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 B and is the 56th ranked industry out of 145 stock market industries

Ticker	Company	Market Cap	Shares	Institutional %	Insider %	Net Insider (L12M)	Net Insider (L3M)
GCT	GIGACLOUD TECHNOLOGY INC	$1.63B	36,618,091	51.64%	20.62%	Net Selling	Net Selling
RAMP	LIVERAMP HOLDINGS INC	$1.81B	63,124,894	54.64%	45.36%	Net Selling	Net Selling
TDC	TERADATA CORP	$2.65B	92,200,000	85.71%	14.29%	Net Selling	Net Selling
FIVN	FIVE9 INC	$1.37B	76,495,680	69.03%	30.97%	Net Selling	Net Buying
RELY	REMITLY GLOBAL INC	$3.66B	210,654,386	77.40%	22.60%	Net Selling	Net Selling
TENB	TENABLE HOLDINGS INC	$2.34B	114,887,618	67.96%	32.04%	Net Selling	Net Selling
PATH	UIPATH INC	$5.92B	534,749,684	35.89%	64.11%	Net Selling	Net Selling
APPN	APPIAN CORP	$1.98B	73,959,744	46.07%	53.93%	Net Selling	Net Selling
PAGS	PAGSEGURO DIGITAL LTD	$3.48B	329,608,424	36.40%	0.00%
TOST	TOAST INC	$17.36B	589,000,000	75.87%	8.37%	Net Selling	Net Buying
PAY	PAYMENTUS HOLDINGS INC	$3.19B	125,715,591	41.77%	8.67%	Net Selling
DLO	DLOCAL LTD	$3.57B	293,703,516	33.70%	0.00%
QLYS	QUALYS INC	$3.50B	35,675,926	70.28%	29.72%	Net Selling	Net Selling
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$593.99M	18,868,935	86.34%	13.66%	Net Selling	Net Selling
KVYO	KLAVIYO INC	$5.95B	304,774,124	51.94%	3.35%	Net Selling	Net Selling
DOX	AMDOCS LTD	$7.39B	107,571,000	96.57%	0.00%
EVTC	EVERTEC INC	$1.81B	61,758,703	96.67%	3.33%	Net Selling
OKTA	OKTA INC	$12.71B	177,230,221	85.35%	4.46%	Net Selling	Net Selling
AVPT	AVEPOINT INC	$2.39B	215,466,019	41.29%	58.71%	Net Selling	Net Selling
YEXT	YEXT INC	$698.97M	122,626,997	52.58%	47.42%	Net Selling	Net Selling
TLS	TELOS CORP	$337.06M	73,754,329	36.54%	63.46%	Net Selling	Net Selling
CGNT	COGNYTE SOFTWARE LTD	$598.18M	73,038,091	72.35%	22.04%
CPAY	CORPAY INC	$22.37B	68,050,296	49.66%	50.34%	Net Buying	Net Selling
GEN	GEN DIGITAL INC	$13.50B	605,663,774	84.51%	15.49%	Net Selling	Net Selling
FLYW	FLYWIRE CORP	$1.56B	121,204,298	64.08%	35.92%	Net Selling	Net Selling
NTCT	NETSCOUT SYSTEMS INC	$2.19B	72,220,350	78.26%	21.74%	Net Selling	Net Selling
PRTH	PRIORITY TECHNOLOGY HOLDINGS INC	$469.12M	81,871,568	19.42%	80.58%	Net Selling	Net Selling
MDB	MONGODB INC	$20.19B	81,391,760	89.57%	10.18%	Net Selling	Net Selling
ADBE	ADOBE INC	$111.98B	410,000,000	82.85%	0.82%	Net Selling	Net Selling
GRRR	GORILLA TECHNOLOGY GROUP INC	$255.44M	22,250,495	18.03%	4.76%
PGY	PAGAYA TECHNOLOGIES LTD	$963.91M	82,526,436	51.45%	16.36%	Net Selling	Net Selling
