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
$1.90B$30.11$35.6018.23%Buy510.09%40.97%17.73%13.44%
GCT
GIGACLOUD TECHNOLOGY INC
$1.54B$42.14N/AN/AN/AN/A14.43%10.33%31.97%12.92%
FIVN
FIVE9 INC
$1.86B$24.26$25.806.35%Buy159.51%79.38%34.03%15.13%
TDC
TERADATA CORP
$2.77B$30.08$38.2927.28%Buy71.07%45.63%129.91%16.80%
BAND
BANDWIDTH INC
$1.52B$47.33$36.00-23.94%Strong Buy211.83%N/A23.26%9.59%
CGNT
COGNYTE SOFTWARE LTD
$722.01M$9.88$13.0031.58%Strong Buy112.08%N/A27.38%10.85%
BOX
BOX INC
$3.49B$25.21$35.5040.82%Buy46.00%47.25%-123.82%23.97%
CINT
CI&T INC
$504.64M$3.88$7.2887.50%Strong Buy414.42%27.67%N/AN/A
EVCM
EVERCOMMERCE INC
$1.96B$11.02$10.25-6.99%Sell46.58%182.47%21.48%11.22%
PAY
PAYMENTUS HOLDINGS INC
$3.32B$26.38$36.0036.47%Buy514.89%32.07%29.18%24.37%
TENB
TENABLE HOLDINGS INC
$2.32B$21.02$27.6431.51%Buy146.94%N/A126.42%19.37%
PATH
UIPATH INC
$5.61B$10.70$14.3634.18%Hold146.67%20.74%25.79%16.89%
APPN
APPIAN CORP
$1.68B$22.72$28.5025.44%Hold412.47%665.38%-222.34%15.11%
RELY
REMITLY GLOBAL INC
$5.00B$23.74$22.20-6.49%Strong Buy519.71%45.72%N/AN/A
AVPT
AVEPOINT INC
$2.28B$10.56$16.5656.78%Strong Buy921.11%52.24%N/AN/A
TLS
TELOS CORP
$331.01M$4.46$7.3865.36%Buy418.75%N/A43.75%30.01%
PAYS
PAYSIGN INC
$372.50M$6.75$10.0048.15%Strong Buy233.83%73.07%38.60%6.78%
BLZE
BACKBLAZE INC
$455.40M$7.59$8.7014.62%Strong Buy57.18%N/A-16.87%-7.41%
FLYW
FLYWIRE CORP
$1.76B$14.53$16.9016.31%Buy1018.16%134.96%12.43%8.29%
TOST
TOAST INC
$16.81B$28.54$38.3134.23%Buy1319.13%35.80%90.23%60.94%
EVTC
EVERTEC INC
$1.75B$28.38$33.6718.63%Hold310.10%40.59%48.20%13.36%
CPAY
CORPAY INC
$20.67B$303.68$378.3824.60%Buy812.59%31.91%N/AN/A
PICS
PICS NV
$1.27B$11.88$22.0085.19%Strong Buy6198.07%9,193.05%365.43%33.86%
PGY
PAGAYA TECHNOLOGIES LTD
$1.20B$14.57$32.40122.37%Strong Buy514.23%39.01%50.22%15.59%
PAGS
PAGSEGURO DIGITAL LTD
$3.03B$9.90$12.6727.95%Strong Buy3130.51%154.21%102.00%20.07%
DOX
AMDOCS LTD
$7.04B$65.44$92.3341.10%Strong Buy33.92%19.79%31.07%16.77%
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$430.35M$5.23$7.5043.40%Buy28.47%33.96%-116.18%4.86%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$520.41M$27.58$37.5035.97%Strong Buy22.53%16.75%840.96%17.45%
RDWR
RADWARE LTD
$1.19B$27.48N/AN/AN/AN/A10.34%66.35%18.01%9.38%
OKTA
OKTA INC
$13.75B$77.75$97.8225.81%Strong Buy277.03%48.08%12.24%8.82%
NTCT
NETSCOUT SYSTEMS INC
$2.58B$35.77$29.00-18.93%Hold13.61%41.76%11.85%8.38%
WEX
WEX INC
$5.10B$147.23$181.2023.07%Buy54.70%51.41%60.42%4.99%
WIX
WIXCOM LTD
$4.24B$77.03$127.1565.07%Buy2013.92%123.32%-158.12%22.16%
