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 70th 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
$2.84B$883.16M$196.03M$121.05M$1.685.79%1.06%63.11%37.65%
TENB
TENABLE HOLDINGS INC
$4.15B$1.04B$87.85M$6.74M$0.059.93%16.62%N/AN/A
EVCM
EVERCOMMERCE INC
$1.63B$598.10M$129.20M$34.05M$0.194.18%8.00%N/AN/A
APPN
APPIAN CORP
$3.04B$795.31M$22.32M-$10.62M-$0.1420.90%19.18%N/AN/A
GCT
GIGACLOUD TECHNOLOGY INC
$1.89B$1.47B$206.52M$156.13M$4.2222.86%N/A26.73%N/A
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$696.35M$354.67M$180.32M$94.65M$5.051.45%16.01%21.10%N/A
NTNX
NUTANIX INC
$18.70B$2.75B$394.54M$275.86M$1.0213.04%15.61%2,450.00%N/A
LSAK
LESAKA TECHNOLOGIES INC
$395.24M$701.70M$30.46M-$28.87M-$0.3310.11%42.17%N/AN/A2026-09-09
BLZE
BACKBLAZE INC
$887.03M$156.30M$16.36M-$20.43M-$0.3513.85%21.16%N/AN/A
PAYS
PAYSIGN INC
$727.80M$100.64M$30.28M$15.77M$0.2946.84%38.11%123.08%N/A
XYZ
BLOCK INC
$50.21B$25.04B$1.32B$357.14M$0.585.07%9.47%-87.94%-14.64%
PICS
PICS NV
$1.30B$2.60BN/A$259.58M$0.6581.81%N/A-100.00%N/A
BAND
BANDWIDTH INC
$1.58B$828.24M$59.90M$2.26M$0.069.25%13.91%N/AN/A
ALLT
ALLOT LTD
$382.89M$108.95M$10.32M$10.24M$0.2214.28%-4.93%N/AN/A
RPD
RAPID7 INC
$895.75M$855.92M$77.74M$20.14M$0.310.07%13.12%-29.55%N/A
FIVN
FIVE9 INC
$2.54B$1.20B$170.61M$59.47M$0.768.87%18.20%484.62%N/A
PGY
PAGAYA TECHNOLOGIES LTD
$1.83B$1.39B$129.23M$128.35M$1.5120.55%N/AN/AN/A
FATN
FATPIPE INC
$86.75M$20.30M$4.21M$5.46M$0.4023.24%N/A150.00%N/A
FTNT
FORTINET INC
$121.80B$7.53B$2.80B$2.12B$2.8618.77%20.93%13.49%34.91%
RELY
REMITLY GLOBAL INC
$5.62B$1.81B$236.51M$305.01M$1.4523.79%38.59%1,971.43%N/A
PAY
PAYMENTUS HOLDINGS INC
$4.53B$1.36B$155.70M$84.86M$0.6730.21%31.49%45.65%68.04%
EVTC
EVERTEC INC
$1.79B$996.16M$344.75M$97.58M$1.5412.36%12.23%-28.70%-6.01%
TUYA
TUYA INC
$1.16B$340.79MN/A$68.70M$0.117.00%5.27%120.00%N/A
OKTA
OKTA INC
$29.06B$3.07B$412.00M$296.00M$1.6811.22%24.72%75.00%N/A
FFIV
F5 INC
$22.32B$3.31B$980.96M$726.51M$12.719.41%5.47%10.71%21.00%
RDWR
RADWARE LTD
$1.25B$317.65M$20.46M$16.95M$0.3910.05%3.46%21.88%4.04%
QLYS
QUALYS INC
$6.47B$702.98M$274.20M$206.54M$5.8110.35%12.84%14.82%27.27%
DOX
AMDOCS LTD
$6.57B$4.65B$832.20M$453.88M$4.230.14%1.81%-14.72%-4.70%
BB
BLACKBERRY LTD
$4.78B$580.30M$86.70M$59.80M$0.098.83%-7.59%N/AN/A2026-09-24
NET
CLOUDFLARE INC
$106.77B$2.51B$116.93M-$206.28M-$0.5833.53%36.48%N/AN/A
TLS
TELOS CORP
$357.99M$193.71M-$2.52M-$15.74M-$0.2165.93%-0.81%N/AN/A
TOST
TOAST INC
$20.32B$6.80B$549.00M$486.00M$0.8323.04%41.79%112.82%N/A
CRWD
CROWDSTRIKE HOLDINGS INC
