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 69th 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	$2.71B	72,707,312	0.09%	25.58%	Net Selling	Net Selling
YEXT	YEXT INC	$644.35M	98,978,704	0.07%	97.42%	Net Selling	Net Selling
EVCM	EVERCOMMERCE INC	$1.40B	176,665,246	0.09%	68.90%	Net Selling	Net Selling
TENB	TENABLE HOLDINGS INC	$3.77B	110,139,983	0.11%	48.27%	Net Selling	Net Buying
APPN	APPIAN CORP	$2.75B	71,627,597	0.05%	57.98%	Net Selling	Net Selling
GCT	GIGACLOUD TECHNOLOGY INC	$1.85B	35,710,237	0.07%	24.73%	Net Selling	Net Selling
LSAK	LESAKA TECHNOLOGIES INC	$387.53M	85,736,223	0.02%	99.98%	Net Buying
PICS	PICS NV	$1.49B	129,587,543	0.01%	4.33%	Net Buying	Net Buying
NTNX	NUTANIX INC	$18.40B	270,320,509	0.10%	21.71%	Net Selling	Net Selling
FIVN	FIVE9 INC	$2.49B	74,723,531	0.11%	47.87%	Net Selling	Net Selling
BAND	BANDWIDTH INC	$1.41B	32,180,788	0.09%	11.86%	Net Selling	Net Selling
XYZ	BLOCK INC	$49.72B	600,795,000	0.07%	5.34%	Net Selling	Net Selling
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$647.97M	18,324,922	0.10%	16.80%	Net Selling	Net Selling
PAYS	PAYSIGN INC	$759.42M	56,462,156	0.05%	99.07%	Net Selling	Net Selling
PGY	PAGAYA TECHNOLOGIES LTD	$1.92B	83,425,843	0.04%	14.67%	Net Selling	Net Selling
BLZE	BACKBLAZE INC	$832.86M	61,900,000	0.06%	19.94%	Net Selling	Net Selling
ALLT	ALLOT LTD	$375.51M	49,151,073	0.07%	28.52%	Net Selling	Net Selling
FATN	FATPIPE INC	$82.93M	14,128,468	0.00%	45.85%	Net Buying
RELY	REMITLY GLOBAL INC	$5.54B	211,684,054	0.09%	18.14%	Net Selling	Net Selling
FTNT	FORTINET INC	$114.67B	733,713,653	0.07%	15.36%	Net Selling	Net Selling
MDB	MONGODB INC	$29.70B	80,556,341	0.09%	10.84%	Net Selling	Net Selling
RPD	RAPID7 INC	$741.41M	67,400,640	0.09%	99.91%	Net Buying	Net Selling
FFIV	F5 INC	$22.11B	56,627,182	0.10%	1.83%	Net Selling	Net Selling
EVTC	EVERTEC INC	$1.81B	59,752,542	0.10%	4.44%	Net Buying	Net Selling
QLYS	QUALYS INC	$5.94B	34,595,001	0.11%	43.76%	Net Selling	Net Selling
OKTA	OKTA INC	$29.82B	174,820,928	0.09%	4.33%	Net Selling	Net Selling
CPAY	CORPAY INC	$27.34B	65,659,599	0.10%	98.57%	Net Selling	Net Selling
TUYA	TUYA INC	$1.16B	615,530,665	0.02%	12.51%	Net Selling	Net Selling
DOX	AMDOCS LTD	$6.50B	104,415,000	0.10%	1.25%	Net Selling
RDWR	RADWARE LTD	$1.24B	43,687,694	0.07%	11.77%	Net Selling	Net Selling
ADBE	ADOBE INC	$105.94B	397,500,000	0.08%	0.93%	Net Selling	Net Selling
BB	BLACKBERRY LTD	$4.51B	586,100,431	0.05%	9.99%	Net Selling	Net Selling
AVPT	AVEPOINT INC	$2.84B	211,565,426	0.07%	88.52%	Net Buying	Net Buying
IOT	SAMSARA INC	$23.42B	582,710,082	0.07%	12.01%	Net Selling	Net Selling
USIO	USIO INC	$78.36M	28,495,414	0.01%	99.99%	Net Buying	Net Buying
TDC	TERADATA CORP	$2.61B	93,000,000	0.13%	17.33%	Net Selling	Net Selling
TLS	TELOS CORP	$358.74M	74,736,789	0.06%	99.94%	Net Selling	Net Selling
RBRK	RUBRIK INC	$19.42B	207,304,433	0.06%	5.04%	Net Selling	Net Selling
PAY	PAYMENTUS HOLDINGS INC	$4.56B	125,939,647	0.04%	8.92%	Net Selling	Net Selling
TOST	TOAST INC	$19.62B	578,000,000	0.08%	8.54%	Net Selling	Net Selling
NET	CLOUDFLARE INC	$99.32B	356,079,715	0.08%	15.57%	Net Selling	Net Selling
CRWD	CROWDSTRIKE HOLDINGS INC	$218.20B	1,023,934,842	0.02%	2.95%	Net Selling	Net Selling
CGNT	COGNYTE SOFTWARE LTD	$624.29M	73,705,907	0.07%	29.80%
IIIV	I3 VERTICALS INC	$436.95M	26,322,009	0.08%	13.77%	Net Selling
MQ	MARQETA INC	$1.73B	104,098,834	0.27%	4.06%	Net Selling	Net Selling
SPSC	SPS COMMERCE INC	$2.99B	36,000,174	0.11%	12.54%	Net Selling
TP	TICKETPLUS LTD	$108.46M	12,064,525	0.00%	84.44%
DBX	DROPBOX INC	$7.86B	225,709,285	0.08%	9.32%	Net Selling	Net Selling
WIX	WIXCOM LTD	$3.27B	42,965,089	0.10%	6.90%	Net Selling	Net Selling
