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 49th 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
GCT	GIGACLOUD TECHNOLOGY INC	$1.64B	$44.78	N/A	N/A	N/A	N/A	14.43%	5.28%	30.12%	12.17%
TDC	TERADATA CORP	$2.35B	$25.48	$36.71	44.09%	Buy	7	0.94%	44.50%	128.27%	16.58%
RAMP	LIVERAMP HOLDINGS INC	$1.71B	$27.16	$35.60	31.08%	Buy	5	10.09%	41.18%	17.73%	13.44%
FIVN	FIVE9 INC	$1.15B	$15.01	$24.46	62.97%	Buy	13	10.12%	99.53%	35.89%	15.76%
CGNT	COGNYTE SOFTWARE LTD	$613.86M	$8.40	$13.50	60.71%	Strong Buy	2	12.08%	N/A	25.62%	10.16%
TENB	TENABLE HOLDINGS INC	$2.02B	$17.58	$30.25	72.07%	Buy	12	7.80%	N/A	100.18%	18.71%
EVCM	EVERCOMMERCE INC	$2.08B	$11.71	$10.25	-12.47%	Sell	4	6.58%	183.87%	N/A	N/A
PATH	UIPATH INC	$5.89B	$11.24	$14.53	29.30%	Hold	15	6.63%	17.72%	N/A	N/A
CINT	CI&T INC	$652.92M	$5.02	$6.70	33.47%	Strong Buy	3	N/A	N/A	N/A	N/A
PGY	PAGAYA TECHNOLOGIES LTD	$971.34M	$11.77	$32.40	175.28%	Strong Buy	5	14.37%	38.71%	50.22%	15.59%
APPN	APPIAN CORP	$1.81B	$24.47	$33.50	36.90%	Buy	4	12.47%	665.32%	-222.34%	15.11%
TLS	TELOS CORP	$320.62M	$4.32	$7.38	70.72%	Buy	4	18.75%	N/A	40.62%	27.87%
DLO	DLOCAL LTD	$3.79B	$12.86	$17.60	36.86%	Strong Buy	5	26.65%	28.25%	57.33%	21.18%
RDWR	RADWARE LTD	$1.17B	$27.20	N/A	N/A	N/A	N/A	10.45%	66.02%	18.01%	9.38%
PAYS	PAYSIGN INC	$326.70M	$5.92	$10.00	68.92%	Strong Buy	2	34.33%	31.14%	19.73%	3.46%
BOX	BOX INC	$3.33B	$24.02	$35.50	47.79%	Buy	4	6.00%	47.71%	-159.33%	30.84%
RELY	REMITLY GLOBAL INC	$3.37B	$16.02	$21.00	31.09%	Strong Buy	4	19.27%	54.89%	N/A	N/A
KVYO	KLAVIYO INC	$5.83B	$19.14	$33.67	75.90%	Strong Buy	18	20.58%	N/A	38.45%	29.11%
QLYS	QUALYS INC	$3.15B	$88.36	$136.33	54.29%	Hold	9	7.92%	16.29%	56.35%	28.88%
GEN	GEN DIGITAL INC	$11.44B	$18.89	$30.20	59.87%	Hold	5	5.71%	52.93%	88.66%	13.06%
TOST	TOAST INC	$15.59B	$26.47	$40.00	51.11%	Buy	15	19.07%	34.08%	N/A	N/A
SPSC	SPS COMMERCE INC	$2.10B	$56.08	$84.00	49.79%	Buy	6	8.33%	45.98%	23.02%	19.17%
EVTC	EVERTEC INC	$1.73B	$28.07	$33.67	19.94%	Hold	3	10.10%	41.17%	51.68%	14.32%
CPAY	CORPAY INC	$19.96B	$293.34	$378.38	28.99%	Buy	8	12.80%	31.60%	N/A	N/A
AVPT	AVEPOINT INC	$2.14B	$9.94	$16.60	67.00%	Strong Buy	10	21.09%	50.95%	N/A	N/A
PAY	PAYMENTUS HOLDINGS INC	$3.17B	$25.23	$35.50	40.71%	Buy	4	19.05%	38.87%	30.36%	25.47%
WEX	WEX INC	$5.31B	$154.69	$168.20	8.73%	Buy	5	4.58%	51.26%	59.88%	5.13%
ADBE	ADOBE INC	$98.14B	$242.92	$336.47	38.51%	Buy	19	8.45%	19.89%	110.03%	42.35%
MDB	MONGODB INC	$20.34B	$253.12	$381.57	50.75%	Strong Buy	28	11.96%	N/A	23.32%	18.32%
OSPN	ONESPAN INC	$400.52M	$10.69	$13.50	26.29%	Buy	2	3.22%	-31.86%	18.56%	12.68%
NTCT	NETSCOUT SYSTEMS INC	$2.33B	$32.27	$29.00	-10.13%	Hold	1	3.59%	41.49%	11.80%	8.35%
RPD	RAPID7 INC	$353.85M	$5.37	$12.27	128.44%	Hold	15	-0.01%	67.45%	108.61%	9.73%
OKTA	OKTA INC	$14.18B	$80.19	$98.31	22.59%	Strong Buy	26	7.03%	46.28%	11.99%	8.64%