YEXT
YEXT INC
$503.25M$4.08$6.6763.41%Buy32.96%32.85%48.14%12.34%
IOT
SAMSARA INC
$17.68B$30.45$44.4045.81%Strong Buy1014.25%N/A41.46%23.18%
QLYS
QUALYS INC
$3.29B$92.14$124.5035.12%Hold67.93%16.28%56.35%28.88%
DLO
DLOCAL LTD
$4.04B$13.70$18.0031.39%Strong Buy333.37%24.33%64.87%23.96%
ALLT
ALLOT LTD
$381.87M$7.85$12.0052.87%Strong Buy312.87%91.64%N/AN/A
LSAK
LESAKA TECHNOLOGIES INC
$420.44M$5.01N/AN/AN/AN/A9.76%N/A8.53%2.19%
NTNX
NUTANIX INC
$11.52B$43.43$58.8735.54%Buy1512.46%38.65%N/AN/A
SPSC
SPS COMMERCE INC
$2.14B$58.40$70.1420.11%Buy77.18%50.21%23.52%19.49%
GRRR
GORILLA TECHNOLOGY GROUP INC
$395.19M$15.09N/AN/AN/AN/A69.35%N/A57.08%41.17%
GEN
GEN DIGITAL INC
$11.94B$19.71$28.5044.60%Hold45.62%52.52%88.66%13.06%
KVYO
KLAVIYO INC
$6.98B$23.33$32.6740.02%Strong Buy1818.37%N/A39.17%29.65%
PSFE
PAYSAFE LTD
$471.29M$9.12$8.69-4.74%Hold46.76%N/A29.37%4.01%
XYZ
BLOCK INC
$42.69B$71.25$82.4015.65%Strong Buy2010.75%42.18%19.87%11.15%
EEFT
EURONET WORLDWIDE INC
$2.77B$70.41$85.5021.43%Buy41.14%30.41%43.20%8.71%
BB
BLACKBERRY LTD
$3.29B$5.60$4.45-20.54%Hold2N/AN/AN/AN/A
MDB
MONGODB INC
$21.43B$266.68$381.5743.08%Strong Buy2811.90%N/A23.79%18.69%
ADBE
ADOBE INC
$103.27B$255.62$329.9029.06%Hold198.42%19.61%109.15%42.01%
RPD
RAPID7 INC
$446.43M$6.68$10.6058.68%Hold150.01%68.98%97.52%9.91%
FFIV
F5 INC
$19.18B$339.90$328.83-3.26%Buy64.48%15.18%29.67%16.66%
CRWD
CROWDSTRIKE HOLDINGS INC
$120.85B$476.53$506.006.18%Strong Buy3715.56%N/A47.44%18.95%
VRNS
VARONIS SYSTEMS INC
$3.15B$27.41$36.9434.76%Strong Buy1615.72%N/A34.09%9.46%
DBX
DROPBOX INC
$6.13B$25.41$26.002.32%Hold3-0.22%22.77%-41.07%25.94%
GDDY
GODADDY INC
$11.58B$87.49$114.4230.78%Buy126.07%20.40%634.03%18.45%
PLTR
PALANTIR TECHNOLOGIES INC
$325.82B$135.91$188.0838.39%Buy1240.94%39.78%124.44%103.09%
ATEN
A10 NETWORKS INC
$1.95B$27.13$27.200.26%Buy512.98%41.74%43.57%14.64%
FTNT
FORTINET INC
$66.53B$89.92$85.44-4.98%Hold1811.34%15.50%219.95%26.20%
ZS
ZSCALER INC
$22.73B$141.36$251.5777.96%Strong Buy3016.97%N/A45.78%14.88%
GTLB
GITLAB INC
$4.23B$24.84$35.0040.90%Buy2212.28%N/A20.47%11.77%
PANW
PALO ALTO NETWORKS INC
$150.13B$183.98$217.7218.34%Strong Buy2913.55%37.02%47.32%17.79%
OSPN
ONESPAN INC
$443.02M$11.95$12.000.42%Hold12.24%-32.24%18.44%13.09%
AFRM
AFFIRM HOLDINGS INC
$22.26B$66.81$82.8724.03%Strong Buy1520.42%39.85%33.53%9.18%
MSFT
MICROSOFT CORP
$3.06T$411.38$550.5633.83%Strong Buy2712.50%10.73%49.57%29.59%
TUYA
TUYA INC
$1.46B$2.39N/AN/AN/AN/A13.15%19.55%9.15%8.26%
MQ
MARQETA INC
