Sectors & Industries TechnologySoftware - Infrastructure
Best Software Infrastructure Stocks to Buy Now (2025)
Top software infrastructure stocks in 2025 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 33rd ranked industry out of 145 stock market industries

Ticker	Company	Market Cap	Shares	Institutional %	Insider %	Net Insider (L12M)	Net Insider (L3M)
YEXT	YEXT INC	$1.02B	123,236,797	53.07%	46.93%	Net Selling	Net Selling
RAMP	LIVERAMP HOLDINGS INC	$1.79B	65,605,418	54.83%	45.17%	Net Selling	Net Selling
NTCT	NETSCOUT SYSTEMS INC	$1.84B	71,328,733	77.59%	22.41%	Net Selling	Net Selling
WIX	WIXCOM LTD	$7.38B	55,686,229	87.86%	0.00%
FIVN	FIVE9 INC	$1.67B	77,262,690	71.92%	28.08%	Net Selling	Net Selling
PATH	UIPATH INC	$8.46B	531,021,647	38.18%	61.82%	Net Selling	Net Selling
FFIV	F5 INC	$16.97B	57,447,170	95.82%	1.67%	Net Selling	Net Selling
TENB	TENABLE HOLDINGS INC	$3.57B	122,170,671	67.86%	32.14%	Net Selling	Net Selling
DLO	DLOCAL LTD	$4.52B	293,703,516	34.71%	0.00%
BAND	BANDWIDTH INC	$463.27M	30,141,045	70.56%	12.84%	Net Selling	Net Selling
PRTH	PRIORITY TECHNOLOGY HOLDINGS INC	$539.93M	79,753,476	16.05%	83.95%	Net Selling
MOGO	MOGO INC	$43.24M	23,758,000	8.69%	0.00%
ATEN	A10 NETWORKS INC	$1.24B	72,152,615	52.77%	47.23%	Net Selling	Net Selling
ALLT	ALLOT LTD	$385.35M	40,140,875	80.54%	4.24%
RDWR	RADWARE LTD	$1.08B	42,663,787	75.36%	0.00%
RPD	RAPID7 INC	$1.16B	64,239,298	48.63%	51.37%	Net Buying	Net Buying
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$507.48M	19,540,937	87.32%	12.68%	Net Selling	Net Selling
PGY	PAGAYA TECHNOLOGIES LTD	$2.10B	75,707,592	55.25%	17.67%	Net Selling	Net Buying
NTNX	NUTANIX INC	$17.94B	268,800,007	77.23%	22.77%	Net Selling	Net Selling
EVTC	EVERTEC INC	$1.89B	63,982,005	96.85%	3.15%	Net Selling
OKTA	OKTA INC	$15.46B	176,285,881	88.10%	4.28%	Net Selling	Net Selling
PAGS	PAGSEGURO DIGITAL LTD	$2.89B	329,608,424	38.32%	0.00%
TOST	TOAST INC	$21.80B	583,000,000	75.99%	8.44%	Net Selling	Net Selling
RPAY	REPAY HOLDINGS CORP	$417.41M	91,336,409	68.27%	31.73%	Net Buying	Net Selling
OSPN	ONESPAN INC	$588.67M	38,324,622	78.98%	21.02%	Net Selling	Net Selling
CSGS	CSG SYSTEMS INTERNATIONAL INC	$1.86B	28,976,940	91.29%	8.71%	Net Selling	Net Selling
AVPT	AVEPOINT INC	$2.85B	203,233,202	40.28%	59.72%	Net Selling	Net Selling
BB	BLACKBERRY LTD	$2.67B	590,361,084	48.53%	9.88%	Net Selling	Net Selling
AKAM	AKAMAI TECHNOLOGIES INC	$10.67B	146,206,374	92.83%	7.17%	Net Selling	Net Buying
RELY	REMITLY GLOBAL INC	$3.15B	206,193,217	79.10%	20.90%	Net Selling	Net Buying
