Sectors & IndustriesTechnologySoftware - 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
B
Software Infrastructure is Zen Rated B and is the 55th ranked industry out of 145 stock market industries
Learn how the Zen Ratings work
Ticker
Company
Market Cap
Price
Price Target
Upside/Downside
Top Analysts Upside/Downside
Consensus
Top Analysts Consensus
Analysts
Top Analysts
Fore. Revenue Growth
Fore. Earnings Growth
Forecast ROE
Forecast ROA
RAMP
LIVERAMP HOLDINGS INC
$1.59B$25.11$35.6041.78%Buy57.84%45.40%17.73%13.44%
TDC
TERADATA CORP
$3.06B$32.81$36.7111.90%Buy71.28%50.51%133.68%16.62%
TENB
TENABLE HOLDINGS INC
$2.62B$21.99$31.2742.21%Buy118.71%N/A98.62%20.55%
FIVN
FIVE9 INC
$1.31B$16.73$25.6753.42%Buy610.43%107.21%35.19%15.43%
PATH
UIPATH INC
$5.94B$11.10$16.3647.42%Hold116.58%35.26%23.19%15.41%
APPN
APPIAN CORP
$1.78B$24.06$39.5064.17%Hold218.05%N/A-169.32%13.44%
DLO
DLOCAL LTD
$3.66B$12.47$17.6741.68%Strong Buy645.08%45.17%63.97%22.91%
RELY
REMITLY GLOBAL INC
$2.87B$13.61$21.6058.71%Strong Buy522.09%37.36%N/AN/A
KVYO
KLAVIYO INC
$5.55B$18.22$34.5389.50%Strong Buy1920.67%N/A36.37%27.53%
GCT
GIGACLOUD TECHNOLOGY INC
$2.65B$35.22N/AN/AN/AN/A11.37%11.78%68.32%27.80%
PAY
PAYMENTUS HOLDINGS INC
$3.06B$24.41$39.0059.77%Buy229.37%61.12%23.43%19.54%
PAGS
PAGSEGURO DIGITAL LTD
$3.49B$10.60$12.0013.21%Strong Buy485.66%96.11%N/AN/A
TLS
TELOS CORP
$300.92M$4.08$8.83116.50%Buy328.22%N/A32.37%23.58%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$534.75M$28.34$37.5032.32%Strong Buy23.18%30.68%812.45%16.86%
TOST
TOAST INC
$16.30B$27.67$41.0748.42%Buy1518.61%38.83%N/AN/A
GEN
GEN DIGITAL INC
$13.99B$23.10$32.2039.39%Hold55.57%48.25%88.66%13.06%
QLYS
QUALYS INC
$3.74B$104.39$136.3330.60%Hold98.75%18.23%60.04%30.80%
AVPT
AVEPOINT INC
$2.29B$10.60$18.1370.99%Strong Buy822.40%N/AN/AN/A
PGY
PAGAYA TECHNOLOGIES LTD
$1.04B$12.59$32.40157.35%Strong Buy516.88%N/A96.49%29.06%
DOX
AMDOCS LTD
$7.59B$70.56$92.3330.86%Strong Buy34.02%19.38%31.07%16.77%
PAYS
PAYSIGN INC
$179.99M$3.27$9.00175.23%Strong Buy132.79%31.14%20.86%4.56%
NTNX
NUTANIX INC
$11.15B$41.22$66.3961.05%Buy1313.70%47.67%N/AN/A
ALLT
ALLOT LTD
$419.43M$10.11$13.2531.06%Strong Buy413.88%146.44%31.30%19.96%
MDB
MONGODB INC
$29.55B$363.07$449.4523.79%Strong Buy2912.86%N/A24.14%19.55%
CGNT
COGNYTE SOFTWARE LTD
$514.19M$7.04$14.0098.86%Strong Buy18.41%N/A25.93%10.27%
ATEN
A10 NETWORKS INC
$1.43B$19.95$22.0010.28%Strong Buy114.96%37.71%37.41%12.44%
AKAM
AKAMAI TECHNOLOGIES INC
$15.73B$109.31$105.11-3.84%Buy97.72%36.94%34.86%15.23%
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$456.84M$5.58$6.007.53%Hold112.55%122.28%-102.97%5.12%
WIX
WIXCOM LTD
