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 +32.52% 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 66th ranked industry out of 146 stock market industries

Ticker	Company	Market Cap	Shares	Institutional %	Insider %	Net Insider (L12M)	Net Insider (L3M)
FIVN	FIVE9 INC	$1.58B	76,563,988	69.43%	30.57%	Net Selling	Net Selling
LSAK	LESAKA TECHNOLOGIES INC	$402.96M	85,736,223	12.50%	87.50%	Net Buying	Net Selling
BAND	BANDWIDTH INC	$1.69B	32,017,307	74.73%	11.60%	Net Selling	Net Selling
TENB	TENABLE HOLDINGS INC	$3.06B	110,271,973	69.08%	30.92%	Net Selling	Net Buying
PAYS	PAYSIGN INC	$389.66M	55,905,773	31.99%	68.01%	Net Selling	Net Selling
EVCM	EVERCOMMERCE INC	$1.62B	176,950,701	57.32%	42.68%	Net Selling	Net Selling
PICS	PICS NV	$1.15B	106,730,400	13.99%	5.26%	Net Buying	Net Buying
PRTH	PRIORITY TECHNOLOGY HOLDINGS INC	$518.01M	82,355,170	16.64%	83.36%	Net Selling	Net Selling
BOX	BOX INC	$3.53B	138,449,825	94.46%	5.54%	Net Selling	Net Selling
GCT	GIGACLOUD TECHNOLOGY INC	$1.27B	36,787,488	56.98%	20.20%	Net Selling	Net Selling
TDC	TERADATA CORP	$3.16B	94,100,000	87.11%	12.89%	Net Selling	Net Selling
TLS	TELOS CORP	$335.19M	74,819,175	36.79%	63.21%	Net Selling	Net Selling
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$637.67M	18,397,950	86.11%	13.89%	Net Selling	Net Selling
PAY	PAYMENTUS HOLDINGS INC	$2.67B	125,789,337	43.31%	9.16%
APPN	APPIAN CORP	$1.71B	73,412,120	48.34%	51.66%	Net Selling	Net Selling
AVPT	AVEPOINT INC	$2.31B	212,017,196	41.45%	58.55%	Net Selling	Net Buying
RELY	REMITLY GLOBAL INC	$4.13B	210,561,079	81.70%	18.30%	Net Selling	Net Selling
XYZ	BLOCK INC	$44.25B	595,181,000	71.55%	5.49%	Net Selling	Net Selling
PGY	PAGAYA TECHNOLOGIES LTD	$1.30B	82,870,842	44.72%	14.75%	Net Selling	Net Selling
ALLT	ALLOT LTD	$359.97M	48,777,078	71.90%	28.10%	Net Selling	Net Selling
DBX	DROPBOX INC	$6.35B	233,300,649	78.04%	8.70%	Net Selling	Net Selling
PSFE	PAYSAFE LTD	$356.21M	51,252,865	58.78%	4.00%	Net Selling	Net Selling
CPAY	CORPAY INC	$23.10B	65,361,919	49.61%	50.39%	Net Buying	Net Buying
RDWR	RADWARE LTD	$1.22B	42,794,944	74.15%	11.98%	Net Selling	Net Selling
BLZE	BACKBLAZE INC	$486.60M	60,000,000	48.42%	20.64%	Net Selling	Net Selling
KVYO	KLAVIYO INC	$4.19B	299,279,813	52.57%	3.75%	Net Selling	Net Selling
SPSC	SPS COMMERCE INC	$2.03B	36,712,702	89.56%	10.44%	Net Selling	Net Buying
NTCT	NETSCOUT SYSTEMS INC	$2.91B	71,495,215	78.14%	21.86%	Net Selling	Net Selling
BB	BLACKBERRY LTD	$5.43B	587,882,400	45.08%	9.99%	Net Selling	Net Selling
TOST	TOAST INC	$14.53B	580,000,000	76.33%	8.55%	Net Selling	Net Selling