APPN	APPIAN CORP	$2.06B	74,228,168	46.46%	53.54%	Net Selling	Net Selling
AFRM	AFFIRM HOLDINGS INC	$22.49B	325,650,314	68.82%	15.60%	Net Selling	Net Selling
TLS	TELOS CORP	$492.20M	72,703,011	33.94%	66.06%	Net Selling	Net Selling
GEN	GEN DIGITAL INC	$16.30B	615,869,113	84.40%	15.60%	Net Buying	Net Selling
CINT	CI&T INC	$545.67M	130,855,082	44.91%	0.00%
MSFT	MICROSOFT CORP	$3.80T	7,433,166,379	83.06%	6.24%	Net Selling	Net Selling
DBX	DROPBOX INC	$7.99B	281,492,648	72.10%	6.50%	Net Selling	Net Selling
PAY	PAYMENTUS HOLDINGS INC	$3.63B	125,264,309	26.71%	8.79%	Net Selling
EEFT	EURONET WORLDWIDE INC	$3.53B	40,996,169	92.38%	7.62%	Net Selling
CLBT	CELLEBRITE DI LTD	$4.35B	240,358,573	49.10%	0.00%
TDC	TERADATA CORP	$1.97B	94,500,000	93.76%	6.24%	Net Selling
ZS	ZSCALER INC	$47.37B	158,300,823	52.35%	26.38%	Net Selling	Net Selling
GCT	GIGACLOUD TECHNOLOGY INC	$1.03B	38,068,462	30.13%	19.77%	Net Selling	Net Selling
ADBE	ADOBE INC	$137.82B	418,600,000	82.72%	0.79%	Net Selling	Net Selling
CPAY	CORPAY INC	$19.60B	70,614,383	50.48%	49.52%	Net Buying	Net Selling
STNE	STONECO LTD	$5.05B	286,012,578	65.81%	0.00%
CGNT	COGNYTE SOFTWARE LTD	$583.75M	72,969,110	73.42%	22.07%
DOX	AMDOCS LTD	$9.17B	111,188,000	94.24%	0.00%
PLTR	PALANTIR TECHNOLOGIES INC	$422.56B	2,372,342,421	51.29%	5.01%	Net Selling	Net Selling
SPSC	SPS COMMERCE INC	$4.06B	37,908,762	77.70%	22.30%	Net Selling
IOT	SAMSARA INC	$20.89B	573,634,637	52.41%	10.11%	Net Selling	Net Selling
QLYS	QUALYS INC	$4.60B	36,095,879	69.81%	30.19%	Net Selling	Net Selling
KVYO	KLAVIYO INC	$7.13B	299,984,367	44.48%	2.79%	Net Selling	Net Selling
MDB	MONGODB INC	$25.57B	81,356,893	84.57%	10.24%	Net Selling	Net Selling
BOX	BOX INC	$4.71B	144,885,814	94.93%	5.07%	Net Selling	Net Selling
BLZE	BACKBLAZE INC	$520.45M	54,900,000	49.09%	21.91%	Net Selling	Net Selling
PANW	PALO ALTO NETWORKS INC	$137.47B	668,900,000	77.83%	2.82%	Net Selling	Net Selling
SAIL	SAILPOINT INC	$12.25B	556,635,292	52.82%	47.18%	Net Selling	Net Selling
DOCN	DIGITALOCEAN HOLDINGS INC	$3.92B	91,037,498	43.22%	56.78%	Net Selling	Net Selling
TUYA	TUYA INC	$1.41B	606,308,258	21.81%	0.00%
SNCR	SYNCHRONOSS TECHNOLOGIES INC	$61.53M	11,501,753	9.75%	90.25%	Net Buying
NET	CLOUDFLARE INC	$73.67B	348,481,587	79.87%	15.66%	Net Selling	Net Selling
RBRK	RUBRIK INC	$15.53B	197,458,685	51.00%	4.75%	Net Selling	Net Selling
CRWD	CROWDSTRIKE HOLDINGS INC	$121.02B	250,955,140	73.11%	4.18%	Net Selling	Net Selling
WEX	WEX INC	$5.06B	34,264,311	80.88%	19.12%	Net Selling	Net Selling