$223.63B$5.40B$435.42M$58.46M$0.0624.30%36.52%N/AN/A
CPAY
CORPAY INC
$26.78B$5.02B$2.54B$1.14B$16.6320.36%15.16%10.94%12.23%
ADBE
ADOBE INC
$115.88B$25.20B$10.13B$7.23B$17.4911.49%11.86%11.54%8.47%2026-09-10
USIO
USIO INC
$78.93M$92.57M$787.12k-$1.51M-$0.0610.40%14.90%N/AN/A
AVPT
AVEPOINT INC
$2.96B$466.15M$72.85M$71.48M$0.3424.95%22.34%N/AN/A
GTLB
GITLAB INC
$7.58B$1.00B-$2.98M-$25.05M-$0.1624.90%N/AN/AN/A2026-09-01
MQ
MARQETA INC
$1.71B$677.21M$47.67M$10.38M$0.1122.41%10.95%N/AN/A
BOX
BOX INC
$4.80B$1.23B$168.81M$100.49M$0.719.63%8.74%-45.38%N/A
CGNT
COGNYTE SOFTWARE LTD
$648.61M$409.99M$16.88M-$2.70M-$0.0412.80%-2.14%N/AN/A2026-09-08
SPSC
SPS COMMERCE INC
$3.06B$772.49M$165.70M$78.00M$2.079.80%17.32%-5.91%10.26%
MDB
MONGODB INC
$35.92B$2.60B$26.82M-$29.09M-$0.3523.64%32.31%N/AN/A2026-09-01
RBRK
RUBRIK INC
$19.15B$1.42B-$213.25M-$288.58M-$1.4645.73%N/AN/AN/A
GEN
GEN DIGITAL INC
$18.57B$5.08B$2.58B$1.05B$1.7320.16%14.13%78.35%10.50%
TDC
TERADATA CORP
$2.68B$1.69B$711.00M$458.00M$4.910.96%-2.58%330.70%39.48%
VRNS
VARONIS SYSTEMS INC
$5.04B$688.10M-$121.94M-$141.38M-$1.2215.61%15.47%N/AN/A
PLTR
PALANTIR TECHNOLOGIES INC
$447.67B$6.16B$3.09B$3.02B$1.2678.92%35.89%281.82%N/A
WEX
WEX INC
$6.72B$2.79B$1.04B$350.80M$10.167.46%11.07%26.68%N/A2026-10-28
OSPN
ONESPAN INC
$609.53M$246.38M$56.20M$68.40M$1.802.39%3.50%15.38%N/A
YEXT
YEXT INC
$692.71M$445.01M$88.17M$39.73M$0.332.43%4.26%N/AN/A2026-09-01
DBX
DROPBOX INC
$8.06B$2.53B$887.80M$442.80M$1.82-0.05%4.48%9.64%N/A
IIIV
I3 VERTICALS INC
$428.52M$218.16M$47.84M$8.52M$0.924.09%2.25%-85.19%N/A
WIX
WIXCOM LTD
$3.76B$2.13B-$175.15M-$174.65M-$3.5314.18%13.18%N/AN/A
ACIW
ACI WORLDWIDE INC
$5.43B$1.82B$467.02M$225.69M$2.197.03%7.13%-8.75%23.90%
PATH
UIPATH INC
$9.40B$1.67B$200.47M$327.41M$0.6015.24%19.69%N/AN/A2026-09-03
DLO
DLOCAL LTD
$4.33B$1.36B$294.24M$203.97M$0.7057.03%52.44%37.25%29.80%
KVYO
KLAVIYO INC
$5.74B$1.39B$60.84M$6.79M$0.0328.89%N/AN/AN/A
IOT
SAMSARA INC
$23.98B$1.73B$97.20M$57.51M$0.0929.60%N/AN/AN/A2026-09-03
ATEN
A10 NETWORKS INC
$1.87B$310.17M$70.36M$42.97M$0.5912.20%5.86%-15.71%14.48%
SNPS
SYNOPSYS INC
$84.82B$9.42B$3.88B$1.08B$5.7746.33%18.22%-55.31%3.15%
SAIL
SAILPOINT INC
$11.25B$1.12B$12.60M-$157.42M-$0.2723.96%29.88%N/AN/A2026-09-09
KSPI
JOINT STOCK CO KASPIKZ
$20.20B$9.88BN/A$2.37B$12.4857.63%N/A10.03%N/A
MSFT
MICROSOFT CORP
$3.81T$331.84B$207.52B$133.75B$18.0017.79%14.57%31.39%17.26%
CETX
CEMTREX INC
$4.46M$71.17M-$8.86M-$27.33M-$437.17-6.48%12.69%N/AN/A
DSC
DSC HOLDINGS LTD
$411.10MN/AN/AN/AN/AN/AN/AN/AN/A
GDDY
GODADDY INC
$12.37B$5.10B$1.40B$910.30M$6.797.41%7.53%17.88%42.89%
