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 54th 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
$1.81B$28.68$36.0025.52%Buy410.09%40.97%17.73%13.44%
FIVN
FIVE9 INC
$1.60B$20.93$25.8023.27%Buy159.51%79.38%34.03%15.13%
TENB
TENABLE HOLDINGS INC
$2.32B$21.01$27.6431.57%Buy146.94%N/A126.42%19.37%
TDC
TERADATA CORP
$2.99B$31.74$37.6318.54%Buy80.29%-19.44%54.75%14.24%
LSAK
LESAKA TECHNOLOGIES INC
$415.82M$4.85N/AN/AN/AN/A8.05%N/A8.43%2.33%
GCT
GIGACLOUD TECHNOLOGY INC
$1.41B$38.25N/AN/AN/AN/A7.15%0.05%30.58%12.68%
BAND
BANDWIDTH INC
$1.58B$49.44$36.00-27.18%Strong Buy211.83%N/A23.26%9.59%
CGNT
COGNYTE SOFTWARE LTD
$781.94M$10.70$13.0021.50%Strong Buy112.08%N/A27.38%10.85%
BOX
BOX INC
$3.33B$24.05$35.5047.61%Buy46.00%47.25%-123.82%23.97%
RELY
REMITLY GLOBAL INC
$5.02B$23.86$23.80-0.25%Strong Buy517.56%26.87%N/AN/A
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$508.13M$6.17$9.0045.87%Strong Buy17.08%33.02%-129.86%4.73%
PAY
PAYMENTUS HOLDINGS INC
$3.34B$26.54$36.0035.64%Buy514.89%32.07%29.18%24.37%
PGY
PAGAYA TECHNOLOGIES LTD
$1.12B$13.53$32.40139.47%Strong Buy513.02%27.33%45.73%14.68%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$539.61M$29.33$37.5027.86%Strong Buy22.34%13.69%513.27%16.64%
XYZ
BLOCK INC
$42.92B$72.12$84.7917.57%Strong Buy1910.32%67.19%20.18%10.96%
PATH
UIPATH INC
$5.24B$10.01$14.3643.43%Hold146.67%20.74%25.79%16.89%
AVPT
AVEPOINT INC
$2.13B$10.06$16.0059.05%Strong Buy918.87%39.70%N/AN/A
TLS
TELOS CORP
$326.96M$4.37$6.5048.74%Buy213.02%N/A43.84%30.25%
CPAY
CORPAY INC
$22.11B$338.34$378.3811.83%Buy810.55%27.39%N/AN/A
KVYO
KLAVIYO INC
$4.32B$14.45$29.88106.80%Strong Buy1718.37%N/A39.17%29.65%
APPN
APPIAN CORP
$1.51B$20.52$28.7540.11%Hold49.80%665.38%-175.88%16.64%
EVCM
EVERCOMMERCE INC
$1.79B$10.11$10.675.51%Hold36.11%110.54%21.49%11.21%
PAYS
PAYSIGN INC
$366.98M$6.65$10.0050.38%Strong Buy233.83%73.07%38.60%6.78%
ALLT
ALLOT LTD
$407.65M$8.38$12.0043.20%Strong Buy312.87%91.64%N/AN/A
BLZE
BACKBLAZE INC
$421.80M$7.03$8.7023.76%Strong Buy57.18%N/A-16.87%-7.41%
PSFE
PAYSAFE LTD
$449.07M$8.69$8.69-0.02%Hold46.76%N/A29.37%4.01%
ATEN
A10 NETWORKS INC
$1.97B$27.35$27.20-0.55%Buy511.30%37.10%41.90%14.59%
GEN
GEN DIGITAL INC
$13.35B$22.04$27.7525.91%Hold45.62%52.52%88.66%13.06%
PICS
PICS NV
$1.31B$12.25$22.0079.59%Strong Buy6198.07%9,193.05%365.43%33.86%
RDWR
RADWARE LTD
$1.15B$26.79N/AN/AN/AN/A8.95%70.01%19.10%9.51%
DBX
DROPBOX INC
$6.02B$25.81$27.004.61%Hold4-0.28%23.65%-35.49%23.56%
NTCT
NETSCOUT SYSTEMS INC
$2.76B$38.22$38.00-0.58%Hold13.61%41.76%11.85%8.38%