AMBR	AMBER INTERNATIONAL HOLDING LTD	$21.23M	47,390,657	2.29%	0.00%
EVCM	EVERCOMMERCE INC	$1.99B	181,278,754	57.87%	42.13%	Net Selling	Net Selling
FTNT	FORTINET INC	$63.64B	765,416,456	67.26%	14.45%	Net Selling	Net Selling
KSPI	JOINT STOCK CO KASPIKZ	$14.10B	190,784,522	39.36%	0.00%
VRSN	VERISIGN INC	$24.26B	93,400,000	69.03%	30.97%	Net Selling	Net Selling
MQ	MARQETA INC	$2.05B	448,232,752	70.26%	4.48%	Net Selling	Net Selling
GTLB	GITLAB INC	$8.05B	166,700,000	71.86%	28.14%	Net Selling	Net Selling
OS	ONESTREAM INC	$3.99B	239,591,306	36.35%	1.56%	Net Selling	Net Selling
ACIW	ACI WORLDWIDE INC	$5.05B	104,899,645	94.80%	5.20%	Net Selling	Net Selling
KPLT	KATAPULT HOLDINGS INC	$52.18M	4,569,546	1.62%	98.38%	Net Buying
CETX	CEMTREX INC	$2.01M	378,546	1.27%	98.73%
VRNS	VARONIS SYSTEMS INC	$6.76B	112,047,109	70.22%	29.78%	Net Selling	Net Selling
CHOW	CHOWCHOW CLOUD INTERNATIONAL HOLDINGS LTD	N/A	35,100,000	0.00%	0.00%
PAYS	PAYSIGN INC	$300.57M	54,451,888	26.26%	73.74%	Net Selling	Net Selling
IIIV	I3 VERTICALS INC	$1.03B	32,265,204	72.48%	27.52%	Net Selling	Net Selling
S	SENTINELONE INC	$5.61B	333,605,849	78.19%	3.17%	Net Selling	Net Selling
GDDY	GODADDY INC	$18.24B	142,488,191	59.34%	40.66%	Net Selling	Net Selling
GRRR	GORILLA TECHNOLOGY GROUP INC	$332.37M	19,819,284	20.16%	5.35%
DAVA	ENDAVA PLC	$478.90M	56,208,871	56.19%	0.00%
LHSW	LIANHE SOWELL INTERNATIONAL GROUP LTD	$98.80M	52,000,000	0.21%	0.00%
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$20.79B	110,400,000	66.24%	0.00%
FOUR	SHIFT4 PAYMENTS INC	$6.55B	88,431,118	96.11%	3.89%	Net Buying	Net Buying
TCX	TUCOWS INC	$199.80M	11,057,112	11.70%	88.30%	Net Selling
VRAR	GLIMPSE GROUP INC	$31.81M	21,066,006	7.04%	20.50%	Net Buying
FLYW	FLYWIRE CORP	$1.56B	122,310,334	70.41%	29.59%	Net Selling	Net Selling
STEM	STEM INC	$215.52M	8,317,939	2.65%	97.35%	Net Selling
PSFE	PAYSAFE LTD	$694.98M	58,846,732	59.94%	0.00%
ODD	ODDITY TECH LTD	$2.83B	56,822,000	85.30%	0.00%
EXOD	EXODUS MOVEMENT INC	$828.48M	29,069,552	4.67%	15.91%	Net Selling	Net Selling
CFLT	CONFLUENT INC	$7.77B	344,744,122	76.29%	7.59%	Net Selling	Net Selling
UBXG	U-BX TECHNOLOGY LTD	$6.32M	3,112,500	1.02%	0.00%
ALAR	ALARUM TECHNOLOGIES LTD	$102.96M	70,186,898	0.29%	0.00%
XBP	XBP GLOBAL HOLDINGS INC	$60.29M	117,515,972	5.71%	91.65%	Net Buying	Net Buying
ORCL	ORACLE CORP	$889.46B	2,841,714,000	43.52%	41.21%	Net Buying	Net Selling
RXT	RACKSPACE TECHNOLOGY INC	$351.86M	239,360,677	70.03%	20.91%	Net Selling	Net Selling

