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 48th ranked industry out of 145 stock market industries

Ticker	Company	Market Cap	Shares	Institutional %	Insider %	Net Insider (L12M)	Net Insider (L3M)
RAMP	LIVERAMP HOLDINGS INC	$1.60B	63,648,844	54.89%	45.11%	Net Selling	Net Selling
NTCT	NETSCOUT SYSTEMS INC	$1.96B	72,193,673	77.90%	22.10%	Net Selling	Net Selling
APPN	APPIAN CORP	$2.11B	73,823,168	46.57%	53.43%	Net Selling	Net Selling
TDC	TERADATA CORP	$2.77B	93,200,000	86.01%	13.99%	Net Selling	Net Selling
FIVN	FIVE9 INC	$1.38B	78,216,052	71.46%	28.54%	Net Selling	Net Selling
TENB	TENABLE HOLDINGS INC	$2.64B	119,344,266	67.66%	32.34%	Net Selling	Net Selling
DLO	DLOCAL LTD	$4.13B	293,703,516	32.90%	0.00%
PATH	UIPATH INC	$7.67B	534,749,684	34.24%	65.76%	Net Selling	Net Selling
ALLT	ALLOT LTD	$433.95M	41,487,057	79.93%	4.10%
AVPT	AVEPOINT INC	$2.74B	215,789,313	40.42%	59.58%	Net Selling	Net Selling
YEXT	YEXT INC	$933.19M	122,626,997	52.85%	47.15%	Net Selling	Net Selling
PAGS	PAGSEGURO DIGITAL LTD	$3.32B	329,608,424	38.49%	0.00%
GCT	GIGACLOUD TECHNOLOGY INC	$3.04B	75,269,905	23.56%	10.27%	Net Selling	Net Selling
QLYS	QUALYS INC	$4.83B	35,858,308	69.93%	30.07%	Net Selling	Net Selling
RELY	REMITLY GLOBAL INC	$2.87B	209,045,931	78.92%	21.08%	Net Selling	Net Selling
AKAM	AKAMAI TECHNOLOGIES INC	$13.45B	143,865,237	92.81%	7.19%	Net Selling	Net Selling
WEX	WEX INC	$5.41B	34,288,525	80.77%	19.23%	Net Selling	Net Selling
OKTA	OKTA INC	$15.87B	177,230,221	84.14%	4.26%	Net Selling	Net Selling
MDB	MONGODB INC	$32.54B	81,391,760	89.89%	10.11%	Net Selling	Net Selling
CGNT	COGNYTE SOFTWARE LTD	$665.38M	73,038,091	73.46%	22.04%
TLS	TELOS CORP	$417.45M	73,754,329	35.73%	64.27%	Net Selling	Net Selling
BB	BLACKBERRY LTD	$2.29B	590,147,550	48.20%	9.94%	Net Selling	Net Selling
PGY	PAGAYA TECHNOLOGIES LTD	$1.81B	82,423,087	51.62%	16.38%	Net Selling	Net Selling
PAY	PAYMENTUS HOLDINGS INC	$3.65B	125,428,507	35.65%	8.73%	Net Selling
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$417.18M	19,005,775	87.00%	13.00%	Net Selling	Net Selling
DBX	DROPBOX INC	$6.76B	258,739,321	75.88%	7.34%	Net Selling	Net Selling
TOST	TOAST INC	$19.71B	588,000,000	74.48%	8.39%	Net Selling	Net Buying
GEN	GEN DIGITAL INC	$16.10B	616,716,107	84.25%	15.75%	Net Selling	Net Selling
PAYS	PAYSIGN INC	$253.75M	55,042,888	30.96%	69.04%	Net Selling	Net Selling
RDWR	RADWARE LTD	$1.03B	42,833,456	74.13%	0.00%
EVTC	EVERTEC INC	$1.89B	63,983,841	96.83%	3.17%	Net Buying
