Sectors & Industries TechnologySoftware - 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

Overview Zen Rating Price Value Growth Financials Momentum Sentiment

Software Infrastructure is Zen Rated B and is the 57th ranked industry out of 145 stock market industries

Ticker	Company	Market Cap	Shares	Institutional %	Insider %	Net Insider (L12M)	Net Insider (L3M)
NTCT	NETSCOUT SYSTEMS INC	$2.79B	72,707,312	78.21%	21.79%	Net Selling	Net Selling
TENB	TENABLE HOLDINGS INC	$4.01B	110,139,983	69.03%	30.97%	Net Selling	Net Buying
PAYS	PAYSIGN INC	$704.65M	56,462,156	31.75%	68.25%	Net Selling	Net Selling
APPN	APPIAN CORP	$2.48B	71,627,597	48.35%	51.65%	Net Selling	Net Selling
GCT	GIGACLOUD TECHNOLOGY INC	$1.90B	35,710,237	59.20%	20.81%	Net Selling
LSAK	LESAKA TECHNOLOGIES INC	$419.25M	85,736,223	12.50%	87.50%	Net Buying
BLZE	BACKBLAZE INC	$1.16B	61,900,000	46.93%	20.00%	Net Selling	Net Selling
ALLT	ALLOT LTD	$381.44M	48,777,078	71.90%	28.10%	Net Selling	Net Selling
PGY	PAGAYA TECHNOLOGIES LTD	$1.78B	83,425,843	44.43%	14.66%	Net Selling	Net Selling
XYZ	BLOCK INC	$47.46B	600,795,000	71.43%	5.38%	Net Selling	Net Selling
TLS	TELOS CORP	$357.64M	74,819,175	36.88%	63.12%	Net Selling	Net Selling
PICS	PICS NV	$1.29B	106,730,400	13.99%	5.26%	Net Buying	Net Buying
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$643.94M	18,324,922	85.91%	14.09%	Net Selling	Net Selling
BOX	BOX INC	$4.60B	138,449,825	94.50%	5.50%	Net Selling	Net Selling
FTNT	FORTINET INC	$117.13B	733,713,653	65.11%	15.36%	Net Selling	Net Selling
BAND	BANDWIDTH INC	$1.61B	32,180,788	74.35%	11.54%	Net Selling	Net Selling
EVCM	EVERCOMMERCE INC	$1.93B	176,665,246	57.08%	42.92%	Net Selling	Net Selling
FFIV	F5 INC	$22.66B	56,627,182	98.20%	1.80%	Net Selling	Net Selling
FATN	FATPIPE INC	$90.00M	14,128,468	0.34%	45.85%	Net Buying
RDWR	RADWARE LTD	$1.24B	43,687,694	72.65%	11.74%	Net Selling	Net Selling
RELY	REMITLY GLOBAL INC	$5.17B	211,684,054	81.88%	18.12%	Net Selling	Net Selling
FIVN	FIVE9 INC	$2.54B	74,723,531	69.34%	30.66%	Net Selling	Net Selling
NTNX	NUTANIX INC	$16.94B	270,320,509	80.43%	19.57%	Net Selling	Net Selling
EVTC	EVERTEC INC	$1.78B	59,752,542	95.83%	4.17%	Net Buying	Net Buying
PAY	PAYMENTUS HOLDINGS INC	$4.86B	125,939,647	43.26%	9.10%	Net Selling	Net Selling
QLYS	QUALYS INC	$6.35B	34,595,001	70.94%	29.06%	Net Selling	Net Selling
CPAY	CORPAY INC	$25.68B	65,361,919	49.62%	50.38%	Net Buying	Net Buying
GEN	GEN DIGITAL INC	$17.46B	598,587,032	84.14%	15.86%	Net Buying	Net Selling
BB	BLACKBERRY LTD	$5.26B	586,100,431	45.21%	9.99%	Net Selling	Net Selling
