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 C and is the 72nd ranked industry out of 145 stock market industries

Ticker	Company	Market Cap	Shares	Institutional %	Insider %	Net Insider (L12M)	Net Insider (L3M)
YEXT	YEXT INC	$607.73M	98,978,704	0.07%	97.39%	Net Selling	Net Buying
NTCT	NETSCOUT SYSTEMS INC	$2.78B	72,707,312	0.09%	25.67%	Net Selling	Net Selling
LSAK	LESAKA TECHNOLOGIES INC	$360.46M	85,824,094	0.02%	99.98%	Net Buying	Net Buying
EVCM	EVERCOMMERCE INC	$1.37B	176,665,246	0.09%	68.88%	Net Selling	Net Selling
APPN	APPIAN CORP	$2.69B	71,627,597	0.05%	58.04%	Net Selling	Net Selling
GCT	GIGACLOUD TECHNOLOGY INC	$1.89B	35,710,237	0.07%	24.72%	Net Selling	Net Selling
TENB	TENABLE HOLDINGS INC	$3.90B	110,139,983	0.11%	48.27%	Net Buying	Net Buying
XYZ	BLOCK INC	$45.83B	600,795,000	0.07%	5.33%	Net Selling	Net Selling
CGNT	COGNYTE SOFTWARE LTD	$621.04M	73,845,238	0.07%	29.74%
NTNX	NUTANIX INC	$18.89B	270,570,179	0.10%	21.57%	Net Selling	Net Selling
PGY	PAGAYA TECHNOLOGIES LTD	$1.70B	83,425,843	0.04%	14.68%	Net Selling	Net Selling
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$640.09M	18,324,922	0.10%	16.80%	Net Selling	Net Selling
FIVN	FIVE9 INC	$2.43B	74,723,531	0.11%	47.80%	Net Selling	Net Selling
PICS	PICS NV	$1.20B	129,587,543	0.01%	4.33%	Net Buying
PAY	PAYMENTUS HOLDINGS INC	$4.41B	125,939,647	0.04%	8.92%	Net Selling	Net Selling
PAYS	PAYSIGN INC	$696.74M	56,462,156	0.05%	99.95%	Net Selling	Net Selling
RELY	REMITLY GLOBAL INC	$4.64B	211,684,054	0.09%	18.13%	Net Selling	Net Selling
MDB	MONGODB INC	$30.90B	80,556,341	0.09%	10.84%	Net Selling	Net Selling
ALLT	ALLOT LTD	$393.21M	49,151,073	0.07%	28.52%	Net Selling	Net Selling
FTNT	FORTINET INC	$124.61B	733,713,653	0.07%	15.36%	Net Selling	Net Selling
FATN	FATPIPE INC	$80.96M	14,128,468	0.00%	46.98%	Net Buying
EVTC	EVERTEC INC	$1.65B	59,752,542	0.10%	4.43%	Net Buying	Net Selling
ADBE	ADOBE INC	$98.95B	397,500,000	0.08%	0.90%	Net Selling	Net Selling
IOT	SAMSARA INC	$23.16B	585,605,209	0.07%	11.65%	Net Selling	Net Selling
FFIV	F5 INC	$24.46B	56,627,182	0.10%	1.82%	Net Selling	Net Selling
DOX	AMDOCS LTD	$6.19B	104,415,000	0.10%	1.25%	Net Selling
AVPT	AVEPOINT INC	$2.79B	211,565,426	0.07%	88.28%	Net Buying	Net Buying
OKTA	OKTA INC	$31.88B	174,820,928	0.09%	4.35%	Net Selling	Net Selling
TUYA	TUYA INC	$1.01B	615,530,665	0.02%	12.51%	Net Selling	Net Selling
CPAY	CORPAY INC	$26.12B	65,659,599	0.10%	98.57%	Net Selling	Net Selling
BB	BLACKBERRY LTD	$4.68B	586,100,431	0.05%	9.99%	Net Selling	Net Selling
RDWR	RADWARE LTD	$1.27B	43,687,694	0.07%	11.73%	Net Selling	Net Selling
CRWD	CROWDSTRIKE HOLDINGS INC	$243.34B	1,023,934,842	0.02%	2.97%	Net Selling	Net Selling
TDC	TERADATA CORP	$2.69B	93,000,000	0.13%	17.27%	Net Selling	Net Selling
BAND	BANDWIDTH INC	$1.62B	32,180,788	0.09%	11.91%	Net Selling	Net Selling
BLZE	BACKBLAZE INC	$814.60M	61,900,000	0.06%	19.94%	Net Selling	Net Selling
RBRK	RUBRIK INC	$22.12B	207,304,433	0.06%	5.03%	Net Selling	Net Selling
SPSC	SPS COMMERCE INC	$2.87B	36,000,174	0.11%	12.54%	Net Selling
USIO	USIO INC	$67.53M	28,495,414	0.01%	99.99%	Net Buying	Net Buying
KVYO	KLAVIYO INC	$4.39B	284,727,437	0.05%	4.47%	Net Selling	Net Selling
IIIV	I3 VERTICALS INC	$389.04M	26,322,009	0.08%	13.77%	Net Selling
RPD	RAPID7 INC	$806.79M	67,400,640	0.09%	99.91%	Net Buying	Net Selling
TOST	TOAST INC	$17.19B	578,000,000	0.08%	8.54%	Net Selling	Net Selling
TLS	TELOS CORP	$304.18M	74,736,789	0.06%	99.94%	Net Selling	Net Selling
NET	CLOUDFLARE INC	$115.23B	356,079,715	0.08%	15.57%	Net Selling	Net Selling
DBX	DROPBOX INC	$8.23B	225,709,285	0.08%	9.45%	Net Selling	Net Selling
QLYS	QUALYS INC	$6.05B	34,595,001	0.11%	43.76%	Net Selling	Net Selling
BOX	BOX INC	$4.63B	137,200,773	0.10%	5.91%	Net Selling	Net Selling
ACIW	ACI WORLDWIDE INC	$5.08B	100,955,241	0.10%	5.80%	Net Selling	Net Selling
