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 47th 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
GCT
GIGACLOUD TECHNOLOGY INC
$1.70B$46.50N/AN/AN/AN/A14.43%10.33%31.97%12.92%
TDC
TERADATA CORP
$2.32B$25.12$36.7146.15%Buy70.94%44.50%128.27%16.58%
RAMP
LIVERAMP HOLDINGS INC
$1.68B$26.59$35.6033.88%Buy510.09%41.00%17.73%13.44%
TENB
TENABLE HOLDINGS INC
$1.89B$16.41$30.2584.34%Buy127.80%N/A100.18%18.71%
CGNT
COGNYTE SOFTWARE LTD
$618.97M$8.47$13.0053.48%Strong Buy112.08%N/A25.45%10.09%
FIVN
FIVE9 INC
$1.06B$13.82$24.4677.00%Buy1310.12%99.53%35.89%15.76%
APPN
APPIAN CORP
$1.58B$21.34$33.5056.98%Buy412.47%665.32%-222.34%15.11%
BOX
BOX INC
$3.11B$22.44$35.5058.20%Buy46.00%47.25%-123.82%23.97%
EVCM
EVERCOMMERCE INC
$2.03B$11.41$10.25-10.17%Sell46.58%182.47%21.48%11.22%
PATH
UIPATH INC
$5.21B$9.94$14.5346.21%Hold156.67%20.74%25.79%16.89%
PGY
PAGAYA TECHNOLOGIES LTD
$985.37M$11.94$32.40171.36%Strong Buy514.37%39.42%50.22%15.59%
RELY
REMITLY GLOBAL INC
$3.60B$17.10$21.0022.81%Strong Buy419.47%52.90%N/AN/A
PAYS
PAYSIGN INC
$305.18M$5.53$10.0080.83%Strong Buy234.33%73.07%38.60%6.78%
RDWR
RADWARE LTD
$1.11B$25.66N/AN/AN/AN/A10.45%66.02%18.01%9.38%
TLS
TELOS CORP
$299.84M$4.04$7.3882.55%Buy418.75%N/A43.75%30.01%
CINT
CI&T INC
$604.79M$4.65$7.2856.45%Strong Buy414.12%27.67%N/AN/A
KVYO
KLAVIYO INC
$5.42B$17.79$33.6789.25%Strong Buy1820.58%N/A38.45%29.11%
AVPT
AVEPOINT INC
$1.97B$9.14$16.6081.62%Strong Buy1021.09%52.27%N/AN/A
DLO
DLOCAL LTD
$3.83B$12.97$17.6035.70%Strong Buy534.55%25.58%66.43%24.54%
GEN
GEN DIGITAL INC
$11.13B$18.37$30.0063.31%Hold45.71%52.65%88.66%13.06%
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$404.84M$4.92$7.5052.44%Buy28.47%31.17%-116.18%4.86%
TOST
TOAST INC
$15.29B$25.96$40.2955.18%Strong Buy1419.07%34.08%N/AN/A
CPAY
CORPAY INC
$20.86B$306.57$378.3823.42%Buy812.80%31.58%N/AN/A
PAY
PAYMENTUS HOLDINGS INC
$3.14B$24.96$35.5042.23%Buy418.82%39.34%30.36%25.47%
OKTA
OKTA INC
$11.99B$67.76$98.3145.08%Strong Buy267.03%48.07%12.35%8.90%
EVTC
EVERTEC INC
$1.76B$28.46$33.6718.30%Hold310.10%40.59%48.20%13.36%
SPSC
SPS COMMERCE INC
$1.96B$52.29$84.0060.64%Buy68.33%45.98%23.02%19.17%
OSPN
ONESPAN INC
$403.52M$10.77$13.5025.35%Buy23.22%-35.06%18.56%12.68%
WEX
WEX INC
$5.47B$159.50$168.205.45%Buy54.58%51.81%60.26%5.17%
MDB
MONGODB INC
$18.44B$229.49$381.5766.27%Strong Buy2811.96%N/A23.79%18.69%
