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	$630.49M	98,978,704	0.07%	97.48%	Net Selling	Net Selling
LSAK	LESAKA TECHNOLOGIES INC	$363.04M	85,824,094	0.02%	99.98%	Net Buying	Net Buying
NTCT	NETSCOUT SYSTEMS INC	$2.85B	72,707,312	0.09%	25.67%	Net Selling	Net Selling
APPN	APPIAN CORP	$2.64B	71,627,597	0.05%	58.04%	Net Selling	Net Selling
EVCM	EVERCOMMERCE INC	$1.42B	176,665,246	0.09%	69.31%	Net Selling	Net Selling
TENB	TENABLE HOLDINGS INC	$3.96B	110,139,983	0.11%	48.27%	Net Buying	Net Buying
GCT	GIGACLOUD TECHNOLOGY INC	$1.90B	35,710,237	0.07%	24.72%	Net Selling	Net Selling
XYZ	BLOCK INC	$46.58B	600,795,000	0.07%	5.33%	Net Selling	Net Selling
NTNX	NUTANIX INC	$18.74B	270,570,179	0.10%	21.57%	Net Selling	Net Selling
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$668.31M	18,324,922	0.10%	16.80%	Net Selling	Net Selling
CGNT	COGNYTE SOFTWARE LTD	$637.28M	73,845,238	0.07%	29.74%
PGY	PAGAYA TECHNOLOGIES LTD	$1.73B	83,425,843	0.04%	14.68%	Net Selling	Net Selling
PAY	PAYMENTUS HOLDINGS INC	$4.07B	125,939,647	0.04%	8.92%	Net Selling	Net Selling
FIVN	FIVE9 INC	$2.89B	74,723,531	0.11%	47.79%	Net Selling	Net Selling
RELY	REMITLY GLOBAL INC	$4.50B	211,684,054	0.09%	18.13%	Net Selling	Net Selling
PAYS	PAYSIGN INC	$728.93M	56,462,156	0.05%	99.95%	Net Selling	Net Selling
MDB	MONGODB INC	$34.45B	80,556,341	0.09%	10.84%	Net Selling	Net Selling
EVTC	EVERTEC INC	$1.67B	59,752,542	0.10%	4.43%	Net Buying	Net Selling
FATN	FATPIPE INC	$77.57M	14,128,468	0.00%	46.98%	Net Buying
ALLT	ALLOT LTD	$408.45M	49,151,073	0.07%	28.52%	Net Selling	Net Selling
ADBE	ADOBE INC	$94.70B	397,500,000	0.08%	0.90%	Net Selling	Net Selling
IOT	SAMSARA INC	$22.41B	585,605,209	0.07%	11.65%	Net Selling	Net Selling
TUYA	TUYA INC	$1.10B	615,530,665	0.02%	12.51%	Net Selling	Net Selling
AVPT	AVEPOINT INC	$2.77B	211,565,426	0.07%	88.28%	Net Buying	Net Selling
DOX	AMDOCS LTD	$6.14B	104,415,000	0.10%	1.25%	Net Selling
FFIV	F5 INC	$25.67B	56,627,182	0.10%	1.82%	Net Selling	Net Selling
PICS	PICS NV	$1.24B	129,587,543	0.01%	4.33%	Net Buying
WIX	WIXCOM LTD	$3.44B	42,965,089	0.10%	6.90%	Net Selling	Net Selling
CPAY	CORPAY INC	$25.80B	65,659,599	0.10%	98.57%	Net Selling	Net Selling
TOST	TOAST INC	$17.14B	578,000,000	0.08%	8.54%	Net Selling	Net Selling
BOX	BOX INC	$4.51B	137,200,773	0.10%	5.88%	Net Selling	Net Selling
BB	BLACKBERRY LTD	$5.05B	586,100,431	0.05%	9.99%	Net Selling	Net Selling
RDWR	RADWARE LTD	$1.29B	43,687,694	0.07%	11.73%	Net Selling	Net Selling
RBRK	RUBRIK INC	$23.19B	207,304,433	0.06%	5.03%	Net Selling	Net Selling
TDC	TERADATA CORP	$2.74B	93,000,000	0.13%	17.27%	Net Selling	Net Selling
CRWD	CROWDSTRIKE HOLDINGS INC	$256.05B	1,023,934,842	0.02%	3.07%	Net Selling	Net Selling
SPSC	SPS COMMERCE INC	$2.93B	36,000,174	0.11%	12.54%	Net Selling
USIO	USIO INC	$65.25M	28,495,414	0.01%	99.99%	Net Buying	Net Buying
RPD	RAPID7 INC	$866.10M	67,400,640	0.09%	99.91%	Net Buying	Net Selling
BAND	BANDWIDTH INC	$1.88B	32,180,788	0.09%	11.91%	Net Selling	Net Selling
QLYS	QUALYS INC	$6.34B	34,595,001	0.11%	43.75%	Net Selling	Net Selling
IIIV	I3 VERTICALS INC	$398.78M	26,322,009	0.08%	13.76%	Net Selling	Net Selling
BLZE	BACKBLAZE INC	$885.17M	61,900,000	0.06%	19.94%	Net Selling	Net Selling
FTNT	FORTINET INC	$127.86B	733,713,653	0.07%	15.36%	Net Selling	Net Selling
NET	CLOUDFLARE INC	$125.70B	356,079,715	0.08%	15.57%	Net Selling	Net Selling
OKTA	OKTA INC	$34.37B	174,820,928	0.09%	4.34%	Net Selling	Net Selling
DBX	DROPBOX INC	$7.65B	225,709,285	0.08%	9.45%	Net Selling	Net Selling
ACIW	ACI WORLDWIDE INC	$4.97B	100,955,241	0.10%	5.80%	Net Selling	Net Selling
TLS	TELOS CORP	$306.42M	74,736,789	0.06%	99.94%	Net Selling	Net Selling
GTLB	GITLAB INC	$8.13B	166,600,000	0.09%	40.04%	Net Selling	Net Selling