ZS	ZSCALER INC	$32.17B	163,054,698	0.05%	25.65%	Net Selling	Net Selling
MQ	MARQETA INC	$1.62B	104,098,834	0.27%	7.73%	Net Selling	Net Selling
GTLB	GITLAB INC	$8.20B	166,600,000	0.09%	40.04%	Net Selling	Net Selling
VRNS	VARONIS SYSTEMS INC	$5.46B	114,860,485	0.10%	43.65%	Net Selling
WIX	WIXCOM LTD	$3.37B	42,965,089	0.10%	6.90%	Net Selling	Net Selling
PRTH	PRIORITY TECHNOLOGY HOLDINGS INC	$480.63M	82,440,372	0.02%	99.98%	Net Selling	Net Selling
WEX	WEX INC	$6.60B	34,081,611	0.12%	31.84%	Net Selling	Net Selling
OSPN	ONESPAN INC	$645.28M	36,852,173	0.10%	26.18%	Net Selling	Net Selling
SNPS	SYNOPSYS INC	$73.77B	191,636,646	0.09%	0.94%	Net Selling	Net Selling
GEN	GEN DIGITAL INC	$17.37B	598,587,032	0.09%	16.58%	Net Selling	Net Selling
CINT	CI&T INC	$401.05M	134,579,406	0.04%	0.39%	Net Buying	Net Buying
PLTR	PALANTIR TECHNOLOGIES INC	$426.88B	2,403,058,480	0.06%	4.94%	Net Selling	Net Selling
ORCL	ORACLE CORP	$446.33B	3,023,736,000	0.04%	38.79%	Net Selling	Net Selling
NTSK	NETSKOPE INC	$7.15B	408,587,748	0.05%	63.58%	Net Selling	Net Buying
KSPI	JOINT STOCK CO KASPIKZ	$18.53B	190,027,266	0.04%	0.00%
MSFT	MICROSOFT CORP	$3.67T	7,425,545,491	0.07%	6.25%	Net Selling	Net Selling
TP	TICKETPLUS LTD	$99.65M	12,064,525	0.00%	84.44%
PATH	UIPATH INC	$6.98B	521,155,409	0.06%	99.94%	Net Selling	Net Selling
GDDY	GODADDY INC	$12.34B	126,647,704	0.10%	72.13%	Net Selling	Net Selling
DSC	DSC HOLDINGS LTD	$345.50M	1,001,449,847	0.00%	43.09%
DLO	DLOCAL LTD	$4.10B	288,416,831	0.04%	2.83%	Net Selling	Net Selling
FLYW	FLYWIRE CORP	$2.11B	121,667,674	0.11%	53.75%	Net Selling	Net Selling
PANW	PALO ALTO NETWORKS INC	$297.41B	818,000,000	0.08%	2.38%	Net Selling	Net Selling
ATEN	A10 NETWORKS INC	$1.90B	72,609,021	0.11%	86.86%	Net Selling	Net Selling
ALAR	ALARUM TECHNOLOGIES LTD	$15.32M	72,600,000	0.00%	5.03%
PAGS	PAGSEGURO DIGITAL LTD	$2.83B	305,677,709	0.04%	40.59%	Net Buying	Net Selling
SAIL	SAILPOINT INC	$11.32B	570,911,633	0.10%	86.94%	Net Selling	Net Selling
PSFE	PAYSAFE LTD	$325.83M	52,300,000	0.06%	3.95%	Net Selling	Net Selling
FOUR	SHIFT4 PAYMENTS INC	$3.08B	78,960,120	0.09%	4.80%	Net Buying	Net Selling
DOCN	DIGITALOCEAN HOLDINGS INC	$15.30B	117,579,550	0.08%	68.23%	Net Selling	Net Selling
QMLS	QUMULUSAI INC	$244.25M	33,458,515	0.00%	45.97%
BKKT	BAKKT INC	$388.05M	45,069,458	0.03%	70.44%	Net Buying	Net Buying
S	SENTINELONE INC	$7.83B	348,049,117	0.08%	4.10%	Net Selling	Net Selling
BLSH	BULLISH	$5.82B	151,684,000	0.03%	59.92%	Net Selling
MBGL	MOBILITY GLOBAL INC	$5.75B	294,821,320	0.00%	0.58%	Net Buying	Net Buying
EEFT	EURONET WORLDWIDE INC	$2.47B	37,403,595	0.10%	9.38%	Net Selling	Net Buying
MOVE	CORVEX INC	$304.40M	27,647,305	0.00%	76.70%	Net Buying	Net Buying
AISP	AIRSHIP AI HOLDINGS INC	$66.12M	34,439,562	0.01%	91.76%	Net Buying
AGPU	AXE COMPUTE INC	$140.60M	11,591,124	0.00%	100.00%	Net Buying	Net Buying
VRSN	VERISIGN INC	$27.28B	90,000,000	0.10%	43.18%	Net Selling	Net Selling
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$13.89B	104,700,000	0.07%	24.05%	Net Selling	Net Selling
PAYP	PAYPAY CORP	$11.99B	676,955,535	0.00%	0.01%	Net Buying
DAVA	ENDAVA PLC	$145.21M	52,234,286	0.03%	0.88%	Net Selling	Net Selling
MCRP	MICROPOLIS AI ROBOTICS	$28.09M	34,888,447	0.00%	18.12%
IMXI	INTERNATIONAL MONEY EXPRESS INC	$364.65M	30,211,627	0.09%	99.91%	Net Buying	Net Buying
FISV	FISERV INC	$25.09B	531,766,721	0.09%	32.26%	Net Selling	Net Buying
GYGY	GAME YOUR GAME INC	$12.38M	14,392,000	0.00%	60.09%
STNE	STONECO LTD	$2.42B	253,684,641	0.06%	1.39%	Net Selling	Net Selling
LIDR	AEYE INC	$55.79M	46,488,312	0.02%	67.55%	Net Selling	Net Selling
AKAM	AKAMAI TECHNOLOGIES INC	$15.02B	143,716,609	0.11%	7.38%	Net Selling	Net Selling
CLBT	CELLEBRITE DI LTD	$2.88B	247,617,591	0.05%	7.38%	Net Selling	Net Selling

