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 Forecast

Software Infrastructure is Zen Rated B and is the 56th ranked industry out of 145 stock market industries

Ticker	Company	Market Cap	Price	Price Target	Upside/Downside	Consensus	Analysts	Fore. Revenue Growth	Fore. Earnings Growth	Forecast ROE	Forecast ROA
GCT	GIGACLOUD TECHNOLOGY INC	$1.63B	$44.40	N/A	N/A	N/A	N/A	12.64%	5.28%	30.12%	12.17%
RAMP	LIVERAMP HOLDINGS INC	$1.81B	$28.66	$35.60	24.21%	Buy	5	7.84%	46.19%	17.73%	13.44%
TDC	TERADATA CORP	$2.65B	$28.72	$36.71	27.83%	Buy	7	0.94%	44.50%	128.27%	16.58%
FIVN	FIVE9 INC	$1.37B	$17.89	$24.71	38.14%	Buy	14	10.12%	99.53%	35.89%	15.76%
RELY	REMITLY GLOBAL INC	$3.66B	$17.37	$21.80	25.50%	Strong Buy	5	19.26%	54.89%	N/A	N/A
TENB	TENABLE HOLDINGS INC	$2.34B	$20.39	$30.25	48.36%	Buy	12	7.80%	N/A	100.18%	18.71%
PATH	UIPATH INC	$5.92B	$11.07	$16.36	47.82%	Hold	11	6.58%	35.38%	23.32%	15.50%
APPN	APPIAN CORP	$1.98B	$26.82	$33.50	24.91%	Buy	4	12.47%	665.32%	-222.34%	15.11%
PAGS	PAGSEGURO DIGITAL LTD	$3.48B	$10.57	$12.00	13.53%	Strong Buy	4	141.88%	161.26%	124.23%	24.44%
TOST	TOAST INC	$17.36B	$29.47	$41.07	39.35%	Buy	15	19.07%	34.08%	N/A	N/A
PAY	PAYMENTUS HOLDINGS INC	$3.19B	$25.34	$35.50	40.09%	Buy	4	19.03%	38.87%	30.36%	25.47%
DLO	DLOCAL LTD	$3.57B	$12.17	$17.67	45.17%	Strong Buy	6	45.80%	45.35%	64.41%	23.07%
QLYS	QUALYS INC	$3.50B	$98.08	$136.33	39.00%	Hold	9	7.92%	16.29%	56.35%	28.88%
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$593.99M	$31.48	$37.50	19.12%	Strong Buy	2	3.64%	33.22%	825.12%	17.12%
KVYO	KLAVIYO INC	$5.95B	$19.53	$34.53	76.78%	Strong Buy	19	20.58%	N/A	38.45%	29.11%
DOX	AMDOCS LTD	$7.39B	$68.73	$92.33	34.34%	Strong Buy	3	4.02%	19.50%	31.07%	16.77%
EVTC	EVERTEC INC	$1.81B	$29.36	$33.67	14.67%	Hold	3	10.04%	41.17%	51.68%	14.32%
OKTA	OKTA INC	$12.71B	$71.74	$107.04	49.21%	Buy	24	7.51%	54.15%	12.20%	9.11%
AVPT	AVEPOINT INC	$2.39B	$11.11	$16.60	49.41%	Strong Buy	10	20.15%	50.95%	N/A	N/A
YEXT	YEXT INC	$698.97M	$5.70	$6.00	5.26%	Hold	1	4.68%	47.21%	50.78%	14.18%
TLS	TELOS CORP	$337.06M	$4.57	$8.83	93.28%	Buy	3	28.22%	N/A	32.37%	23.58%
CGNT	COGNYTE SOFTWARE LTD	$598.18M	$8.19	$13.50	64.84%	Strong Buy	2	8.44%	N/A	25.93%	10.27%
