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 57th 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
$2.79B$883.16M$196.03M$121.05M$1.685.79%1.06%63.11%37.65%
TENB
TENABLE HOLDINGS INC
$4.01B$1.04B$87.85M$6.74M$0.059.93%16.62%N/AN/A
PAYS
PAYSIGN INC
$704.65M$100.64M$30.28M$15.77M$0.2946.84%38.11%123.08%N/A
APPN
APPIAN CORP
$2.48B$795.31M$22.32M-$10.62M-$0.1420.90%19.18%N/AN/A
GCT
GIGACLOUD TECHNOLOGY INC
$1.90B$1.47B$206.52M$156.13M$4.2222.86%N/A26.73%N/A
LSAK
LESAKA TECHNOLOGIES INC
$419.25M$701.70M$9.01M-$28.87M-$0.3310.11%42.17%N/AN/A2026-09-09
BLZE
BACKBLAZE INC
$1.16B$156.30M$16.36M-$20.43M-$0.3513.85%21.16%N/AN/A
ALLT
ALLOT LTD
$381.44M$105.27M$7.92M$5.98M$0.1312.64%-5.25%N/AN/A2026-08-12
PGY
PAGAYA TECHNOLOGIES LTD
$1.78B$1.39B$129.23M$128.35M$1.5120.55%N/AN/AN/A
XYZ
BLOCK INC
$47.46B$25.04B$1.32B$357.14M$0.585.07%9.47%-87.94%-14.64%
TLS
TELOS CORP
$357.64M$181.93M-$13.50M-$25.92M-$0.3566.50%-1.55%N/AN/A2026-08-10
PICS
PICS NV
$1.29BN/AN/AN/AN/AN/AN/AN/AN/A2026-09-01
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$643.94M$354.67M$180.32M$94.65M$5.051.45%16.01%21.10%N/A
BOX
BOX INC
$4.60B$1.21B$158.77M$95.45M$0.679.55%8.86%-50.00%N/A2026-08-25
FTNT
FORTINET INC
$117.13B$7.53B$2.80B$2.12B$2.8618.77%20.93%13.49%34.91%
BAND
BANDWIDTH INC
$1.61B$828.24M$59.90M$2.26M$0.069.25%13.91%N/AN/A
EVCM
EVERCOMMERCE INC
$1.93B$598.10M$129.20M$34.05M$0.194.18%8.00%N/AN/A
FFIV
F5 INC
$22.66B$3.31B$980.96M$726.51M$12.719.41%5.47%10.71%21.00%
FATN
FATPIPE INC
$90.00M$20.30M$4.21M$5.46M$0.4023.24%N/A150.00%N/A
RDWR
RADWARE LTD
$1.24B$317.65M$20.46M$16.95M$0.3910.05%3.46%21.88%4.04%
RELY
REMITLY GLOBAL INC
$5.17B$1.81B$236.51M$305.01M$1.4523.79%38.59%1,971.43%N/A
FIVN
FIVE9 INC
$2.54B$1.20B$170.61M$59.47M$0.768.87%18.20%484.62%N/A
NTNX
NUTANIX INC
$16.94B$2.75B$394.54M$275.86M$1.0213.04%15.61%2,450.00%N/A2026-08-26
EVTC
EVERTEC INC
$1.78B$996.16M$344.75M$97.58M$1.5412.36%12.23%-28.70%-6.01%
PAY
PAYMENTUS HOLDINGS INC
$4.86B$1.36B$155.70M$84.86M$0.6730.21%31.49%45.65%68.04%
QLYS
QUALYS INC
$6.35B$702.98M$274.20M$206.54M$5.8110.35%12.84%14.82%27.27%
CPAY
CORPAY INC
$25.68B$4.78B$2.55B$1.18B$16.9118.26%15.41%16.22%13.77%
GEN
GEN DIGITAL INC
$17.46B$5.08B$2.58B$1.05B$1.7320.16%14.13%78.35%10.50%
BB
BLACKBERRY LTD
$5.26B$580.30M$86.70M$59.80M$0.098.83%-7.59%N/AN/A2026-09-24
TUYA
TUYA INC
$1.11BN/AN/AN/AN/AN/AN/AN/AN/A2026-08-25
GTLB
GITLAB INC
$6.58B$1.00B-$2.98M-$25.05M-$0.1624.90%N/AN/AN/A2026-09-02
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$444.35M$1.00B$207.81M$56.16M$0.698.91%17.15%165.38%29.43%
DOX
AMDOCS LTD
$6.17B$4.65B$832.20M$453.88M$4.230.14%1.81%-14.72%-4.70%
