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 68th 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
TENB
TENABLE HOLDINGS INC
$4.22B$1.04B$87.85M$6.74M$0.059.93%16.62%N/AN/A
NTCT
NETSCOUT SYSTEMS INC
$2.88B$883.16M$196.03M$121.05M$1.685.79%1.06%63.11%37.65%
APPN
APPIAN CORP
$2.54B$795.31M$22.32M-$10.62M-$0.1420.90%19.18%N/AN/A
GCT
GIGACLOUD TECHNOLOGY INC
$1.85B$1.47B$206.52M$156.13M$4.2222.86%N/A26.73%N/A
LSAK
LESAKA TECHNOLOGIES INC
$405.96M$701.70M$9.01M-$28.87M-$0.3310.11%42.17%N/AN/A2026-09-09
PICS
PICS NV
$1.22BN/AN/AN/AN/AN/AN/AN/AN/A2026-09-01
BLZE
BACKBLAZE INC
$1.18B$156.30M$16.36M-$20.43M-$0.3513.85%21.16%N/AN/A
PAYS
PAYSIGN INC
$743.61M$100.64M$30.28M$15.77M$0.2946.84%38.11%123.08%N/A
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$715.95M$354.67M$180.32M$94.65M$5.051.45%16.01%21.10%N/A
PGY
PAGAYA TECHNOLOGIES LTD
$1.80B$1.39B$129.23M$128.35M$1.5120.55%N/AN/AN/A
XYZ
BLOCK INC
$49.79B$25.04B$1.32B$357.14M$0.585.07%9.47%-87.94%-14.64%
BOX
BOX INC
$4.52B$1.21B$158.77M$95.45M$0.679.55%8.86%-50.00%N/A2026-08-25
EVCM
EVERCOMMERCE INC
$1.80B$598.10M$129.20M$34.05M$0.194.18%8.00%N/AN/A
FTNT
FORTINET INC
$117.40B$7.53B$2.80B$2.12B$2.8618.77%20.93%13.49%34.91%
ALLT
ALLOT LTD
$384.85M$108.95M$10.32M$10.24M$0.2214.28%-4.93%N/AN/A
RPD
RAPID7 INC
$876.21M$855.92M$77.74M$20.14M$0.310.07%13.12%-29.55%N/A
FFIV
F5 INC
$22.83B$3.31B$980.96M$726.51M$12.719.41%5.47%10.71%21.00%
FATN
FATPIPE INC
$88.02M$20.30M$4.21M$5.46M$0.4023.24%N/A150.00%N/A
RELY
REMITLY GLOBAL INC
$5.57B$1.81B$236.51M$305.01M$1.4523.79%38.59%1,971.43%N/A
FIVN
FIVE9 INC
$2.47B$1.20B$170.61M$59.47M$0.768.87%18.20%484.62%N/A
NTNX
NUTANIX INC
$18.00B$2.75B$394.54M$275.86M$1.0213.04%15.61%2,450.00%N/A2026-08-26
BAND
BANDWIDTH INC
$1.74B$828.24M$59.90M$2.26M$0.069.25%13.91%N/AN/A
RDWR
RADWARE LTD
$1.28B$317.65M$20.46M$16.95M$0.3910.05%3.46%21.88%4.04%
TLS
TELOS CORP
$339.31M$193.71M-$2.52M-$15.74M-$0.2165.93%-0.81%N/AN/A
EVTC
EVERTEC INC
$1.89B$996.16M$344.75M$97.58M$1.5412.36%12.23%-28.70%-6.01%
QLYS
QUALYS INC
$6.44B$702.98M$274.20M$206.54M$5.8110.35%12.84%14.82%27.27%
PAY
PAYMENTUS HOLDINGS INC
$5.27B$1.36B$155.70M$84.86M$0.6730.21%31.49%45.65%68.04%
NET
CLOUDFLARE INC
$112.44B$2.51B$116.93M-$206.28M-$0.5833.53%36.48%N/AN/A
BB
BLACKBERRY LTD
$5.22B$580.30M$86.70M$59.80M$0.098.83%-7.59%N/AN/A2026-09-24
TOST
TOAST INC
$20.09B$6.80B$549.00M$486.00M$0.8323.04%41.79%112.82%N/A
USIO
USIO INC
$78.65M$92.57M$787.12k-$1.51M-$0.0610.40%14.90%N/AN/A
DOX
AMDOCS LTD
$6.14B$4.65B$832.20M$453.88M$4.230.14%1.81%-14.72%-4.70%
SPSC
SPS COMMERCE INC