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$443.53M$1.00B$207.81M$56.16M$0.698.91%17.15%165.38%29.43%
CINT
CI&T INC
$461.61M$541.02M$101.64M$36.75M$0.2919.48%22.66%16.00%3.18%
PAGS
PAGSEGURO DIGITAL LTD
$2.72B$3.99B$1.91B$417.12M$1.4710.51%19.20%13.46%15.49%
FLYW
FLYWIRE CORP
$2.29B$713.54M$72.32M$34.04M$0.2732.21%35.32%440.00%N/A
ZS
ZSCALER INC
$29.79B$3.17B$223.86M-$77.39M-$0.4824.61%39.44%N/AN/A2026-09-03
PSFE
PAYSAFE LTD
$355.12M$1.76B$316.12M-$208.30M-$3.815.13%3.45%N/AN/A
ALAR
ALARUM TECHNOLOGIES LTD
$11.76M$45.33MN/A$1.15M$0.1048.24%54.53%-87.50%N/A
TP
TICKETPLUS LTD
$94.47MN/AN/AN/AN/AN/AN/AN/AN/A
FOUR
SHIFT4 PAYMENTS INC
$3.47B$4.78B$920.30M$43.80M$0.6332.43%36.31%-79.34%N/A
DOCN
DIGITALOCEAN HOLDINGS INC
$13.08B$1.01B$378.08M$235.24M$2.5221.41%22.53%81.29%N/A
PANW
PALO ALTO NETWORKS INC
$302.85B$10.61B$2.07B$842.80M$1.2619.51%21.61%-32.98%N/A2026-09-01
MOVE
CORVEX INC
$317.67M$4.44M-$19.14M-$27.84M-$18.86843.62%N/AN/AN/A
BKKT
BAKKT INC
$346.58M$2.34B-$29.45M-$31.00M-$5.97-32.14%114.23%N/AN/A
S
SENTINELONE INC
$7.50B$1.10B-$221.81M-$340.09M-$1.0121.09%51.52%N/AN/A
EEFT
EURONET WORLDWIDE INC
$2.62B$4.37B$682.60M$288.40M$7.295.76%9.82%-4.71%28.14%
ORCL
ORACLE CORP
$434.52B$67.36B$33.45B$16.98B$5.9417.35%10.72%33.18%4.93%2026-09-08
MBGL
MOBILITY GLOBAL INC
$5.97BN/AN/AN/AN/AN/AN/AN/AN/A
REKR
REKOR SYSTEMS INC
$75.42M$49.82M-$12.95M-$21.84M-$0.169.78%29.94%N/AN/A
TGHL
GROWHUB LTD
$18.90M$65.38k-$13.35M-$13.54M-$0.59-62.78%N/AN/AN/A
AGPU
AXE COMPUTE INC
$114.98M$3.26M-$252.78M-$253.50M$14.272,495.73%18.35%N/AN/A
VRSN
VERISIGN INC
$26.27B$1.71B$1.21B$850.00M$9.236.86%5.75%9.88%10.87%2026-10-22
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$14.48B$2.76B$1.02B$1.05B$9.904.64%5.59%25.48%9.99%
PAYP
PAYPAY CORP
$10.34BN/AN/AN/AN/AN/AN/AN/AN/A
MCRP
MICROPOLIS AI ROBOTICS
$33.49M$5.09k$598.84k$602.92k$0.03-42.99%N/AN/AN/A
DAVA
ENDAVA PLC
$167.67M$983.24MN/A-$551.81M-$10.55-4.22%11.93%N/AN/A2026-09-03
QMLS
QUMULUSAI INC
$204.43MN/AN/AN/AN/AN/AN/AN/AN/A
AKAM
AKAMAI TECHNOLOGIES INC
$15.45B$4.32B$1.26B$410.97M$2.855.87%5.33%-0.70%-4.46%
BLSH
BULLISH
$4.99B$190.57B-$1.32B-$1.38B-$9.66-26.46%N/AN/AN/A
BRUN
BOOST RUN INC
$1.36B$68.98M$11.06M-$97.89M-$486.08449.08%N/AN/AN/A
GYGY
GAME YOUR GAME INC
$16.98MN/AN/AN/AN/AN/AN/AN/AN/A
FISV
FISERV INC
$28.28B$20.87B$8.14B$2.80B$5.22-1.17%6.23%-13.14%25.30%
IMXI
INTERNATIONAL MONEY EXPRESS INC
$437.16M$555.45M$63.46M$18.61M$0.63-13.50%6.46%-61.59%-10.05%
STNE
STONECO LTD
$2.46B$2.78B$1.51B$645.74M$2.6416.55%32.66%N/A26.38%