AFRM
AFFIRM HOLDINGS INC
$25.20B$3.97B$675.20M$382.42M$1.1532.07%39.12%N/AN/A2026-08-27
AVPT
AVEPOINT INC
$2.71B$466.15M$72.85M$71.48M$0.3424.95%22.34%N/AN/A
WEX
WEX INC
$6.31B$2.79B$1.04B$350.80M$10.167.46%11.07%26.68%N/A
IOT
SAMSARA INC
$23.82B$1.73B$97.20M$57.51M$0.0929.60%N/AN/AN/A2026-09-03
OKTA
OKTA INC
$25.78B$3.00B$366.00M$247.00M$1.3911.75%27.10%82.89%N/A2026-08-26
TOST
TOAST INC
$19.93B$6.80B$549.00M$486.00M$0.8323.04%41.79%112.82%N/A
TDC
TERADATA CORP
$2.55B$1.69B$711.00M$458.00M$4.910.96%-2.58%330.70%39.48%
PSFE
PAYSAFE LTD
$375.17M$1.74B$346.01M-$199.49M-$3.533.26%3.83%N/AN/A2026-08-13
MDB
MONGODB INC
$32.08B$2.60B$26.82M-$29.09M-$0.3523.64%32.31%N/AN/A2026-09-01
ACIW
ACI WORLDWIDE INC
$5.42B$1.82B$467.02M$225.69M$2.197.03%7.13%-8.75%23.90%
ADBE
ADOBE INC
$105.42B$25.20B$10.13B$7.23B$17.4911.49%11.86%11.54%8.47%2026-09-10
VRNS
VARONIS SYSTEMS INC
$5.00B$688.10M-$121.94M-$141.38M-$1.2215.61%15.47%N/AN/A
MQ
MARQETA INC
$1.66B$677.21M$47.67M$10.38M$0.1122.41%10.95%N/AN/A
SPSC
SPS COMMERCE INC
$2.64B$772.49M$165.70M$78.00M$2.079.80%17.32%-5.91%10.26%
CGNT
COGNYTE SOFTWARE LTD
$678.09M$409.99M$16.88M-$2.70M-$0.0412.80%-2.14%N/AN/A2026-09-08
IIIV
I3 VERTICALS INC
$459.85M$218.16M$47.84M$8.52M$0.924.09%2.25%-85.19%N/A
RPD
RAPID7 INC
$773.23M$859.23M$82.47M$22.41M$0.351.19%14.61%-14.63%N/A2026-08-10
WIX
WIXCOM LTD
$2.59B$2.13B-$175.15M-$174.65M-$3.5314.18%13.18%N/AN/A
NET
CLOUDFLARE INC
$106.92B$2.51B$116.93M-$206.28M-$0.5833.53%36.48%N/AN/A
USIO
USIO INC
$64.02M$88.85M$206.53k-$2.15M-$0.085.81%18.55%N/AN/A2026-08-12
DBX
DROPBOX INC
$7.86B$2.53B$887.80M$442.80M$1.82-0.05%4.48%9.64%N/A
PLTR
PALANTIR TECHNOLOGIES INC
$413.35B$6.16B$3.09B$3.02B$1.2678.92%35.89%281.82%N/A
PAGS
PAGSEGURO DIGITAL LTD
$2.79B$4.15B$1.98B$431.21M$1.4917.04%24.28%18.20%16.28%2026-08-13
DOCN
DIGITALOCEAN HOLDINGS INC
$14.60B$1.01B$378.08M$235.24M$2.5221.41%22.53%81.29%N/A
PATH
UIPATH INC
$7.80B$1.67B$200.47M$327.41M$0.6015.24%19.69%N/AN/A2026-09-03
YEXT
YEXT INC
$574.42M$445.01M$88.17M$39.73M$0.332.43%4.26%N/AN/A2026-09-14
GDDY
GODADDY INC
$11.53B$5.10B$1.40B$910.30M$6.797.41%7.53%17.88%42.89%
DLO
DLOCAL LTD
$4.24B$1.21B$290.13M$192.15M$0.6655.81%57.18%26.92%33.10%2026-08-13
RBRK
RUBRIK INC
$18.54B$1.42B-$213.25M-$288.58M-$1.4645.73%N/AN/AN/A2026-08-27
KVYO
KLAVIYO INC
$4.73B$1.39B$60.84M$6.79M$0.0328.89%N/AN/AN/A
CINT
CI&T INC
$461.42M$515.38M$102.94M$40.74M$0.3116.04%N/A24.00%N/A2026-08-11
DSC
DSC HOLDINGS LTD
N/A$100.16M-$9.53M-$273.77M-$40.21-25.96%N/AN/AN/A
OSPN
ONESPAN INC
$618.38M$246.38M$56.20M$68.40M$1.802.39%3.50%15.38%N/A
ATEN
A10 NETWORKS INC
