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 64th ranked industry out of 145 stock market industries
Learn how the Zen Ratings work
Ticker
Company
Zen Rating
Growth
Market Cap
Revenue
EBITDA
Earnings
EPS
Rev. Y/Y
Rev. 5Y
Earn. Y/Y
Earn. 5Y
Earnings Date
NTCT
NETSCOUT SYSTEMS INC
$2.74B$883.16M$196.03M$121.05M$1.685.79%1.06%63.11%37.65%2026-11-05
YEXT
YEXT INC
$735.41M$443.02M$74.47M$26.12M$0.24-1.48%3.59%242.86%N/A2026-12-14
TENB
TENABLE HOLDINGS INC
$5.23B$1.04B$87.85M$6.74M$0.059.93%16.62%N/AN/A
CGNT
COGNYTE SOFTWARE LTD
$670.51M$421.71M$20.13M-$59.00k$0.0011.99%-2.05%N/A-100.00%2026-12-08
LSAK
LESAKA TECHNOLOGIES INC
$346.73M$721.55M$70.04M$2.76M$0.039.38%40.72%N/AN/A2026-11-04
GCT
GIGACLOUD TECHNOLOGY INC
$2.05B$1.47B$206.52M$156.13M$4.2222.86%N/A26.73%N/A2026-11-05
NTNX
NUTANIX INC
$17.43B$2.85B$432.69M$1.51B$5.6112.44%15.40%701.43%N/A2026-11-24
EVCM
EVERCOMMERCE INC
$1.52B$598.10M$129.20M$34.05M$0.194.18%8.00%N/AN/A2026-11-05
RDWR
RADWARE LTD
$1.43B$326.70M$17.78M$13.93M$0.3210.96%3.21%-15.79%-1.78%
FIVN
FIVE9 INC
$2.67B$1.20B$170.61M$59.47M$0.768.87%18.20%484.62%N/A2026-11-05
APPN
APPIAN CORP
$3.49B$795.31M$22.32M-$10.62M-$0.1420.90%19.18%N/AN/A2026-11-05
FATN
FATPIPE INC
$70.64M$20.30M$4.21M$5.46M$0.4023.24%N/A150.00%N/A
PGY
PAGAYA TECHNOLOGIES LTD
$1.51B$1.39B$129.23M$128.35M$1.5120.55%N/AN/AN/A
XYZ
BLOCK INC
$46.31B$25.04B$1.32B$357.14M$0.585.07%9.47%-87.94%-14.64%2026-11-03
PICS
PICS NV
$879.90M$2.60BN/A$259.58M$0.6581.81%N/A-100.00%N/A2026-11-23
SPSC
SPS COMMERCE INC
$3.02B$780.24M$175.54M$83.12M$2.256.92%16.36%0.45%12.12%
ALLT
ALLOT LTD
$401.56M$108.95M$10.32M$10.24M$0.2214.28%-4.93%N/AN/A2026-11-12
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$659.15M$354.67M$180.32M$94.65M$5.051.45%16.01%21.10%N/A2026-11-05
BB
BLACKBERRY LTD
$4.71B$614.00M$108.00M$80.40M$0.1314.42%-4.60%N/AN/A2026-12-17
RELY
REMITLY GLOBAL INC
$5.36B$1.81B$236.51M$305.01M$1.4523.79%38.59%1,971.43%N/A2026-11-04
BLZE
BACKBLAZE INC
$458.06M$156.30M$16.36M-$20.43M-$0.3513.85%21.16%N/AN/A
PAYS
PAYSIGN INC
$813.06M$100.64M$30.28M$15.77M$0.2946.84%38.11%123.08%N/A2026-11-09
IOT
SAMSARA INC
$24.54B$1.85B$132.93M$90.55M$0.1529.50%N/AN/AN/A2026-12-03
BAND
BANDWIDTH INC
$1.39B$870.37M$70.10M$8.75M$0.2615.11%12.74%N/AN/A
WEX
WEX INC
$6.08B$2.88B$1.10B$404.60M$11.779.75%10.45%50.90%N/A
RPD
RAPID7 INC
$1.00B$855.92M$77.74M$20.14M$0.310.07%13.12%-29.55%N/A2026-11-04
EVTC
EVERTEC INC
$1.96B$996.16M$344.75M$97.58M$1.5412.36%12.23%-28.70%-6.01%2026-11-03
MDB
MONGODB INC
$26.62B$2.78B$115.36M$58.90M$0.7425.45%31.71%N/AN/A2026-12-07
TUYA
TUYA INC
$984.85M$340.79MN/A$68.70M$0.117.00%5.27%120.00%N/A2026-11-23
FTNT
FORTINET INC
$92.73B$7.88B$2.96B$2.28B$3.1020.23%20.31%27.05%35.13%
FFIV
F5 INC
$18.38B$3.31B$980.96M$726.51M$12.719.41%5.47%10.71%21.00%
AVPT
AVEPOINT INC