$3.83B$68.77$167.73143.90%Strong Buy1515.47%57.69%-222.60%24.25%
PICS
PICS NV
N/A$14.37N/AN/AN/AN/AN/AN/AN/AN/A
OSPN
ONESPAN INC
$425.52M$11.19$17.0051.92%Strong Buy33.40%-5.08%24.25%16.82%
EVCM
EVERCOMMERCE INC
$1.76B$9.81$11.0012.13%Sell23.34%N/A19.84%10.30%
BB
BLACKBERRY LTD
$2.02B$3.43$4.9042.86%Hold45.51%86.00%18.86%11.47%
YEXT
YEXT INC
$678.13M$5.53$6.008.50%Hold14.68%47.17%50.78%14.18%
NTCT
NETSCOUT SYSTEMS INC
$2.14B$29.59$31.004.77%Buy22.04%38.47%11.79%8.33%
OKTA
OKTA INC
$14.70B$82.93$111.7134.70%Strong Buy247.52%54.17%12.17%9.09%
EVTC
EVERTEC INC
$1.73B$26.96$33.6724.88%Hold310.19%67.73%39.68%12.31%
DBX
DROPBOX INC
$6.39B$24.68$31.0025.61%Sell2-0.93%20.05%-48.98%26.83%
CPAY
CORPAY INC
$24.43B$349.19$380.889.07%Buy814.63%30.33%N/AN/A
CHOW
CHOWCHOW CLOUD INTERNATIONAL HOLDINGS LTD
$28.33M$0.81N/AN/AN/AN/AN/AN/AN/AN/A
CINT
CI&T INC
$636.62M$4.87$6.3330.04%Strong Buy311.36%26.64%N/AN/A
SPSC
SPS COMMERCE INC
$2.20B$58.40$84.0043.84%Buy610.11%53.22%N/AN/A
IOT
SAMSARA INC
$15.54B$26.93$47.9277.93%Strong Buy1214.86%N/AN/AN/A
GDDY
GODADDY INC
$12.24B$90.56$170.0087.72%Buy108.06%25.67%2,174.28%25.00%
PLTR
PALANTIR TECHNOLOGIES INC
$323.79B$135.38$198.0046.25%Buy1446.95%45.99%89.49%74.28%
DOCN
DIGITALOCEAN HOLDINGS INC
$6.30B$68.86$60.17-12.62%Strong Buy620.73%3.70%N/AN/A
FFIV
F5 INC
$15.69B$277.69$305.5010.01%Buy83.98%14.00%30.66%17.24%
AFRM
AFFIRM HOLDINGS INC
$17.22B$51.70$89.9073.88%Strong Buy1920.32%47.26%33.53%9.18%
ADBE
ADOBE INC
$107.90B$263.17$411.7856.47%Buy189.57%20.95%109.84%43.28%
LSAK
LESAKA TECHNOLOGIES INC
$384.36M$4.58N/AN/AN/AN/A9.76%N/A8.53%2.19%
RDWR
RADWARE LTD
$1.14B$26.26N/AN/AN/AN/A10.29%156.74%16.68%8.68%
FLYW
FLYWIRE CORP
$1.36B$11.11$16.9452.46%Buy822.09%N/A7.91%5.21%
ACIW
ACI WORLDWIDE INC
$4.18B$40.59$65.0060.14%Strong Buy29.81%4.04%20.27%9.49%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$17.61B$164.01$209.6927.85%Buy166.87%10.29%59.68%22.03%
MSFT
MICROSOFT CORP
$2.97T$399.60$591.6548.06%Strong Buy2313.56%12.13%52.99%31.13%
WEX
WEX INC
$5.46B$158.99$175.1710.17%Buy64.39%49.87%N/AN/A
GTLB
GITLAB INC
$4.88B$28.98$49.0469.23%Buy2314.98%N/A26.43%15.53%
PDYN
PALLADYNE AI CORP
$286.27M$6.81$8.0017.47%Hold1112.85%N/A5.79%4.12%
ZS
ZSCALER INC
$27.45B$172.13$320.8586.40%Strong Buy2719.09%N/A52.66%16.05%
TUYA
TUYA INC
$1.29B$2.11N/AN/AN/AN/AN/AN/A9.37%8.31%
PSFE
PAYSAFE LTD
$372.67M$6.47$9.2542.97%Hold49.68%N/A22.94%3.47%
KSPI
JOINT STOCK CO KASPIKZ
$14.22B$74.61$96.0028.67%Hold181,552.42%62,674.45%35,979.53%7,898.92%
BAND
BANDWIDTH INC
$396.48M$12.99$20.0053.96%Strong Buy116.79%N/A18.75%7.13%
RPAY
REPAY HOLDINGS CORP
$288.66M$3.16$7.25129.43%Buy48.78%N/A14.60%6.75%
BLZE
BACKBLAZE INC