$1.95B$310.17M$70.36M$42.97M$0.5912.20%5.86%-15.71%14.48%
KSPI
JOINT STOCK CO KASPIKZ
$17.16B$9.11BN/A$2.27B$11.8974.69%N/A5.38%N/A2026-08-10
ZS
ZSCALER INC
$27.28B$3.17B$223.86M-$77.39M-$0.4824.61%39.44%N/AN/A2026-09-03
CRWD
CROWDSTRIKE HOLDINGS INC
$218.34B$5.09B$332.33M-$24.52M-$0.0323.17%38.51%N/AN/A2026-08-26
MSFT
MICROSOFT CORP
$3.71T$331.84B$207.52B$133.75B$18.0017.79%14.57%31.39%17.26%
SAIL
SAILPOINT INC
$10.58B$1.12B$12.60M-$157.42M-$0.2723.96%29.88%N/AN/A2026-09-08
FLYW
FLYWIRE CORP
$2.16B$713.54M$72.32M$34.04M$0.2732.21%35.32%440.00%N/A
FOUR
SHIFT4 PAYMENTS INC
$3.26B$4.78B$920.30M$43.80M$0.6332.43%36.31%-79.34%N/A
GRRR
GORILLA TECHNOLOGY GROUP INC
$342.32M$111.33M-$45.62M-$43.68M-$1.7032.23%N/AN/AN/A2026-08-13
ALAR
ALARUM TECHNOLOGIES LTD
$14.16M$45.33MN/A$1.15M$0.1048.24%54.53%-87.50%N/A2026-08-27
S
SENTINELONE INC
$7.34B$1.05B-$210.33M-$318.71M-$0.9621.38%56.29%N/AN/A2026-08-27
MBGL
MOBILITY GLOBAL INC
$5.81BN/AN/AN/AN/AN/AN/AN/AN/A
KLAR
KLARNA GROUP PLC
$7.52BN/AN/AN/AN/AN/AN/AN/AN/A2026-08-18
PANW
PALO ALTO NETWORKS INC
$296.55B$10.61B$2.07B$842.80M$1.2619.51%21.61%-32.98%N/A2026-09-01
ORCL
ORACLE CORP
$423.49B$67.36B$33.45B$16.98B$5.9417.35%10.72%33.18%4.93%2026-09-08
SNPS
SYNOPSYS INC
$79.65B$8.68B$3.05B$773.27M$4.4339.51%16.85%-68.49%-3.56%2026-08-26
AKAM
AKAMAI TECHNOLOGIES INC
$15.89B$4.32B$1.26B$410.97M$2.855.87%5.33%-0.70%-4.46%
CETX
CEMTREX INC
$3.13M$69.69M-$9.90M-$27.39M-$703.90-5.59%13.33%N/AN/A2026-08-13
PAYP
PAYPAY CORP
$10.39BN/AN/AN/AN/AN/AN/AN/AN/A
QMLS
QUMULUSAI INC
N/AN/AN/AN/AN/AN/AN/AN/AN/A
LHSW
LIANHE SOWELL INTERNATIONAL GROUP LTD
$9.62M$46.16MN/A$1.14M$0.4825.72%N/A-40.00%N/A
EEFT
EURONET WORLDWIDE INC
$2.70B$4.37B$682.60M$288.40M$7.295.76%9.82%-4.71%28.14%
BLSH
BULLISH
$3.56B$216.58B-$941.69M-$1.00B-$6.93-13.40%N/AN/AN/A2026-08-13
NTSK
NETSKOPE INC
$6.01BN/AN/AN/AN/AN/AN/AN/AN/A2026-09-02
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$13.38B$2.76B$1.02B$1.05B$9.904.64%5.59%25.48%9.99%
VRSN
VERISIGN INC
$26.51B$1.71B$1.21B$850.00M$9.236.86%5.75%9.88%10.87%
EXYN
EXYN TECHNOLOGIES INC
$15.43MN/AN/AN/AN/AN/AN/AN/AN/A
STNE
STONECO LTD
$2.69B$2.90B$1.64B$708.02M$2.8425.31%34.21%N/A38.68%2026-08-13
MCRP
MICROPOLIS AI ROBOTICS
$45.01M$5.09k$598.84k$602.92k$0.03-42.99%N/AN/AN/A
NN
NEXTNAV INC
$2.23B$4.03M-$119.65M-$141.30M-$1.06-34.62%N/AN/AN/A2026-08-11
RXT
RACKSPACE TECHNOLOGY INC
$1.22B$2.70B$319.50M-$146.00M-$0.61-0.49%-0.60%N/AN/A2026-08-11
GYGY
GAME YOUR GAME INC
N/AN/AN/AN/AN/AN/AN/AN/AN/A
MLGO
MICROALGO INC
$51.86M$61.17M$18.32M$16.51M$2.16-19.18%52.00%46.56%-45.34%
REKR
REKOR SYSTEMS INC
$91.78M$49.52M-$20.71M-$29.95M-$0.238.95%33.10%N/AN/A2026-08-13