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Oct 2025?

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 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 Yext (NYSE:YEXT) is: Value: B, Growth: A, Momentum: C, Sentiment: C, Safety: C, Financials: B, and AI: A.

Yext (NYSE:YEXT) has a Due Diligence Score of 37, which is 6 points higher than the software infrastructure industry average of 31.

YEXT passed 12 out of 33 due diligence checks and has average fundamentals. Yext has seen its stock return 17.19% over the past year, overperforming other software infrastructure stocks by 14 percentage points.

Yext has an average 1 year price target of $9.42, an upside of 14.15% from Yext's current stock price of $8.25.

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

2. Liveramp Holdings (NYSE:RAMP)

Liveramp Holdings (NYSE:RAMP) 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 Liveramp Holdings (NYSE:RAMP) is: Value: B, Growth: A, Momentum: C, Sentiment: B, Safety: B, Financials: C, and AI: C.

Liveramp Holdings (NYSE:RAMP) has a Due Diligence Score of 46, which is 15 points higher than the software infrastructure industry average of 31.

RAMP passed 15 out of 33 due diligence checks and has strong fundamentals. Liveramp Holdings has seen its stock return 9.85% over the past year, overperforming other software infrastructure stocks by 7 percentage points.

Liveramp Holdings has an average 1 year price target of $39.75, an upside of 46.03% from Liveramp Holdings's current stock price of $27.22.

Liveramp Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 4 analysts covering Liveramp Holdings, 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. Netscout Systems (NASDAQ:NTCT)

Netscout Systems (NASDAQ:NTCT) 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 Netscout Systems (NASDAQ:NTCT) is: Value: A, Growth: B, Momentum: B, Sentiment: C, Safety: C, Financials: C, and AI: C.

Netscout Systems (NASDAQ:NTCT) has a Due Diligence Score of 28, which is -3 points lower than the software infrastructure industry average of 31. Although this number is below the industry average, our proven quant model rates NTCT as a "A".

NTCT passed 8 out of 33 due diligence checks and has average fundamentals. Netscout Systems has seen its stock return 18.99% over the past year, overperforming other software infrastructure stocks by 16 percentage points.

Netscout Systems has an average 1 year price target of $33.00, an upside of 27.81% from Netscout Systems's current stock price of $25.82.

Netscout Systems stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Netscout Systems, 100% have issued a Strong Buy rating, 0% have issued a Buy, 0% 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 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 3.41%, which is 2 percentage points higher than the software infrastructure industry average of 1.24%.

Dlocal's dividend payout ratio of 102.9% indicates that its dividend yield might not be sustainable for the long-term.

2. Amdocs (NASDAQ:DOX)

Amdocs (NASDAQ:DOX) has an annual dividend yield of 1.92%, which is 1 percentage points higher than the software infrastructure industry average of 1.24%. 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.

3. Onespan (NASDAQ:OSPN)

Onespan (NASDAQ:OSPN) has an annual dividend yield of 1.56%, which is the same as the software infrastructure industry average of 1.24%.

Onespan's dividend payout ratio of 15.4% indicates that its dividend yield is sustainable for the long-term.

Why are software infrastructure stocks down?

Software infrastructure stocks were down -1.73% in the last day, and down -4.61% over the last week. Arqit Quantum was the among the top losers in the software - infrastructure industry, dropping -26.01% yesterday.

Shares of quantum computing companies are trading lower amid continued weakness, as the sector continues to pull back from a recent rally.

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 62 points higher than the software infrastructure industry average of 24. It passed 6 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 19.13% in the past year. It has overperformed other stocks in the software infrastructure industry by 16 percentage points.

2. Teradata (NYSE:TDC)

Teradata (NYSE:TDC) 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.

Teradata has a valuation score of 43, which is 19 points higher than the software infrastructure industry average of 24. It passed 3 out of 7 valuation due diligence checks.

Teradata's stock has dropped -35.29% in the past year. It has underperformed other stocks in the software infrastructure industry by -38 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 47 points higher than the software infrastructure industry average of 24. It passed 5 out of 7 valuation due diligence checks.

Pagseguro Digital's stock has gained 5.28% in the past year. It has overperformed other stocks in the software infrastructure industry by 2 percentage points.

Are software infrastructure stocks a good buy now?

43.36% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 18.48% over the next year.

6.92% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 26.15% of software infrastructure stocks are rated B (Buy), 54.62% are rated C (Hold), 10% are rated D (Sell), and 2.31% 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 48.2x.

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.