TUYA	TUYA INC	$1.11B	615,523,100	23.85%	12.51%	Net Selling	Net Selling
GTLB	GITLAB INC	$6.58B	168,900,000	67.72%	32.28%	Net Selling	Net Selling
PRTH	PRIORITY TECHNOLOGY HOLDINGS INC	$444.35M	82,440,372	16.62%	83.38%	Net Selling	Net Selling
DOX	AMDOCS LTD	$6.17B	105,453,000	98.76%	1.24%	Net Selling	Net Selling
AFRM	AFFIRM HOLDINGS INC	$25.20B	334,898,565	71.75%	15.21%	Net Selling	Net Selling
AVPT	AVEPOINT INC	$2.71B	211,565,426	41.33%	58.67%	Net Buying	Net Buying
WEX	WEX INC	$6.31B	34,081,611	78.13%	21.87%	Net Selling	Net Selling
IOT	SAMSARA INC	$23.82B	582,710,082	62.17%	12.08%	Net Selling	Net Selling
OKTA	OKTA INC	$25.78B	173,807,365	90.73%	4.38%	Net Selling	Net Selling
TOST	TOAST INC	$19.93B	578,000,000	76.59%	8.57%	Net Selling	Net Selling
TDC	TERADATA CORP	$2.55B	93,000,000	87.12%	12.88%	Net Selling	Net Selling
PSFE	PAYSAFE LTD	$375.17M	51,252,865	58.78%	4.00%	Net Selling	Net Buying
MDB	MONGODB INC	$32.08B	80,431,927	88.62%	10.30%	Net Selling	Net Selling
ACIW	ACI WORLDWIDE INC	$5.42B	100,955,241	94.50%	5.50%	Net Selling	Net Selling
ADBE	ADOBE INC	$105.42B	397,500,000	80.87%	0.93%	Net Selling	Net Selling
VRNS	VARONIS SYSTEMS INC	$5.00B	114,860,485	68.32%	31.68%	Net Selling	Net Selling
MQ	MARQETA INC	$1.66B	104,098,834	98.64%	1.36%	Net Selling	Net Selling
SPSC	SPS COMMERCE INC	$2.64B	36,000,174	89.56%	10.44%	Net Selling
CGNT	COGNYTE SOFTWARE LTD	$678.09M	73,705,907	68.43%	29.80%
IIIV	I3 VERTICALS INC	$459.85M	26,322,009	87.22%	12.78%	Net Selling	Net Buying
RPD	RAPID7 INC	$773.23M	66,830,618	45.02%	54.98%	Net Buying	Net Selling
WIX	WIXCOM LTD	$2.59B	42,965,089	95.30%	4.70%
NET	CLOUDFLARE INC	$106.92B	356,079,715	77.76%	15.60%	Net Selling	Net Selling
USIO	USIO INC	$64.02M	27,595,994	6.96%	93.04%	Net Buying	Net Buying
DBX	DROPBOX INC	$7.86B	225,709,285	81.57%	8.98%	Net Selling	Net Selling
PLTR	PALANTIR TECHNOLOGIES INC	$413.35B	2,403,058,480	54.36%	4.93%	Net Selling	Net Selling
PAGS	PAGSEGURO DIGITAL LTD	$2.79B	305,677,709	39.48%	40.59%	Net Buying	Net Selling
DOCN	DIGITALOCEAN HOLDINGS INC	$14.60B	117,579,550	54.63%	45.37%	Net Selling	Net Selling
PATH	UIPATH INC	$7.80B	518,120,266	35.73%	64.27%	Net Selling	Net Selling
YEXT	YEXT INC	$574.42M	100,248,116	45.77%	54.23%	Net Selling	Net Selling
GDDY	GODADDY INC	$11.53B	126,647,704	59.33%	40.67%	Net Selling	Net Selling
DLO	DLOCAL LTD	$4.24B	294,269,133	37.12%	2.77%	Net Selling	Net Selling
RBRK	RUBRIK INC	$18.54B	205,828,566	56.27%	5.08%	Net Selling	Net Selling
KVYO	KLAVIYO INC	$4.73B	284,727,437	55.26%	3.94%	Net Selling	Net Selling
CINT	CI&T INC	$461.42M	129,611,000	43.45%	0.40%	Net Selling
DSC	DSC HOLDINGS LTD	N/A	1,001,449,847	0.00%	43.09%
