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 56th 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
$2.27B$29.60$25.79-12.89%Buy149.60%79.66%31.16%13.86%
TENB
TENABLE HOLDINGS INC
$3.97B$36.00$35.06-2.61%Buy176.32%265.89%160.81%20.27%
TDC
TERADATA CORP
$2.47B$26.23$38.1445.42%Buy70.38%-19.41%54.29%14.12%
LSAK
LESAKA TECHNOLOGIES INC
$407.25M$4.75N/AN/AN/AN/A16.58%N/A7.97%2.20%
PAYS
PAYSIGN INC
$536.14M$9.59$10.004.28%Strong Buy221.05%21.15%32.40%5.70%
PICS
PICS NV
$1.43B$13.37$21.8363.30%Strong Buy6N/AN/A207.55%27.01%
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$548.49M$6.66$9.0035.14%Strong Buy17.26%33.59%-126.12%4.60%
ALLT
ALLOT LTD
$383.88M$7.87$12.7562.01%Strong Buy212.15%38.98%N/AN/A
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$702.25M$38.17$40.004.79%Strong Buy22.63%14.85%513.27%16.64%
BLZE
BACKBLAZE INC
$1.15B$18.62$19.866.64%Strong Buy75.93%N/A-20.68%-8.18%
PGY
PAGAYA TECHNOLOGIES LTD
$1.82B$21.80$32.0046.79%Strong Buy610.15%16.15%39.71%13.93%
BAND
BANDWIDTH INC
$1.47B$45.67$75.2564.77%Strong Buy410.11%526.49%25.08%8.61%
TLS
TELOS CORP
$350.15M$4.68$6.3335.32%Buy311.30%N/A39.92%27.55%
GCT
GIGACLOUD TECHNOLOGY INC
$1.70B$46.24N/AN/AN/AN/A10.93%2.27%31.70%13.15%
FTNT
FORTINET INC
$120.42B$164.13$151.61-7.63%Hold2310.40%10.79%178.68%25.52%
EVCM
EVERCOMMERCE INC
$2.10B$11.85$10.67-9.98%Hold35.91%111.64%20.48%10.68%
BOX
BOX INC
$4.43B$32.00$36.0012.50%Buy45.25%40.66%-90.51%21.54%
FATN
FATPIPE INC
$93.39M$6.61$10.0051.29%Strong Buy227.55%-11.02%10.87%8.12%
XYZ
BLOCK INC
$50.11B$84.20$88.955.64%Strong Buy2110.43%69.42%20.48%11.12%
RDWR
RADWARE LTD
$1.25B$28.51N/AN/AN/AN/A8.08%84.38%20.06%9.74%
NTNX
NUTANIX INC
$16.48B$60.96$57.08-6.37%Buy1311.53%36.78%N/AN/A
PAY
PAYMENTUS HOLDINGS INC
$5.04B$40.00$38.00-5.00%Hold312.57%25.23%26.82%22.68%
FFIV
F5 INC
$23.21B$411.32$430.434.65%Buy77.23%17.44%34.76%19.52%
NTCT
NETSCOUT SYSTEMS INC
$2.93B$41.02$38.00-7.36%Hold15.25%47.58%12.56%8.80%
DBX
DROPBOX INC
$8.17B$35.00$27.00-22.86%Hold40.03%25.78%-35.49%23.56%
APPN
APPIAN CORP
$2.20B$29.96$26.20-12.55%Hold511.10%698.92%-191.75%18.14%
RELY
REMITLY GLOBAL INC
$5.07B$24.07$27.4013.83%Strong Buy517.70%30.63%N/AN/A
BB
BLACKBERRY LTD
$5.12B$8.73$10.5020.27%Buy5N/AN/AN/AN/A
ACIW
ACI WORLDWIDE INC
$5.88B$57.79$64.0010.75%Strong Buy18.32%28.65%20.18%9.75%
GEN
GEN DIGITAL INC
$16.84B$27.95$27.75-0.72%Hold46.42%32.42%84.71%14.19%
EVTC
EVERTEC INC
$1.93B$31.31$25.00-20.15%Hold111.88%46.27%45.23%13.23%
TUYA
TUYA INC
$1.07B$1.74N/AN/AN/AN/AN/AN/A11.24%9.72%
AVPT
AVEPOINT INC