$248.69M$4.31$9.50120.42%Buy215.68%N/A-29.13%-12.60%
AMBR
AMBER INTERNATIONAL HOLDING LTD
$23.79M$2.51N/AN/AN/AN/AN/AN/A8.50%3.26%
STNE
STONECO LTD
$4.70B$16.45$21.3829.94%Strong Buy489.95%N/AN/AN/A
KPLT
KATAPULT HOLDINGS INC
$30.46M$6.56N/AN/AN/AN/A23.42%N/AN/A-8.16%
FTNT
FORTINET INC
$60.00B$80.69$86.407.08%Hold1512.71%13.02%372.14%29.22%
RBRK
RUBRIK INC
$10.89B$54.39$105.6994.32%Strong Buy1617.56%N/A-35.04%7.21%
IIIV
I3 VERTICALS INC
$667.42M$21.90$29.0032.42%Strong Buy36.36%40.40%11.71%7.04%
MQ
MARQETA INC
$1.80B$4.08$5.1726.64%Hold618.91%N/A10.26%5.79%
BOX
BOX INC
$3.26B$22.78$37.8065.94%Buy56.41%13.44%-172.09%30.65%
PANW
PALO ALTO NETWORKS INC
$124.32B$152.35$216.1341.87%Strong Buy3011.51%38.79%49.67%18.68%
CETX
CEMTREX INC
$13.40M$1.33N/AN/AN/AN/AN/AN/A71.03%34.25%
GRRR
GORILLA TECHNOLOGY GROUP INC
$226.34M$11.42N/AN/AN/AN/AN/AN/A28.45%21.17%
ODD
ODDITY TECH LTD
$1.72B$29.98$62.00106.80%Buy721.11%19.95%59.33%20.36%
RPD
RAPID7 INC
$467.53M$7.14$13.4488.21%Hold160.17%101.03%131.27%10.02%
OWLS
OBOOK HOLDINGS INC
$536.45M$6.07N/AN/AN/AN/AN/AN/AN/AN/A
EEFT
EURONET WORLDWIDE INC
$2.99B$71.16$96.0034.91%Buy510.55%55.35%42.06%8.47%
ORCL
ORACLE CORP
$448.70B$156.17$303.4794.32%Buy3026.53%24.91%155.98%22.79%
CRWD
CROWDSTRIKE HOLDINGS INC
$104.81B$415.76$553.6833.17%Strong Buy3716.43%N/A49.45%19.93%
MCRP
MICROPOLIS HOLDING CO
$109.90M$3.15N/AN/AN/AN/AN/AN/AN/AN/A
NET
CLOUDFLARE INC
$67.06B$191.44$244.9527.95%Buy1930.95%N/A69.08%16.08%
SNPS
SYNOPSYS INC
$84.62B$442.31$557.8626.12%Strong Buy1419.29%36.38%15.47%9.08%
S
SENTINELONE INC
$4.54B$13.35$21.0657.78%Buy2414.92%N/A13.08%8.34%
REKR
REKOR SYSTEMS INC
$96.16M$0.76N/AN/AN/AN/A28.89%N/A-35.42%-15.96%
XYZ
BLOCK INC
$32.57B$53.60$81.7152.44%Buy1711.84%2.67%18.82%10.81%
SAIL
SAILPOINT INC
$9.04B$16.09$24.0949.73%Buy1114.53%N/A3.86%3.53%
CLBT
CELLEBRITE DI LTD
$3.37B$14.04$22.5060.26%Strong Buy419.66%39.52%33.92%17.50%
OBAI
TG-17 INC
N/A$2.97N/AN/AN/AN/AN/AN/AN/AN/A
FOUR
SHIFT4 PAYMENTS INC
$5.24B$59.14$89.6951.65%Buy1637.43%168.97%41.54%7.72%
VRSN
VERISIGN INC
$20.04B$218.55$275.5026.06%Buy26.40%8.94%-55.32%89.87%
VRNS
VARONIS SYSTEMS INC
$3.02B$25.70$41.6962.21%Strong Buy1617.35%N/A26.41%8.83%
ALAR
ALARUM TECHNOLOGIES LTD
$52.83M$7.42$27.00263.88%Strong Buy149.64%58.10%144.81%103.65%
AISP
AIRSHIP AI HOLDINGS INC
$83.18M$2.42N/AN/AN/AN/A222.88%-77.33%-73.56%27.00%
RXT
RACKSPACE TECHNOLOGY INC
$333.72M$1.37$1.7527.74%Hold12.14%N/A-3.11%1.30%
BNAI
BRAND ENGAGEMENT NETWORK INC
$84.02M$18.72N/AN/AN/AN/A3,294.57%N/A-477.26%-100.66%
NTSK
NETSKOPE INC
$4.53B$11.53$25.77123.50%Strong Buy13N/AN/A5.55%0.49%
TCX
TUCOWS INC
$192.76M$17.36N/AN/AN/AN/AN/AN/AN/AN/A