BAND	BANDWIDTH INC	$566.53M	$18.05	$20.00	10.80%	Strong Buy	1	12.68%	N/A	20.88%	7.93%
FLYW	FLYWIRE CORP	$1.43B	$11.78	$16.80	42.61%	Buy	10	17.95%	129.12%	15.54%	10.36%
PSFE	PAYSAFE LTD	$353.47M	$6.84	$8.69	27.02%	Hold	4	6.82%	N/A	N/A	N/A
GRRR	GORILLA TECHNOLOGY GROUP INC	$248.76M	$11.18	N/A	N/A	N/A	N/A	69.35%	N/A	32.29%	23.33%
DOX	AMDOCS LTD	$7.15B	$66.43	$92.33	38.99%	Strong Buy	3	4.08%	19.50%	31.07%	16.77%
XYZ	BLOCK INC	$35.81B	$59.78	$82.91	38.68%	Strong Buy	21	11.19%	40.55%	18.80%	10.56%
BLZE	BACKBLAZE INC	$210.03M	$3.64	$7.50	106.04%	Strong Buy	4	10.28%	N/A	1.41%	0.61%
IOT	SAMSARA INC	$18.73B	$32.26	$44.40	37.63%	Strong Buy	10	14.21%	N/A	N/A	N/A
GTLB	GITLAB INC	$3.84B	$22.57	$37.68	66.96%	Buy	22	12.30%	N/A	24.87%	14.30%
BB	BLACKBERRY LTD	$2.04B	$3.46	$4.70	35.84%	Hold	3	N/A	N/A	N/A	N/A
PAGS	PAGSEGURO DIGITAL LTD	$3.41B	$10.34	$11.67	12.83%	Strong Buy	3	129.67%	161.26%	124.23%	24.44%
NTNX	NUTANIX INC	$10.90B	$41.10	$60.64	47.55%	Strong Buy	14	12.50%	38.53%	N/A	N/A
PRTH	PRIORITY TECHNOLOGY HOLDINGS INC	$394.15M	$4.79	$7.50	56.58%	Buy	2	8.47%	40.77%	N/A	N/A
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$452.10M	$23.96	$37.50	56.51%	Strong Buy	2	3.64%	33.22%	825.12%	17.12%
LSAK	LESAKA TECHNOLOGIES INC	$421.28M	$5.02	N/A	N/A	N/A	N/A	9.76%	N/A	8.53%	2.19%
YEXT	YEXT INC	$463.78M	$3.76	$6.67	77.31%	Buy	3	2.96%	27.61%	49.72%	12.75%
CRWD	CROWDSTRIKE HOLDINGS INC	$101.22B	$399.12	$505.89	26.75%	Strong Buy	36	15.71%	N/A	45.12%	18.02%
GDDY	GODADDY INC	$10.89B	$81.67	$132.36	62.06%	Buy	14	6.83%	22.49%	915.66%	24.51%
ATEN	A10 NETWORKS INC	$1.72B	$23.99	$24.50	2.13%	Strong Buy	4	12.40%	41.42%	N/A	N/A
ZS	ZSCALER INC	$22.28B	$138.56	$262.31	89.31%	Strong Buy	29	16.97%	N/A	45.78%	14.88%
ALLT	ALLOT LTD	$345.87M	$7.11	$12.40	74.40%	Strong Buy	5	12.87%	94.72%	N/A	N/A
FFIV	F5 INC	$17.15B	$303.35	$305.50	0.71%	Buy	8	3.98%	14.00%	30.66%	17.24%
EEFT	EURONET WORLDWIDE INC	$2.52B	$64.05	$96.00	49.88%	Buy	5	8.27%	45.33%	37.63%	7.58%
MSFT	MICROSOFT CORP	$2.77T	$373.46	$584.08	56.40%	Strong Buy	24	13.58%	11.98%	52.93%	31.10%
RPAY	REPAY HOLDINGS CORP	$231.15M	$2.58	$5.80	124.81%	Buy	5	9.58%	N/A	N/A	N/A
AISP	AIRSHIP AI HOLDINGS INC	$77.34M	$2.25	N/A	N/A	N/A	N/A	222.88%	-77.33%	-73.56%	27.00%
AMBR	AMBER INTERNATIONAL HOLDING LTD	$23.70M	$2.50	N/A	N/A	N/A	N/A	N/A	N/A	8.50%	3.26%
TUYA	TUYA INC	$1.44B	$2.34	N/A	N/A	N/A	N/A	13.12%	18.16%	9.18%	8.29%
STNE	STONECO LTD	$3.99B	$13.95	$20.00	43.37%	Strong Buy	3	138.44%	172.49%	N/A	N/A
DBX	DROPBOX INC	$5.64B	$23.40	$26.00	11.11%	Hold	3	-0.22%	22.80%	-41.07%	25.94%
FTNT	FORTINET INC	$61.07B	$82.53	$85.29	3.35%	Hold	17	11.32%	15.52%	219.95%	26.20%
WIX	WIXCOM LTD	$4.51B	$81.95	$131.20	60.10%	Buy	20	14.02%	121.36%	-167.53%	23.48%
RBRK	RUBRIK INC	$10.41B	$51.44	$86.39	67.94%	Strong Buy	18	15.57%	N/A	-35.74%	6.71%
AFRM	AFFIRM HOLDINGS INC	$15.43B	$46.31	$85.25	84.09%	Strong Buy	16	20.50%	42.39%	33.53%	9.18%