ZS	ZSCALER INC	$34.27B	163,054,698	0.05%	25.64%	Net Selling	Net Selling
VRNS	VARONIS SYSTEMS INC	$5.43B	114,860,485	0.10%	43.65%	Net Selling
MQ	MARQETA INC	$1.66B	104,098,834	0.27%	7.73%	Net Selling	Net Selling
WEX	WEX INC	$6.18B	34,081,611	0.12%	31.84%	Net Selling	Net Selling
KVYO	KLAVIYO INC	$4.52B	284,727,437	0.05%	4.47%	Net Selling	Net Selling
OSPN	ONESPAN INC	$642.33M	36,852,173	0.10%	26.18%	Net Selling	Net Selling
GDDY	GODADDY INC	$12.44B	126,647,704	0.10%	72.13%	Net Selling	Net Selling
DSC	DSC HOLDINGS LTD	$319.96M	1,001,449,847	0.00%	43.09%
CINT	CI&T INC	$413.16M	134,579,406	0.04%	0.39%	Net Buying	Net Buying
SNPS	SYNOPSYS INC	$78.43B	191,636,646	0.09%	0.94%	Net Selling	Net Selling
MSFT	MICROSOFT CORP	$3.70T	7,425,545,491	0.07%	6.25%	Net Selling	Net Selling
GEN	GEN DIGITAL INC	$16.34B	598,587,032	0.09%	16.58%	Net Selling	Net Selling
PANW	PALO ALTO NETWORKS INC	$306.40B	818,000,000	0.08%	2.38%	Net Selling	Net Selling
KSPI	JOINT STOCK CO KASPIKZ	$18.33B	190,027,266	0.04%	0.00%
TP	TICKETPLUS LTD	$101.34M	12,064,525	0.00%	84.44%
ORCL	ORACLE CORP	$451.14B	3,023,736,000	0.04%	38.79%	Net Selling	Net Selling
PATH	UIPATH INC	$6.91B	521,155,409	0.06%	99.94%	Net Selling	Net Selling
DLO	DLOCAL LTD	$4.11B	288,416,831	0.04%	2.83%	Net Selling	Net Selling
ATEN	A10 NETWORKS INC	$1.94B	72,609,021	0.11%	86.86%	Net Selling	Net Selling
PLTR	PALANTIR TECHNOLOGIES INC	$444.54B	2,403,058,480	0.06%	4.94%	Net Selling	Net Selling
NTSK	NETSKOPE INC	$7.58B	408,587,748	0.05%	63.58%	Net Selling	Net Buying
FLYW	FLYWIRE CORP	$2.10B	121,667,674	0.11%	53.83%	Net Selling	Net Selling
ALAR	ALARUM TECHNOLOGIES LTD	$14.67M	72,600,000	0.00%	5.03%
SAIL	SAILPOINT INC	$12.20B	570,911,633	0.10%	86.94%	Net Selling	Net Selling
PRTH	PRIORITY TECHNOLOGY HOLDINGS INC	$643.03M	82,440,372	0.02%	99.98%	Net Selling	Net Selling
PSFE	PAYSAFE LTD	$350.93M	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
PAGS	PAGSEGURO DIGITAL LTD	$2.87B	305,677,709	0.04%	40.59%	Net Buying	Net Selling
BLSH	BULLISH	$6.17B	151,684,000	0.03%	59.92%	Net Selling
QMLS	QUMULUSAI INC	$269.68M	33,458,515	0.00%	45.97%
MBGL	MOBILITY GLOBAL INC	$5.63B	294,821,320	0.00%	0.58%	Net Buying	Net Buying
DOCN	DIGITALOCEAN HOLDINGS INC	$17.17B	117,579,550	0.08%	68.22%	Net Selling	Net Selling
EEFT	EURONET WORLDWIDE INC	$2.46B	37,403,595	0.10%	9.38%	Net Selling	Net Buying
S	SENTINELONE INC	$8.30B	348,049,117	0.08%	4.10%	Net Selling	Net Selling
BKKT	BAKKT INC	$438.53M	45,069,458	0.03%	70.44%	Net Buying	Net Buying
MOVE	CORVEX INC	$301.63M	27,647,305	0.00%	76.70%	Net Buying	Net Buying
AGPU	AXE COMPUTE INC	$144.77M	11,591,124	0.00%	100.00%	Net Buying	Net Buying
AISP	AIRSHIP AI HOLDINGS INC	$68.02M	34,439,562	0.01%	91.76%	Net Buying
VRSN	VERISIGN INC	$26.95B	90,000,000	0.10%	43.18%	Net Selling	Net Selling
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$14.36B	104,700,000	0.07%	24.05%	Net Selling	Net Selling
PAYP	PAYPAY CORP	$11.47B	676,955,535	0.00%	0.01%	Net Buying
MCRP	MICROPOLIS AI ROBOTICS	$28.96M	34,888,447	0.00%	18.12%
DAVA	ENDAVA PLC	$110.21M	52,234,286	0.03%	0.88%	Net Selling	Net Selling
FISV	FISERV INC	$24.51B	531,766,721	0.09%	32.26%	Net Selling	Net Buying
STNE	STONECO LTD	$2.50B	253,684,641	0.06%	1.39%	Net Selling	Net Selling
IMXI	INTERNATIONAL MONEY EXPRESS INC	$363.75M	30,211,627	0.09%	99.91%	Net Buying	Net Buying
GYGY	GAME YOUR GAME INC	$11.96M	14,392,000	0.00%	60.09%
LIDR	AEYE INC	$56.72M	46,488,312	0.02%	67.55%	Net Selling	Net Selling
TCX	TUCOWS INC	$118.08M	11,182,112	0.01%	99.99%
CLBT	CELLEBRITE DI LTD	$2.89B	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 -27.86% over the past year, overperforming other software infrastructure stocks by 71 percentage points.