ATEN	A10 NETWORKS INC	$2.35B	71,998,175	53.40%	46.60%	Net Selling	Net Selling
NTNX	NUTANIX INC	$13.35B	270,320,509	80.36%	19.64%	Net Selling	Net Selling
MDB	MONGODB INC	$28.49B	80,431,927	88.60%	10.34%	Net Selling	Net Selling
FFIV	F5 INC	$22.39B	56,419,247	98.27%	1.73%	Net Selling	Net Selling
IOT	SAMSARA INC	$19.54B	582,710,082	62.17%	10.57%	Net Selling	Net Selling
RPD	RAPID7 INC	$479.18M	66,830,618	45.11%	54.89%	Net Buying	Net Selling
ADBE	ADOBE INC	$82.03B	397,500,000	80.51%	0.83%	Net Selling	Net Selling
TUYA	TUYA INC	$1.22B	615,523,100	23.85%	12.49%
GTLB	GITLAB INC	$4.78B	168,900,000	67.50%	32.50%	Net Selling	Net Selling
EVTC	EVERTEC INC	$1.69B	61,620,344	95.83%	4.17%	Net Buying	Net Buying
DOX	AMDOCS LTD	$5.93B	106,164,000	97.83%	1.23%	Net Selling	Net Selling
AFRM	AFFIRM HOLDINGS INC	$24.08B	334,898,565	71.75%	15.21%	Net Selling	Net Selling
CGNT	COGNYTE SOFTWARE LTD	$652.30M	73,705,907	68.43%	29.68%
FATN	FATPIPE INC	$80.36M	14,024,468	0.34%	46.17%	Net Buying
PATH	UIPATH INC	$5.59B	518,120,266	35.75%	64.25%	Net Selling	Net Selling
FTNT	FORTINET INC	$109.52B	732,648,391	65.14%	13.33%	Net Selling	Net Selling
FLYW	FLYWIRE CORP	$1.89B	123,417,880	64.52%	35.48%	Net Selling	Net Selling
OKTA	OKTA INC	$20.53B	173,807,365	90.59%	4.40%	Net Selling	Net Selling
CINT	CI&T INC	$513.26M	129,611,000	43.45%	0.40%	Net Selling	Net Selling
WEX	WEX INC	$4.56B	34,668,143	78.12%	21.88%	Net Selling	Net Selling
PAGS	PAGSEGURO DIGITAL LTD	$2.71B	305,677,709	39.48%	40.62%	Net Buying	Net Buying
PLTR	PALANTIR TECHNOLOGIES INC	$322.94B	2,397,311,977	54.48%	4.95%	Net Selling	Net Selling
GEN	GEN DIGITAL INC	$14.71B	602,433,854	84.14%	15.86%	Net Buying	Net Buying
WIX	WIXCOM LTD	$2.57B	56,361,634	95.30%	4.70%
DLO	DLOCAL LTD	$3.73B	294,269,133	37.12%	2.74%	Net Buying	Net Buying
OSPN	ONESPAN INC	$527.55M	37,072,850	77.38%	22.62%	Net Selling	Net Selling
ZS	ZSCALER INC	$21.09B	161,709,525	53.04%	25.87%	Net Selling	Net Selling
QLYS	QUALYS INC	$4.04B	35,217,007	70.77%	29.23%	Net Selling	Net Selling
IIIV	I3 VERTICALS INC	$547.18M	27,931,514	87.22%	12.78%	Net Selling	Net Buying
RBRK	RUBRIK INC	$14.36B	205,828,566	56.26%	5.05%	Net Selling	Net Selling
VRNS	VARONIS SYSTEMS INC	$3.89B	114,814,150	68.32%	31.68%	Net Selling	Net Selling
ACIW	ACI WORLDWIDE INC	$4.55B	101,661,570	94.50%	5.50%	Net Selling	Net Selling
CRWD	CROWDSTRIKE HOLDINGS INC	$176.39B	254,564,820	68.82%	4.10%	Net Selling	Net Selling
EEFT	EURONET WORLDWIDE INC	$2.55B	38,075,094	91.96%	8.04%	Net Selling	Net Selling
MQ	MARQETA INC	$1.65B	424,030,313	71.11%	4.97%	Net Selling	Net Selling
