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 51st 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
GCT
GIGACLOUD TECHNOLOGY INC
$2.11B$1.56B$217.47M$169.57M$4.6427.35%N/A38.92%N/A
YEXT
YEXT INC
$750.26M$443.02M$74.47M$26.12M$0.24-1.48%3.59%242.86%N/A2026-12-14
CGNT
COGNYTE SOFTWARE LTD
$636.55M$421.71M$20.13M-$59.00k$0.0011.99%-2.05%N/A-100.00%2026-12-08
TENB
TENABLE HOLDINGS INC
$4.56B$1.07B$96.25M$15.78M$0.139.53%15.91%N/AN/A
ATEN
A10 NETWORKS INC
$1.95B$327.04M$77.15M$47.94M$0.6614.99%6.21%-5.71%-11.12%
EVTC
EVERTEC INC
$1.98B$1.05B$365.20M$94.59M$1.5316.29%13.06%-32.89%-6.23%
RDWR
RADWARE LTD
$1.40B$326.70M$17.78M$13.93M$0.3210.96%3.21%-15.79%-1.78%
NTNX
NUTANIX INC
$16.10B$2.85B$432.69M$1.51B$5.6112.44%15.40%701.43%N/A2026-11-24
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$763.40M$357.90M$180.05M$94.54M$5.102.37%32.47%20.28%N/A
APPN
APPIAN CORP
$3.65B$842.94M$24.71M-$6.10M-$0.0822.03%19.50%N/AN/A
XYZ
BLOCK INC
$53.54B$25.65B$1.33B$461.15M$0.766.98%8.90%-85.13%-8.73%
SPSC
SPS COMMERCE INC
$2.87B$780.24M$175.54M$83.12M$2.256.92%16.36%0.45%12.12%
FIVN
FIVE9 INC
$2.17B$1.24B$172.74M$55.99M$0.7210.10%17.10%71.43%N/A
PAY
PAYMENTUS HOLDINGS INC
$4.31B$1.42B$169.47M$94.59M$0.7526.50%30.91%56.25%79.72%
RPD
RAPID7 INC
$1.03B$850.37M$74.24M$13.84M$0.21-0.97%11.34%-40.00%N/A
KVYO
KLAVIYO INC
$5.86B$1.47B$73.31M$7.92M$0.0327.04%N/AN/AN/A
EVCM
EVERCOMMERCE INC
$1.43B$602.08M$119.42M$28.94M$0.163.55%6.16%N/AN/A
PGY
PAGAYA TECHNOLOGIES LTD
$1.53B$1.43B$169.30M$156.80M$1.8214.80%34.93%N/AN/A
ALLT
ALLOT LTD
$439.41M$108.95M$10.32M$10.24M$0.2214.28%-4.93%N/AN/A2026-11-12
MDB
MONGODB INC
$26.37B$2.78B$115.36M$58.90M$0.7425.45%31.71%N/AN/A2026-12-01
TLS
TELOS CORP
$535.86M$193.71M-$2.52M-$15.74M-$0.2165.93%-0.81%N/AN/A
WEX
WEX INC
$6.00B$2.88B$1.10B$404.60M$11.779.75%10.45%50.90%N/A
FATN
FATPIPE INC
$62.87M$21.18M$5.01M$6.70M$0.4942.73%N/A1,533.33%N/A
FFIV
F5 INC
$17.99B$3.31B$980.96M$726.51M$12.719.41%5.47%10.71%21.00%
IOT
SAMSARA INC
$24.73B$1.85B$132.93M$90.55M$0.1529.50%N/AN/AN/A2026-12-03
BAND
BANDWIDTH INC
$1.36B$870.37M$70.10M$8.75M$0.2615.11%12.74%N/AN/A
BB
BLACKBERRY LTD
$5.41B$614.00M$108.00M$80.40M$0.1314.42%-4.60%N/AN/A2026-12-17
FTNT
FORTINET INC
$89.98B$7.88B$2.96B$2.28B$3.1020.23%20.31%27.05%35.13%
WIX
WIXCOM LTD
$3.00B$2.13B-$175.15M-$174.65M-$3.5314.18%13.18%N/AN/A2026-11-10
PAYS
PAYSIGN INC
$706.34M$100.64M$30.28M$15.77M$0.2946.84%38.11%123.08%N/A
BLZE
BACKBLAZE INC
$504.97M$165.80M$20.91M-$19.01M-$0.3216.87%21.21%N/AN/A
GEN
GEN DIGITAL INC
$17.68B$5.23B$2.71B$1.21B$1.9916.88%14.22%113.98%5.68%
TUYA
TUYA INC
$997.16M$340.79MN/A$68.70M$0.117.00%5.27%120.00%N/A2026-11-23
DBX
DROPBOX INC
