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 52nd 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
RAMP	LIVERAMP HOLDINGS INC	$1.54B	$24.36	$35.60	46.14%	Buy	5	7.84%	45.40%	17.73%	13.44%
TDC	TERADATA CORP	$3.13B	$33.56	$36.71	9.40%	Buy	7	1.28%	50.51%	133.68%	16.62%
TENB	TENABLE HOLDINGS INC	$2.69B	$22.55	$31.27	38.68%	Buy	11	8.71%	N/A	98.62%	20.55%
FIVN	FIVE9 INC	$1.31B	$16.75	$25.67	53.24%	Buy	6	10.43%	107.21%	35.19%	15.43%
PATH	UIPATH INC	$6.05B	$11.32	$16.36	44.56%	Hold	11	6.58%	35.26%	23.19%	15.41%
APPN	APPIAN CORP	$1.69B	$22.87	$39.50	72.72%	Hold	2	18.05%	N/A	-169.32%	13.44%
DLO	DLOCAL LTD	$3.52B	$11.97	$17.67	47.59%	Strong Buy	6	45.08%	45.17%	63.97%	22.91%
TOST	TOAST INC	$16.07B	$27.33	$41.71	52.63%	Strong Buy	14	20.56%	49.76%	N/A	N/A
GCT	GIGACLOUD TECHNOLOGY INC	$2.65B	$35.23	N/A	N/A	N/A	N/A	11.37%	11.78%	68.32%	27.80%
RELY	REMITLY GLOBAL INC	$2.67B	$12.76	$21.60	69.28%	Strong Buy	5	24.42%	104.51%	N/A	N/A
KVYO	KLAVIYO INC	$5.67B	$18.60	$34.53	85.62%	Strong Buy	19	20.67%	N/A	36.37%	27.53%
PAY	PAYMENTUS HOLDINGS INC	$2.90B	$23.10	$39.00	68.83%	Buy	2	29.37%	61.12%	23.43%	19.54%
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$558.71M	$29.61	$35.00	18.20%	Buy	1	3.18%	30.68%	812.45%	16.86%
PAGS	PAGSEGURO DIGITAL LTD	$3.48B	$10.55	$12.00	13.74%	Strong Buy	4	85.66%	96.11%	N/A	N/A
TLS	TELOS CORP	$322.31M	$4.37	$8.83	102.13%	Buy	3	28.22%	N/A	32.37%	23.58%
PGY	PAGAYA TECHNOLOGIES LTD	$1.02B	$12.43	$32.40	160.66%	Strong Buy	5	16.88%	N/A	96.49%	29.06%
GEN	GEN DIGITAL INC	$14.37B	$23.72	$32.20	35.75%	Hold	5	5.57%	48.25%	88.66%	13.06%
MDB	MONGODB INC	$29.98B	$368.40	$450.31	22.23%	Strong Buy	29	12.86%	N/A	24.14%	19.55%
ALLT	ALLOT LTD	$425.66M	$10.26	$13.25	29.14%	Strong Buy	4	13.88%	146.44%	31.30%	19.96%
QLYS	QUALYS INC	$3.76B	$104.91	$136.33	29.95%	Hold	9	8.75%	18.23%	60.04%	30.80%
CGNT	COGNYTE SOFTWARE LTD	$515.65M	$7.06	$14.00	98.30%	Strong Buy	1	8.41%	N/A	25.93%	10.27%
AVPT	AVEPOINT INC	$2.28B	$10.56	$18.13	71.64%	Strong Buy	8	22.40%	N/A	N/A	N/A
PAYS	PAYSIGN INC	$186.60M	$3.39	$9.00	165.49%	Strong Buy	1	32.79%	31.14%	20.86%	4.56%
NTNX	NUTANIX INC	$11.29B	$41.76	$66.39	58.97%	Buy	13	13.70%	47.67%	N/A	N/A