FLYW	FLYWIRE CORP	$1.68B	122,126,932	65.36%	34.64%	Net Selling	Net Buying
OSPN	ONESPAN INC	$449.10M	38,027,123	79.16%	20.84%	Net Selling	Net Buying
PLTR	PALANTIR TECHNOLOGIES INC	$407.47B	2,383,436,338	52.65%	4.98%	Net Selling	Net Selling
DOX	AMDOCS LTD	$9.08B	108,448,276	97.84%	0.00%
WIX	WIXCOM LTD	$4.46B	55,651,271	92.47%	0.00%
NTNX	NUTANIX INC	$12.37B	270,399,924	81.01%	18.99%	Net Selling	Net Selling
ADBE	ADOBE INC	$121.41B	410,000,000	81.66%	0.81%	Net Selling	Net Selling
PRTH	PRIORITY TECHNOLOGY HOLDINGS INC	$478.13M	81,871,568	15.68%	84.32%	Net Selling	Net Selling
IOT	SAMSARA INC	$20.13B	577,004,057	53.98%	10.05%	Net Selling	Net Selling
KVYO	KLAVIYO INC	$7.19B	301,945,280	46.79%	3.40%	Net Selling	Net Selling
CHOW	CHOWCHOW CLOUD INTERNATIONAL HOLDINGS LTD	$24.99M	35,100,000	0.04%	0.00%
ATEN	A10 NETWORKS INC	$1.24B	71,726,487	52.72%	47.28%	Net Selling	Net Selling
CINT	CI&T INC	$618.32M	130,723,000	43.19%	0.00%
SPSC	SPS COMMERCE INC	$3.40B	37,709,094	82.45%	17.55%	Net Selling	Net Buying
FFIV	F5 INC	$15.58B	58,089,614	94.79%	1.72%	Net Selling	Net Selling
GDDY	GODADDY INC	$14.12B	135,141,594	59.45%	40.55%	Net Selling	Net Selling
RPD	RAPID7 INC	$827.68M	65,480,776	49.07%	50.93%	Net Buying	Net Buying
NET	CLOUDFLARE INC	$64.51B	350,281,165	79.06%	15.53%	Net Selling	Net Selling
ACIW	ACI WORLDWIDE INC	$4.43B	103,088,006	94.96%	5.04%	Net Selling	Net Selling
TUYA	TUYA INC	$1.38B	611,862,458	21.34%	0.00%
RBRK	RUBRIK INC	$13.43B	200,141,545	51.69%	4.71%	Net Selling	Net Selling
FTNT	FORTINET INC	$56.06B	743,648,102	64.64%	14.95%	Net Selling	Net Selling
EVCM	EVERCOMMERCE INC	$2.29B	179,367,379	57.87%	42.13%	Net Selling	Net Selling
ZS	ZSCALER INC	$34.12B	159,471,208	54.16%	26.25%	Net Selling	Net Selling
BAND	BANDWIDTH INC	$409.29M	30,521,581	68.80%	13.02%	Net Selling	Net Selling
MSFT	MICROSOFT CORP	$3.42T	7,432,377,655	82.23%	6.24%	Net Selling	Net Selling
DOCN	DIGITALOCEAN HOLDINGS INC	$4.83B	91,492,142	44.66%	55.34%	Net Selling	Net Selling
BLZE	BACKBLAZE INC	$280.42M	57,700,000	51.99%	20.79%	Net Selling	Net Selling
PDYN	PALLADYNE AI CORP	$283.75M	42,037,410	13.01%	86.99%	Net Selling	Net Buying
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$19.93B	107,400,000	65.52%	0.00%
CRWD	CROWDSTRIKE HOLDINGS INC	$114.42B	252,098,440	68.22%	4.13%	Net Selling	Net Selling
IIIV	I3 VERTICALS INC	$803.99M	32,353,783	72.45%	27.55%	Net Selling	Net Selling
RPAY	REPAY HOLDINGS CORP	$323.37M	91,348,016	67.56%	32.44%	Net Buying	Net Selling
AFRM	AFFIRM HOLDINGS INC	$24.68B	330,073,638	68.82%	15.41%	Net Selling	Net Selling