OSPN	ONESPAN INC	$618.38M	36,852,173	77.41%	22.59%	Net Selling	Net Selling
ATEN	A10 NETWORKS INC	$1.95B	72,609,021	53.40%	46.60%	Net Selling	Net Selling
KSPI	JOINT STOCK CO KASPIKZ	$17.16B	190,027,266	44.55%	0.00%
ZS	ZSCALER INC	$27.28B	161,709,525	53.04%	25.86%	Net Selling	Net Selling
CRWD	CROWDSTRIKE HOLDINGS INC	$218.34B	1,018,259,280	17.21%	2.99%	Net Selling	Net Selling
MSFT	MICROSOFT CORP	$3.71T	7,425,545,491	71.68%	6.24%	Net Selling	Net Selling
SAIL	SAILPOINT INC	$10.58B	567,182,997	52.81%	47.19%	Net Selling	Net Selling
FLYW	FLYWIRE CORP	$2.16B	121,667,674	64.50%	35.50%	Net Selling	Net Selling
FOUR	SHIFT4 PAYMENTS INC	$3.26B	78,960,120	89.43%	4.80%	Net Buying	Net Buying
GRRR	GORILLA TECHNOLOGY GROUP INC	$342.32M	26,032,079	12.67%	13.35%	Net Selling
ALAR	ALARUM TECHNOLOGIES LTD	$14.16M	72,600,000	0.14%	5.03%
S	SENTINELONE INC	$7.34B	342,803,723	79.51%	4.21%	Net Selling	Net Selling
MBGL	MOBILITY GLOBAL INC	$5.81B	294,821,320	0.00%	0.45%
KLAR	KLARNA GROUP PLC	$7.52B	378,113,486	49.00%	22.19%
PANW	PALO ALTO NETWORKS INC	$296.55B	815,000,000	76.97%	2.39%	Net Selling	Net Selling
ORCL	ORACLE CORP	$423.49B	2,880,471,000	41.96%	40.66%	Net Selling	Net Selling
SNPS	SYNOPSYS INC	$79.65B	191,479,325	87.42%	0.78%	Net Selling	Net Selling
AKAM	AKAMAI TECHNOLOGIES INC	$15.89B	143,716,609	93.57%	6.43%	Net Selling	Net Selling
CETX	CEMTREX INC	$3.13M	1,112,183	26.39%	73.61%
PAYP	PAYPAY CORP	$10.39B	676,955,535	4.22%	0.01%	Net Buying	Net Buying
QMLS	QUMULUSAI INC	N/A	39,472,531	0.00%	32.12%
LHSW	LIANHE SOWELL INTERNATIONAL GROUP LTD	$9.62M	3,250,000	3.16%	96.84%	Net Buying	Net Buying
EEFT	EURONET WORLDWIDE INC	$2.70B	37,403,595	91.96%	8.04%	Net Selling	Net Selling
BLSH	BULLISH	$3.56B	150,833,916	25.74%	6.73%	Net Selling	Net Selling
NTSK	NETSKOPE INC	$6.01B	403,923,649	36.13%	50.08%	Net Buying	Net Selling
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$13.38B	104,700,000	69.75%	24.00%	Net Selling	Net Selling
VRSN	VERISIGN INC	$26.51B	90,000,000	68.81%	31.19%	Net Selling	Net Selling
EXYN	EXYN TECHNOLOGIES INC	$15.43M	7,953,957	0.00%	0.00%
STNE	STONECO LTD	$2.69B	253,684,641	67.47%	1.39%	Net Buying	Net Buying
MCRP	MICROPOLIS AI ROBOTICS	$45.01M	34,888,447	0.58%	18.12%
NN	NEXTNAV INC	$2.23B	136,436,939	48.58%	51.42%	Net Buying	Net Buying
RXT	RACKSPACE TECHNOLOGY INC	$1.22B	249,222,499	69.05%	20.79%	Net Selling	Net Selling
GYGY	GAME YOUR GAME INC	N/A	14,388,000	0.00%	60.11%
MLGO	MICROALGO INC	$51.86M	12,437,461	0.17%	99.83%
REKR	REKOR SYSTEMS INC	$91.78M	137,608,115	20.86%	27.84%	Net Buying

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.