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 +32.52% 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 146 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
FIVN
FIVE9 INC
$1.71B$1.17B$163.47M$57.25M$0.749.31%19.72%N/AN/A
LSAK
LESAKA TECHNOLOGIES INC
$432.97M$701.70M$9.01M-$28.87M-$0.3310.11%42.17%N/AN/A
PAYS
PAYSIGN INC
$343.82M$91.47M$24.09M$10.40M$0.2043.38%35.77%81.82%N/A
TDC
TERADATA CORP
$3.11B$1.69B$677.00M$421.00M$4.51-0.82%-2.25%215.38%103.26%
TENB
TENABLE HOLDINGS INC
$2.81B$1.02B$71.62M-$11.77M-$0.1010.74%17.28%N/AN/A
BAND
BANDWIDTH INC
$1.86B$788.36M$50.67M-$5.05M-$0.174.88%15.23%N/AN/A
CGNT
COGNYTE SOFTWARE LTD
$727.13M$400.04M$18.26M-$638.00k-$0.0114.09%-2.04%N/AN/A
RELY
REMITLY GLOBAL INC
$4.54B$1.73B$173.00M$105.63M$0.5027.27%N/AN/AN/A
GCT
GIGACLOUD TECHNOLOGY INC
$1.37B$1.38B$188.61M$148.35M$3.9716.55%N/A29.32%N/A2026-05-27
TLS
TELOS CORP
$350.15M$181.93M-$13.50M-$25.92M-$0.3566.50%-1.55%N/AN/A
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$478.48M$977.94M$204.68M$57.17M$0.718.83%18.38%N/A11.07%
PAY
PAYMENTUS HOLDINGS INC
$3.07B$1.28B$139.16M$74.01M$0.5933.01%31.59%40.48%49.13%
BOX
BOX INC
$3.56B$1.18B$142.34M$87.05M$0.607.99%8.84%-57.14%N/A2026-05-26
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$520.29M$351.03M$172.72M$88.06M$4.630.47%N/A6.68%N/A
PGY
PAGAYA TECHNOLOGIES LTD
$1.11B$1.33B$110.35M$98.72M$1.1823.43%N/AN/AN/A
CPAY
CORPAY INC
$22.91B$4.78B$2.55B$1.18B$16.9118.26%15.41%16.22%13.77%
AVPT
AVEPOINT INC
$2.19B$443.68M$67.35M$46.61M$0.2227.12%22.99%N/AN/A
XYZ
BLOCK INC
$42.19B$24.48B$1.68B$807.08M$1.312.27%13.19%-69.18%10.37%
GEN
GEN DIGITAL INC
$15.14B$4.73B$2.20B$603.00M$0.9821.55%13.65%-3.92%-0.99%
RDWR
RADWARE LTD
$1.23B$309.58M$22.91M$19.46M$0.459.85%3.81%73.08%14.37%
BB
BLACKBERRY LTD
$3.64B$549.10M$76.80M$53.20M$0.092.65%-9.27%N/AN/A2026-06-25
APPN
APPIAN CORP
$1.57B$762.69M$35.19M$885.00k$0.0220.37%19.38%N/AN/A
KVYO
KLAVIYO INC
$4.52B$1.31B$41.49M-$8.64M-$0.0330.27%N/AN/AN/A
BLZE
BACKBLAZE INC
$445.80M$149.89M$11.71M-$22.44M-$0.4013.32%N/AN/AN/A
EVCM
EVERCOMMERCE INC
$1.83B$594.10M$131.24M$32.48M$0.184.85%10.21%N/AN/A
PICS
PICS NV
$1.19B$2.07B$143.14M$220.06M$0.00108.09%N/AN/AN/A2026-06-02
ALLT
ALLOT LTD
$353.15M$105.27M$7.92M$5.98M$0.1312.64%-5.25%N/AN/A
NTCT
NETSCOUT SYSTEMS INC
$2.77B$859.48M$176.75M$95.53M$1.334.47%0.67%N/A38.60%
DBX
DROPBOX INC
$6.43B$2.53B$887.60M$472.60M$1.85-0.62%5.09%20.13%N/A
PATH
UIPATH INC
$5.64B$1.61B$134.57M$282.33M$0.5212.65%21.53%N/AN/A2026-06-03
SPSC
SPS COMMERCE INC
$1.97B$762.08M$181.50M$90.87M$2.4013.79%18.33%10.60%12.87%
FLYW
FLYWIRE CORP
$1.96B$677.69M$72.85M$30.18M$0.2432.49%36.30%500.00%N/A