DOX	AMDOCS LTD	$7.48B	$69.23	$92.33	33.37%	Strong Buy	3	4.02%	19.38%	31.19%	16.83%
PLTR	PALANTIR TECHNOLOGIES INC	$313.21B	$131.41	$198.23	50.85%	Buy	13	53.89%	65.92%	99.97%	81.20%
PRTH	PRIORITY TECHNOLOGY HOLDINGS INC	$441.29M	$5.39	$6.00	11.32%	Hold	1	12.55%	122.28%	-102.97%	5.12%
OSPN	ONESPAN INC	$427.42M	$11.24	$17.00	51.25%	Strong Buy	3	3.40%	-5.08%	24.25%	16.82%
ATEN	A10 NETWORKS INC	$1.48B	$20.70	$22.00	6.28%	Strong Buy	1	14.96%	37.71%	37.41%	12.44%
PICS	PICS NV	N/A	$13.81	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
YEXT	YEXT INC	$683.03M	$5.57	$8.00	43.63%	Buy	2	4.68%	47.17%	50.78%	14.18%
WIX	WIXCOM LTD	$3.85B	$69.23	$167.73	142.28%	Strong Buy	15	15.47%	57.69%	-222.60%	24.25%
BB	BLACKBERRY LTD	$2.04B	$3.46	$4.90	41.62%	Hold	4	5.51%	86.00%	18.86%	11.47%
NTCT	NETSCOUT SYSTEMS INC	$2.15B	$29.79	$31.00	4.06%	Buy	2	2.04%	38.47%	11.79%	8.33%
AKAM	AKAMAI TECHNOLOGIES INC	$16.08B	$111.76	$105.11	-5.95%	Buy	9	7.72%	36.94%	34.86%	15.23%
EVCM	EVERCOMMERCE INC	$1.84B	$10.25	$11.00	7.32%	Sell	2	3.34%	N/A	19.84%	10.30%
EVTC	EVERTEC INC	$1.69B	$26.36	$33.67	27.72%	Hold	3	10.19%	67.73%	39.68%	12.31%
CHOW	CHOWCHOW CLOUD INTERNATIONAL HOLDINGS LTD	$21.83M	$0.62	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
OKTA	OKTA INC	$15.47B	$87.26	$112.44	28.85%	Buy	23	7.52%	54.17%	12.17%	9.09%
CINT	CI&T INC	$644.46M	$4.93	$6.67	35.23%	Strong Buy	3	11.36%	26.64%	N/A	N/A
CPAY	CORPAY INC	$23.58B	$337.12	$380.88	12.98%	Buy	8	14.63%	30.33%	N/A	N/A
WEX	WEX INC	$5.41B	$157.67	$175.17	11.10%	Buy	6	4.39%	49.87%	N/A	N/A
DBX	DROPBOX INC	$6.35B	$24.53	$31.00	26.38%	Sell	2	-0.93%	20.05%	-48.98%	26.83%
IOT	SAMSARA INC	$15.76B	$27.32	$48.67	78.14%	Strong Buy	12	14.86%	N/A	N/A	N/A
SPSC	SPS COMMERCE INC	$2.33B	$61.92	$86.50	39.70%	Buy	6	10.11%	53.22%	N/A	N/A
GDDY	GODADDY INC	$12.04B	$89.12	$170.00	90.75%	Buy	10	8.06%	25.67%	2,174.28%	25.00%
FFIV	F5 INC	$15.48B	$273.93	$305.50	11.52%	Buy	8	3.98%	14.00%	30.66%	17.24%
RDWR	RADWARE LTD	$1.21B	$27.92	N/A	N/A	N/A	N/A	10.29%	156.74%	16.68%	8.68%
DOCN	DIGITALOCEAN HOLDINGS INC	$6.24B	$68.16	$60.17	-11.73%	Strong Buy	6	20.73%	3.70%	N/A	N/A
ADBE	ADOBE INC	$108.23B	$263.97	$411.78	55.99%	Buy	18	9.57%	20.95%	109.84%	43.28%