Yext has an average 1 year price target of $7.00, an upside of 9.89% from Yext's current stock price of $6.37.

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. Lesaka Technologies (NASDAQ:LSAK)

Lesaka Technologies (NASDAQ:LSAK) 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 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 3.17% over the past year, overperforming other software infrastructure stocks by 102 percentage points.

3. Netscout Systems (NASDAQ:NTCT)

Netscout Systems (NASDAQ:NTCT) 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 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 50.71% over the past year, overperforming other software infrastructure stocks by 150 percentage points.

Netscout Systems has an average 1 year price target of $38.00, a downside of -2.91% from Netscout Systems's current stock price of $39.14.

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.

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 7.73%, which is 5 percentage points higher than the software infrastructure industry average of 2.26%.

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 5.74%, which is 3 percentage points higher than the software infrastructure industry average of 2.26%.

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 3.73%, which is 1 percentage points higher than the software infrastructure industry average of 2.26%. 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 0% in the last day, and up 2.44% over the last week. Endava was the among the top losers in the software - infrastructure industry, dropping -24.37% yesterday.

Endava shares are trading lower after Willaim Blair downgraded the stock from Market Perform to Underperform. Also Deutsche Bank lowered its price target on the stock from $3 to $2.

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 25.93% 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 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 -38.25% in the past year. It has overperformed other stocks in the software infrastructure industry by 61 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?

44.44% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 13.95% over the next year.

3.76% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 20.3% of software infrastructure stocks are rated B (Buy), 52.63% are rated C (Hold), 16.54% are rated D (Sell), and 6.77% 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 231.51x.

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.