CPAY	CORPAY INC	$22.37B	$328.72	$380.88	15.87%	Buy	8	12.80%	31.60%	N/A	N/A
GEN	GEN DIGITAL INC	$13.50B	$22.29	$30.20	35.49%	Hold	5	5.56%	49.28%	88.66%	13.06%
FLYW	FLYWIRE CORP	$1.56B	$12.85	$16.80	30.74%	Buy	10	17.47%	129.12%	15.54%	10.36%
NTCT	NETSCOUT SYSTEMS INC	$2.19B	$30.29	$29.00	-4.26%	Hold	1	2.04%	38.59%	11.80%	8.35%
PRTH	PRIORITY TECHNOLOGY HOLDINGS INC	$469.12M	$5.73	$6.00	4.71%	Hold	1	12.55%	122.28%	-102.97%	5.12%
MDB	MONGODB INC	$20.19B	$248.01	$379.79	53.14%	Strong Buy	29	12.84%	N/A	24.14%	19.55%
ADBE	ADOBE INC	$111.98B	$273.12	$398.44	45.89%	Buy	18	9.57%	20.96%	109.84%	43.28%
GRRR	GORILLA TECHNOLOGY GROUP INC	$255.44M	$11.48	N/A	N/A	N/A	N/A	69.20%	N/A	32.29%	23.33%
PGY	PAGAYA TECHNOLOGIES LTD	$963.91M	$11.68	$32.40	177.40%	Strong Buy	5	14.17%	38.71%	50.22%	15.59%
XYZ	BLOCK INC	$39.09B	$65.24	$84.05	28.83%	Strong Buy	20	10.94%	40.55%	18.80%	10.56%
NTNX	NUTANIX INC	$10.69B	$40.32	$60.69	50.53%	Buy	13	12.55%	38.53%	N/A	N/A
PAYS	PAYSIGN INC	$209.16M	$3.80	$9.00	136.84%	Strong Buy	1	32.79%	31.14%	20.86%	4.56%
CINT	CI&T INC	$665.38M	$5.09	$6.33	24.42%	Strong Buy	3	N/A	N/A	N/A	N/A
BB	BLACKBERRY LTD	$2.05B	$3.48	$4.90	40.80%	Hold	4	N/A	N/A	N/A	N/A
WIX	WIXCOM LTD	$4.60B	$83.78	$162.56	94.04%	Strong Buy	16	14.23%	121.36%	-167.39%	23.46%
EVCM	EVERCOMMERCE INC	$2.21B	$12.34	$11.00	-10.86%	Sell	2	3.34%	N/A	19.84%	10.30%
BOX	BOX INC	$3.77B	$26.35	$36.33	37.89%	Strong Buy	3	6.41%	13.44%	-172.09%	30.65%
RDWR	RADWARE LTD	$1.05B	$24.37	N/A	N/A	N/A	N/A	10.45%	66.02%	18.07%	9.40%
ALLT	ALLOT LTD	$336.79M	$6.94	$12.25	76.51%	Strong Buy	4	12.48%	94.72%	N/A	N/A
WEX	WEX INC	$5.65B	$164.79	$175.17	6.30%	Buy	6	4.39%	51.26%	59.88%	5.13%
FFIV	F5 INC	$16.17B	$286.12	$305.50	6.77%	Buy	8	3.98%	14.00%	30.66%	17.24%
IOT	SAMSARA INC	$16.55B	$28.69	$46.67	62.66%	Strong Buy	12	14.86%	N/A	N/A	N/A
LSAK	LESAKA TECHNOLOGIES INC	$387.71M	$4.62	N/A	N/A	N/A	N/A	9.76%	N/A	8.53%	2.19%
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$16.97B	$158.04	$207.94	31.57%	Buy	16	6.93%	10.68%	73.89%	27.28%
PLTR	PALANTIR TECHNOLOGIES INC	$366.38B	$153.19	$198.13	29.34%	Buy	15	48.44%	55.93%	142.00%	117.86%
SPSC	SPS COMMERCE INC	$2.32B	$62.17	$84.00	35.11%	Buy	6	8.33%	45.98%	23.02%	19.17%