SAIL	SAILPOINT INC	$8.06B	567,182,997	52.78%	47.22%	Net Selling	Net Selling
YEXT	YEXT INC	$406.00M	100,248,116	51.39%	48.61%	Net Selling	Net Selling
MSFT	MICROSOFT CORP	$2.97T	7,428,434,704	71.65%	6.24%	Net Selling	Net Selling
GDDY	GODADDY INC	$10.26B	132,409,847	59.17%	40.83%	Net Selling	Net Selling
NET	CLOUDFLARE INC	$83.32B	353,466,247	78.32%	15.43%	Net Selling	Net Selling
FOUR	SHIFT4 PAYMENTS INC	$3.17B	79,328,924	89.01%	4.72%	Net Buying	Net Buying
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$13.04B	105,596,035	69.15%	23.81%	Net Selling	Net Selling
ORCL	ORACLE CORP	$554.04B	2,876,046,000	42.01%	40.72%	Net Buying	Net Selling
PAYO	PAYONEER GLOBAL INC	$2.35B	334,778,664	74.51%	25.49%	Net Selling	Net Selling
S	SENTINELONE INC	$5.21B	342,803,723	79.50%	4.24%	Net Selling	Net Selling
KSPI	JOINT STOCK CO KASPIKZ	$15.81B	190,027,266	44.44%	0.00%
VRSN	VERISIGN INC	$24.84B	91,000,000	68.81%	31.19%	Net Selling	Net Selling
MLGO	MICROALGO INC	$61.94M	12,437,461	0.17%	99.83%
MSAI	MULTISENSOR AI HOLDINGS INC	$11.61M	2,019,434	49.68%	50.32%	Net Selling
EXYN	EXYN TECHNOLOGIES INC	N/A	7,637,916	0.00%	0.00%
SNPS	SYNOPSYS INC	$87.00B	191,479,325	87.39%	0.77%	Net Selling	Net Selling
PANW	PALO ALTO NETWORKS INC	$231.90B	815,000,000	76.95%	2.39%	Net Selling	Net Selling
PAYP	PAYPAY CORP	$9.53B	668,625,454	4.28%	0.01%	Net Buying	Net Buying
ALAR	ALARUM TECHNOLOGIES LTD	$77.25M	72,600,000	0.14%	5.03%
MCRP	MICROPOLIS AI ROBOTICS	$66.99M	34,888,447	0.58%	18.12%
NN	NEXTNAV INC	$2.66B	136,436,939	52.97%	47.03%	Net Selling	Net Selling
RXT	RACKSPACE TECHNOLOGY INC	$1.47B	249,222,499	69.05%	20.73%	Net Selling	Net Selling
AKAM	AKAMAI TECHNOLOGIES INC	$19.51B	145,385,451	93.57%	6.43%	Net Selling	Net Selling
KLAR	KLARNA GROUP PLC	$6.65B	378,113,486	49.00%	22.22%
STNE	STONECO LTD	$2.79B	253,684,641	67.47%	1.39%	Net Buying	Net Buying
CETX	CEMTREX INC	$4.28M	1,112,183	26.39%	73.61%
GRRR	GORILLA TECHNOLOGY GROUP INC	$455.30M	26,032,079	12.67%	12.41%	Net Selling	Net Selling
BNAI	BRAND ENGAGEMENT NETWORK INC	$124.82M	6,507,687	4.33%	95.67%	Net Selling
NTSK	NETSKOPE INC	$3.56B	403,923,649	36.13%	33.20%	Net Buying	Net Selling
REKR	REKOR SYSTEMS INC	$100.32M	137,608,115	20.86%	27.84%	Net Buying
INFQ	INFLEQTION INC	$3.23B	218,196,891	28.48%	9.23%	Net Selling	Net Selling
TCX	TUCOWS INC	$148.73M	11,149,173	11.55%	88.45%	Net Selling
DAVA	ENDAVA PLC	$146.26M	52,234,286	37.14%	0.87%	Net Selling	Net Selling
DOCN	DIGITALOCEAN HOLDINGS INC	$18.92B	104,364,181	54.57%	45.43%	Net Selling	Net Selling
CLBT	CELLEBRITE DI LTD	$3.22B	246,470,084	51.36%	7.38%	Net Selling	Net Selling