$2.84B$13.40$14.8610.87%Strong Buy718.81%40.50%N/AN/A
CPAY
CORPAY INC
$25.79B$394.53$389.33-1.32%Buy610.40%28.65%N/AN/A
AFRM
AFFIRM HOLDINGS INC
$26.28B$78.47$92.2317.53%Strong Buy2227.39%52.97%44.20%12.72%
GTLB
GITLAB INC
$6.11B$36.16$33.32-7.86%Hold2210.26%N/A20.36%11.76%
QLYS
QUALYS INC
$6.34B$183.25$164.55-10.21%Hold116.25%15.31%55.61%29.11%
TOST
TOAST INC
$20.18B$34.80$36.444.72%Buy1817.07%30.90%94.83%61.00%
WEX
WEX INC
$6.42B$188.40$183.00-2.87%Buy83.22%45.42%59.11%4.82%
OKTA
OKTA INC
$25.56B$147.04$123.65-15.90%Strong Buy266.29%46.35%12.33%9.10%
DOX
AMDOCS LTD
$5.87B$55.29$71.0028.41%Strong Buy13.14%21.88%31.99%17.00%
PSFE
PAYSAFE LTD
$411.56M$8.03$9.8822.98%Hold45.98%N/A29.86%3.95%
IOT
SAMSARA INC
$22.57B$38.73$42.449.59%Strong Buy912.32%115.65%42.36%24.43%
USIO
USIO INC
$64.30M$2.33$5.13119.96%Strong Buy29.23%N/A9.31%1.41%
ADBE
ADOBE INC
$103.08B$259.32$256.30-1.16%Hold237.79%20.08%114.23%43.95%
SPSC
SPS COMMERCE INC
$2.61B$72.63$67.29-7.36%Hold75.89%61.45%23.33%19.46%
CGNT
COGNYTE SOFTWARE LTD
$672.93M$9.13$13.0042.39%Strong Buy110.69%N/A29.44%11.00%
MDB
MONGODB INC
$30.27B$376.36$394.894.92%Strong Buy2710.60%N/A25.07%19.93%
OSPN
ONESPAN INC
$600.69M$16.30$17.004.29%Buy22.00%-31.07%18.04%12.75%
RPD
RAPID7 INC
$725.78M$10.86$8.61-20.75%Hold14-0.45%66.84%69.90%7.10%
VRNS
VARONIS SYSTEMS INC
$4.98B$43.40$49.5014.06%Strong Buy1814.79%N/A31.37%8.43%
WIX
WIXCOM LTD
$2.77B$64.57$85.1531.87%Buy2010.15%N/A-34.90%32.85%
PAGS
PAGSEGURO DIGITAL LTD
$2.87B$9.40$11.6323.76%Buy3129.65%151.72%104.41%20.17%
MQ
MARQETA INC
$1.73B$16.66$20.0020.05%Hold513.19%94.60%2.70%1.39%
PATH
UIPATH INC
$7.16B$13.82$13.18-4.62%Hold115.54%15.13%28.37%18.59%
PLTR
PALANTIR TECHNOLOGIES INC
$380.72B$158.43$194.4322.72%Strong Buy1437.59%33.37%125.22%104.80%
GDDY
GODADDY INC
$11.62B$91.77$108.4618.19%Buy135.49%17.31%20,823.15%17.45%
CINT
CI&T INC
$461.42M$3.56$6.0469.66%Strong Buy511.84%23.30%N/AN/A
YEXT
YEXT INC
$574.42M$5.73$5.67-1.10%Hold30.91%26.83%267.34%13.10%
DLO
DLOCAL LTD
$4.47B$15.20$18.6722.81%Strong Buy328.44%27.46%69.94%21.19%
KVYO
KLAVIYO INC
$5.78B$19.30$29.0050.26%Strong Buy1518.67%N/A44.59%33.76%
RBRK
RUBRIK INC
$17.46B$84.81$92.659.25%Strong Buy2313.03%N/A-48.91%8.50%
ATEN
A10 NETWORKS INC
$2.22B$30.84$33.007.00%Buy511.13%38.54%42.57%14.82%
DSC
DSC HOLDINGS LTD
N/A$6.01N/AN/AN/AN/AN/AN/AN/AN/A
IIIV
I3 VERTICALS INC
$626.64M$22.44$27.2521.46%Strong Buy46.46%34.18%12.57%6.27%
KSPI
JOINT STOCK CO KASPIKZ
$17.52B$92.19N/AN/AN/AN/A2,255.01%2,309.30%27,014.43%6,533.81%
NET
CLOUDFLARE INC