$3.54B$466.15M$72.85M$71.48M$0.3424.95%22.34%N/AN/A2026-11-05
WIX
WIXCOM LTD
$3.22B$2.13B-$175.15M-$174.65M-$3.5314.18%13.18%N/AN/A2026-11-10
DOX
AMDOCS LTD
$6.63B$4.65B$832.20M$453.88M$4.230.14%1.81%-14.72%-4.70%2026-11-10
GEN
GEN DIGITAL INC
$17.73B$5.23B$2.71B$1.21B$1.9916.88%14.22%113.98%5.68%
TLS
TELOS CORP
$389.38M$193.71M-$2.52M-$15.74M-$0.2165.93%-0.81%N/AN/A2026-11-09
CRWD
CROWDSTRIKE HOLDINGS INC
$247.60B$5.40B$435.42M$58.46M$0.0624.30%36.52%N/AN/A2026-12-01
OKTA
OKTA INC
$32.32B$3.07B$412.00M$296.00M$1.6811.22%24.72%75.00%N/A2026-12-01
QLYS
QUALYS INC
$7.18B$702.98M$274.20M$206.54M$5.8110.35%12.84%14.82%27.27%2026-11-09
BOX
BOX INC
$5.93B$1.23B$168.81M$100.49M$0.719.63%8.74%-45.38%N/A2026-12-01
PAY
PAYMENTUS HOLDINGS INC
$4.41B$1.36B$155.70M$84.86M$0.6730.21%31.49%45.65%68.04%
OSPN
ONESPAN INC
$942.66M$253.21M$58.13M$69.69M$1.844.88%3.99%21.05%N/A
CPAY
CORPAY INC
$26.87B$5.02B$2.54B$1.14B$16.6320.36%15.16%10.94%12.23%2026-11-04
RBRK
RUBRIK INC
$23.77B$1.54B-$175.48M-$254.43M-$1.2742.45%N/AN/AN/A2026-12-03
TDC
TERADATA CORP
$3.13B$1.69B$711.00M$458.00M$4.910.96%-2.58%330.70%39.48%2026-11-05
NET
CLOUDFLARE INC
$94.42B$2.51B$116.93M-$206.28M-$0.5833.53%36.48%N/AN/A2026-11-05
MQ
MARQETA INC
$1.94B$677.21M$47.67M$10.38M$0.1122.41%10.95%N/AN/A2026-11-03
IIIV
I3 VERTICALS INC
$484.85M$218.16M$47.84M$8.52M$0.924.09%2.25%-85.19%N/A2026-11-16
DBX
DROPBOX INC
$8.04B$2.53B$887.80M$442.80M$1.82-0.05%4.48%9.64%N/A2026-11-05
USIO
USIO INC
$80.64M$92.57M$787.12k-$1.51M-$0.0610.40%14.90%N/AN/A2026-11-11
PLTR
PALANTIR TECHNOLOGIES INC
$428.56B$6.16B$3.09B$3.02B$1.2678.92%35.89%281.82%N/A
ADBE
ADOBE INC
$97.87B$25.97B$10.31B$7.28B$17.9412.03%11.46%11.57%8.02%2026-12-09
TOST
TOAST INC
$19.32B$6.80B$549.00M$486.00M$0.8323.04%41.79%112.82%N/A2026-11-03
ZS
ZSCALER INC
$36.49B$3.35B$269.60M-$63.18M-$0.3925.42%37.87%N/AN/A2026-11-24
ATEN
A10 NETWORKS INC
$1.71B$310.17M$70.36M$42.97M$0.5912.20%5.86%-15.71%14.48%2026-11-05
KVYO
KLAVIYO INC
$6.21B$1.39B$60.84M$6.79M$0.0328.89%N/AN/AN/A2026-11-04
ACIW
ACI WORLDWIDE INC
$5.90B$1.82B$467.02M$225.69M$2.197.03%7.13%-8.75%23.90%2026-11-05
GTLB
GITLAB INC
$8.68B$1.06B-$35.47M-$52.69M-$0.3222.99%39.98%N/AN/A2026-12-01
GDDY
GODADDY INC
$14.14B$5.18B$1.45B$961.60M$7.356.38%7.14%23.95%40.76%
SNPS
SYNOPSYS INC
$89.32B$9.42B$3.88B$1.08B$5.7746.33%18.22%-55.31%3.15%2026-12-09
CINT
CI&T INC
$414.50M$541.02M$101.64M$36.75M$0.2919.48%22.66%16.00%3.18%2026-11-11
PSFE
PAYSAFE LTD
$308.05M$1.76B$316.12M-$208.30M-$3.815.13%3.45%N/AN/A2026-11-12
DSC
DSC HOLDINGS LTD
$167.74MN/AN/AN/AN/AN/AN/AN/AN/A2026-11-25
MSFT
MICROSOFT CORP
$3.77T$346.45B$222.94B$142.63B$19.2017.91%14.47%36.07%16.31%
S
SENTINELONE INC
$8.06B$1.10B-$221.81M-$340.09M-$1.0121.09%51.52%N/AN/A2026-12-03
PATH
UIPATH INC
$6.95B$1.72B$253.80M$361.92M$0.6714.98%18.49%2,133.33%N/A2026-12-02
PANW
PALO ALTO NETWORKS INC