$7.28B$2.53B$885.80M$435.10M$1.880.24%3.87%5.03%N/A
OSPN
ONESPAN INC
$833.45M$253.21M$58.13M$69.69M$1.844.88%3.99%21.05%N/A
PICS
PICS NV
$945.99M$2.60BN/A$259.58M$0.6581.81%N/A-100.00%N/A2026-11-23
BOX
BOX INC
$5.71B$1.23B$168.81M$100.49M$0.719.63%8.74%-45.38%N/A2026-12-01
RELY
REMITLY GLOBAL INC
$5.13B$1.90B$292.54M$363.73M$1.7322.99%36.34%1,630.00%N/A
QLYS
QUALYS INC
$7.00B$702.98M$274.20M$206.54M$5.8110.35%12.84%14.82%27.27%
OKTA
OKTA INC
$31.04B$3.07B$412.00M$296.00M$1.6811.22%24.72%75.00%N/A2026-12-01
TOST
TOAST INC
$20.20B$7.15B$620.00M$550.00M$0.9422.09%37.86%100.00%N/A
AVPT
AVEPOINT INC
$3.53B$487.53M$76.56M$76.40M$0.3723.74%21.49%N/AN/A
AISP
AIRSHIP AI HOLDINGS INC
$59.58M$23.20M$29.77M$29.45M$0.8992.81%N/AN/A145.40%
PLTR
PALANTIR TECHNOLOGIES INC
$407.69B$7.29B$3.75B$3.67B$1.5387.06%38.48%225.53%98.22%
LSAK
LESAKA TECHNOLOGIES INC
$299.42M$734.68M$66.46M$3.23M$0.048.43%41.36%N/AN/A
RBRK
RUBRIK INC
$23.06B$1.54B-$175.48M-$254.43M-$1.2742.45%N/AN/AN/A2026-12-03
USIO
USIO INC
$87.48M$92.57M$787.12k-$1.51M-$0.0610.40%14.90%N/AN/A2026-11-10
GDDY
GODADDY INC
$13.55B$5.18B$1.45B$961.60M$7.356.38%7.14%23.95%40.76%
IIIV
I3 VERTICALS INC
$508.28M$218.16M$47.84M$8.52M$0.924.09%2.25%-85.19%N/A2026-11-17
ADBE
ADOBE INC
$92.36B$25.97B$10.31B$7.28B$17.9412.03%11.46%11.57%8.02%2026-12-09
CPAY
CORPAY INC
$29.30B$5.23B$2.65B$1.24B$18.4121.22%14.57%23.06%13.12%
CRWD
CROWDSTRIKE HOLDINGS INC
$234.05B$5.40B$435.42M$58.46M$0.0624.30%36.52%N/AN/A2026-12-01
NTCT
NETSCOUT SYSTEMS INC
$2.31B$886.33M$203.49M$129.60M$1.802.73%0.98%42.86%29.20%
ZS
ZSCALER INC
$32.45B$3.35B$269.60M-$63.18M-$0.3925.42%37.87%N/AN/A2026-12-02
NET
CLOUDFLARE INC
$105.28B$2.73B$111.37M-$239.05M-$0.6835.73%35.94%N/AN/A
TDC
TERADATA CORP
$2.95B$1.67B$703.00M$456.00M$4.901.39%-2.84%298.37%34.82%
GTLB
GITLAB INC
$7.85B$1.06B-$35.47M-$52.69M-$0.3222.99%39.98%N/AN/A2026-12-01
FLYW
FLYWIRE CORP
$2.71B$763.70M$93.33M$78.95M$0.6430.99%33.08%N/AN/A
DOX
AMDOCS LTD
$4.31B$4.70B$889.48M$497.42M$4.693.61%1.83%-7.68%-2.64%
CINT
CI&T INC
$429.31M$541.02M$101.64M$36.75M$0.2919.48%22.66%16.00%3.18%2026-11-11
PSFE
PAYSAFE LTD
$370.81M$1.76B$316.12M-$208.30M-$3.815.13%3.45%N/AN/A2026-11-12
MQ
MARQETA INC
$1.91B$690.09M$65.07M$129.45M$1.2617.25%8.93%N/AN/A
DSC
DSC HOLDINGS LTD
$129.69MN/AN/AN/AN/AN/AN/AN/AN/A2026-11-25
DLO
DLOCAL LTD
$4.15B$1.36B$294.24M$203.97M$0.7057.03%52.44%37.25%29.80%2026-11-12
SNPS
SYNOPSYS INC
$89.49B$9.42B$3.88B$1.08B$5.7746.33%18.22%-55.31%3.15%2026-12-08
DOCN
DIGITALOCEAN HOLDINGS INC
$9.24B$1.10B$302.79M$34.26M$0.4127.63%22.70%-85.20%N/A
MSFT
MICROSOFT CORP
$4.05T$346.45B$222.94B$142.63B$19.2017.91%14.47%36.07%16.31%
S
SENTINELONE INC