$2.86B$772.49M$165.70M$78.00M$2.079.80%17.32%-5.91%10.26%
CPAY
CORPAY INC
$27.42B$5.02B$2.54B$1.14B$16.6320.36%15.16%10.94%12.23%
DLO
DLOCAL LTD
$4.09B$1.36B$294.24M$203.97M$0.7057.03%52.44%37.25%29.80%
GTLB
GITLAB INC
$7.20B$1.00B-$2.98M-$25.05M-$0.1624.90%N/AN/AN/A2026-09-02
AVPT
AVEPOINT INC
$2.85B$466.15M$72.85M$71.48M$0.3424.95%22.34%N/AN/A
MQ
MARQETA INC
$1.70B$677.21M$47.67M$10.38M$0.1122.41%10.95%N/AN/A
OKTA
OKTA INC
$25.62B$3.00B$366.00M$247.00M$1.3911.75%27.10%82.89%N/A2026-08-26
VRNS
VARONIS SYSTEMS INC
$5.17B$688.10M-$121.94M-$141.38M-$1.2215.61%15.47%N/AN/A
TUYA
TUYA INC
$1.12BN/AN/AN/AN/AN/AN/AN/AN/A2026-08-24
CGNT
COGNYTE SOFTWARE LTD
$672.20M$409.99M$16.88M-$2.70M-$0.0412.80%-2.14%N/AN/A2026-09-08
WEX
WEX INC
$6.54B$2.79B$1.04B$350.80M$10.167.46%11.07%26.68%N/A
ADBE
ADOBE INC
$104.95B$25.20B$10.13B$7.23B$17.4911.49%11.86%11.54%8.47%2026-09-10
MDB
MONGODB INC
$37.03B$2.60B$26.82M-$29.09M-$0.3523.64%32.31%N/AN/A2026-09-01
GEN
GEN DIGITAL INC
$17.05B$5.08B$2.58B$1.05B$1.7320.16%14.13%78.35%10.50%
IOT
SAMSARA INC
$23.19B$1.73B$97.20M$57.51M$0.0929.60%N/AN/AN/A2026-09-03
TDC
TERADATA CORP
$2.57B$1.69B$711.00M$458.00M$4.910.96%-2.58%330.70%39.48%
PLTR
PALANTIR TECHNOLOGIES INC
$418.23B$6.16B$3.09B$3.02B$1.2678.92%35.89%281.82%N/A
BKKT
BAKKT INC
$344.78M$2.34B-$29.45M-$31.00M-$5.97-32.14%114.23%N/AN/A
WIX
WIXCOM LTD
$3.19B$2.13B-$175.15M-$174.65M-$3.5314.18%13.18%N/AN/A
IIIV
I3 VERTICALS INC
$430.10M$218.16M$47.84M$8.52M$0.924.09%2.25%-85.19%N/A
RBRK
RUBRIK INC
$21.04B$1.42B-$213.25M-$288.58M-$1.4645.73%N/AN/AN/A2026-08-27
DBX
DROPBOX INC
$7.77B$2.53B$887.80M$442.80M$1.82-0.05%4.48%9.64%N/A
GDDY
GODADDY INC
$12.02B$5.10B$1.40B$910.30M$6.797.41%7.53%17.88%42.89%
YEXT
YEXT INC
$594.47M$445.01M$88.17M$39.73M$0.332.43%4.26%N/AN/A2026-09-14
DSC
DSC HOLDINGS LTD
N/A$100.16M-$9.53M-$273.77M-$40.21-25.96%N/AN/AN/A
CRWD
CROWDSTRIKE HOLDINGS INC
$220.91B$5.09B$332.33M-$24.52M-$0.0323.17%38.51%N/AN/A2026-08-26
PATH
UIPATH INC
$8.30B$1.67B$200.47M$327.41M$0.6015.24%19.69%N/AN/A2026-09-03
OSPN
ONESPAN INC
$602.16M$246.38M$56.20M$68.40M$1.802.39%3.50%15.38%N/A
ACIW
ACI WORLDWIDE INC
$5.40B$1.82B$467.02M$225.69M$2.197.03%7.13%-8.75%23.90%
KVYO
KLAVIYO INC
$5.26B$1.39B$60.84M$6.79M$0.0328.89%N/AN/AN/A
ATEN
A10 NETWORKS INC
$1.99B$310.17M$70.36M$42.97M$0.5912.20%5.86%-15.71%14.48%
MOVE
CORVEX INC
$324.03M$4.44M-$19.14M-$27.84M-$18.86843.62%N/AN/AN/A
KSPI
JOINT STOCK CO KASPIKZ
$18.76B$9.11BN/A$2.27B$11.8974.69%N/A5.38%N/A
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$452.60M$1.00B$207.81M$56.16M$0.698.91%17.15%165.38%29.43%
MSFT
MICROSOFT CORP