$287.71B$11.48B$1.47B$307.00M$0.4124.50%21.95%-76.02%N/A2026-11-18
DLO
DLOCAL LTD
$3.82B$1.36B$294.24M$203.97M$0.7057.03%52.44%37.25%29.80%2026-11-12
NTSK
NETSKOPE INC
$8.99B$802.64M-$683.54M-$737.16M-$1.5230.40%N/AN/AN/A
KPLT
KATAPULT HOLDINGS INC
$54.95M$301.71M$259.68M$5.60M$1.3812.96%-0.06%N/A-36.39%2026-11-12
AGPU
AXE COMPUTE INC
$88.21M$3.26M-$252.78M-$253.50M$14.272,495.73%18.35%N/AN/A2026-11-13
SAIL
SAILPOINT INC
$10.96B$1.17B-$2.94M-$197.22M-$0.3420.13%28.49%N/AN/A2026-12-08
ORCL
ORACLE CORP
$360.49B$71.78B$37.72B$18.74B$6.4821.62%11.94%45.95%6.01%2026-12-09
BKKT
BAKKT INC
$198.31M$2.34B-$29.45M-$31.00M-$5.97-32.14%114.23%N/AN/A2026-11-09
FLYW
FLYWIRE CORP
$2.37B$713.54M$72.32M$34.04M$0.2732.21%35.32%440.00%N/A2026-11-03
KSPI
JOINT STOCK CO KASPIKZ
$17.75B$9.88BN/A$2.37B$12.4857.63%N/A10.03%N/A2026-11-09
FOUR
SHIFT4 PAYMENTS INC
$3.32B$4.78B$920.30M$43.80M$0.6332.43%36.31%-79.34%N/A2026-11-05
PAGS
PAGSEGURO DIGITAL LTD
$2.41B$3.99B$1.91B$417.12M$1.4710.51%19.20%13.46%15.49%2026-11-16
AISP
AIRSHIP AI HOLDINGS INC
$69.22M$18.15M$26.50M$26.24M$0.8132.24%N/AN/AN/A2026-11-13
MBGL
MOBILITY GLOBAL INC
$5.78BN/AN/AN/AN/AN/AN/AN/AN/A2026-11-12
AMBR
AMBER INTERNATIONAL HOLDING LTD
$179.12M$56.58M-$2.05M-$1.25MN/A44.89%-27.99%N/AN/A2026-11-25
MOVE
CORVEX INC
$171.97M$4.44M-$19.14M-$27.84M-$18.86843.62%N/AN/AN/A2026-11-13
EEFT
EURONET WORLDWIDE INC
$2.47B$4.37B$682.60M$288.40M$7.295.76%9.82%-4.71%28.14%
PAYP
PAYPAY CORP
$9.78BN/AN/AN/AN/AN/AN/AN/AN/A2026-11-03
VRSN
VERISIGN INC
$27.66B$1.73B$1.22B$849.80M$9.316.46%5.78%8.13%11.43%
DAVA
ENDAVA PLC
$82.53M$983.24MN/A-$551.81M-$10.55-4.22%11.93%N/AN/A2026-11-10
BLSH
BULLISH
$3.42B$190.57B-$1.32B-$1.38B-$9.66-26.46%N/AN/AN/A2026-11-18
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$14.82B$2.76B$1.02B$1.05B$9.904.64%5.59%25.48%9.99%
DOCN
DIGITALOCEAN HOLDINGS INC
$10.56B$1.01B$378.08M$235.24M$2.5221.41%22.53%81.29%N/A2026-11-03
KLAR
KLARNA GROUP PLC
$5.06BN/AN/AN/AN/AN/AN/AN/AN/A2026-11-17
IMXI
INTERNATIONAL MONEY EXPRESS INC
$287.61M$555.45M$63.46M$18.61M$0.63-13.50%6.46%-61.59%-10.05%2026-11-09
AKAM
AKAMAI TECHNOLOGIES INC
$12.46B$4.32B$1.26B$410.97M$2.855.87%5.33%-0.70%-4.46%2026-11-05
FISV
FISERV INC
$27.61B$20.87B$8.14B$2.80B$5.22-1.17%6.23%-13.14%25.30%2026-11-03
STNE
STONECO LTD
$1.94B$2.78B$1.51B$645.74M$2.6416.55%32.66%N/A26.38%2026-11-12
CLBT
CELLEBRITE DI LTD
$3.00B$514.29M$78.43M$58.76M$0.2317.76%18.20%N/AN/A2026-11-12
BNAI
BRAND ENGAGEMENT NETWORK INC
$28.60M$524.51k-$7.72M-$12.34M-$2.27706.94%N/AN/AN/A2026-11-24
TCX
TUCOWS INC
$134.30M$394.44M$27.27M-$83.63M-$7.534.22%6.27%N/AN/A2026-11-05
LIDR
AEYE INC
$44.26M$450.00k-$34.75M-$35.04M-$0.8390.68%-28.99%N/AN/A2026-11-05
VERI
VERITONE INC
$61.18M$91.06M-$78.86M-$107.03M-$1.271.08%5.39%N/AN/A2026-11-12
BRUN
BOOST RUN INC
$534.95M$68.98M$11.06M-$97.89M-$486.08449.08%N/AN/AN/A