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 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: A, Growth: B, Momentum: D, Sentiment: B, Safety: B, Financials: B, and AI: A.

Liveramp Holdings (NYSE:RAMP) has a Due Diligence Score of 56, which is 25 points higher than the software infrastructure industry average of 31.

RAMP passed 18 out of 33 due diligence checks and has strong fundamentals. Liveramp Holdings has seen its stock lose -25.91% over the past year, underperforming other software infrastructure stocks by -3 percentage points.

Liveramp Holdings has an average 1 year price target of $35.60, an upside of 41.78% from Liveramp Holdings's current stock price of $25.11.

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 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: B, Growth: C, Momentum: C, Sentiment: A, Safety: C, Financials: A, and AI: C.

Teradata (NYSE:TDC) has a Due Diligence Score of 40, which is 9 points higher than the software infrastructure industry average of 31.

TDC passed 13 out of 33 due diligence checks and has average fundamentals. Teradata has seen its stock return 31.61% over the past year, overperforming other software infrastructure stocks by 55 percentage points.

Teradata has an average 1 year price target of $36.71, an upside of 11.9% from Teradata's current stock price of $32.81.

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 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 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 -2 points lower than the software infrastructure industry average of 31. 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 -44.46% over the past year, underperforming other software infrastructure stocks by -21 percentage points.

Tenable Holdings has an average 1 year price target of $31.27, an upside of 42.21% from Tenable Holdings's current stock price of $21.99.

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 4.21%, which is 2 percentage points higher than the software infrastructure industry average of 1.83%.

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 3.22%, which is 1 percentage points higher than the software infrastructure industry average of 1.83%.

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 2.99%, which is 1 percentage points higher than the software infrastructure industry average of 1.83%. 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 1.18% in the last day, and down -0.88% over the last week. Rackspace Technology was the among the top gainers in the software - infrastructure industry, gaining 226.97% yesterday.

Rackspace Technology shares are trading higher after the company announced a collaboration with Palantir Technologies.

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 61 points higher than the software infrastructure industry average of 25. It passed 6 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has dropped -2.75% in the past year. It has overperformed other stocks in the software infrastructure industry by 21 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 18 points higher than the software infrastructure industry average of 25. It passed 3 out of 7 valuation due diligence checks.

Onespan's stock has dropped -43.48% in the past year. It has underperformed other stocks in the software infrastructure industry by -20 percentage points.

3. Pics Nv (NASDAQ:PICS)


Pics Nv (NASDAQ:PICS) 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.

Pics Nv has a valuation score of 0, which is -25 points higher than the software infrastructure industry average of 25. 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".

Are software infrastructure stocks a good buy now?

43.52% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 39.62% over the next year.

2.4% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 19.2% of software infrastructure stocks are rated B (Buy), 67.2% are rated C (Hold), 8% are rated D (Sell), and 3.2% 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 12.43x.
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.