BAND	BANDWIDTH INC	$395.56M	$12.96	$20.00	54.32%	Strong Buy	1	16.79%	N/A	18.75%	7.13%
AFRM	AFFIRM HOLDINGS INC	$16.59B	$49.81	$89.90	80.48%	Strong Buy	19	20.32%	47.26%	33.53%	9.18%
ACIW	ACI WORLDWIDE INC	$4.08B	$39.56	$65.00	64.31%	Strong Buy	2	9.81%	4.04%	20.27%	9.49%
FLYW	FLYWIRE CORP	$1.34B	$10.97	$16.94	54.40%	Buy	8	22.09%	N/A	7.91%	5.21%
PDYN	PALLADYNE AI CORP	$282.49M	$6.72	$8.00	19.05%	Hold	1	112.85%	N/A	5.79%	4.12%
MSFT	MICROSOFT CORP	$2.98T	$401.32	$596.32	48.59%	Strong Buy	25	13.56%	12.13%	52.99%	31.13%
GTLB	GITLAB INC	$4.98B	$29.55	$49.70	68.18%	Buy	23	14.98%	N/A	26.43%	15.53%
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$18.42B	$171.48	$211.27	23.20%	Buy	15	6.87%	10.29%	59.68%	22.03%
RBRK	RUBRIK INC	$10.92B	$54.55	$109.53	100.79%	Strong Buy	15	17.56%	N/A	-35.04%	7.21%
TUYA	TUYA INC	$1.36B	$2.23	N/A	N/A	N/A	N/A	N/A	N/A	9.37%	8.31%
ZS	ZSCALER INC	$28.34B	$177.72	$327.23	84.13%	Strong Buy	26	19.09%	N/A	52.66%	16.05%
PSFE	PAYSAFE LTD	$351.94M	$6.11	$9.25	51.39%	Hold	4	9.68%	N/A	22.94%	3.47%
BLZE	BACKBLAZE INC	$247.53M	$4.29	$9.50	121.45%	Buy	2	15.68%	N/A	-29.13%	-12.60%
MQ	MARQETA INC	$1.73B	$3.92	$5.00	27.55%	Hold	5	18.91%	N/A	10.26%	5.79%
AMBR	AMBER INTERNATIONAL HOLDING LTD	$23.03M	$2.43	N/A	N/A	N/A	N/A	N/A	N/A	8.50%	3.26%
KSPI	JOINT STOCK CO KASPIKZ	$13.97B	$73.30	$96.00	30.97%	Hold	1	81,552.42%	62,674.45%	35,979.53%	7,898.92%
RPAY	REPAY HOLDINGS CORP	$276.78M	$3.03	$7.25	139.27%	Buy	4	8.78%	N/A	14.60%	6.75%
FTNT	FORTINET INC	$63.63B	$85.56	$86.40	0.98%	Hold	15	12.71%	13.02%	372.14%	29.22%
STNE	STONECO LTD	$4.82B	$16.86	$21.38	26.78%	Strong Buy	4	89.95%	N/A	N/A	N/A
KPLT	KATAPULT HOLDINGS INC	$30.20M	$6.51	N/A	N/A	N/A	N/A	23.42%	N/A	N/A	-8.16%
RPD	RAPID7 INC	$470.15M	$7.18	$13.44	87.16%	Hold	16	0.17%	101.03%	131.27%	10.02%
BOX	BOX INC	$3.32B	$23.19	$37.80	63.00%	Buy	5	6.41%	13.44%	-172.09%	30.65%
GRRR	GORILLA TECHNOLOGY GROUP INC	$248.53M	$12.54	N/A	N/A	N/A	N/A	N/A	N/A	28.45%	21.17%
ODD	ODDITY TECH LTD	$1.61B	$28.08	$62.00	120.80%	Buy	7	21.11%	19.95%	59.33%	20.36%
EEFT	EURONET WORLDWIDE INC	$2.86B	$67.96	$96.00	41.26%	Buy	5	10.55%	55.35%	42.06%	8.47%