$8.19B$1.10B-$221.81M-$340.09M-$1.0121.09%51.52%N/AN/A2026-12-03
PATH
UIPATH INC
$6.76B$1.72B$253.80M$361.92M$0.6714.98%18.49%2,133.33%N/A2026-12-03
NTSK
NETSKOPE INC
$9.19B$802.64M-$683.54M-$737.16M-$1.5230.40%N/AN/AN/A2026-12-02
KPLT
KATAPULT HOLDINGS INC
$58.38M$301.71M$259.68M$5.60M$1.3812.96%-0.06%N/A-36.39%2026-11-12
KSPI
JOINT STOCK CO KASPIKZ
$17.00B$9.88BN/A$2.37B$12.4857.63%N/A10.03%N/A
PANW
PALO ALTO NETWORKS INC
$270.67B$11.48B$1.47B$307.00M$0.4124.50%21.95%-76.02%N/A2026-11-18
FISV
FISERV INC
$33.80B$20.80B$1.33B-$3.93B-$7.41-1.71%5.65%N/AN/A
ORCL
ORACLE CORP
$362.21B$71.78B$37.72B$18.74B$6.4821.62%11.94%45.95%6.01%2026-12-09
FOUR
SHIFT4 PAYMENTS INC
$3.37B$4.92B$950.20M$52.80M$0.8226.95%33.09%-66.67%N/A
EEFT
EURONET WORLDWIDE INC
$2.61B$4.39B$668.70M$280.00M$7.324.95%8.72%0.83%21.72%
SAIL
SAILPOINT INC
$11.62B$1.17B-$2.94M-$197.22M-$0.3420.13%28.49%N/AN/A2026-12-08
AGPU
AXE COMPUTE INC
$86.93M$3.26M-$252.78M-$253.50M$14.272,495.73%18.35%N/AN/A2026-11-13
ACIW
ACI WORLDWIDE INC
$6.16B$1.76B$386.46M$166.97M$1.631.93%6.45%-34.80%17.43%
PAGS
PAGSEGURO DIGITAL LTD
$2.42B$3.99B$1.91B$417.12M$1.4710.51%19.20%13.46%15.49%2026-11-16
MBGL
MOBILITY GLOBAL INC
$5.86BN/AN/AN/AN/AN/AN/AN/AN/A2026-11-12
AMBR
AMBER INTERNATIONAL HOLDING LTD
$165.92M$56.58M-$2.05M-$1.25MN/A44.89%-27.99%N/AN/A2026-11-25
BKKT
BAKKT INC
$209.57M$2.34B-$29.45M-$31.00M-$5.97-32.14%114.23%N/AN/A
VRSN
VERISIGN INC
$27.43B$1.73B$1.22B$849.80M$9.316.46%5.78%8.13%11.43%
TCX
TUCOWS INC
$151.71M$395.86M$35.77M-$70.88M-$6.372.89%6.23%N/AN/A
AKAM
AKAMAI TECHNOLOGIES INC
$11.58B$4.39B$1.24B$387.90M$2.686.22%5.23%-22.77%-6.30%
BLSH
BULLISH
$3.46B$190.57B-$1.32B-$1.38B-$9.66-26.46%N/AN/AN/A2026-11-18
MOVE
CORVEX INC
$139.62M$4.44M-$19.14M-$27.84M-$18.86843.62%N/AN/AN/A2026-11-12
DAVA
ENDAVA PLC
$88.28M$983.24MN/A-$551.81M-$10.55-4.22%11.93%N/AN/A2026-11-10
CORZ
CORE SCIENTIFIC INC
$4.10B$592.07M-$91.68M-$108.41M-$0.3677.17%N/AN/AN/A
IMXI
INTERNATIONAL MONEY EXPRESS INC
$228.70M$555.45M$63.46M$18.61M$0.63-13.50%6.46%-61.59%-10.05%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$14.60B$2.76B$1.01B$875.10M$8.392.70%5.28%-10.46%6.51%
KLAR
KLARNA GROUP PLC
$5.09BN/AN/AN/AN/AN/AN/AN/AN/A2026-11-17
PAYP
PAYPAY CORP
$10.43BN/AN/AN/AN/AN/AN/AN/AN/A
LIDR
AEYE INC
$42.03M$906.00k-$35.95M-$36.95M-$0.77397.80%-9.37%N/AN/A
STNE
STONECO LTD
$1.96B$2.78B$1.51B$645.74M$2.6416.55%32.66%N/A26.38%2026-11-12
RXT
RACKSPACE TECHNOLOGY INC
$693.25M$2.70B$311.10M-$159.00M-$0.650.34%-1.18%N/AN/A
BNAI
BRAND ENGAGEMENT NETWORK INC
$33.62M$524.51k-$7.72M-$12.34M-$2.27706.94%N/AN/AN/A2026-11-24
CLBT
CELLEBRITE DI LTD
$3.14B$514.29M$78.43M$58.76M$0.2317.76%18.20%N/AN/A2026-11-12

