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 75th 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	$2.80B	72,707,312	0.09%	25.58%	Net Selling	Net Selling
TENB	TENABLE HOLDINGS INC	$3.79B	110,139,983	0.10%	48.24%	Net Selling	Net Buying
APPN	APPIAN CORP	$2.74B	71,627,597	0.05%	57.98%	Net Selling	Net Selling
GCT	GIGACLOUD TECHNOLOGY INC	$1.77B	35,710,237	0.07%	24.73%	Net Selling	Net Selling
LSAK	LESAKA TECHNOLOGIES INC	$394.39M	85,736,223	0.02%	99.98%	Net Buying
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$710.46M	18,324,922	0.10%	16.80%	Net Selling	Net Selling
PAYS	PAYSIGN INC	$795.55M	56,462,156	0.05%	98.75%	Net Selling	Net Selling
PGY	PAGAYA TECHNOLOGIES LTD	$1.81B	83,425,843	0.04%	14.66%	Net Selling	Net Selling
BLZE	BACKBLAZE INC	$978.02M	61,900,000	0.06%	20.00%	Net Selling
XYZ	BLOCK INC	$49.36B	600,795,000	0.07%	5.37%	Net Selling	Net Selling
EVCM	EVERCOMMERCE INC	$1.70B	176,665,246	0.09%	69.14%	Net Selling	Net Selling
PICS	PICS NV	$1.13B	106,730,400	0.01%	5.26%	Net Buying	Net Buying
FTNT	FORTINET INC	$112.63B	733,713,653	0.07%	15.36%	Net Selling	Net Selling
BOX	BOX INC	$4.56B	138,449,825	0.10%	5.88%	Net Selling	Net Selling
ALLT	ALLOT LTD	$367.65M	49,151,073	0.07%	28.54%	Net Selling	Net Selling
RPD	RAPID7 INC	$798.70M	67,400,640	0.09%	99.91%	Net Buying	Net Selling
BAND	BANDWIDTH INC	$1.53B	32,180,788	0.09%	11.54%	Net Selling	Net Selling
EVTC	EVERTEC INC	$1.79B	59,752,542	0.10%	4.44%	Net Buying	Net Selling
FATN	FATPIPE INC	$90.14M	14,128,468	0.00%	45.85%	Net Buying
NTNX	NUTANIX INC	$18.28B	270,320,509	0.10%	21.47%	Net Selling	Net Selling
RELY	REMITLY GLOBAL INC	$5.65B	211,684,054	0.09%	18.20%	Net Selling	Net Selling
FIVN	FIVE9 INC	$2.45B	74,723,531	0.11%	47.90%	Net Selling	Net Selling
RDWR	RADWARE LTD	$1.22B	43,687,694	0.07%	11.78%	Net Selling	Net Selling
FFIV	F5 INC	$21.78B	56,627,182	0.10%	1.83%	Net Selling	Net Selling
TLS	TELOS CORP	$336.32M	74,736,789	0.06%	99.94%	Net Selling	Net Selling
PAY	PAYMENTUS HOLDINGS INC	$5.04B	125,939,647	0.04%	9.10%	Net Selling	Net Selling
QLYS	QUALYS INC	$6.30B	34,595,001	0.11%	43.77%	Net Selling	Net Selling
BB	BLACKBERRY LTD	$4.71B	586,100,431	0.05%	9.99%	Net Selling	Net Selling
CPAY	CORPAY INC	$27.39B	65,659,599	0.10%	98.66%	Net Buying	Net Selling
NET	CLOUDFLARE INC	$104.38B	356,079,715	0.08%	15.57%	Net Selling	Net Selling
DOX	AMDOCS LTD	$6.41B	104,415,000	0.10%	1.25%	Net Selling	Net Selling
TOST	TOAST INC	$21.18B	578,000,000	0.08%	8.54%	Net Selling	Net Selling
ADBE	ADOBE INC	$109.43B	397,500,000	0.08%	0.93%	Net Selling	Net Selling
MQ	MARQETA INC	$1.70B	104,098,834	0.27%	4.00%	Net Selling	Net Selling
CGNT	COGNYTE SOFTWARE LTD	$633.87M	73,705,907	0.07%	29.80%
GTLB	GITLAB INC	$7.04B	168,900,000	0.09%	39.55%	Net Selling	Net Selling
USIO	USIO INC	$80.07M	28,495,414	0.01%	99.99%	Net Buying	Net Buying
VRNS	VARONIS SYSTEMS INC	$4.74B	114,860,485	0.10%	43.65%	Net Selling	Net Selling
AVPT	AVEPOINT INC	$2.83B	211,565,426	0.07%	88.66%	Net Buying	Net Buying
OKTA	OKTA INC	$23.49B	173,807,365	0.09%	4.38%	Net Selling	Net Selling
SPSC	SPS COMMERCE INC	$2.92B	36,000,174	0.11%	12.54%	Net Selling
PLTR	PALANTIR TECHNOLOGIES INC	$432.41B	2,403,058,480	0.06%	4.94%	Net Selling	Net Selling
TDC	TERADATA CORP	$2.58B	93,000,000	0.13%	17.33%	Net Selling	Net Selling
MDB	MONGODB INC	$34.65B	80,431,927	0.09%	10.86%	Net Selling	Net Selling
WEX	WEX INC	$6.81B	34,081,611	0.12%	31.75%	Net Selling	Net Selling
GEN	GEN DIGITAL INC	$17.32B	598,587,032	0.09%	16.64%	Net Buying	Net Selling
DSC	DSC HOLDINGS LTD	N/A	1,001,449,847	0.00%	43.09%
IIIV	I3 VERTICALS INC	$439.05M	26,322,009	0.08%	13.77%	Net Selling
WIX	WIXCOM LTD	$3.53B	42,965,089	0.10%	6.99%