GTLB	GITLAB INC	$5.75B	168,400,000	72.68%	27.32%	Net Selling	Net Selling
AMBR	AMBER INTERNATIONAL HOLDING LTD	$24.45M	47,390,657	1.24%	0.00%
CPAY	CORPAY INC	$22.43B	69,958,056	49.66%	50.34%	Net Buying	Net Buying
LHSW	LIANHE SOWELL INTERNATIONAL GROUP LTD	$38.69M	52,000,000	0.37%	0.00%
KPLT	KATAPULT HOLDINGS INC	$32.36M	4,643,334	1.40%	98.60%	Net Buying	Net Buying
KSPI	JOINT STOCK CO KASPIKZ	$15.14B	190,531,074	38.86%	0.00%
VRSN	VERISIGN INC	$23.13B	92,700,000	68.95%	31.05%	Net Selling	Net Selling
ORCL	ORACLE CORP	$549.03B	2,873,130,000	43.00%	40.77%	Net Buying	Net Selling
SAIL	SAILPOINT INC	$10.26B	561,625,760	52.90%	47.10%	Net Selling	Net Selling
GRRR	GORILLA TECHNOLOGY GROUP INC	$282.03M	19,819,284	23.39%	5.35%
PSFE	PAYSAFE LTD	$412.42M	57,600,000	59.24%	0.00%
MQ	MARQETA INC	$1.96B	440,099,247	72.30%	4.46%	Net Selling	Net Selling
BOX	BOX INC	$3.70B	143,227,818	94.86%	5.14%	Net Selling	Net Selling
CISO	CISO GLOBAL INC	$22.46M	44,046,343	2.42%	97.58%
VRNS	VARONIS SYSTEMS INC	$3.95B	117,897,308	69.89%	30.11%	Net Selling
EEFT	EURONET WORLDWIDE INC	$3.14B	42,044,681	96.05%	3.95%	Net Selling	Net Buying
CETX	CEMTREX INC	$15.76M	6,911,663	0.36%	99.64%
OWLS	OBOOK HOLDINGS INC	$578.87M	88,377,671	0.00%	0.00%
PANW	PALO ALTO NETWORKS INC	$130.80B	697,000,000	78.57%	2.79%	Net Selling	Net Selling
ODD	ODDITY TECH LTD	$2.03B	57,335,000	81.35%	0.00%
STNE	STONECO LTD	$4.14B	286,012,578	62.77%	0.00%
REKR	REKOR SYSTEMS INC	$198.90M	126,689,797	25.54%	30.17%	Net Selling	Net Buying
CLBT	CELLEBRITE DI LTD	$4.09B	240,358,573	53.85%	0.00%
AISP	AIRSHIP AI HOLDINGS INC	$147.64M	34,175,563	17.15%	82.85%	Net Buying	Net Buying
XYZ	BLOCK INC	$40.08B	607,665,000	72.37%	5.25%	Net Selling	Net Selling
NTSK	NETSKOPE INC	$5.80B	393,258,861	35.83%	11.96%	Net Buying	Net Selling
SNPS	SYNOPSYS INC	$98.78B	191,318,206	87.73%	0.77%	Net Selling	Net Selling
ALAR	ALARUM TECHNOLOGIES LTD	$64.44M	71,200,000	0.17%	0.00%
RXT	RACKSPACE TECHNOLOGY INC	$236.53M	243,592,120	69.02%	20.47%	Net Selling	Net Selling
FOUR	SHIFT4 PAYMENTS INC	$5.71B	88,619,232	95.82%	3.89%	Net Buying	Net Selling
STEM	STEM INC	$172.33M	8,390,208	3.23%	96.77%	Net Selling	Net Selling
TCX	TUCOWS INC	$274.71M	11,103,919	11.71%	88.29%	Net Selling
VHC	VIRNETX HOLDING CORP	$96.39M	4,270,840	5.89%	94.11%	Net Selling	Net Selling
S	SENTINELONE INC	$4.72B	339,868,994	72.64%	3.26%	Net Selling	Net Selling
EXOD	EXODUS MOVEMENT INC	$486.79M	29,324,585	4.84%	16.02%	Net Selling	Net Selling