$1.90B$4.48$5.0512.72%Hold514.95%143.53%10.59%5.32%
AKAM
AKAMAI TECHNOLOGIES INC
$17.09B$117.94$112.85-4.32%Buy137.66%41.13%28.81%12.49%
MCRP
MICROPOLIS AI ROBOTICS
$94.55M$2.71N/AN/AN/AN/A11,599.63%N/A120.24%37.93%
VRSN
VERISIGN INC
$25.10B$275.77$317.6715.19%Buy36.05%9.10%-53.43%91.16%
NET
CLOUDFLARE INC
$86.03B$244.43$233.14-4.62%Buy1428.00%N/A64.20%15.52%
FOUR
SHIFT4 PAYMENTS INC
$3.33B$40.97$75.0083.06%Buy1819.57%144.56%45.92%7.60%
IIIV
I3 VERTICALS INC
$682.66M$22.40$29.0029.46%Strong Buy36.36%40.99%11.82%7.11%
BLSH
BULLISH
$6.84B$45.34$50.5011.38%Strong Buy6-86.96%N/A7.68%6.25%
CETX
CEMTREX INC
$10.28M$1.02N/AN/AN/AN/AN/AN/A71.03%34.25%
SWMR
SWARMER INC
N/A$29.98N/AN/AN/AN/A801.11%N/A-69.69%67.02%
MLGO
MICROALGO INC
$50.25M$4.04N/AN/AN/AN/AN/AN/AN/AN/A
RXT
RACKSPACE TECHNOLOGY INC
$604.94M$2.45$2.13-13.27%Hold21.17%N/A-5.11%2.23%
BNAI
BRAND ENGAGEMENT NETWORK INC
$132.51M$22.62N/AN/AN/AN/A826.87%N/A-621.54%-140.56%
RBRK
RUBRIK INC
$11.56B$57.13$83.7046.51%Strong Buy2015.54%N/A-45.61%8.57%
SAIL
SAILPOINT INC
$6.85B$12.15$19.4259.81%Strong Buy1213.24%N/A3.82%3.44%
DOCN
DIGITALOCEAN HOLDINGS INC
$15.94B$152.77$97.36-36.27%Strong Buy1126.00%1.62%N/AN/A
ORCL
ORACLE CORP
$533.08B$185.35$248.1833.90%Strong Buy2824.80%23.12%121.05%19.00%
MSAI
MULTISENSOR AI HOLDINGS INC
$12.68M$6.30N/AN/AN/AN/A76.39%N/AN/AN/A
KSPI
JOINT STOCK CO KASPIKZ
$16.02B$84.21N/AN/AN/AN/A2,359.06%2,446.25%30,747.88%6,913.97%
ACIW
ACI WORLDWIDE INC
$4.49B$44.16$70.0058.51%Buy19.62%22.40%20.63%10.09%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$12.42B$117.64$159.9435.96%Buy185.44%9.25%74.40%27.51%
ALAR
ALARUM TECHNOLOGIES LTD
$52.02M$7.25$14.0093.10%Strong Buy1N/AN/AN/AN/A
OBAI
OUR BOND INC
$1.68M$0.52N/AN/AN/AN/AN/AN/AN/AN/A
SNPS
SYNOPSYS INC
$96.26B$502.51$540.007.46%Strong Buy914.38%46.77%14.33%9.27%
PAYP
PAYPAY CORP
N/A$21.29$25.7420.89%Strong Buy8N/AN/A35.39%1.94%
S
SENTINELONE INC
$5.40B$15.86$18.3715.83%Buy2313.64%N/A14.91%8.79%
IMXI
INTERNATIONAL MONEY EXPRESS INC
$478.87M$15.89N/AN/AN/AN/A1.04%24.10%33.97%10.57%
AISP
AIRSHIP AI HOLDINGS INC
$82.15M$2.39N/AN/AN/AN/A222.88%-77.33%-73.56%27.00%
LIDR
AEYE INC
$89.33M$1.97$3.5077.66%Buy12,061.80%N/A-33.55%-30.02%
NTSK
NETSKOPE INC
$4.31B$10.77$17.5062.49%Strong Buy1622.03%N/A33.58%3.69%
STNE
STONECO LTD
$2.76B$11.08$18.7569.22%Strong Buy4138.23%168.58%166.22%29.34%
DAVA
ENDAVA PLC
$219.97M$4.16$8.67108.34%Buy6-6.28%N/A9.12%5.55%
TCX
TUCOWS INC
$171.27M$15.39N/AN/AN/AN/AN/AN/AN/AN/A
PAYO
PAYONEER GLOBAL INC
$1.75B$4.91$7.0042.57%Strong Buy59.34%37.03%28.70%2.26%