$3.68T$331.84B$207.52B$133.75B$18.0017.79%14.57%31.39%17.26%
ZS
ZSCALER INC
$29.69B$3.17B$223.86M-$77.39M-$0.4824.61%39.44%N/AN/A2026-09-03
SAIL
SAILPOINT INC
$11.08B$1.12B$12.60M-$157.42M-$0.2723.96%29.88%N/AN/A2026-09-08
PSFE
PAYSAFE LTD
$347.27M$1.76B$316.12M-$208.30M-$3.815.13%3.45%N/AN/A
FLYW
FLYWIRE CORP
$2.29B$713.54M$72.32M$34.04M$0.2732.21%35.32%440.00%N/A
CINT
CI&T INC
$473.08M$515.38M$102.94M$40.74M$0.3116.04%N/A24.00%N/A
ALAR
ALARUM TECHNOLOGIES LTD
$13.14M$45.33MN/A$1.15M$0.1048.24%54.53%-87.50%N/A2026-08-27
PAGS
PAGSEGURO DIGITAL LTD
$2.67B$3.99B$1.91B$417.12M$1.4710.51%19.20%13.46%15.49%
QMLS
QUMULUSAI INC
N/AN/AN/AN/AN/AN/AN/AN/AN/A
DOCN
DIGITALOCEAN HOLDINGS INC
$15.28B$1.01B$378.08M$235.24M$2.5221.41%22.53%81.29%N/A
S
SENTINELONE INC
$7.92B$1.05B-$210.33M-$318.71M-$0.9621.38%56.29%N/AN/A2026-08-27
FOUR
SHIFT4 PAYMENTS INC
$3.58B$4.78B$920.30M$43.80M$0.6332.43%36.31%-79.34%N/A
EEFT
EURONET WORLDWIDE INC
$2.74B$4.37B$682.60M$288.40M$7.295.76%9.82%-4.71%28.14%
MBGL
MOBILITY GLOBAL INC
$6.00BN/AN/AN/AN/AN/AN/AN/AN/A
SNPS
SYNOPSYS INC
$80.71B$8.68B$3.05B$773.27M$4.4339.51%16.85%-68.49%-3.56%2026-08-26
ORCL
ORACLE CORP
$433.57B$67.36B$33.45B$16.98B$5.9417.35%10.72%33.18%4.93%2026-09-08
PANW
PALO ALTO NETWORKS INC
$313.18B$10.61B$2.07B$842.80M$1.2619.51%21.61%-32.98%N/A2026-09-01
REKR
REKOR SYSTEMS INC
$98.27M$49.82M-$12.95M-$21.84M-$0.169.78%29.94%N/AN/A
KLAR
KLARNA GROUP PLC
$7.86BN/AN/AN/AN/AN/AN/AN/AN/A2026-08-18
LHSW
LIANHE SOWELL INTERNATIONAL GROUP LTD
$9.74M$43.27M-$6.43M-$5.70M-$1.7418.42%N/AN/AN/A
NTSK
NETSKOPE INC
$6.39BN/AN/AN/AN/AN/AN/AN/AN/A2026-09-02
TP
TICKETPLUS LTD
N/A$29.46M$11.09M$2.24M$0.2264.02%N/A144.44%N/A
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$13.79B$2.76B$1.02B$1.05B$9.904.64%5.59%25.48%9.99%
VRSN
VERISIGN INC
$25.58B$1.71B$1.21B$850.00M$9.236.86%5.75%9.88%10.87%
CETX
CEMTREX INC
$5.20M$71.17M-$8.86M-$27.33M-$437.17-6.48%12.69%N/AN/A
PAYP
PAYPAY CORP
$10.08BN/AN/AN/AN/AN/AN/AN/AN/A
GYGY
GAME YOUR GAME INC
N/AN/AN/AN/AN/AN/AN/AN/AN/A
MCRP
MICROPOLIS AI ROBOTICS
$36.28M$5.09k$598.84k$602.92k$0.03-42.99%N/AN/AN/A
BLSH
BULLISH
$3.70B$190.57B-$1.32B-$1.38B-$9.66-26.46%N/AN/AN/A
GRRR
GORILLA TECHNOLOGY GROUP INC
$426.15M$111.33M-$45.62M-$43.68M-$1.7032.23%N/AN/AN/A
EXYN
EXYN TECHNOLOGIES INC
$21.56MN/AN/AN/AN/AN/AN/AN/AN/A
MLGO
MICROALGO INC
$53.61M$61.17M$18.32M$16.51M$2.16-19.18%52.00%46.56%-45.34%
DAVA
ENDAVA PLC
$161.93M$983.24MN/A-$551.81M-$10.55-4.22%11.93%N/AN/A2026-09-03
IMXI
INTERNATIONAL MONEY EXPRESS INC
$440.79M$555.45M$63.46M$18.61M$0.63-13.50%6.46%-61.59%-10.05%