XYZ	BLOCK INC	$39.09B	599,096,000	72.70%	5.32%	Net Selling	Net Selling
NTNX	NUTANIX INC	$10.69B	265,212,097	80.86%	19.14%	Net Selling	Net Selling
PAYS	PAYSIGN INC	$209.16M	55,042,888	31.73%	68.27%	Net Selling	Net Selling
CINT	CI&T INC	$665.38M	130,723,000	43.39%	0.00%
BB	BLACKBERRY LTD	$2.05B	590,147,550	45.78%	9.94%	Net Selling	Net Selling
WIX	WIXCOM LTD	$4.60B	54,944,944	96.47%	0.00%
EVCM	EVERCOMMERCE INC	$2.21B	179,367,379	57.50%	42.50%	Net Selling	Net Selling
BOX	BOX INC	$3.77B	143,227,818	94.71%	5.29%	Net Selling	Net Selling
RDWR	RADWARE LTD	$1.05B	43,275,172	74.07%	0.00%
ALLT	ALLOT LTD	$336.79M	48,528,584	71.29%	3.51%
WEX	WEX INC	$5.65B	34,310,618	80.97%	19.03%	Net Selling	Net Buying
FFIV	F5 INC	$16.17B	56,519,273	98.33%	1.67%	Net Selling	Net Selling
IOT	SAMSARA INC	$16.55B	577,004,057	57.12%	10.01%	Net Selling	Net Selling
LSAK	LESAKA TECHNOLOGIES INC	$387.71M	83,920,675	12.90%	87.10%	Net Buying	Net Buying
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$16.97B	107,400,000	73.08%	0.00%
PLTR	PALANTIR TECHNOLOGIES INC	$366.38B	2,391,675,711	55.40%	4.96%	Net Selling	Net Selling
SPSC	SPS COMMERCE INC	$2.32B	37,390,873	89.94%	10.06%	Net Selling	Net Selling
BAND	BANDWIDTH INC	$516.31M	31,386,922	71.71%	12.97%	Net Selling	Net Selling
OSPN	ONESPAN INC	$394.53M	37,466,947	78.44%	21.56%	Net Selling	Net Selling
ATEN	A10 NETWORKS INC	$1.48B	71,724,984	52.73%	47.27%	Net Selling	Net Selling
ZS	ZSCALER INC	$25.12B	160,790,703	53.19%	26.03%	Net Selling	Net Selling
PDYN	PALLADYNE AI CORP	$312.34M	42,037,410	12.36%	87.64%	Net Selling
PSFE	PAYSAFE LTD	$382.92M	51,676,354	55.81%	0.00%
RPD	RAPID7 INC	$440.82M	65,893,112	48.23%	51.77%	Net Buying	Net Selling
MSFT	MICROSOFT CORP	$3.01T	7,425,629,076	73.55%	6.24%	Net Selling	Net Selling
GTLB	GITLAB INC	$4.22B	168,400,000	72.56%	27.44%	Net Selling	Net Selling
STNE	STONECO LTD	$4.09B	286,012,578	61.30%	0.00%
CRWD	CROWDSTRIKE HOLDINGS INC	$102.78B	252,098,440	71.19%	4.11%	Net Selling	Net Selling
KSPI	JOINT STOCK CO KASPIKZ	$13.93B	190,531,074	44.58%	0.00%
RPAY	REPAY HOLDINGS CORP	$284.09M	91,348,016	67.53%	32.47%	Net Buying	Net Selling
MQ	MARQETA INC	$1.72B	427,211,892	71.56%	4.69%	Net Selling	Net Selling
AMBR	AMBER INTERNATIONAL HOLDING LTD	$24.55M	47,390,657	1.01%	0.00%
KPLT	KATAPULT HOLDINGS INC	$27.16M	4,643,334	1.99%	98.01%	Net Buying
RBRK	RUBRIK INC	$10.98B	200,141,545	57.66%	4.92%	Net Selling	Net Selling
IIIV	I3 VERTICALS INC	$722.58M	30,475,851	72.46%	27.54%	Net Selling	Net Selling