SPSC
SPS COMMERCE INC
$1.91B$51.98$65.1725.37%Buy67.18%50.21%23.52%19.49%
PAGS
PAGSEGURO DIGITAL LTD
$2.99B$9.78$12.6729.52%Strong Buy3130.51%154.21%102.00%20.07%
WEX
WEX INC
$4.71B$135.78$181.2033.45%Buy54.70%51.41%60.42%4.99%
DLO
DLOCAL LTD
$3.74B$12.69$18.0041.84%Strong Buy333.37%24.33%64.87%23.96%
AFRM
AFFIRM HOLDINGS INC
$21.91B$65.43$83.1927.14%Strong Buy1617.78%26.45%31.60%9.10%
QLYS
QUALYS INC
$3.17B$90.12$104.6316.10%Hold87.09%15.44%54.78%28.52%
EVTC
EVERTEC INC
$1.48B$23.97N/AN/AN/AN/A8.99%45.24%44.52%13.02%
FLYW
FLYWIRE CORP
$2.06B$16.66$18.209.24%Buy1013.30%59.07%12.41%9.10%
WIX
WIXCOM LTD
$4.17B$75.88$127.1567.57%Buy2013.92%123.32%-158.12%22.16%
IOT
SAMSARA INC
$16.32B$28.10$44.4058.01%Strong Buy1014.25%N/A41.46%23.18%
YEXT
YEXT INC
$451.44M$3.66$6.6782.16%Buy32.96%32.85%48.14%12.34%
TOST
TOAST INC
$13.49B$23.26$34.7149.24%Buy1417.30%28.27%94.83%61.00%
FFIV
F5 INC
$20.03B$354.98$328.83-7.37%Buy64.48%15.18%29.67%16.66%
FTNT
FORTINET INC
$83.43B$113.87$103.10-9.46%Hold219.69%13.24%272.32%27.27%
DOX
AMDOCS LTD
$6.71B$62.34$90.0044.37%Strong Buy23.92%19.79%31.07%16.77%
GRRR
GORILLA TECHNOLOGY GROUP INC
$360.62M$13.77N/AN/AN/AN/A69.35%N/A57.08%41.17%
MDB
MONGODB INC
$24.81B$308.72$383.3624.18%Strong Buy2811.90%N/A23.79%18.69%
NTNX
NUTANIX INC
$11.78B$44.40$58.8732.58%Buy1512.46%38.65%N/AN/A
BB
BLACKBERRY LTD
$3.66B$6.22$4.45-28.46%Hold2N/AN/AN/AN/A
PLTR
PALANTIR TECHNOLOGIES INC
$326.03B$136.00$189.3939.25%Strong Buy1340.94%39.78%124.44%103.09%
OKTA
OKTA INC
$13.98B$79.06$97.8223.72%Strong Buy277.03%48.08%12.24%8.82%
ADBE
ADOBE INC
$97.30B$240.83$329.9036.98%Hold198.42%19.61%109.15%42.01%
VRNS
VARONIS SYSTEMS INC
$3.20B$27.84$37.1233.33%Strong Buy1715.72%N/A34.09%9.46%
CINT
CI&T INC
$496.84M$3.82$6.8078.01%Strong Buy414.42%27.67%N/AN/A
EEFT
EURONET WORLDWIDE INC
$2.66B$69.98$85.5022.18%Buy40.02%29.02%45.14%8.64%
GTLB
GITLAB INC
$3.93B$23.08$34.8250.86%Buy2212.28%N/A20.47%11.77%
CRWD
CROWDSTRIKE HOLDINGS INC
$138.52B$546.18$506.00-7.36%Strong Buy3715.56%N/A47.44%18.95%
MQ
MARQETA INC
$1.69B$3.99$5.1529.07%Hold514.95%143.53%10.59%5.32%
RPD
RAPID7 INC
$439.08M$6.57$9.6346.62%Hold150.01%68.98%97.52%9.91%
ACIW
ACI WORLDWIDE INC
$4.29B$42.18$65.0054.10%Strong Buy27.71%33.42%20.87%10.09%
TUYA
TUYA INC
$1.44B$2.36N/AN/AN/AN/A13.15%19.55%9.15%8.26%
GDDY
GODADDY INC
$11.52B$87.03$114.4231.47%Buy126.07%20.40%634.03%18.45%
NET
CLOUDFLARE INC
$66.02B$186.79$230.5023.40%Buy1424.98%N/A61.61%15.26%
PAYO
PAYONEER GLOBAL INC
$1.71B$5.12$7.0036.72%Strong Buy48.57%37.03%28.81%2.21%
OSPN
ONESPAN INC