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Jan 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. Liveramp Holdings (NYSE:RAMP)

Liveramp Holdings (NYSE:RAMP) is the #1 top software infrastructure stock out of 150 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: A, Safety: B, Financials: B, and AI: A.

Liveramp Holdings (NYSE:RAMP) has a Due Diligence Score of 56, which is 24 points higher than the software infrastructure industry average of 32.

RAMP passed 18 out of 33 due diligence checks and has strong fundamentals. Liveramp Holdings has seen its stock lose -20.39% over the past year, underperforming other software infrastructure stocks by -14 percentage points.

Liveramp Holdings has an average 1 year price target of $40.00, an upside of 59.55% from Liveramp Holdings's current stock price of $25.07.

Liveramp Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 3 analysts covering Liveramp Holdings, 33.33% have issued a Strong Buy rating, 0% have issued a Buy, 66.67% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Netscout Systems (NASDAQ:NTCT)

Netscout Systems (NASDAQ:NTCT) is the #2 top software infrastructure stock out of 150 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 Netscout Systems (NASDAQ:NTCT) is: Value: A, Growth: C, Momentum: C, Sentiment: A, Safety: C, Financials: C, and AI: C.

Netscout Systems (NASDAQ:NTCT) has a Due Diligence Score of 65, which is 33 points higher than the software infrastructure industry average of 32.

NTCT passed 20 out of 33 due diligence checks and has strong fundamentals. Netscout Systems has seen its stock return 23.17% over the past year, overperforming other software infrastructure stocks by 29 percentage points.

Netscout Systems has an average 1 year price target of $31.00, an upside of 14.14% from Netscout Systems's current stock price of $27.16.

Netscout Systems stock has a consensus Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Netscout Systems, 50% have issued a Strong Buy rating, 0% have issued a Buy, 50% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Appian (NASDAQ:APPN)

Appian (NASDAQ:APPN) is the #3 top software infrastructure stock out of 150 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 Appian (NASDAQ:APPN) is: Value: C, Growth: A, Momentum: C, Sentiment: B, Safety: C, Financials: B, and AI: B.

Appian (NASDAQ:APPN) has a Due Diligence Score of 22, which is -10 points lower than the software infrastructure industry average of 32. Although this number is below the industry average, our proven quant model rates APPN as a "A".

APPN passed 7 out of 33 due diligence checks and has weak fundamentals. Appian has seen its stock lose -15.3% over the past year, underperforming other software infrastructure stocks by -9 percentage points.

Appian has an average 1 year price target of $39.50, an upside of 38.02% from Appian's current stock price of $28.62.

Appian stock has a consensus Hold recommendation according to Wall Street analysts. Of the 2 analysts covering Appian, 50% have issued a Strong Buy rating, 0% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 50% have issued a Strong Sell.

What are the software infrastructure stocks with highest dividends?

Out of 9 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 3.74%, which is 2 percentage points higher than the software infrastructure industry average of 1.58%.

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

2. Onespan (NASDAQ:OSPN)

Onespan (NASDAQ:OSPN) has an annual dividend yield of 3.05%, which is 1 percentage points higher than the software infrastructure industry average of 1.58%.

Onespan's dividend payout ratio of 23.7% indicates that its dividend yield is sustainable for the long-term.

3. Amdocs (NASDAQ:DOX)

Amdocs (NASDAQ:DOX) has an annual dividend yield of 2.52%, which is 1 percentage points higher than the software infrastructure industry average of 1.58%. 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 40.6% indicates that its dividend yield is sustainable for the long-term.

Why are software infrastructure stocks down?

Software infrastructure stocks were down -0.4% in the last day, and down -2.65% over the last week.

We couldn't find a catalyst for why software infrastructure stocks are down.

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 59 points higher than the software infrastructure industry average of 27. It passed 6 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has dropped -11.1% in the past year. It has underperformed other stocks in the software infrastructure industry by -5 percentage points.

2. Onespan (NASDAQ:OSPN)

Onespan (NASDAQ:OSPN) 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.

Onespan 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.

Onespan's stock has dropped -38.07% in the past year. It has underperformed other stocks in the software infrastructure industry by -32 percentage points.

3. Pagseguro Digital (NYSE:PAGS)

Pagseguro Digital (NYSE:PAGS) 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.

Pagseguro Digital has a valuation score of 71, which is 44 points higher than the software infrastructure industry average of 27. It passed 5 out of 7 valuation due diligence checks.

Pagseguro Digital's stock has gained 51.81% in the past year. It has overperformed other stocks in the software infrastructure industry by 58 percentage points.

Are software infrastructure stocks a good buy now?

42.86% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 26.7% over the next year.

3.23% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 22.58% of software infrastructure stocks are rated B (Buy), 61.29% are rated C (Hold), 10.48% are rated D (Sell), and 2.42% 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 31.48x.

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.

Software Infrastructure Stocks FAQ

1. Liveramp Holdings (NYSE:RAMP)

2. Netscout Systems (NASDAQ:NTCT)

3. Appian (NASDAQ:APPN)

1. Dlocal (NASDAQ:DLO)

2. Onespan (NASDAQ:OSPN)

3. Amdocs (NASDAQ:DOX)

1. Consensus Cloud Solutions (NASDAQ:CCSI)

2. Onespan (NASDAQ:OSPN)

3. Pagseguro Digital (NYSE:PAGS)

Company

Stock Tools

Stock Ideas