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: B, Safety: B, Financials: B, and AI: C.

Liveramp Holdings (NYSE:RAMP) has a Due Diligence Score of 56, which is 22 points higher than the software infrastructure industry average of 34.

RAMP passed 18 out of 33 due diligence checks and has strong fundamentals. Liveramp Holdings has seen its stock return 12.1% over the past year, overperforming other software infrastructure stocks by 40 percentage points.

Liveramp Holdings has an average 1 year price target of $35.60, an upside of 18.23% from Liveramp Holdings's current stock price of $30.11.

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. Gigacloud Technology (NASDAQ:GCT)


Gigacloud Technology (NASDAQ:GCT) 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 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 50, which is 16 points higher than the software infrastructure industry average of 34.

GCT passed 16 out of 33 due diligence checks and has strong fundamentals. Gigacloud Technology has seen its stock return 219.24% over the past year, overperforming other software infrastructure stocks by 247 percentage points.

3. Five9 (NASDAQ:FIVN)


Five9 (NASDAQ:FIVN) 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 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 58, which is 24 points higher than the software infrastructure industry average of 34.

FIVN passed 18 out of 33 due diligence checks and has strong fundamentals. Five9 has seen its stock lose -3.88% over the past year, overperforming other software infrastructure stocks by 24 percentage points.

Five9 has an average 1 year price target of $25.80, an upside of 6.35% from Five9's current stock price of $24.26.

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.

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 22.83%, which is 19 percentage points higher than the software infrastructure industry average of 3.51%.

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

2. Onespan (NASDAQ:OSPN)


Onespan (NASDAQ:OSPN) has an annual dividend yield of 4.1%, which is 1 percentage points higher than the software infrastructure industry average of 3.51%.

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

3. Dlocal (NASDAQ:DLO)


Dlocal (NASDAQ:DLO) has an annual dividend yield of 3.83%, which is the same as the software infrastructure industry average of 3.51%.

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

Why are software infrastructure stocks up?

Software infrastructure stocks were up 1.16% in the last day, and up 4.2% over the last week. Backblaze was the among the top gainers in the software - infrastructure industry, gaining 63.58% yesterday.

Backblaze shares are trading higher after the company reported better-than-expected Q1 financial results and raised its FY26 sales guidance above estimates. Also, the company issued Q2 sales guidance above estimates.

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 58 points higher than the software infrastructure industry average of 28. It passed 6 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 27.21% in the past year. It has overperformed other stocks in the software infrastructure industry by 55 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 29 points higher than the software infrastructure industry average of 28. It passed 4 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -72.27% in the past year. It has underperformed other stocks in the software infrastructure industry by -44 percentage points.

3. Gen Digital (NASDAQ:GEN)


Gen Digital (NASDAQ:GEN) 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.

Gen Digital has a valuation score of 86, which is 58 points higher than the software infrastructure industry average of 28. It passed 6 out of 7 valuation due diligence checks.

Gen Digital's stock has dropped -23.52% in the past year. It has overperformed other stocks in the software infrastructure industry by 5 percentage points.

Are software infrastructure stocks a good buy now?

49.54% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 23.04% over the next year.

4.07% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 21.95% of software infrastructure stocks are rated B (Buy), 56.91% are rated C (Hold), 8.94% are rated D (Sell), and 8.13% 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 -5.2x.
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.