DBX	DROPBOX INC	$7.78B	225,709,285	0.08%	8.91%	Net Selling	Net Selling
YEXT	YEXT INC	$636.58M	100,248,116	0.07%	96.18%	Net Selling	Net Selling
GDDY	GODADDY INC	$12.29B	126,647,704	0.10%	72.14%	Net Selling	Net Selling
ACIW	ACI WORLDWIDE INC	$5.24B	100,955,241	0.10%	5.81%	Net Selling	Net Selling
TUYA	TUYA INC	$1.11B	615,523,100	0.02%	12.51%	Net Selling	Net Selling
PATH	UIPATH INC	$8.49B	518,120,266	0.06%	99.94%	Net Selling	Net Selling
KVYO	KLAVIYO INC	$5.22B	284,727,437	0.05%	3.90%	Net Selling	Net Selling
OSPN	ONESPAN INC	$579.68M	36,852,173	0.10%	26.16%	Net Selling	Net Selling
ATEN	A10 NETWORKS INC	$1.90B	72,609,021	0.11%	86.86%	Net Selling	Net Selling
DLO	DLOCAL LTD	$4.38B	288,416,831	0.04%	2.83%	Net Selling	Net Selling
IOT	SAMSARA INC	$23.27B	582,710,082	0.07%	12.01%	Net Selling	Net Selling
RBRK	RUBRIK INC	$20.60B	205,828,566	0.06%	5.08%	Net Selling	Net Selling
CETX	CEMTREX INC	$4.72M	1,721,141	0.00%	100.00%
KSPI	JOINT STOCK CO KASPIKZ	$20.06B	190,027,266	0.04%	0.00%
PRTH	PRIORITY TECHNOLOGY HOLDINGS INC	$462.49M	82,440,372	0.02%	99.98%	Net Selling	Net Selling
CRWD	CROWDSTRIKE HOLDINGS INC	$195.45B	1,018,259,280	0.02%	2.98%	Net Selling	Net Selling
MSFT	MICROSOFT CORP	$3.59T	7,425,545,491	0.07%	6.24%	Net Selling	Net Selling
SAIL	SAILPOINT INC	$10.57B	567,182,997	0.10%	87.51%	Net Selling	Net Selling
PAGS	PAGSEGURO DIGITAL LTD	$2.63B	305,677,709	0.04%	40.59%	Net Buying	Net Selling
ALAR	ALARUM TECHNOLOGIES LTD	$12.27M	72,600,000	0.00%	5.03%
PSFE	PAYSAFE LTD	$359.30M	52,300,000	0.06%	3.90%	Net Selling	Net Buying
FLYW	FLYWIRE CORP	$2.38B	121,667,674	0.11%	54.12%	Net Selling	Net Selling
ZS	ZSCALER INC	$29.39B	161,709,525	0.05%	25.86%	Net Selling	Net Selling
CINT	CI&T INC	$523.51M	134,579,406	0.04%	0.39%	Net Selling
MOVE	CORVEX INC	$242.47M	27,647,305	0.00%	76.70%	Net Buying	Net Buying
QMLS	QUMULUSAI INC	N/A	39,472,531	0.00%	32.12%
S	SENTINELONE INC	$7.26B	342,803,723	0.08%	4.21%	Net Selling	Net Selling
EEFT	EURONET WORLDWIDE INC	$2.62B	37,403,595	0.10%	9.38%	Net Selling	Net Buying
DOCN	DIGITALOCEAN HOLDINGS INC	$13.60B	117,579,550	0.08%	68.29%	Net Selling	Net Selling
FOUR	SHIFT4 PAYMENTS INC	$3.78B	78,960,120	0.09%	4.80%	Net Buying	Net Buying
BKKT	BAKKT INC	$387.15M	45,069,458	0.03%	70.44%	Net Buying	Net Buying
SNPS	SYNOPSYS INC	$76.18B	191,479,325	0.09%	0.78%	Net Selling	Net Selling
MBGL	MOBILITY GLOBAL INC	$5.85B	294,821,320	0.00%	0.47%	Net Buying	Net Buying
PANW	PALO ALTO NETWORKS INC	$291.66B	815,000,000	0.08%	2.39%	Net Selling	Net Selling
TGHL	GROWHUB LTD	$21.76M	25,299,810	0.00%	41.24%
ORCL	ORACLE CORP	$421.90B	2,880,471,000	0.04%	40.66%	Net Selling	Net Selling
REKR	REKOR SYSTEMS INC	$83.68M	137,636,495	0.02%	27.84%	Net Buying
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$13.67B	104,700,000	0.07%	24.00%	Net Selling	Net Selling
TP	TICKETPLUS LTD	$96.40M	12,064,525	0.00%	84.44%
AGPU	AXE COMPUTE INC	$118.35M	11,591,124	0.00%	100.00%	Net Buying	Net Buying
PAYP	PAYPAY CORP	$10.43B	676,955,535	0.00%	0.01%	Net Buying	Net Buying
VRSN	VERISIGN INC	$25.36B	90,000,000	0.10%	43.19%	Net Selling	Net Selling
MCRP	MICROPOLIS AI ROBOTICS	$43.26M	34,888,447	0.00%	18.12%
MLGO	MICROALGO INC	$52.49M	12,437,461	0.00%	100.00%
FISV	FISERV INC	$27.96B	531,766,721	0.09%	32.26%	Net Selling	Net Buying
BLSH	BULLISH	$4.61B	151,684,000	0.03%	6.69%	Net Selling
BRUN	BOOST RUN INC	$1.55B	79,487,441	0.02%	31.22%	Net Buying	Net Buying
DAVA	ENDAVA PLC	$166.63M	52,234,286	0.03%	0.88%	Net Selling	Net Selling
IMXI	INTERNATIONAL MONEY EXPRESS INC	$426.59M	30,211,627	0.09%	99.91%	Net Buying	Net Buying
STNE	STONECO LTD	$2.37B	253,684,641	0.06%	1.39%	Net Buying	Net Selling
GYGY	GAME YOUR GAME INC	$18.85M	14,392,000	0.00%	60.09%