IIIV	I3 VERTICALS INC	$676.56M	$22.20	$29.00	30.63%	Strong Buy	3	6.36%	40.40%	11.71%	7.04%
OWLS	OBOOK HOLDINGS INC	$477.24M	$5.40	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
PANW	PALO ALTO NETWORKS INC	$116.36B	$166.95	$225.43	35.03%	Strong Buy	28	12.81%	44.12%	45.99%	16.93%
ORCL	ORACLE CORP	$460.10B	$160.14	$303.47	89.50%	Buy	30	26.53%	24.91%	155.98%	22.79%
NET	CLOUDFLARE INC	$68.60B	$195.85	$244.95	25.07%	Buy	19	30.95%	N/A	69.08%	16.08%
CETX	CEMTREX INC	$9.68M	$1.40	N/A	N/A	N/A	N/A	N/A	N/A	162.55%	29.65%
XYZ	BLOCK INC	$30.26B	$49.80	$82.71	66.08%	Buy	17	11.84%	2.67%	18.82%	10.81%
MCRP	MICROPOLIS HOLDING CO	$112.69M	$3.23	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
SNPS	SYNOPSYS INC	$83.62B	$437.09	$557.86	27.63%	Strong Buy	14	19.29%	36.38%	15.47%	9.08%
S	SENTINELONE INC	$4.71B	$13.87	$21.06	51.86%	Buy	24	14.92%	N/A	13.08%	8.34%
SAIL	SAILPOINT INC	$8.94B	$15.92	$24.50	53.89%	Buy	10	14.53%	N/A	3.86%	3.53%
REKR	REKOR SYSTEMS INC	$102.75M	$0.81	N/A	N/A	N/A	N/A	28.89%	N/A	-35.42%	-15.96%
CRWD	CROWDSTRIKE HOLDINGS INC	$108.31B	$429.64	$556.38	29.50%	Strong Buy	37	16.43%	N/A	49.45%	19.93%
AISP	AIRSHIP AI HOLDINGS INC	$83.05M	$2.43	N/A	N/A	N/A	N/A	311.09%	N/A	-13.05%	64.53%
FOUR	SHIFT4 PAYMENTS INC	$4.87B	$55.01	$89.69	63.04%	Buy	16	37.43%	168.97%	41.54%	7.72%
CLBT	CELLEBRITE DI LTD	$3.52B	$14.64	$22.50	53.69%	Strong Buy	4	19.66%	39.52%	33.92%	17.50%
VRSN	VERISIGN INC	$20.09B	$219.03	$275.50	25.78%	Buy	2	6.40%	8.94%	-55.32%	89.87%
OBAI	TG-17 INC	N/A	$3.13	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
VRNS	VARONIS SYSTEMS INC	$2.98B	$25.36	$43.06	69.79%	Strong Buy	17	17.35%	N/A	26.41%	8.83%
ALAR	ALARUM TECHNOLOGIES LTD	$53.19M	$7.47	$27.00	261.45%	Strong Buy	1	49.64%	58.10%	144.81%	103.65%
TCX	TUCOWS INC	$208.09M	$18.74	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
BNAI	BRAND ENGAGEMENT NETWORK INC	$93.89M	$20.92	N/A	N/A	N/A	N/A	3,294.57%	N/A	-477.26%	-100.66%
NTSK	NETSKOPE INC	$4.68B	$11.89	$26.77	125.14%	Strong Buy	13	N/A	N/A	5.55%	0.49%
EXOD	EXODUS MOVEMENT INC	$330.49M	$11.27	$32.33	186.89%	Strong Buy	3	11.80%	-46.00%	N/A	N/A
STEM	STEM INC	$94.81M	$11.30	$19.00	68.14%	Hold	3	4.03%	N/A	N/A	-15.40%