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Sep 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 168 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: B.

Netscout Systems (NASDAQ:NTCT) has a Due Diligence Score of 62, which is 30 points higher than the software infrastructure industry average of 32.

NTCT passed 19 out of 33 due diligence checks and has strong fundamentals. Netscout Systems has seen its stock return 55.74% over the past year, overperforming other software infrastructure stocks by 152 percentage points.

Netscout Systems has an average 1 year price target of $38.00, a downside of -2.71% from Netscout Systems's current stock price of $39.06.

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 168 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 37, which is 5 points higher than the software infrastructure industry average of 32.

TENB passed 12 out of 33 due diligence checks and has average fundamentals. Tenable Holdings has seen its stock return 21.16% over the past year, overperforming other software infrastructure stocks by 117 percentage points.

Tenable Holdings has an average 1 year price target of $35.06, a downside of -6.93% from Tenable Holdings's current stock price of $37.67.

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.

3. Evercommerce (NASDAQ:EVCM)


Evercommerce (NASDAQ:EVCM) is the #3 top software infrastructure stock out of 168 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 Evercommerce (NASDAQ:EVCM) is: Value: B, Growth: B, Momentum: C, Sentiment: C, Safety: C, Financials: C, and AI: C.

Evercommerce (NASDAQ:EVCM) has a Due Diligence Score of 41, which is 9 points higher than the software infrastructure industry average of 32.

EVCM passed 13 out of 33 due diligence checks and has strong fundamentals. Evercommerce has seen its stock lose -19.3% over the past year, overperforming other software infrastructure stocks by 77 percentage points.

Evercommerce has an average 1 year price target of $10.25, an upside of 11.41% from Evercommerce's current stock price of $9.20.

Evercommerce stock has a consensus Hold recommendation according to Wall Street analysts. Of the 5 analysts covering Evercommerce, 20% have issued a Strong Buy rating, 0% have issued a Buy, 40% have issued a hold, while 0% have issued a Sell rating, and 40% 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. Joint Stock Co Kaspikz (NASDAQ:KSPI)


Joint Stock Co Kaspikz (NASDAQ:KSPI) has an annual dividend yield of 4.99%, which is 3 percentage points higher than the software infrastructure industry average of 1.82%.

Joint Stock Co Kaspikz's dividend payout ratio of 42.5% 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 3.49%, which is 2 percentage points higher than the software infrastructure industry average of 1.82%. 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 3.22%, which is 1 percentage points higher than the software infrastructure industry average of 1.82%.

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 -1.56% in the last day, and up 2.8% over the last week. Exodus Movement was the among the top losers in the software - infrastructure industry, dropping -14.32% yesterday.

Shares of software companies are trading lower, possibly after Federal Reserve Chairman Kevin Warsh’s comments on inflation raised concerns that interest rates could remain higher for longer. The prospect of higher rates may weigh on growth-oriented stocks.

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 30 points higher than the software infrastructure industry average of 27. It passed 4 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 42.32% in the past year. It has overperformed other stocks in the software infrastructure industry by 138 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 16 points higher than the software infrastructure industry average of 27. It passed 3 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -36.41% in the past year. It has overperformed other stocks in the software infrastructure industry by 60 percentage points.

3. Pics Nv (NASDAQ:PICS)


Pics Nv (NASDAQ:PICS) 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.

Pics Nv has a valuation score of 71, which is 44 points higher than the software infrastructure industry average of 27. It passed 5 out of 7 valuation due diligence checks.

Are software infrastructure stocks a good buy now?

42.24% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 13.5% over the next year.

1.49% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 20.9% of software infrastructure stocks are rated B (Buy), 56.72% are rated C (Hold), 13.43% are rated D (Sell), and 7.46% 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 157.21x.
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.