$443.02M$11.95$12.000.42%Hold12.24%-32.24%18.44%13.09%
ZS
ZSCALER INC
$23.50B$146.17$244.5467.30%Strong Buy2816.97%N/A45.78%14.88%
MSFT
MICROSOFT CORP
$3.03T$407.77$555.1836.15%Strong Buy2812.50%10.73%49.57%29.59%
RBRK
RUBRIK INC
$12.23B$60.47$83.7038.42%Strong Buy2015.54%N/A-45.61%8.57%
MCRP
MICROPOLIS AI ROBOTICS
$90.71M$2.60N/AN/AN/AN/A11,599.63%N/A120.24%37.93%
KSPI
JOINT STOCK CO KASPIKZ
$16.43B$86.38N/AN/AN/AN/A2,359.06%2,446.25%30,747.88%6,913.97%
PANW
PALO ALTO NETWORKS INC
$175.93B$215.60$218.571.38%Strong Buy2813.55%37.02%47.32%17.79%
VRSN
VERISIGN INC
$26.01B$285.80$317.6711.15%Buy36.05%9.10%-53.43%91.16%
FOUR
SHIFT4 PAYMENTS INC
$3.24B$40.78$70.7773.53%Buy1715.85%176.45%39.12%7.38%
MLGO
MICROALGO INC
$51.74M$4.16N/AN/AN/AN/AN/AN/AN/AN/A
BLSH
BULLISH
$6.46B$42.80$49.2014.95%Buy5-86.96%N/A7.68%6.25%
IIIV
I3 VERTICALS INC
$528.18M$18.91$28.0048.07%Strong Buy37.71%32.93%12.24%6.10%
SWMR
SWARMER INC
N/A$36.04N/AN/AN/AN/A801.11%N/A-69.69%67.02%
DOCN
DIGITALOCEAN HOLDINGS INC
$16.25B$155.72$150.64-3.26%Strong Buy1126.00%1.62%N/AN/A
CETX
CEMTREX INC
$8.03M$0.80N/AN/AN/AN/AN/AN/A71.03%34.25%
PAYP
PAYPAY CORP
$13.60B$20.34$25.7426.54%Strong Buy819.28%-8.36%25.71%1.96%
ORCL
ORACLE CORP
$537.33B$186.83$249.9633.79%Strong Buy2824.80%23.12%121.05%19.00%
BNAI
BRAND ENGAGEMENT NETWORK INC
$139.42M$23.80N/AN/AN/AN/A826.87%N/A-621.54%-140.56%
MSAI
MULTISENSOR AI HOLDINGS INC
$11.35M$5.64N/AN/AN/AN/A76.39%N/AN/AN/A
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$12.29B$116.34$159.9437.48%Buy185.44%9.25%74.40%27.51%
SNPS
SYNOPSYS INC
$98.31B$513.21$540.005.22%Strong Buy914.38%46.77%14.33%9.27%
ALAR
ALARUM TECHNOLOGIES LTD
$52.96M$7.38$14.0089.70%Strong Buy1N/AN/AN/AN/A
OBAI
OUR BOND INC
$1.89M$0.59N/AN/AN/AN/AN/AN/AN/AN/A
NTSK
NETSKOPE INC
$4.33B$10.81$17.5061.89%Strong Buy1622.03%N/A33.58%3.69%
SAIL
SAILPOINT INC
$6.55B$11.61$19.4267.24%Strong Buy1213.24%N/A3.82%3.44%
S
SENTINELONE INC
$5.36B$15.74$18.3716.71%Buy2313.64%N/A14.91%8.79%
DAVA
ENDAVA PLC
$201.47M$3.81$8.60125.72%Buy5-6.28%N/A9.12%5.55%
GOAI
EVA LIVE INC
$115.55M$3.67N/AN/AN/AN/AN/AN/AN/AN/A
REKR
REKOR SYSTEMS INC
$111.88M$0.81N/AN/AN/AN/A10.09%N/A-27.15%-11.92%
RXT
RACKSPACE TECHNOLOGY INC
$1.58B$6.33$2.50-60.51%Hold10.93%N/A-5.17%2.28%
AKAM
AKAMAI TECHNOLOGIES INC
$21.74B$149.56$143.93-3.77%Buy147.16%42.52%29.31%12.36%
TCX
TUCOWS INC
$164.78M$14.78N/AN/AN/AN/AN/AN/AN/AN/A
STNE
STONECO LTD
$2.58B$10.38$18.7580.64%Strong Buy4138.23%168.58%166.22%29.34%
LIDR
AEYE INC
$97.49M$2.15$3.5966.74%Strong Buy22,061.80%N/A-33.55%-30.02%