VRNS	VARONIS SYSTEMS INC	$5.29B	114,860,485	0.10%	43.65%	Net Selling
WEX	WEX INC	$6.61B	34,081,611	0.12%	31.85%	Net Selling	Net Selling
BOX	BOX INC	$4.83B	137,200,773	0.10%	5.93%	Net Selling	Net Selling
GTLB	GITLAB INC	$8.30B	166,600,000	0.09%	40.10%	Net Selling	Net Selling
PATH	UIPATH INC	$7.87B	518,120,266	0.06%	99.94%	Net Selling	Net Selling
OSPN	ONESPAN INC	$615.43M	36,852,173	0.10%	26.16%	Net Selling	Net Selling
ZS	ZSCALER INC	$27.69B	163,054,698	0.05%	25.65%	Net Selling	Net Selling
KVYO	KLAVIYO INC	$5.30B	284,727,437	0.05%	4.07%	Net Selling	Net Selling
DLO	DLOCAL LTD	$4.48B	288,416,831	0.04%	2.83%	Net Selling	Net Selling
SNPS	SYNOPSYS INC	$75.47B	191,636,646	0.09%	0.94%	Net Selling	Net Selling
ACIW	ACI WORLDWIDE INC	$5.35B	100,955,241	0.10%	5.81%	Net Selling	Net Selling
SAIL	SAILPOINT INC	$10.67B	567,182,997	0.10%	87.51%	Net Selling	Net Selling
FLYW	FLYWIRE CORP	$2.26B	121,667,674	0.11%	53.79%	Net Selling	Net Selling
ATEN	A10 NETWORKS INC	$1.79B	72,609,021	0.11%	86.86%	Net Selling	Net Selling
PRTH	PRIORITY TECHNOLOGY HOLDINGS INC	$457.54M	82,440,372	0.02%	99.98%	Net Selling	Net Selling
ALAR	ALARUM TECHNOLOGIES LTD	$10.09M	72,600,000	0.00%	5.03%
GEN	GEN DIGITAL INC	$18.35B	598,587,032	0.09%	16.57%	Net Selling	Net Selling
DSC	DSC HOLDINGS LTD	$400.58M	1,001,449,847	0.00%	43.09%
MSFT	MICROSOFT CORP	$3.71T	7,425,545,491	0.07%	6.24%	Net Selling	Net Selling
PLTR	PALANTIR TECHNOLOGIES INC	$418.93B	2,403,058,480	0.06%	4.94%	Net Selling	Net Selling
PAGS	PAGSEGURO DIGITAL LTD	$2.97B	305,677,709	0.04%	40.59%	Net Buying	Net Selling
NTSK	NETSKOPE INC	$5.70B	408,587,748	0.05%	49.50%	Net Buying	Net Selling
CINT	CI&T INC	$481.79M	134,579,406	0.04%	0.39%	Net Selling
GDDY	GODADDY INC	$12.83B	126,647,704	0.10%	72.13%	Net Selling	Net Selling
PSFE	PAYSAFE LTD	$350.93M	52,300,000	0.06%	3.95%	Net Selling	Net Selling
PANW	PALO ALTO NETWORKS INC	$271.61B	815,000,000	0.08%	2.39%	Net Selling	Net Selling
KSPI	JOINT STOCK CO KASPIKZ	$20.43B	190,027,266	0.04%	0.00%
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$14.35B	104,700,000	0.07%	24.05%	Net Selling	Net Selling
FOUR	SHIFT4 PAYMENTS INC	$3.63B	78,960,120	0.09%	4.80%	Net Buying	Net Buying
ORCL	ORACLE CORP	$457.36B	2,880,471,000	0.04%	40.66%	Net Selling	Net Buying
DOCN	DIGITALOCEAN HOLDINGS INC	$13.22B	117,579,550	0.08%	68.23%	Net Selling	Net Selling
QMLS	QUMULUSAI INC	$197.41M	33,458,515	0.00%	45.97%
EEFT	EURONET WORLDWIDE INC	$2.76B	37,403,595	0.10%	9.38%	Net Selling	Net Buying
MOVE	CORVEX INC	$407.52M	27,647,305	0.00%	76.70%	Net Buying	Net Buying
TGHL	GROWHUB LTD	$21.18M	25,299,810	0.00%	41.24%
AISP	AIRSHIP AI HOLDINGS INC	$70.60M	34,439,562	0.01%	91.76%	Net Buying
MBGL	MOBILITY GLOBAL INC	$6.07B	294,821,320	0.00%	0.58%	Net Buying	Net Buying
S	SENTINELONE INC	$6.92B	348,049,117	0.08%	4.15%	Net Selling	Net Selling
REKR	REKOR SYSTEMS INC	$73.77M	137,636,495	0.02%	27.84%	Net Buying
AGPU	AXE COMPUTE INC	$123.68M	11,591,124	0.00%	100.00%	Net Buying
PAYP	PAYPAY CORP	$11.54B	676,955,535	0.00%	0.01%	Net Buying	Net Buying
BKKT	BAKKT INC	$375.43M	45,069,458	0.03%	70.44%	Net Buying	Net Buying
VRSN	VERISIGN INC	$26.29B	90,000,000	0.10%	43.19%	Net Selling	Net Selling
IMXI	INTERNATIONAL MONEY EXPRESS INC	$438.37M	30,211,627	0.09%	99.91%	Net Buying	Net Buying
MCRP	MICROPOLIS AI ROBOTICS	$32.20M	34,888,447	0.00%	18.12%
DAVA	ENDAVA PLC	$159.84M	52,234,286	0.03%	0.88%	Net Selling	Net Selling
BLSH	BULLISH	$5.46B	151,684,000	0.03%	6.69%	Net Selling
AKAM	AKAMAI TECHNOLOGIES INC	$15.12B	143,716,609	0.11%	7.39%	Net Selling	Net Selling
GYGY	GAME YOUR GAME INC	$17.99M	14,392,000	0.00%	60.09%
FISV	FISERV INC	$28.18B	531,766,721	0.09%	32.26%	Net Selling	Net Buying
BRUN	BOOST RUN INC	$1.40B	79,487,441	0.02%	43.90%	Net Buying	Net Buying

