATAPULT HOLDINGS INC
$35.30M$7.10N/AN/AN/AN/A10.65%N/AN/A-7.36%
ORCL
ORACLE CORP
$437.11B$144.56$243.3868.36%Strong Buy2424.42%21.60%72.25%15.91%
PATH
UIPATH INC
$6.80B$13.04$16.5727.08%Hold144.89%11.90%28.91%19.38%
NTSK
NETSKOPE INC
$7.59B$18.57$17.91-3.58%Strong Buy1617.62%N/A53.89%4.93%
DLO
DLOCAL LTD
$4.06B$14.06$19.0035.14%Strong Buy324.15%25.03%71.94%17.73%
PLTR
PALANTIR TECHNOLOGIES INC
$460.88B$191.79$202.465.56%Buy1440.85%38.63%136.09%113.90%
ALAR
ALARUM TECHNOLOGIES LTD
$13.14M$1.81N/AN/AN/AN/AN/AN/AN/AN/A
FLYW
FLYWIRE CORP
$2.05B$16.86$20.2019.81%Buy1012.80%63.60%15.13%10.62%
SAIL
SAILPOINT INC
$12.22B$21.41$21.13-1.33%Strong Buy1610.31%N/A4.27%3.87%
PSFE
PAYSAFE LTD
$337.34M$6.45$8.5031.78%Hold45.23%N/A22.92%2.86%
FOUR
SHIFT4 PAYMENTS INC
$3.04B$38.46$58.6452.48%Buy1611.90%130.54%42.01%7.81%
PAGS
PAGSEGURO DIGITAL LTD
$2.78B$9.09$11.6327.98%Buy3136.00%152.40%100.93%20.02%
BLSH
BULLISH
$6.08B$40.11$38.80-3.27%Buy5-86.63%N/A10.29%8.02%
QMLS
QUMULUSAI INC
$238.22M$7.12$23.00223.03%Strong Buy1N/AN/AN/A-8.10%
MBGL
MOBILITY GLOBAL INC
$5.57B$18.88$22.6720.06%Hold6N/AN/A5.80%4.37%
DOCN
DIGITALOCEAN HOLDINGS INC
$16.60B$141.21$161.8014.58%Strong Buy1538.78%3.99%56.95%16.97%
BKKT
BAKKT INC
$397.06M$8.81$12.0036.21%Strong Buy1-41.80%N/A-0.26%-0.23%
S
SENTINELONE INC
$8.39B$24.10$23.60-2.06%Buy2410.27%N/A15.46%9.40%
EEFT
EURONET WORLDWIDE INC
$2.42B$64.64$87.3335.11%Buy34.60%29.34%41.01%7.77%
MOVE
CORVEX INC
$315.73M$11.42$18.7564.19%Strong Buy1260.96%N/A-3.74%-3.58%
AGPU
AXE COMPUTE INC
$133.24M$11.50N/AN/AN/AN/A382.93%-99.43%9.38%3.18%
AISP
AIRSHIP AI HOLDINGS INC
$66.81M$1.94N/AN/AN/AN/A54.00%N/A-16.29%7.92%
VRSN
VERISIGN INC
$26.40B$293.28$333.0013.54%Buy47.14%10.27%-49.52%61.92%
PAYP
PAYPAY CORP
$11.12B$16.42$24.3348.19%Strong Buy9N/AN/A5,586.97%420.43%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$14.78B$141.16$147.264.32%Buy204.89%8.80%68.32%24.89%
MCRP
MICROPOLIS AI ROBOTICS
$28.92M$0.83N/AN/AN/AN/A11,599.63%N/A120.24%37.93%
DAVA
ENDAVA PLC
$104.47M$2.00$3.9095.00%Hold7-6.35%N/A29.80%9.55%
IMXI
INTERNATIONAL MONEY EXPRESS INC
$345.32M$11.43N/AN/AN/AN/A-2.81%24.89%22.36%8.43%
STNE
STONECO LTD
$2.41B$9.49$13.6844.18%Buy6138.81%107.72%171.42%26.64%
FISV
FISERV INC
$24.43B$45.95$61.7734.42%Hold180.77%20.16%23.77%7.90%
GYGY
GAME YOUR GAME INC
$11.44M$0.80N/AN/AN/AN/AN/AN/AN/AN/A
LIDR
AEYE INC
$54.86M$1.18$3.59203.81%Strong Buy2370.67%N/A-44.08%-39.32%
TCX
TUCOWS INC
$117.30M$10.49N/AN/AN/AN/AN/AN/AN/AN/A
CLBT
CELLEBRITE DI LTD
$2.85B$11.50$14.6327.17%Strong Buy413.61%51.63%42.71%23.12%