EEFT	EURONET WORLDWIDE INC	$2.92B	39,330,671	92.18%	7.82%	Net Selling	Net Selling
GDDY	GODADDY INC	$11.82B	133,354,117	59.63%	40.37%	Net Selling	Net Selling
DBX	DROPBOX INC	$6.31B	241,188,318	81.36%	7.85%	Net Selling	Net Selling
PANW	PALO ALTO NETWORKS INC	$129.38B	816,000,000	68.57%	2.38%	Net Selling	Net Selling
AFRM	AFFIRM HOLDINGS INC	$16.90B	333,110,651	71.80%	15.29%	Net Selling	Net Buying
FTNT	FORTINET INC	$61.26B	739,923,583	66.48%	15.14%	Net Selling	Net Selling
TUYA	TUYA INC	$1.50B	613,741,082	20.77%	0.00%
STEM	STEM INC	$84.32M	8,390,208	3.03%	96.97%	Net Selling	Net Selling
CETX	CEMTREX INC	$10.48M	10,078,089	23.17%	68.68%
VRNS	VARONIS SYSTEMS INC	$2.76B	117,447,726	69.40%	30.60%	Net Selling	Net Selling
AKAM	AKAMAI TECHNOLOGIES INC	$14.92B	144,888,114	93.16%	6.84%	Net Selling	Net Selling
OWLS	OBOOK HOLDINGS INC	$538.22M	88,377,671	0.13%	0.84%
ORCL	ORACLE CORP	$437.78B	2,873,130,000	43.23%	40.77%	Net Buying	Net Selling
BLZE	BACKBLAZE INC	$220.99M	57,700,000	55.73%	20.87%	Net Selling	Net Selling
MCRP	MICROPOLIS AI ROBOTICS	$144.44M	34,888,447	1.21%	0.00%
PICS	PICS NV	N/A	129,587,543	0.00%	0.00%
SAIL	SAILPOINT INC	$7.82B	561,625,760	53.48%	46.52%	Net Selling	Net Selling
ACIW	ACI WORLDWIDE INC	$4.32B	101,719,981	94.83%	5.17%	Net Selling	Net Buying
REKR	REKOR SYSTEMS INC	$112.75M	126,689,797	34.22%	30.17%	Net Selling
OBAI	OUR BOND INC	N/A	3,228,240	0.00%	100.00%
S	SENTINELONE INC	$4.58B	339,868,994	78.38%	3.42%	Net Selling	Net Selling
RXT	RACKSPACE TECHNOLOGY INC	$589.49M	243,592,120	67.26%	20.34%	Net Selling	Net Selling
NET	CLOUDFLARE INC	$65.43B	351,980,298	79.33%	15.47%	Net Selling	Net Selling
DAVA	ENDAVA PLC	$280.25M	52,877,958	39.73%	0.00%
CLBT	CELLEBRITE DI LTD	$3.53B	249,439,817	51.80%	0.00%
VERI	VERITONE INC	$268.99M	91,806,023	30.05%	33.16%	Net Buying	Net Selling
SNPS	SYNOPSYS INC	$82.56B	191,562,027	88.31%	0.77%	Net Selling	Net Selling
VRSN	VERISIGN INC	$21.90B	91,700,000	69.27%	30.73%	Net Selling	Net Selling
AISP	AIRSHIP AI HOLDINGS INC	$93.49M	34,372,162	17.46%	82.54%	Net Buying	Net Buying
BNAI	BRAND ENGAGEMENT NETWORK INC	$209.68M	4,488,080	2.95%	97.05%	Net Selling	Net Selling
ALAR	ALARUM TECHNOLOGIES LTD	$50.48M	71,200,000	0.94%	0.00%
FOUR	SHIFT4 PAYMENTS INC	$3.86B	81,239,315	96.06%	3.94%	Net Buying	Net Buying
BLSH	BULLISH	$5.56B	150,924,000	23.82%	0.00%
NTSK	NETSKOPE INC	$4.16B	393,258,861	34.74%	11.96%	Net Buying	Net Selling

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.