Software infrastructure stocks trading under $10 rarely sit in that bucket by accident, but a handful of names in payments, ad-tech, and enterprise AI throw off operating numbers that usually belong to mid-caps. With AI agent adoption pulling cross-border commerce, real-time engagement, and performance advertising into the same conversation, low share prices increasingly look like a window of opportunity. Several of these tickers have turned the corner on profitability or raised full-year guidance.
Here are four software infrastructure stocks trading under $10 worth a closer look on the buy side.
Rezolve AI (NASDAQ: RZLV)
Rezolve AI (NASDAQ:RZLV) runs an agentic commerce platform (Brain Commerce, Brain Checkout, brainpowa) for enterprise retailers. Shares closed at $2.81 on May 12, 2026, up 18.07% over the past month and 30.7% over the past year, a meaningful reset for a name with a roughly $1.12 billion market cap.
The bull case starts with Q1 2026: preliminary revenue of $60.00 million, more than the company’s entire $46.80 million FY2025 revenue, against reaffirmed FY2026 guidance of $360 million. Management says it can reach profitability without raising additional equity, and the platform serves 950+ enterprise clients with strategic ties to Microsoft, Google, and Tether. CEO Daniel M. Wagner called the quarter “a major inflection point”, and renewed acquisition interest around the company has added a floor to the narrative.
The risk is real: numbers are preliminary and unaudited, and a sub-$3 share price signals fragility. Even so, the revenue acceleration is hard to ignore.
Payoneer Global (NASDAQ: PAYO)
Payoneer Global (NASDAQ:PAYO) provides cross-border payments infrastructure for SMBs and B2B marketplaces. The stock changed hands at $5.12 on May 12, 2026, up 10.34% in the past month on a roughly $1.71 billion market cap.
Q1 2026 revenue ex-interest grew 11% year over year, B2B volume more than doubled to 44%, and ARPU ex-interest expanded 22% for the seventh straight quarter above 20%. Management raised FY2026 guidance to $1.10 billion to $1.14 billion in revenue with adjusted EBITDA of $285 million to $295 million, and repurchased $74 million of stock in the quarter at an average $5.16. CEO John Caplan framed it as “a profitable, scaled platform in a multi-trillion-dollar B2B market that’s still in the early innings of digitization.”
Interest income fell 11% to $51.50 million, but the core business is accelerating, and the buyback signal is loud. The setup favors patient buyers.
Agora (NASDAQ: API)
Agora (NASDAQ:API) sells real-time engagement APIs for voice, video, and live streaming and is pushing into conversational and physical AI. Shares finished at $3.87 on May 12, 2026.
Q4 2025 revenue rose 10.7% to $38.16 million, the fifth straight quarter of GAAP profitability, and FY2025 marked Agora’s first full year of profitability since 2018. A Super Bowl live shopping event reached nearly 600,000 peak concurrent viewers with sub-second latency, and the conversational AI engine has more than doubled in usage each quarter since its March 2025 launch. Buybacks have been aggressive, with $143.1 million of a $200 million program already utilized.
China exposure through Shengwang and an 89% net retention rate remain overhangs, but the AI engagement story has tangible adoption data behind it.
Taboola (NASDAQ: TBLA)
Taboola (NASDAQ:TBLA) operates a content discovery and performance advertising platform anchored by Realize and Connexity. The stock closed at $5.16 on May 12, 2026, up 54.03% in the last month.
Q1 2026 revenue grew 9.1% to $466.39 million, beating estimates by 2.9%, while free cash flow more than doubled to $90.3 million. Management raised FY2026 guidance to $2.006 billion to $2.062 billion in revenue with adjusted EBITDA of $222 million to $240 million, and Benchmark lifted its price target to $6.50. CEO Adam Singolda said the company is “starting the year strong, exceeding the high end of our guidance across all metrics.”
The headline EPS of $0.20 was inflated by a $77 million one-time legal settlement, and ad-spend macro risk lingers. The underlying cash generation and buyback cadence support the constructive read.
Each of these names carries real execution risk, and the cleanest financials in this group still come with caveats around macro, China exposure, or one-time items. Use the data above as a launchpad for your own research before committing capital.
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