ATEN
A10 NETWORKS INC
$2.06B$299.42M$71.60M$44.63M$0.6212.08%5.73%-8.82%18.98%
AFRM
AFFIRM HOLDINGS INC
$22.48B$3.97B$675.20M$382.42M$1.1532.07%39.12%N/AN/A
EVTC
EVERTEC INC
$1.52B$950.95M$348.69M$132.64M$2.089.44%12.48%2.46%4.87%
YEXT
YEXT INC
$442.81M$446.58M$84.11M$37.87M$0.316.09%4.72%N/AN/A2026-06-02
QLYS
QUALYS INC
$3.54B$684.86M$266.87M$201.43M$5.6110.17%12.89%13.33%24.57%
WEX
WEX INC
$5.00B$2.70B$1.00B$310.40M$9.013.29%11.88%14.20%N/A
PSFE
PAYSAFE LTD
$363.38M$1.74B$346.01M-$199.49M-$3.533.26%3.83%N/AN/A
TUYA
TUYA INC
$1.27BN/AN/AN/AN/AN/AN/AN/AN/A
ACIW
ACI WORLDWIDE INC
$4.40B$1.79B$448.70M$206.09M$2.007.06%6.82%-22.18%19.81%
FFIV
F5 INC
$21.58B$3.22B$967.35M$708.21M$12.339.69%5.49%15.77%22.01%
GRRR
GORILLA TECHNOLOGY GROUP INC
$351.19M$101.36M-$9.08M-$11.28M-$0.5135.74%17.42%N/AN/A
TOST
TOAST INC
$13.53B$6.45B$474.00M$412.00M$0.7023.44%N/A150.00%N/A
MDB
MONGODB INC
$26.45B$2.46B-$15.15M-$71.15M-$0.8822.79%33.07%N/AN/A2026-05-28
DLO
DLOCAL LTD
$3.51B$1.21B$290.13M$192.15M$0.6655.81%57.18%26.92%33.10%
FTNT
FORTINET INC
$95.24B$7.11B$2.59B$1.95B$2.6015.75%21.12%6.12%33.64%
FATN
FATPIPE INC
$59.88M$19.21M$4.33M$4.97M$0.3617.92%N/A140.00%N/A
PAGS
PAGSEGURO DIGITAL LTD
$2.85B$4.15B$1.98B$431.21M$1.4917.04%24.28%18.20%16.28%2026-05-21
CINT
CI&T INC
$474.38M$515.38M$102.94M$40.74M$0.3116.04%N/A24.00%N/A
ADBE
ADOBE INC
$102.36B$24.45B$10.01B$7.21B$17.1810.96%12.31%12.80%8.19%2026-06-11
IOT
SAMSARA INC
$17.79B$1.62B$24.95M-$9.12M-$0.0229.57%45.30%N/AN/A2026-06-04
PLTR
PALANTIR TECHNOLOGIES INC
$328.79B$5.22B$2.34B$2.28B$0.9667.71%34.10%284.00%N/A
GDDY
GODADDY INC
$12.21B$5.02B$1.34B$870.10M$6.397.83%7.96%19.22%N/A
GTLB
GITLAB INC
$4.54B$955.22M-$34.11M-$55.96M-$0.3425.81%44.39%N/AN/A2026-06-09
NTNX
NUTANIX INC
$11.94B$2.69B$376.46M$267.13M$0.9915.85%15.52%N/AN/A2026-05-27
MQ
MARQETA INC
$1.70B$651.61M$35.91M$2.17M$0.0123.39%13.24%-88.89%N/A
OKTA
OKTA INC
$15.75B$2.92B$355.00M$235.00M$1.3311.84%28.44%731.25%N/A2026-05-28
RPD
RAPID7 INC
$488.53M$859.23M$82.47M$22.41M$0.351.19%14.61%-14.63%N/A
VRNS
VARONIS SYSTEMS INC
$3.57B$660.24M-$122.92M-$130.40M-$1.1315.15%16.08%N/AN/A
EEFT
EURONET WORLDWIDE INC
$2.58B$4.34B$691.10M$308.60M$7.567.22%11.21%5.44%N/A
PAYO
PAYONEER GLOBAL INC
$1.66B$1.07B$186.21M$72.18M$0.207.19%24.00%-37.50%N/A
DOX
AMDOCS LTD
$6.74B$4.62B$927.56M$545.71M$5.03-2.73%1.87%5.01%-0.39%
NET
CLOUDFLARE INC
$74.27B$2.33B$209.92M-$86.74M-$0.2531.55%37.26%N/AN/A
KSPI
JOINT STOCK CO KASPIKZ
$17.47B$8.25B$4.58B$2.19B$11.4866.60%41.28%7.20%28.25%
WIX
WIXCOM LTD
$3.09B$2.06B-$71.56M-$40.59M-$0.7213.56%14.02%N/AN/A
OSPN
ONESPAN INC
$477.50M$245.76M$57.00M$69.96M$1.841.68%3.19%21.85%N/A