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 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 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 69.26% over the past year, overperforming other software infrastructure stocks by 166 percentage points.

Netscout Systems has an average 1 year price target of $38.00, a downside of -1.27% from Netscout Systems's current stock price of $38.49.

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 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 14.3% over the past year, overperforming other software infrastructure stocks by 111 percentage points.

Tenable Holdings has an average 1 year price target of $35.06, an upside of 1.97% from Tenable Holdings's current stock price of $34.38.

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. Appian (NASDAQ:APPN)

Appian (NASDAQ:APPN) 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 Appian (NASDAQ:APPN) is: Value: C, Growth: B, Momentum: C, Sentiment: A, Safety: C, Financials: B, and AI: C.

Appian (NASDAQ:APPN) has a Due Diligence Score of 25, which is -6 points lower than the software infrastructure industry average of 31. Although this number is below the industry average, our proven quant model rates APPN as a "B".

APPN passed 8 out of 33 due diligence checks and has weak fundamentals. Appian has seen its stock return 32.02% over the past year, overperforming other software infrastructure stocks by 129 percentage points.

Appian has an average 1 year price target of $32.20, a downside of -15.93% from Appian's current stock price of $38.30.

Appian stock has a consensus Hold recommendation according to Wall Street analysts. Of the 5 analysts covering Appian, 20% have issued a Strong Buy rating, 0% have issued a Buy, 60% have issued a hold, while 0% have issued a Sell rating, and 20% 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 5.03%, which is 3 percentage points higher than the software infrastructure industry average of 1.99%.

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 3.57%, which is 2 percentage points higher than the software infrastructure industry average of 1.99%. 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 1.99%.

Why are software infrastructure stocks up?

Software infrastructure stocks were up 1.49% in the last day, and down -2.85% over the last week. Bakkt was the among the top gainers in the software - infrastructure industry, gaining 14.53% yesterday.

Shares of crypto-linked companies are trading higher amid continued Bitcoin price momentum after President Trump recently urged Congress to pass the Clarity Act and said the CFTC is working to bring Hyperliquid to the U.S. Investors may be seeing a renewed appetite for high-risk assets after the Treasury Department expanded its debt repurchase program.

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 32 points higher than the software infrastructure industry average of 25. It passed 4 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 53% in the past year. It has overperformed other stocks in the software infrastructure industry by 150 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 18 points higher than the software infrastructure industry average of 25. It passed 3 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -41.1% in the past year. It has overperformed other stocks in the software infrastructure industry by 55 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 18 points higher than the software infrastructure industry average of 25. It passed 3 out of 7 valuation due diligence checks.

Teradata's stock has gained 33.57% in the past year. It has overperformed other stocks in the software infrastructure industry by 130 percentage points.

Are software infrastructure stocks a good buy now?

43.97% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 15.52% over the next year.

1.49% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 18.66% of software infrastructure stocks are rated B (Buy), 61.19% are rated C (Hold), 11.94% are rated D (Sell), and 6.72% 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 -217.55x.

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.