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 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 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 48.58% over the past year, overperforming other software infrastructure stocks by 141 percentage points.

Netscout Systems has an average 1 year price target of $38.00, an upside of 2.1% from Netscout Systems's current stock price of $37.22.

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. Yext (NYSE:YEXT)

Yext (NYSE:YEXT) 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 Yext (NYSE:YEXT) is: Value: A, Growth: C, Momentum: C, Sentiment: B, Safety: C, Financials: B, and AI: C.

Yext (NYSE:YEXT) has a Due Diligence Score of 44, which is 12 points higher than the software infrastructure industry average of 32.

YEXT passed 15 out of 33 due diligence checks and has strong fundamentals. Yext has seen its stock lose -28.15% over the past year, overperforming other software infrastructure stocks by 65 percentage points.

Yext has an average 1 year price target of $6.33, a downside of -2.72% from Yext's current stock price of $6.51.

Yext stock has a consensus Hold recommendation according to Wall Street analysts. Of the 3 analysts 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.

3. Evercommerce (NASDAQ:EVCM)

Evercommerce (NASDAQ:EVCM) 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 Evercommerce (NASDAQ:EVCM) is: Value: B, Growth: B, Momentum: C, Sentiment: B, 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 -30.04% over the past year, overperforming other software infrastructure stocks by 63 percentage points.

Evercommerce has an average 1 year price target of $10.25, an upside of 29.42% from Evercommerce's current stock price of $7.92.

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 4.93%, which is 3 percentage points higher than the software infrastructure industry average of 1.79%.

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 3.53%, which is 2 percentage points higher than the software infrastructure industry average of 1.79%. 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 3.2%, which is 1 percentage points higher than the software infrastructure industry average of 1.79%.

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 -1.43% in the last day, and down -3.73% over the last week. Uipath was the among the top losers in the software - infrastructure industry, dropping -16.63% yesterday.

UiPath shares are trading lower after the company reported Q2 financial results. The stock initially rallied yesterday after the market closed, but it has since reversed.

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 32.53% in the past year. It has overperformed other stocks in the software infrastructure industry by 125 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 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 -44.56% in the past year. It has overperformed other stocks in the software infrastructure industry by 48 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 16 points higher than the software infrastructure industry average of 27. It passed 3 out of 7 valuation due diligence checks.

Teradata's stock has gained 36.63% in the past year. It has overperformed other stocks in the software infrastructure industry by 129 percentage points.

Are software infrastructure stocks a good buy now?

41.88% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 19.47% over the next year.

2.96% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 20.74% of software infrastructure stocks are rated B (Buy), 54.07% are rated C (Hold), 14.81% are rated D (Sell), and 7.41% 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 161.29x.

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.