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. Gigacloud Technology (NASDAQ:GCT)


Gigacloud Technology (NASDAQ:GCT) 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 Gigacloud Technology (NASDAQ:GCT) is: Value: B, Growth: C, Momentum: C, Sentiment: B, Safety: C, Financials: B, and AI: B.

Gigacloud Technology (NASDAQ:GCT) has a Due Diligence Score of 59, which is 26 points higher than the software infrastructure industry average of 33.

GCT passed 19 out of 33 due diligence checks and has strong fundamentals. Gigacloud Technology has seen its stock return 75.69% over the past year, overperforming other software infrastructure stocks by 174 percentage points.

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 -11.03% over the past year, overperforming other software infrastructure stocks by 88 percentage points.

Yext has an average 1 year price target of $7.00, a downside of -7.65% from Yext's current stock price of $7.58.

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. Cognyte Software (NASDAQ:CGNT)


Cognyte Software (NASDAQ:CGNT) 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 Cognyte Software (NASDAQ:CGNT) is: Value: C, Growth: A, Momentum: C, Sentiment: B, Safety: A, Financials: C, and AI: C.

Cognyte Software (NASDAQ:CGNT) has a Due Diligence Score of 29, which is -4 points lower than the software infrastructure industry average of 33. Although this number is below the industry average, our proven quant model rates CGNT as a "A".

CGNT passed 9 out of 33 due diligence checks and has average fundamentals. Cognyte Software has seen its stock return 1.77% over the past year, overperforming other software infrastructure stocks by 100 percentage points.

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 8.33%, which is 6 percentage points higher than the software infrastructure industry average of 2.48%.

Joint Stock Co Kaspikz's dividend payout ratio of 28.3% 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 6.83%, which is 4 percentage points higher than the software infrastructure industry average of 2.48%.

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 5.35%, which is 3 percentage points higher than the software infrastructure industry average of 2.48%. 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 47.7% indicates that its high dividend yield is sustainable for the long-term.

Why are software infrastructure stocks up?

Software infrastructure stocks were up 2.57% in the last day, and down -0.52% over the last week. Telos was the among the top gainers in the software - infrastructure industry, gaining 48.76% yesterday.

Telos shares are trading higher after the company reported better-than-expected Q3 financial results and issued FY26 sales guidance above estimates. Also, the company issued Q4 sales guidance above 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 43, which is 14 points higher than the software infrastructure industry average of 29. It passed 3 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 74.34% in the past year. It has overperformed other stocks in the software infrastructure industry by 173 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 42 points higher than the software infrastructure industry average of 29. It passed 5 out of 7 valuation due diligence checks.

3. Adobe (NASDAQ:ADBE)


Adobe (NASDAQ:ADBE) 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.

Adobe has a valuation score of 86, which is 57 points higher than the software infrastructure industry average of 29. It passed 6 out of 7 valuation due diligence checks.

Adobe's stock has dropped -27.83% in the past year. It has overperformed other stocks in the software infrastructure industry by 71 percentage points.

Are software infrastructure stocks a good buy now?

42.86% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 24.18% over the next year.

4.76% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 23.81% of software infrastructure stocks are rated B (Buy), 51.59% are rated C (Hold), 15.08% 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 193.79x.
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.