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Sep 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. Yext (NYSE:YEXT)


Yext (NYSE:YEXT) is the #1 top software infrastructure stock out of 169 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: A, Growth: C, Momentum: C, Sentiment: A, 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 -27.15% over the past year, overperforming other software infrastructure stocks by 72 percentage points.

Yext has an average 1 year price target of $7.00, an upside of 8.7% from Yext's current stock price of $6.44.

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.

2. Netscout Systems (NASDAQ:NTCT)


Netscout Systems (NASDAQ:NTCT) is the #2 top software infrastructure stock out of 169 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: C.

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 51.02% over the past year, overperforming other software infrastructure stocks by 150 percentage points.

Netscout Systems has an average 1 year price target of $38.00, a downside of -3.26% from Netscout Systems's current stock price of $39.28.

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.

3. Lesaka Technologies (NASDAQ:LSAK)


Lesaka Technologies (NASDAQ:LSAK) is the #3 top software infrastructure stock out of 169 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 Lesaka Technologies (NASDAQ:LSAK) is: Value: C, Growth: A, Momentum: C, Sentiment: A, Safety: C, Financials: C, and AI: B.

Lesaka Technologies (NASDAQ:LSAK) has a Due Diligence Score of 40, which is 7 points higher than the software infrastructure industry average of 33.

LSAK passed 13 out of 33 due diligence checks and has average fundamentals. Lesaka Technologies has seen its stock return 0% over the past year, overperforming other software infrastructure stocks by 99 percentage points.

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. Joint Stock Co Kaspikz (NASDAQ:KSPI)


Joint Stock Co Kaspikz (NASDAQ:KSPI) has an annual dividend yield of 7.94%, which is 6 percentage points higher than the software infrastructure industry average of 2.3%.

Joint Stock Co Kaspikz's dividend payout ratio of 42.5% 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 5.94%, which is 4 percentage points higher than the software infrastructure industry average of 2.3%.

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 3.76%, which is 1 percentage points higher than the software infrastructure industry average of 2.3%. 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 dividend yield is sustainable for the long-term.

Why are software infrastructure stocks up?

Software infrastructure stocks were up 0.43% in the last day, and up 3.4% over the last week. Palo Alto Networks was the among the top gainers in the software - infrastructure industry, gaining 5% yesterday.

Shares of cybersecurity-related companies are trading higher. The sector may be experiencing rotational interest from investors as a hedge against continued AI tool deployment, which may yield more demand for more security, or as a haven against weakness in AI-related tech stocks.

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 22.69% in the past year. It has overperformed other stocks in the software infrastructure industry by 122 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 57, which is 29 points higher than the software infrastructure industry average of 28. It passed 4 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -33.38% in the past year. It has overperformed other stocks in the software infrastructure industry by 66 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 71, which is 43 points higher than the software infrastructure industry average of 28. It passed 5 out of 7 valuation due diligence checks.

Are software infrastructure stocks a good buy now?

45.3% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 13.38% over the next year.

4.51% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 17.29% of software infrastructure stocks are rated B (Buy), 54.14% are rated C (Hold), 17.29% are rated D (Sell), and 6.77% 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 251.68x.
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.