MQ	MARQETA INC	$1.70B	$3.97	$5.04	26.85%	Hold	7	16.64%	N/A	10.97%	5.48%
MCRP	MICROPOLIS AI ROBOTICS	$87.92M	$2.52	N/A	N/A	N/A	N/A	11,599.63%	N/A	120.24%	37.93%
NET	CLOUDFLARE INC	$74.51B	$211.69	$244.95	15.71%	Buy	19	27.82%	N/A	64.20%	15.52%
PLTR	PALANTIR TECHNOLOGIES INC	$355.07B	$148.46	$199.53	34.40%	Buy	17	48.25%	55.93%	142.00%	117.86%
PAYP	PAYPAY CORP	N/A	$21.02	$22.90	8.94%	Buy	1	N/A	N/A	N/A	N/A
IIIV	I3 VERTICALS INC	$690.58M	$22.66	$29.00	27.98%	Strong Buy	3	6.36%	41.01%	11.85%	7.13%
RXT	RACKSPACE TECHNOLOGY INC	$236.54M	$0.96	$2.13	121.82%	Hold	2	1.17%	N/A	-5.11%	2.23%
PICS	PICS NV	$1.39B	$10.73	$23.00	114.35%	Strong Buy	4	215.07%	-86.47%	587.99%	54.48%
AKAM	AKAMAI TECHNOLOGIES INC	$17.10B	$118.00	$110.39	-6.45%	Buy	13	7.58%	40.99%	28.81%	12.49%
PANW	PALO ALTO NETWORKS INC	$133.18B	$163.21	$216.52	32.66%	Strong Buy	29	13.53%	37.14%	47.32%	17.79%
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$15.65B	$148.23	$205.07	38.34%	Buy	15	6.92%	10.68%	72.65%	26.82%
FOUR	SHIFT4 PAYMENTS INC	$3.47B	$42.76	$77.28	80.72%	Buy	18	19.52%	154.05%	50.10%	8.29%
ORCL	ORACLE CORP	$421.00B	$146.38	$256.68	75.35%	Strong Buy	28	24.73%	23.10%	121.48%	19.07%
CETX	CEMTREX INC	$8.47M	$0.84	N/A	N/A	N/A	N/A	N/A	N/A	71.03%	34.25%
LIDR	AEYE INC	$82.98M	$1.83	N/A	N/A	N/A	N/A	2,604.29%	N/A	-34.69%	-31.04%
BLSH	BULLISH	$5.49B	$36.37	$50.50	38.85%	Strong Buy	6	-95.65%	N/A	5.60%	4.56%
MLGO	MICROALGO INC	$48.88M	$3.93	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
VRNS	VARONIS SYSTEMS INC	$2.65B	$22.53	$40.88	81.46%	Strong Buy	17	17.42%	N/A	26.41%	8.83%
DAVA	ENDAVA PLC	$239.54M	$4.53	$9.20	103.09%	Buy	5	-10.92%	N/A	8.14%	4.96%
ACIW	ACI WORLDWIDE INC	$4.20B	$41.33	$65.00	57.27%	Strong Buy	2	9.67%	25.71%	20.74%	10.15%
VRSN	VERISIGN INC	$23.83B	$259.85	$283.00	8.91%	Buy	2	6.41%	9.51%	-55.32%	89.87%
KSPI	JOINT STOCK CO KASPIKZ	$14.18B	$74.55	N/A	N/A	N/A	N/A	2,240.04%	2,544.84%	N/A	N/A
S	SENTINELONE INC	$4.54B	$13.33	$18.37	37.81%	Buy	23	13.67%	N/A	14.13%	8.33%
OBAI	OUR BOND INC	$4.68M	$1.45	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
SNPS	SYNOPSYS INC	$75.85B	$395.95	$540.00	36.38%	Strong Buy	9	14.37%	46.78%	14.33%	9.27%
BNAI	BRAND ENGAGEMENT NETWORK INC	$186.97M	$41.66	N/A	N/A	N/A	N/A	3,294.57%	N/A	-477.26%	-100.66%
NTSK	NETSKOPE INC	$3.63B	$9.07	$18.53	104.33%	Strong Buy	15	22.02%	N/A	N/A	N/A
SAIL	SAILPOINT INC	$7.32B	$12.99	$19.42	49.48%	Strong Buy	12	13.83%	N/A	3.86%	3.48%
TCX	TUCOWS INC	$198.37M	$17.83	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
ALAR	ALARUM TECHNOLOGIES LTD	$44.85M	$6.25	$14.00	124.00%	Strong Buy	1	N/A	N/A	N/A	N/A
CLBT	CELLEBRITE DI LTD	$3.49B	$14.00	$22.50	60.71%	Strong Buy	4	18.20%	33.83%	47.28%	24.39%
DOCN	DIGITALOCEAN HOLDINGS INC	$8.28B	$90.01	$76.70	-14.79%	Buy	10	25.98%	-1.29%	N/A	N/A
PAYO	PAYONEER GLOBAL INC	$1.75B	$4.92	$7.00	42.28%	Strong Buy	5	9.35%	34.37%	26.84%	2.11%