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. Tenable Holdings (NASDAQ:TENB)


Tenable Holdings (NASDAQ:TENB) is the #1 top software infrastructure stock out of 166 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 40, which is 9 points higher than the software infrastructure industry average of 31.

TENB passed 13 out of 33 due diligence checks and has average fundamentals. Tenable Holdings has seen its stock return 31.72% over the past year, overperforming other software infrastructure stocks by 119 percentage points.

Tenable Holdings has an average 1 year price target of $35.06, a downside of -8.53% from Tenable Holdings's current stock price of $38.33.

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, 55.56% 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 166 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: B, Sentiment: C, Safety: C, Financials: C, and AI: C.

Netscout Systems (NASDAQ:NTCT) has a Due Diligence Score of 61, which is 30 points higher than the software infrastructure industry average of 31.

NTCT passed 19 out of 33 due diligence checks and has strong fundamentals. Netscout Systems has seen its stock return 77.18% over the past year, overperforming other software infrastructure stocks by 164 percentage points.

Netscout Systems has an average 1 year price target of $38.00, a downside of -4.21% from Netscout Systems's current stock price of $39.67.

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. Appian (NASDAQ:APPN)


Appian (NASDAQ:APPN) is the #3 top software infrastructure stock out of 166 with a Zen Rating of B. Stocks with a rating of B have had an average return of +17.17% per year. Learn more.

The Component Grade breakdown for Appian (NASDAQ:APPN) is: Value: C, Growth: B, Momentum: C, Sentiment: A, Safety: C, Financials: B, and AI: C.

Appian (NASDAQ:APPN) has a Due Diligence Score of 25, which is -6 points lower than the software infrastructure industry average of 31. Although this number is below the industry average, our proven quant model rates APPN as a "B".

APPN passed 8 out of 33 due diligence checks and has weak fundamentals. Appian has seen its stock return 19.11% over the past year, overperforming other software infrastructure stocks by 106 percentage points.

Appian has an average 1 year price target of $32.20, a downside of -9.07% from Appian's current stock price of $35.41.

Appian stock has a consensus Hold recommendation according to Wall Street analysts. Of the 5 analysts covering Appian, 20% have issued a Strong Buy rating, 0% have issued a Buy, 60% have issued a hold, while 0% have issued a Sell rating, and 20% 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 5.37%, which is 3 percentage points higher than the software infrastructure industry average of 2%.

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 3.77%, which is 2 percentage points higher than the software infrastructure industry average of 2%. 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.

3. Tuya (NYSE:TUYA)


Tuya (NYSE:TUYA) has an annual dividend yield of 3.32%, which is 1 percentage points higher than the software infrastructure industry average of 2%.

Why are software infrastructure stocks down?

Software infrastructure stocks were down -1.92% in the last day, and up 3.83% over the last week. Veritone was the among the top losers in the software - infrastructure industry, dropping -22.82% yesterday.

Veritone shares are trading lower after the company reported mixed Q2 financial results and cut its FY26 sales guidance below estimates. Also, Needham lowered its price target on the stock from $10 to $5.

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 32 points higher than the software infrastructure industry average of 25. It passed 4 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 52.32% in the past year. It has overperformed other stocks in the software infrastructure industry by 139 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 18 points higher than the software infrastructure industry average of 25. It passed 3 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -37.92% in the past year. It has overperformed other stocks in the software infrastructure industry by 49 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 18 points higher than the software infrastructure industry average of 25. It passed 3 out of 7 valuation due diligence checks.

Teradata's stock has gained 30.75% in the past year. It has overperformed other stocks in the software infrastructure industry by 118 percentage points.

Are software infrastructure stocks a good buy now?

45.61% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 10.44% over the next year.

1.54% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 19.23% of software infrastructure stocks are rated B (Buy), 62.31% are rated C (Hold), 11.54% are rated D (Sell), and 5.38% 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 -279.81x.
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.