BAND	BANDWIDTH INC	$516.31M	$16.45	$20.00	21.58%	Strong Buy	1	12.82%	N/A	20.88%	7.93%
OSPN	ONESPAN INC	$394.53M	$10.53	$13.50	28.21%	Buy	2	3.12%	-31.86%	18.56%	12.68%
ATEN	A10 NETWORKS INC	$1.48B	$20.68	$24.33	17.66%	Buy	3	12.96%	78.33%	39.33%	13.21%
ZS	ZSCALER INC	$25.12B	$156.21	$263.35	68.58%	Strong Buy	29	16.94%	N/A	45.78%	14.88%
PDYN	PALLADYNE AI CORP	$312.34M	$7.43	$8.00	7.67%	Hold	1	112.85%	N/A	5.79%	4.12%
PSFE	PAYSAFE LTD	$382.92M	$7.41	$8.69	17.25%	Hold	4	8.50%	N/A	22.32%	3.04%
RPD	RAPID7 INC	$440.82M	$6.69	$12.87	92.33%	Hold	15	0.04%	67.45%	108.61%	9.73%
MSFT	MICROSOFT CORP	$3.01T	$405.20	$591.65	46.01%	Strong Buy	23	13.61%	11.98%	52.93%	31.10%
GTLB	GITLAB INC	$4.22B	$25.05	$38.78	54.82%	Buy	23	14.97%	N/A	26.43%	15.53%
STNE	STONECO LTD	$4.09B	$14.29	$21.38	49.58%	Strong Buy	4	148.58%	172.49%	N/A	N/A
CRWD	CROWDSTRIKE HOLDINGS INC	$102.78B	$407.68	$512.92	25.82%	Strong Buy	39	16.43%	N/A	49.45%	19.93%
KSPI	JOINT STOCK CO KASPIKZ	$13.93B	$73.11	N/A	N/A	N/A	N/A	80,206.32%	62,084.40%	35,321.86%	7,754.53%
RPAY	REPAY HOLDINGS CORP	$284.09M	$3.11	$7.25	133.12%	Buy	4	8.78%	N/A	14.60%	6.75%
MQ	MARQETA INC	$1.72B	$4.02	$5.04	25.27%	Hold	7	16.44%	N/A	10.97%	5.48%
AMBR	AMBER INTERNATIONAL HOLDING LTD	$24.55M	$2.59	N/A	N/A	N/A	N/A	N/A	N/A	8.50%	3.26%
KPLT	KATAPULT HOLDINGS INC	$27.16M	$5.85	N/A	N/A	N/A	N/A	23.42%	N/A	N/A	-8.16%
RBRK	RUBRIK INC	$10.98B	$54.87	$100.35	82.89%	Strong Buy	17	17.52%	N/A	-35.04%	7.21%
IIIV	I3 VERTICALS INC	$722.58M	$23.71	$29.00	22.31%	Strong Buy	3	6.36%	41.01%	11.85%	7.13%
EEFT	EURONET WORLDWIDE INC	$2.92B	$74.33	$96.00	29.15%	Buy	5	8.55%	45.33%	37.63%	7.58%
GDDY	GODADDY INC	$11.82B	$88.66	$135.39	52.70%	Buy	13	6.83%	22.49%	915.66%	24.51%
DBX	DROPBOX INC	$6.31B	$26.17	$26.25	0.31%	Sell	4	-0.22%	22.80%	-41.07%	25.94%
PANW	PALO ALTO NETWORKS INC	$129.38B	$158.56	$217.72	37.31%	Strong Buy	29	13.46%	37.14%	47.32%	17.79%
AFRM	AFFIRM HOLDINGS INC	$16.90B	$50.72	$85.25	68.08%	Strong Buy	16	20.26%	42.39%	33.53%	9.18%
FTNT	FORTINET INC	$61.26B	$82.79	$85.00	2.67%	Hold	16	11.33%	15.52%	219.95%	26.20%
TUYA	TUYA INC	$1.50B	$2.45	N/A	N/A	N/A	N/A	13.50%	18.16%	9.18%	8.29%
STEM	STEM INC	$84.32M	$10.05	$19.00	89.05%	Hold	3	4.03%	N/A	N/A	-15.39%