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. Yext (NYSE:YEXT)

Yext (NYSE:YEXT) is the #1 top software infrastructure stock out of 169 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: A, Growth: C, Momentum: C, Sentiment: A, 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 -31.7% over the past year, overperforming other software infrastructure stocks by 67 percentage points.

Yext has an average 1 year price target of $7.00, an upside of 14.01% from Yext's current stock price of $6.14.

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.

2. Netscout Systems (NASDAQ:NTCT)

Netscout Systems (NASDAQ:NTCT) is the #2 top software infrastructure stock out of 169 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: C, Sentiment: B, Safety: C, Financials: C, and AI: C.

Netscout Systems (NASDAQ:NTCT) has a Due Diligence Score of 64, which is 31 points higher than the software infrastructure industry average of 33.

NTCT passed 20 out of 33 due diligence checks and has strong fundamentals. Netscout Systems has seen its stock return 46.62% over the past year, overperforming other software infrastructure stocks by 146 percentage points.

Netscout Systems has an average 1 year price target of $38.00, a downside of -0.55% from Netscout Systems's current stock price of $38.21.

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.

3. Lesaka Technologies (NASDAQ:LSAK)

Lesaka Technologies (NASDAQ:LSAK) is the #3 top software infrastructure stock out of 169 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 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 40, which is 7 points higher than the software infrastructure industry average of 33.

LSAK passed 13 out of 33 due diligence checks and has average fundamentals. Lesaka Technologies has seen its stock return 0.48% over the past year, overperforming other software infrastructure stocks by 100 percentage points.

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 7.64%, which is 5 percentage points higher than the software infrastructure industry average of 2.27%.

Joint Stock Co Kaspikz's dividend payout ratio of 42.5% 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 5.83%, which is 4 percentage points higher than the software infrastructure industry average of 2.27%.

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 3.7%, which is 1 percentage points higher than the software infrastructure industry average of 2.27%. 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.

Why are software infrastructure stocks down?

Software infrastructure stocks were down -1.37% in the last day, and up 2.47% over the last week. Radware was the among the top losers in the software - infrastructure industry, dropping -4.65% yesterday.

Shares of cybersecurity-related companies are trading lower. Reports suggesting that hackers used Anthropic's Claude assistant to access the internal code of OpenAI's ChatGPT may highlight to investors the challenges facing legacy security software makers amid AI's growth.

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 29 points higher than the software infrastructure industry average of 28. It passed 4 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 19.05% in the past year. It has overperformed other stocks in the software infrastructure industry by 118 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 57, which is 29 points higher than the software infrastructure industry average of 28. It passed 4 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -40.68% in the past year. It has overperformed other stocks in the software infrastructure industry by 58 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 43 points higher than the software infrastructure industry average of 28. It passed 5 out of 7 valuation due diligence checks.

Are software infrastructure stocks a good buy now?

44.07% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 17.76% over the next year.

3.79% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 19.7% of software infrastructure stocks are rated B (Buy), 55.3% are rated C (Hold), 14.39% are rated D (Sell), and 6.82% 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 216.99x.

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.