$103.55B$292.96$272.80-6.88%Buy2024.94%N/A77.99%19.32%
FLYW
FLYWIRE CORP
$2.30B$18.65$19.112.47%Buy914.59%65.09%13.54%9.93%
MBGL
MOBILITY GLOBAL INC
N/A$21.26$23.6711.32%Buy3N/AN/A4.97%4.41%
ZS
ZSCALER INC
$26.14B$161.65$200.4624.01%Strong Buy3314.42%N/A43.07%14.36%
CRWD
CROWDSTRIKE HOLDINGS INC
$213.69B$209.86$184.15-12.25%Strong Buy3813.64%N/A46.03%18.93%
EEFT
EURONET WORLDWIDE INC
$2.78B$74.27$89.0019.83%Buy35.62%31.47%43.68%8.27%
MSFT
MICROSOFT CORP
$3.62T$487.46$548.7912.58%Strong Buy2818.24%14.78%46.83%27.32%
FOUR
SHIFT4 PAYMENTS INC
$4.23B$53.38$57.928.50%Buy1214.35%106.99%41.31%7.80%
SAIL
SAILPOINT INC
$10.12B$17.84$19.418.81%Strong Buy1711.70%N/A4.08%3.71%
S
SENTINELONE INC
$7.20B$21.00$19.10-9.07%Buy2111.82%N/A16.52%10.08%
DOCN
DIGITALOCEAN HOLDINGS INC
$14.63B$124.46$155.6725.07%Strong Buy1536.47%4.73%55.54%16.55%
GRRR
GORILLA TECHNOLOGY GROUP INC
$312.38M$12.00N/AN/AN/AN/A89.41%N/A-128.22%-88.57%
ALAR
ALARUM TECHNOLOGIES LTD
$14.52M$2.00$14.00600.00%Strong Buy1N/AN/AN/AN/A
KLAR
KLARNA GROUP PLC
$7.70B$20.37$22.7511.68%Strong Buy12N/AN/A40.01%5.47%
PANW
PALO ALTO NETWORKS INC
$295.57B$362.66$335.50-7.49%Strong Buy3411.23%57.14%18.45%11.03%
ORCL
ORACLE CORP
$415.91B$144.39$254.4476.22%Strong Buy2526.90%25.07%108.14%17.56%
SNPS
SYNOPSYS INC
$76.75B$400.82$559.5039.59%Buy1011.49%67.60%14.49%9.42%
BLSH
BULLISH
$3.60B$23.84$44.1385.09%Buy4-87.04%N/A9.33%7.43%
CETX
CEMTREX INC
$3.21M$2.89N/AN/AN/AN/AN/AN/A6.57%3.22%
QMLS
QUMULUSAI INC
N/A$6.04N/AN/AN/AN/AN/AN/AN/AN/A
NTSK
NETSKOPE INC
$5.69B$14.08$15.8212.39%Strong Buy17N/AN/A33.65%3.49%
HQ
HORIZON QUANTUM HOLDINGS LTD
$775.22M$15.03$20.0033.07%Buy1N/AN/A-55.14%-45.21%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$13.12B$125.35$156.6524.97%Buy205.17%8.99%68.32%24.89%
VRSN
VERISIGN INC
$26.41B$293.41$328.7512.04%Buy47.06%9.88%-49.52%61.92%
PAYP
PAYPAY CORP
$10.61B$15.67$24.5456.63%Strong Buy9N/AN/A5,711.47%429.80%
AKAM
AKAMAI TECHNOLOGIES INC
$17.78B$122.27$157.4628.78%Buy139.12%38.71%26.03%10.97%
STNE
STONECO LTD
$2.83B$11.17$14.0225.49%Buy6134.92%104.44%127.59%26.09%
MCRP
MICROPOLIS AI ROBOTICS
$43.96M$1.26N/AN/AN/AN/A11,599.63%N/A120.24%37.93%
LIDR
AEYE INC
$58.36M$1.26$3.59184.52%Strong Buy21,165.93%N/A-42.01%-38.00%
RXT
RACKSPACE TECHNOLOGY INC
$1.18B$4.75$3.25-31.58%Hold2-0.52%N/A-9.52%4.19%
EXYN
EXYN TECHNOLOGIES INC
$16.07M$2.02N/AN/AN/AN/AN/AN/AN/A-253.60%
GYGY
GAME YOUR GAME INC
N/A$3.26N/AN/AN/AN/AN/AN/AN/AN/A
NN
NEXTNAV INC
$2.02B$14.83$50.00237.27%Buy1-2.93%N/AN/A-39.96%
REKR
REKOR SYSTEMS INC
$88.21M$0.64N/AN/AN/AN/A6.25%N/A-28.51%-12.52%