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 35.86% over the past year, overperforming other software infrastructure stocks by 134 percentage points.

Netscout Systems has an average 1 year price target of $43.00, an upside of 14.3% from Netscout Systems's current stock price of $37.62.

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 -12.17% over the past year, overperforming other software infrastructure stocks by 86 percentage points.

Yext has an average 1 year price target of $7.00, a downside of -5.79% from Yext's current stock price of $7.43.

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. Tenable Holdings (NASDAQ:TENB)


Tenable Holdings (NASDAQ:TENB) 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 Tenable Holdings (NASDAQ:TENB) is: Value: C, Growth: A, Momentum: B, Sentiment: B, Safety: C, Financials: B, and AI: C.

Tenable Holdings (NASDAQ:TENB) has a Due Diligence Score of 30, which is -3 points lower than the software infrastructure industry average of 33. Although this number is below the industry average, our proven quant model rates TENB as a "A".

TENB passed 10 out of 33 due diligence checks and has average fundamentals. Tenable Holdings has seen its stock return 63.51% over the past year, overperforming other software infrastructure stocks by 162 percentage points.

Tenable Holdings has an average 1 year price target of $45.50, a downside of -4.11% from Tenable Holdings's current stock price of $47.45.

Tenable Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 18 analysts covering Tenable Holdings, 27.78% have issued a Strong Buy rating, 16.67% have issued a Buy, 50% have issued a hold, while 5.56% 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 7.98%, which is 6 percentage points higher than the software infrastructure industry average of 2.32%.

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 6.84%, which is 5 percentage points higher than the software infrastructure industry average of 2.32%.

Pagseguro Digital's dividend payout ratio of 34% 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 3.78%, which is 1 percentage points higher than the software infrastructure industry average of 2.32%.

Tuya's dividend payout ratio of 104.1% indicates that its dividend yield might not be sustainable for the long-term.

Why are software infrastructure stocks down?

Software infrastructure stocks were down -2.74% in the last day, and down -7.57% over the last week. Okta was the among the top losers in the software - infrastructure industry, dropping -11.22% yesterday.

Shares of cybersecurity software companies are trading lower amid catalysts including rotation into AI-related tech names following that sector's pullback, Checkpoint's mixed Q3 results, a coordinated cyberattack on grocery store coolers in seven European countries, and scrutiny on the industry after North Korean hackers breached Binance and stole $6.3 billion of cryptocurrencies.

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 22.06% in the past year. It has overperformed other stocks in the software infrastructure industry by 121 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 71, which is 43 points higher than the software infrastructure industry average of 28. It passed 5 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -20.48% in the past year. It has overperformed other stocks in the software infrastructure industry by 78 percentage points.

Are software infrastructure stocks a good buy now?

40.71% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 23.46% over the next year.

4.76% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 21.43% of software infrastructure stocks are rated B (Buy), 52.38% 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 223.11x.
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.