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. Netscout Systems (NASDAQ:NTCT)


Netscout Systems (NASDAQ:NTCT) 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 Netscout Systems (NASDAQ:NTCT) is: Value: B, Growth: C, Momentum: B, Sentiment: B, Safety: C, Financials: C, and AI: B.

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 80.64% 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 -1.14% from Netscout Systems's current stock price of $38.44.

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. 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 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 23.66% over the past year, overperforming other software infrastructure stocks by 107 percentage points.

Tenable Holdings has an average 1 year price target of $35.06, a downside of -3.63% from Tenable Holdings's current stock price of $36.38.

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. Paysign (NASDAQ:PAYS)


Paysign (NASDAQ:PAYS) 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 Paysign (NASDAQ:PAYS) is: Value: C, Growth: B, Momentum: B, Sentiment: A, Safety: D, Financials: B, and AI: B.

Paysign (NASDAQ:PAYS) has a Due Diligence Score of 55, which is 24 points higher than the software infrastructure industry average of 31.

PAYS passed 18 out of 33 due diligence checks and has strong fundamentals. Paysign has seen its stock return 111.7% over the past year, overperforming other software infrastructure stocks by 195 percentage points.

Paysign has an average 1 year price target of $11.50, a downside of -7.85% from Paysign's current stock price of $12.48.

Paysign stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Paysign, 100% have issued a Strong Buy rating, 0% have issued a Buy, 0% have issued a hold, while 0% 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 5.87%, which is 4 percentage points higher than the software infrastructure industry average of 2.03%.

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 3.75%, which is 2 percentage points higher than the software infrastructure industry average of 2.03%. 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 3.36%, which is 1 percentage points higher than the software infrastructure industry average of 2.03%.

Why are software infrastructure stocks up?

Software infrastructure stocks were up 1.56% in the last day, and up 6.86% over the last week. Five9 was the among the top gainers in the software - infrastructure industry, gaining 19.81% yesterday.

Five9 shares are trading higher after the company reported better-than-expected Q2 financial results and raised its FY26 sales guidance.

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 71, which is 47 points higher than the software infrastructure industry average of 24. It passed 5 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 67.57% in the past year. It has overperformed other stocks in the software infrastructure industry by 151 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 -41.62% in the past year. It has overperformed other stocks in the software infrastructure industry by 42 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 31.68% in the past year. It has overperformed other stocks in the software infrastructure industry by 115 percentage points.

Are software infrastructure stocks a good buy now?

46.96% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 14.2% over the next year.

2.33% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 20.16% of software infrastructure stocks are rated B (Buy), 60.47% are rated C (Hold), 9.3% are rated D (Sell), and 7.75% 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 -271.55x.
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.