CETX	CEMTREX INC	$10.48M	$1.04	N/A	N/A	N/A	N/A	N/A	N/A	71.03%	34.25%
VRNS	VARONIS SYSTEMS INC	$2.76B	$23.49	$40.88	74.04%	Strong Buy	17	17.37%	N/A	26.41%	8.83%
AKAM	AKAMAI TECHNOLOGIES INC	$14.92B	$102.98	$110.39	7.19%	Buy	13	7.58%	40.99%	28.81%	12.49%
OWLS	OBOOK HOLDINGS INC	$538.22M	$6.09	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
ORCL	ORACLE CORP	$437.78B	$152.37	$296.58	94.65%	Buy	31	26.53%	24.88%	155.98%	22.79%
BLZE	BACKBLAZE INC	$220.99M	$3.83	$7.50	95.82%	Strong Buy	4	13.37%	N/A	1.42%	0.61%
MCRP	MICROPOLIS AI ROBOTICS	$144.44M	$4.14	N/A	N/A	N/A	N/A	11,599.63%	N/A	120.24%	37.93%
PICS	PICS NV	N/A	$15.37	$24.75	61.03%	Strong Buy	4	N/A	N/A	817,537.90%	63,269.32%
SAIL	SAILPOINT INC	$7.82B	$13.92	$22.92	64.63%	Buy	12	14.52%	N/A	3.86%	3.53%
ACIW	ACI WORLDWIDE INC	$4.32B	$42.44	$65.00	53.16%	Strong Buy	2	9.22%	25.71%	20.74%	10.15%
REKR	REKOR SYSTEMS INC	$112.75M	$0.89	N/A	N/A	N/A	N/A	28.89%	N/A	-35.42%	-15.96%
OBAI	OUR BOND INC	N/A	$1.96	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
S	SENTINELONE INC	$4.58B	$13.49	$20.18	49.56%	Buy	20	14.92%	N/A	13.08%	8.34%
RXT	RACKSPACE TECHNOLOGY INC	$589.49M	$2.42	$2.13	-12.19%	Hold	2	1.11%	N/A	-5.18%	2.16%
NET	CLOUDFLARE INC	$65.43B	$185.89	$244.95	31.77%	Buy	19	27.79%	N/A	64.20%	15.52%
DAVA	ENDAVA PLC	$280.25M	$5.30	$9.20	73.58%	Buy	5	-11.89%	N/A	7.92%	4.82%
CLBT	CELLEBRITE DI LTD	$3.53B	$14.16	$22.50	58.90%	Strong Buy	4	18.20%	33.83%	47.28%	24.39%
VERI	VERITONE INC	$268.99M	$2.93	$14.00	377.82%	Strong Buy	3	24.42%	N/A	N/A	N/A
SNPS	SYNOPSYS INC	$82.56B	$430.98	$540.71	25.46%	Buy	14	14.37%	46.78%	14.33%	9.27%
VRSN	VERISIGN INC	$21.90B	$238.83	$275.50	15.35%	Buy	2	6.40%	9.51%	-55.32%	89.87%
AISP	AIRSHIP AI HOLDINGS INC	$93.49M	$2.72	N/A	N/A	N/A	N/A	222.88%	-77.33%	-73.56%	27.00%
BNAI	BRAND ENGAGEMENT NETWORK INC	$209.68M	$46.72	N/A	N/A	N/A	N/A	3,294.57%	N/A	-477.26%	-100.66%
ALAR	ALARUM TECHNOLOGIES LTD	$50.48M	$7.09	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
FOUR	SHIFT4 PAYMENTS INC	$3.86B	$47.46	$80.78	70.20%	Buy	18	20.37%	154.05%	50.10%	8.29%
BLSH	BULLISH	$5.56B	$36.86	$52.80	43.24%	Buy	10	-95.65%	N/A	5.59%	4.56%
NTSK	NETSKOPE INC	$4.16B	$10.59	$24.07	127.26%	Strong Buy	15	N/A	N/A	-2.63%	-0.23%