PANW
PALO ALTO NETWORKS INC
$201.27B$9.89B$2.28B$1.28B$1.8715.44%21.20%-2.60%N/A2026-06-02
RBRK
RUBRIK INC
$13.53B$1.32B-$272.13M-$348.83M-$1.7848.46%N/AN/AN/A2026-06-04
CRWD
CROWDSTRIKE HOLDINGS INC
$164.88B$4.81B$198.34M-$162.50M-$0.6521.71%40.64%N/AN/A2026-06-09
FOUR
SHIFT4 PAYMENTS INC
$3.35B$4.45B$857.70M$61.30M$0.9028.26%40.73%-72.64%N/A
MSFT
MICROSOFT CORP
$3.13T$318.27B$200.96B$125.22B$16.8617.87%14.75%29.79%17.84%
MCRP
MICROPOLIS AI ROBOTICS
$93.15M$5.09k$598.84k$602.92k$0.03-42.99%N/AN/AN/A
PAYP
PAYPAY CORP
$13.21B$2.43B$656.34M$735.51M$1.1518.99%N/A156.82%N/A
ZS
ZSCALER INC
$28.05B$3.00B$207.69M-$67.63M-$0.4223.91%41.13%N/AN/A2026-05-26
MLGO
MICROALGO INC
$66.66M$61.17M$18.32M$16.51M$2.16-19.18%52.00%46.56%-45.34%
DOCN
DIGITALOCEAN HOLDINGS INC
$16.71B$948.63M$369.78M$236.83M$2.5917.61%22.83%117.65%N/A
MSAI
MULTISENSOR AI HOLDINGS INC
$11.17M$6.00M-$8.65M-$9.75M-$8.43-4.80%N/AN/AN/A
IIIV
I3 VERTICALS INC
$548.16M$216.99M$55.07M$17.92M$0.726.44%5.80%-86.10%N/A
ORCL
ORACLE CORP
$541.16B$64.08B$30.62B$16.19B$5.6914.87%10.05%29.61%5.86%2026-06-16
KLAR
KLARNA GROUP PLC
$6.08BN/AN/AN/AN/AN/AN/AN/AN/A
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$13.55B$2.76B$1.04B$1.06B$9.915.84%5.73%27.38%10.01%
SNPS
SYNOPSYS INC
$95.58B$8.01B$2.97B$1.10B$6.5731.88%15.95%-52.18%6.66%2026-05-27
ALAR
ALARUM TECHNOLOGIES LTD
$53.89M$40.76M$3.88M$963.00k$0.1028.06%52.84%-88.89%N/A
VRSN
VERISIGN INC
$27.57B$1.68B$1.19B$840.90M$9.066.84%5.69%10.49%10.42%
CETX
CEMTREX INC
$9.35M$69.69M-$9.90M-$27.39M-$70.58-5.59%13.33%N/AN/A
NTSK
NETSKOPE INC
$4.70B$709.00M-$622.15M-$679.39M-$3.1831.72%N/AN/AN/A2026-06-03
BNAI
BRAND ENGAGEMENT NETWORK INC
$127.03M$369.43k-$3.53M-$8.08M-$1.58515.72%N/AN/AN/A
S
SENTINELONE INC
$6.11B$1.00B-$220.58M-$450.74M-$1.3721.89%60.83%N/AN/A2026-05-28
NN
NEXTNAV INC
$3.16B$4.03M-$119.65M-$141.30M-$1.06-34.62%N/AN/AN/A
STNE
STONECO LTD
$2.80B$2.90B$1.64B$708.02M$2.8425.31%34.21%N/A38.68%
SAIL
SAILPOINT INC
$8.45B$1.07B-$90.59M-$293.84M-$0.5424.35%24.01%N/AN/A2026-06-09
BLSH
BULLISH
$5.58B$216.58B-$941.69M-$1.00B-$6.93-13.40%N/AN/AN/A2026-06-03
RXT
RACKSPACE TECHNOLOGY INC
$996.89M$2.70B$319.50M-$146.00M-$0.61-0.49%-0.60%N/AN/A
AKAM
AKAMAI TECHNOLOGIES INC
$20.87B$4.27B$1.30B$435.18M$3.026.15%5.42%0.33%-3.56%
DAVA
ENDAVA PLC
$211.51M$991.87MN/A-$3.93M-$0.095.90%13.89%N/AN/A
REKR
REKOR SYSTEMS INC
$101.83M$49.52M-$20.71M-$29.95M-$0.238.95%33.10%N/AN/A
TCX
TUCOWS INC
$167.35M$392.35M$31.02M-$78.79M-$7.106.20%5.65%N/AN/A
CLBT
CELLEBRITE DI LTD
$3.30B$496.43M$79.57M$71.86M$0.2818.43%24.84%N/A57.38%
LIDR
AEYE INC
$84.76M$270.00k-$33.70M-$34.29M-$1.099.76%-31.15%N/AN/A