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in May 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 155 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 21 points higher than the software infrastructure industry average of 35.

RAMP passed 18 out of 33 due diligence checks and has strong fundamentals. Liveramp Holdings has seen its stock lose -2.02% over the past year, overperforming other software infrastructure stocks by 27 percentage points.

Liveramp Holdings has an average 1 year price target of $36.00, an upside of 25.52% from Liveramp Holdings's current stock price of $28.68.

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.

2. Five9 (NASDAQ:FIVN)


Five9 (NASDAQ:FIVN) is the #2 top software infrastructure stock out of 155 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 Five9 (NASDAQ:FIVN) is: Value: A, Growth: A, Momentum: D, Sentiment: C, Safety: C, Financials: B, and AI: C.

Five9 (NASDAQ:FIVN) has a Due Diligence Score of 64, which is 29 points higher than the software infrastructure industry average of 35.

FIVN passed 20 out of 33 due diligence checks and has strong fundamentals. Five9 has seen its stock lose -25.38% over the past year, overperforming other software infrastructure stocks by 3 percentage points.

Five9 has an average 1 year price target of $25.80, an upside of 23.27% from Five9's current stock price of $20.93.

Five9 stock has a consensus Buy recommendation according to Wall Street analysts. Of the 15 analysts covering Five9, 40% have issued a Strong Buy rating, 26.67% have issued a Buy, 33.33% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Tenable Holdings (NASDAQ:TENB)


Tenable Holdings (NASDAQ:TENB) is the #3 top software infrastructure stock out of 155 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: C, Safety: C, Financials: B, and AI: C.

Tenable Holdings (NASDAQ:TENB) has a Due Diligence Score of 26, which is -9 points lower than the software infrastructure industry average of 35. Although this number is below the industry average, our proven quant model rates TENB as a "A".

TENB passed 8 out of 33 due diligence checks and has average fundamentals. Tenable Holdings has seen its stock lose -37.25% over the past year, underperforming other software infrastructure stocks by -9 percentage points.

Tenable Holdings has an average 1 year price target of $27.64, an upside of 31.57% from Tenable Holdings's current stock price of $21.01.

Tenable Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 14 analysts covering Tenable Holdings, 42.86% have issued a Strong Buy rating, 14.29% have issued a Buy, 42.86% 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 14 software infrastructure stocks that have issued dividends in the past year, the 3 software infrastructure stocks with the highest dividend yields are:

1. Stoneco (NASDAQ:STNE)


Stoneco (NASDAQ:STNE) has an annual dividend yield of 24.37%, which is 21 percentage points higher than the software infrastructure industry average of 3.66%.

Stoneco's dividend payout ratio of 0% indicates that its high dividend yield might not be sustainable for the long-term.

2. Dlocal (NASDAQ:DLO)


Dlocal (NASDAQ:DLO) has an annual dividend yield of 4.14%, which is the same as the software infrastructure industry average of 3.66%.

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

3. Onespan (NASDAQ:OSPN)


Onespan (NASDAQ:OSPN) has an annual dividend yield of 4.1%, which is the same as the software infrastructure industry average of 3.66%.

Onespan's dividend payout ratio of 26.6% indicates that its high dividend yield is sustainable for the long-term.

Why are software infrastructure stocks down?

Software infrastructure stocks were down -1.08% in the last day, and up 2.03% over the last week. Veritone was the among the top losers in the software - infrastructure industry, dropping -11.66% yesterday.

Veritone shares are trading lower after the company reported worse-than-expected Q1 adjusted EPS results.

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 56 points higher than the software infrastructure industry average of 30. It passed 6 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 24.65% in the past year. It has overperformed other stocks in the software infrastructure industry by 53 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 71, which is 41 points higher than the software infrastructure industry average of 30. It passed 5 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -75.43% in the past year. It has underperformed other stocks in the software infrastructure industry by -47 percentage points.

3. Yext (NYSE:YEXT)


Yext (NYSE:YEXT) 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.

Yext has a valuation score of 71, which is 41 points higher than the software infrastructure industry average of 30. It passed 5 out of 7 valuation due diligence checks.

Yext's stock has dropped -45.29% in the past year. It has underperformed other stocks in the software infrastructure industry by -17 percentage points.

Are software infrastructure stocks a good buy now?

51.85% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 21.68% over the next year.

3.2% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 25.6% of software infrastructure stocks are rated B (Buy), 52.8% are rated C (Hold), 8.8% are rated D (Sell), and 9.6% 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 -3.75x.
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.