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Mar 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. Gigacloud Technology (NASDAQ:GCT)

Gigacloud Technology (NASDAQ:GCT) is the #1 top software infrastructure stock out of 151 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 Gigacloud Technology (NASDAQ:GCT) is: Value: B, Growth: B, Momentum: C, Sentiment: A, Safety: C, Financials: B, and AI: B.

Gigacloud Technology (NASDAQ:GCT) has a Due Diligence Score of 45, which is 12 points higher than the software infrastructure industry average of 33.

GCT passed 14 out of 33 due diligence checks and has strong fundamentals. Gigacloud Technology has seen its stock return 185.9% over the past year, overperforming other software infrastructure stocks by 202 percentage points.

2. Liveramp Holdings (NYSE:RAMP)

Liveramp Holdings (NYSE:RAMP) is the #2 top software infrastructure stock out of 151 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 Liveramp Holdings (NYSE:RAMP) is: Value: B, Growth: B, Momentum: D, Sentiment: B, Safety: B, Financials: B, and AI: B.

Liveramp Holdings (NYSE:RAMP) has a Due Diligence Score of 56, which is 23 points higher than the software infrastructure industry average of 33.

RAMP passed 18 out of 33 due diligence checks and has strong fundamentals. Liveramp Holdings has seen its stock lose -2.81% over the past year, overperforming other software infrastructure stocks by 13 percentage points.

Liveramp Holdings has an average 1 year price target of $35.60, an upside of 24.21% from Liveramp Holdings's current stock price of $28.66.

Liveramp Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 5 analysts covering Liveramp Holdings, 40% have issued a Strong Buy rating, 0% have issued a Buy, 60% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Teradata (NYSE:TDC)

Teradata (NYSE:TDC) is the #3 top software infrastructure stock out of 151 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 Teradata (NYSE:TDC) is: Value: A, Growth: C, Momentum: C, Sentiment: A, Safety: C, Financials: A, and AI: C.

Teradata (NYSE:TDC) has a Due Diligence Score of 44, which is 11 points higher than the software infrastructure industry average of 33.

TDC passed 14 out of 33 due diligence checks and has strong fundamentals. Teradata has seen its stock return 23.47% over the past year, overperforming other software infrastructure stocks by 39 percentage points.

Teradata has an average 1 year price target of $36.71, an upside of 27.83% from Teradata's current stock price of $28.72.

Teradata stock has a consensus Buy recommendation according to Wall Street analysts. Of the 7 analysts covering Teradata, 28.57% have issued a Strong Buy rating, 28.57% have issued a Buy, 28.57% have issued a hold, while 0% have issued a Sell rating, and 14.29% have issued a Strong Sell.

What are the software infrastructure stocks with highest dividends?

Out of 10 software infrastructure stocks that have issued dividends in the past year, the 3 software infrastructure stocks with the highest dividend yields are:

1. Dlocal (NASDAQ:DLO)

Dlocal (NASDAQ:DLO) has an annual dividend yield of 4.31%, which is 3 percentage points higher than the software infrastructure industry average of 1.72%.

Dlocal's dividend payout ratio of 87.5% indicates that its high dividend yield is sustainable for the long-term.

2. Onespan (NASDAQ:OSPN)

Onespan (NASDAQ:OSPN) has an annual dividend yield of 3.42%, which is 2 percentage points higher than the software infrastructure industry average of 1.72%.

Onespan's dividend payout ratio of 18.8% indicates that its dividend yield is sustainable for the long-term.

3. Amdocs (NASDAQ:DOX)

Amdocs (NASDAQ:DOX) has an annual dividend yield of 3.07%, which is 1 percentage points higher than the software infrastructure industry average of 1.72%. 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 40.5% indicates that its dividend yield is sustainable for the long-term.

Why are software infrastructure stocks up?

Software infrastructure stocks were up 1.47% in the last day, and up 2.76% over the last week. Our Bond was the among the top gainers in the software - infrastructure industry, gaining 15.98% yesterday.

Our Bond shares are trading higher after the company announced the geographic expansion of its deployment with one of the world's largest companies into Mexico.

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 86, which is 58 points higher than the software infrastructure industry average of 28. It passed 6 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 29.98% in the past year. It has overperformed other stocks in the software infrastructure industry by 46 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 71, which is 43 points higher than the software infrastructure industry average of 28. It passed 5 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -76.67% in the past year. It has underperformed other stocks in the software infrastructure industry by -61 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 57, which is 29 points higher than the software infrastructure industry average of 28. It passed 4 out of 7 valuation due diligence checks.

Five9's stock has dropped -46.36% in the past year. It has underperformed other stocks in the software infrastructure industry by -30 percentage points.

Are software infrastructure stocks a good buy now?

42.06% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 37.5% over the next year.

4.84% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 19.35% of software infrastructure stocks are rated B (Buy), 65.32% are rated C (Hold), 7.26% are rated D (Sell), and 3.23% 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 20.81x.

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.