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Apr 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 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 Gigacloud Technology (NASDAQ:GCT) is: Value: B, Growth: B, Momentum: C, Sentiment: B, Safety: C, Financials: B, and AI: C.

Gigacloud Technology (NASDAQ:GCT) has a Due Diligence Score of 42, which is 10 points higher than the software infrastructure industry average of 32.

GCT passed 13 out of 33 due diligence checks and has strong fundamentals. Gigacloud Technology has seen its stock return 204.01% over the past year, overperforming other software infrastructure stocks by 223 percentage points.

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

Teradata (NYSE:TDC) has a Due Diligence Score of 44, which is 12 points higher than the software infrastructure industry average of 32.

TDC passed 14 out of 33 due diligence checks and has strong fundamentals. Teradata has seen its stock return 11.12% over the past year, overperforming other software infrastructure stocks by 30 percentage points.

Teradata has an average 1 year price target of $36.71, an upside of 44.09% from Teradata's current stock price of $25.48.

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. Liveramp Holdings (NYSE:RAMP)

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

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 return 2.07% over the past year, overperforming other software infrastructure stocks by 21 percentage points.

Liveramp Holdings has an average 1 year price target of $35.60, an upside of 31.08% from Liveramp Holdings's current stock price of $27.16.

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.

What are the software infrastructure stocks with highest dividends?

Out of 11 software infrastructure stocks that have issued dividends in the past year, the 3 software infrastructure stocks with the highest dividend yields are:

1. Onespan (NASDAQ:OSPN)

Onespan (NASDAQ:OSPN) has an annual dividend yield of 4.58%, which is 2 percentage points higher than the software infrastructure industry average of 2.09%.

Onespan's dividend payout ratio of 18.8% indicates that its high dividend yield is sustainable for the long-term.

2. Dlocal (NASDAQ:DLO)

Dlocal (NASDAQ:DLO) has an annual dividend yield of 4.08%, which is 2 percentage points higher than the software infrastructure industry average of 2.09%.

Dlocal's dividend payout ratio of 77.2% indicates that its dividend yield is sustainable for the long-term.

3. Amdocs (NASDAQ:DOX)

Amdocs (NASDAQ:DOX) has an annual dividend yield of 3.24%, which is 1 percentage points higher than the software infrastructure industry average of 2.09%. 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 1.38% in the last day, and up 0.98% over the last week. Nutanix was the among the top gainers in the software - infrastructure industry, gaining 8.04% yesterday.

Nutanix shares are trading higher after Rosenblatt initiated coverage on the stock with a Buy rating and announced a $60 price target.

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 71, which is 47 points higher than the software infrastructure industry average of 24. It passed 5 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 1.91% in the past year. It has overperformed other stocks in the software infrastructure industry by 21 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 57, which is 33 points higher than the software infrastructure industry average of 24. It passed 4 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -80.43% 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 33 points higher than the software infrastructure industry average of 24. It passed 4 out of 7 valuation due diligence checks.

Five9's stock has dropped -45.34% in the past year. It has underperformed other stocks in the software infrastructure industry by -26 percentage points.

Are software infrastructure stocks a good buy now?

47.66% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 38.35% over the next year.

5% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 22.5% of software infrastructure stocks are rated B (Buy), 55% are rated C (Hold), 13.33% are rated D (Sell), and 4.17% 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 4.12x.

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.