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Aug 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 163 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: B, 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 30 points higher than the software infrastructure industry average of 31.

FIVN passed 19 out of 33 due diligence checks and has strong fundamentals. Five9 has seen its stock return 14.46% over the past year, overperforming other software infrastructure stocks by 98 percentage points.

Five9 has an average 1 year price target of $25.79, a downside of -12.89% from Five9's current stock price of $29.60.

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. Tenable Holdings (NASDAQ:TENB)


Tenable Holdings (NASDAQ:TENB) is the #2 top software infrastructure stock out of 163 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 38, which is 7 points higher than the software infrastructure industry average of 31.

TENB passed 12 out of 33 due diligence checks and has average fundamentals. Tenable Holdings has seen its stock return 21.01% over the past year, overperforming other software infrastructure stocks by 105 percentage points.

Tenable Holdings has an average 1 year price target of $35.06, a downside of -2.61% from Tenable Holdings's current stock price of $36.00.

Tenable Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 17 analysts covering Tenable Holdings, 29.41% have issued a Strong Buy rating, 17.65% have issued a Buy, 52.94% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Teradata (NYSE:TDC)


Teradata (NYSE:TDC) is the #3 top software infrastructure stock out of 163 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 21 points higher than the software infrastructure industry average of 31.

TDC passed 17 out of 33 due diligence checks and has strong fundamentals. Teradata has seen its stock return 29.66% over the past year, overperforming other software infrastructure stocks by 113 percentage points.

Teradata has an average 1 year price target of $38.14, an upside of 45.42% from Teradata's current stock price of $26.23.

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.

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 5.75%, which is 4 percentage points higher than the software infrastructure industry average of 2.04%.

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 3.97%, which is 2 percentage points higher than the software infrastructure industry average of 2.04%. 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 3.48%, which is 1 percentage points higher than the software infrastructure industry average of 2.04%.

Why are software infrastructure stocks down?

Software infrastructure stocks were down -0.75% in the last day, and up 8.6% over the last week. Teradata was the among the top losers in the software - infrastructure industry, dropping -23.73% yesterday.

Teradata shares are trading lower after the company reported Q2 financial results and issued Q3 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 33 points higher than the software infrastructure industry average of 24. It passed 4 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 90.66% in the past year. It has overperformed other stocks in the software infrastructure industry by 174 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 19 points higher than the software infrastructure industry average of 24. It passed 3 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -46.16% in the past year. It has overperformed other stocks in the software infrastructure industry by 38 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 19 points higher than the software infrastructure industry average of 24. It passed 3 out of 7 valuation due diligence checks.

Teradata's stock has gained 29.66% in the past year. It has overperformed other stocks in the software infrastructure industry by 113 percentage points.

Are software infrastructure stocks a good buy now?

47.83% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 13.41% over the next year.

2.34% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 21.09% of software infrastructure stocks are rated B (Buy), 60.16% are rated C (Hold), 9.38% are rated D (Sell), and 7.03% 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 -278.81x.
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.