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Feb 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 152 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: A, Growth: B, Momentum: D, Sentiment: B, Safety: B, Financials: B, and AI: A.

Liveramp Holdings (NYSE:RAMP) has a Due Diligence Score of 59, which is 27 points higher than the software infrastructure industry average of 32.

RAMP passed 19 out of 33 due diligence checks and has strong fundamentals. Liveramp Holdings has seen its stock lose -28.44% over the past year, underperforming other software infrastructure stocks by -5 percentage points.

Liveramp Holdings has an average 1 year price target of $35.60, an upside of 46.14% from Liveramp Holdings's current stock price of $24.36.

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.

2. Teradata (NYSE:TDC)

Teradata (NYSE:TDC) is the #2 top software infrastructure stock out of 152 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: B, Growth: C, Momentum: C, Sentiment: B, Safety: C, Financials: A, and AI: C.

Teradata (NYSE:TDC) has a Due Diligence Score of 40, which is 8 points higher than the software infrastructure industry average of 32.

TDC passed 13 out of 33 due diligence checks and has average fundamentals. Teradata has seen its stock return 35.16% over the past year, overperforming other software infrastructure stocks by 58 percentage points.

Teradata has an average 1 year price target of $36.71, an upside of 9.4% from Teradata's current stock price of $33.56.

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.

3. Tenable Holdings (NASDAQ:TENB)

Tenable Holdings (NASDAQ:TENB) is the #3 top software infrastructure stock out of 152 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 Tenable Holdings (NASDAQ:TENB) is: Value: B, Growth: A, Momentum: D, Sentiment: B, Safety: C, Financials: B, and AI: A.

Tenable Holdings (NASDAQ:TENB) has a Due Diligence Score of 29, which is -3 points lower than the software infrastructure industry average of 32. Although this number is below the industry average, our proven quant model rates TENB as a "A".

TENB passed 9 out of 33 due diligence checks and has average fundamentals. Tenable Holdings has seen its stock lose -42.94% over the past year, underperforming other software infrastructure stocks by -20 percentage points.

Tenable Holdings has an average 1 year price target of $31.27, an upside of 38.68% from Tenable Holdings's current stock price of $22.55.

Tenable Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 11 analysts covering Tenable Holdings, 45.45% have issued a Strong Buy rating, 18.18% have issued a Buy, 36.36% 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 4.39%, which is 3 percentage points higher than the software infrastructure industry average of 1.81%.

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 3.2%, which is 1 percentage points higher than the software infrastructure industry average of 1.81%.

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 3.04%, which is 1 percentage points higher than the software infrastructure industry average of 1.81%. 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 2.36% in the last day, and up 0.45% over the last week.

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

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 60 points higher than the software infrastructure industry average of 26. It passed 6 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 1.27% in the past year. It has overperformed other stocks in the software infrastructure industry by 24 percentage points.

2. Pics Nv (NASDAQ:PICS)

Pics Nv (NASDAQ:PICS) 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.

Pics Nv has a valuation score of 0, which is -26 points higher than the software infrastructure industry average of 26. It passed 0 out of 7 valuation due diligence checks. Although this number is below the industry average, our proven quant model rates PICS a Valuation Rating of "A".

3. Onespan (NASDAQ:OSPN)

Onespan (NASDAQ:OSPN) 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.

Onespan has a valuation score of 43, which is 17 points higher than the software infrastructure industry average of 26. It passed 3 out of 7 valuation due diligence checks.

Onespan's stock has dropped -44.44% in the past year. It has underperformed other stocks in the software infrastructure industry by -21 percentage points.

Are software infrastructure stocks a good buy now?

42.59% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 39.6% over the next year.

2.44% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 17.89% of software infrastructure stocks are rated B (Buy), 67.48% are rated C (Hold), 8.94% are rated D (Sell), and 3.25% 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 16.79x.

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.