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in May 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 154 with a Zen Rating of A. Stocks with a rating of A have had an average return of +32.52% per year. Learn more.

The Component Grade breakdown for Five9 (NASDAQ:FIVN) is: Value: A, Growth: A, Momentum: D, Sentiment: C, Safety: C, Financials: B, and AI: C.

Five9 (NASDAQ:FIVN) has a Due Diligence Score of 64, which is 29 points higher than the software infrastructure industry average of 35.

FIVN passed 20 out of 33 due diligence checks and has strong fundamentals. Five9 has seen its stock lose -16.64% over the past year, overperforming other software infrastructure stocks by 8 percentage points.

Five9 has an average 1 year price target of $25.80, an upside of 15.75% from Five9's current stock price of $22.29.

Five9 stock has a consensus Buy recommendation according to Wall Street analysts. Of the 15 analysts covering Five9, 40% have issued a Strong Buy rating, 26.67% have issued a Buy, 33.33% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Lesaka Technologies (NASDAQ:LSAK)


Lesaka Technologies (NASDAQ:LSAK) is the #2 top software infrastructure stock out of 154 with a Zen Rating of A. Stocks with a rating of A have had an average return of +32.52% per year. Learn more.

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

Lesaka Technologies (NASDAQ:LSAK) has a Due Diligence Score of 19, which is -16 points lower than the software infrastructure industry average of 35. Although this number is below the industry average, our proven quant model rates LSAK as a "A".

LSAK passed 6 out of 33 due diligence checks and has weak fundamentals. Lesaka Technologies has seen its stock return 22.57% over the past year, overperforming other software infrastructure stocks by 47 percentage points.

3. Paysign (NASDAQ:PAYS)


Paysign (NASDAQ:PAYS) is the #3 top software infrastructure stock out of 154 with a Zen Rating of A. Stocks with a rating of A have had an average return of +32.52% per year. Learn more.

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

Paysign (NASDAQ:PAYS) has a Due Diligence Score of 62, which is 27 points higher than the software infrastructure industry average of 35.

PAYS passed 21 out of 33 due diligence checks and has strong fundamentals. Paysign has seen its stock return 72.03% over the past year, overperforming other software infrastructure stocks by 97 percentage points.

Paysign has an average 1 year price target of $10.00, an upside of 62.6% from Paysign's current stock price of $6.15.

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 13 software infrastructure stocks that have issued dividends in the past year, the 3 software infrastructure stocks with the highest dividend yields are:

1. Stoneco (NASDAQ:STNE)


Stoneco (NASDAQ:STNE) has an annual dividend yield of 22.9%, which is 19 percentage points higher than the software infrastructure industry average of 3.7%.

Stoneco's dividend payout ratio of 89.3% indicates that its high dividend yield is sustainable for the long-term.

2. Dlocal (NASDAQ:DLO)


Dlocal (NASDAQ:DLO) has an annual dividend yield of 4.41%, which is 1 percentage points higher than the software infrastructure industry average of 3.7%.

Dlocal's dividend payout ratio of 79.6% indicates that its high dividend yield is sustainable for the long-term.

3. Onespan (NASDAQ:OSPN)


Onespan (NASDAQ:OSPN) has an annual dividend yield of 3.88%, which is the same as the software infrastructure industry average of 3.7%.

Onespan's dividend payout ratio of 26.6% indicates that its dividend yield is sustainable for the long-term.

Why are software infrastructure stocks up?

Software infrastructure stocks were up 1.77% in the last day, and up 5.23% over the last week. Stoneco was the among the top gainers in the software - infrastructure industry, gaining 7.39% yesterday.

Shares of financial services companies are trading higher as Treasury yields pull back on hopes that the conflict in the Middle East could soon be resolved, easing concerns about oil prices and inflation.

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

Consensus Cloud Solutions's stock has gained 21.79% in the past year. It has overperformed other stocks in the software infrastructure industry by 47 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 71, which is 42 points higher than the software infrastructure industry average of 29. It passed 5 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -68.71% in the past year. It has underperformed other stocks in the software infrastructure industry by -44 percentage points.

3. Yext (NYSE:YEXT)


Yext (NYSE:YEXT) 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.

Yext 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.

Yext's stock has dropped -47.67% in the past year. It has underperformed other stocks in the software infrastructure industry by -23 percentage points.

Are software infrastructure stocks a good buy now?

50.91% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 15.97% over the next year.

3.23% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 24.19% of software infrastructure stocks are rated B (Buy), 53.23% are rated C (Hold), 11.29% are rated D (Sell), and 8.06% 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 -14.7x.
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.