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Jun 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 158 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 31 points higher than the software infrastructure industry average of 33.

FIVN passed 20 out of 33 due diligence checks and has strong fundamentals. Five9 has seen its stock lose -25.44% over the past year, overperforming other software infrastructure stocks by 56 percentage points.

Five9 has an average 1 year price target of $25.80, an upside of 24.88% from Five9's current stock price of $20.66.

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 158 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 -14 points lower than the software infrastructure industry average of 33. 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 14.49% over the past year, overperforming other software infrastructure stocks by 96 percentage points.

3. Bandwidth (NASDAQ:BAND)

Bandwidth (NASDAQ:BAND) is the #3 top software infrastructure stock out of 158 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 Bandwidth (NASDAQ:BAND) is: Value: C, Growth: A, Momentum: B, Sentiment: A, Safety: B, Financials: C, and AI: C.

Bandwidth (NASDAQ:BAND) has a Due Diligence Score of 10, which is -23 points lower than the software infrastructure industry average of 33. Although this number is below the industry average, our proven quant model rates BAND as a "A".

BAND passed 3 out of 33 due diligence checks and has weak fundamentals. Bandwidth has seen its stock return 269.96% over the past year, overperforming other software infrastructure stocks by 352 percentage points.

Bandwidth has an average 1 year price target of $52.33, a downside of -0.94% from Bandwidth's current stock price of $52.83.

Bandwidth stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 3 analysts covering Bandwidth, 33.33% have issued a Strong Buy rating, 66.67% 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 23.02%, which is 19 percentage points higher than the software infrastructure industry average of 3.88%.

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

2. Joint Stock Co Kaspikz (NASDAQ:KSPI)

Joint Stock Co Kaspikz (NASDAQ:KSPI) has an annual dividend yield of 6.38%, which is 3 percentage points higher than the software infrastructure industry average of 3.88%.

Joint Stock Co Kaspikz's dividend payout ratio of 14.4% 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 3.85%, which is the same as the software infrastructure industry average of 3.88%. 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 42.8% indicates that its dividend yield is sustainable for the long-term.

Why are software infrastructure stocks up?

Software infrastructure stocks were up 1.48% in the last day, and down -0.49% over the last week. Horizon Quantum Holdings was the among the top gainers in the software - infrastructure industry, gaining 63.34% yesterday.

Shares of quantum computing-related companies are trading higher amid market strength related to the U.S.-Iran deal. The industry previously moved with space-related stocks, and strength may be responding to SpaceX's recent IPO

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. Rapid7 (NASDAQ:RPD)

Rapid7 (NASDAQ:RPD) 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.

Rapid7 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.

Rapid7's stock has dropped -69.54% in the past year. It has overperformed other stocks in the software infrastructure industry by 12 percentage points.

2. Consensus Cloud Solutions (NASDAQ:CCSI)

Consensus Cloud Solutions (NASDAQ:CCSI) 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.

Consensus Cloud Solutions 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.

Consensus Cloud Solutions's stock has gained 55.5% in the past year. It has overperformed other stocks in the software infrastructure industry by 137 percentage points.

3. Five9 (NASDAQ:FIVN)

Five9 (NASDAQ:FIVN) 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.

Five9 has a valuation score of 86, which is 59 points higher than the software infrastructure industry average of 27. It passed 6 out of 7 valuation due diligence checks.

Five9's stock has dropped -25.44% in the past year. It has overperformed other stocks in the software infrastructure industry by 56 percentage points.

Are software infrastructure stocks a good buy now?

49.12% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 19.1% over the next year.

2.31% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 21.54% of software infrastructure stocks are rated B (Buy), 56.92% are rated C (Hold), 9.23% are rated D (Sell), and 10% 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 -213.23x.

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.