QLYS
QUALYS INC
$2.74B$76.68$136.3377.79%Hold97.92%16.29%56.35%28.88%
XYZ
BLOCK INC
$37.56B$62.69$82.9132.25%Strong Buy2111.19%41.69%18.80%10.56%
PSFE
PAYSAFE LTD
$379.30M$7.34$8.6918.37%Hold46.82%N/A29.37%4.01%
NTCT
NETSCOUT SYSTEMS INC
$2.37B$32.75$29.00-11.45%Hold13.59%41.49%11.80%8.35%
ADBE
ADOBE INC
$92.90B$229.94$336.4746.33%Buy198.45%19.63%110.03%42.35%
BAND
BANDWIDTH INC
$549.59M$17.51$20.0014.22%Strong Buy112.68%N/A20.88%7.93%
BB
BLACKBERRY LTD
$2.25B$3.82$4.5519.11%Hold2N/AN/AN/AN/A
GRRR
GORILLA TECHNOLOGY GROUP INC
$233.41M$10.49N/AN/AN/AN/A69.35%N/A48.50%35.04%
DOX
AMDOCS LTD
$6.93B$64.39$92.3343.40%Strong Buy34.08%19.42%31.07%16.77%
GTLB
GITLAB INC
$3.35B$19.67$37.6891.57%Buy2212.30%N/A21.09%12.13%
ALLT
ALLOT LTD
$323.98M$6.66$12.2583.93%Strong Buy412.87%91.64%N/AN/A
BLZE
BACKBLAZE INC
$200.80M$3.48$7.50115.52%Strong Buy410.16%N/A-16.50%-7.16%
PAGS
PAGSEGURO DIGITAL LTD
$3.51B$10.65$11.679.55%Strong Buy3129.67%162.16%117.02%23.02%
IOT
SAMSARA INC
$15.59B$26.85$44.4065.36%Strong Buy1014.25%N/A43.36%24.24%
FLYW
FLYWIRE CORP
$1.42B$11.71$16.8043.47%Buy1018.04%133.97%12.43%8.29%
RPD
RAPID7 INC
$332.76M$5.05$12.27142.91%Hold15-0.01%67.38%108.61%9.73%
LSAK
LESAKA TECHNOLOGIES INC
$418.76M$4.99N/AN/AN/AN/A9.76%N/A8.53%2.19%
YEXT
YEXT INC
$424.31M$3.44$6.6793.81%Buy32.96%32.85%48.14%12.34%
GDDY
GODADDY INC
$10.79B$80.94$132.3663.52%Buy146.83%19.23%915.66%24.51%
CRWD
CROWDSTRIKE HOLDINGS INC
$100.10B$394.68$505.8928.18%Strong Buy3615.71%N/A47.44%18.95%
RPAY
REPAY HOLDINGS CORP
$256.23M$2.86$5.80102.80%Buy59.58%N/A20.94%8.45%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$470.40M$24.93$37.5050.42%Strong Buy22.39%16.68%840.96%17.45%
FFIV
F5 INC
$16.65B$294.59$305.503.70%Buy83.98%14.00%30.66%17.24%
ATEN
A10 NETWORKS INC
$1.77B$24.70$24.50-0.81%Strong Buy412.40%41.75%43.57%14.64%
MSFT
MICROSOFT CORP
$2.77T$373.07$584.0856.56%Strong Buy2413.58%12.01%52.93%31.10%
MQ
MARQETA INC
$1.70B$3.98$5.0426.53%Hold716.46%N/A10.97%5.48%
AMBR
AMBER INTERNATIONAL HOLDING LTD
$21.04M$2.22N/AN/AN/AN/AN/AN/A8.50%3.26%
ZS
ZSCALER INC
$19.65B$122.23$262.31114.60%Strong Buy2916.97%N/A45.78%14.88%
NTNX
NUTANIX INC
$9.80B$36.94$59.9362.23%Strong Buy1412.50%38.79%N/AN/A
AISP
AIRSHIP AI HOLDINGS INC
$71.15M$2.07N/AN/AN/AN/A222.88%-77.33%-73.56%27.00%
EEFT
EURONET WORLDWIDE INC
$2.72B$69.27$96.0038.59%Buy58.27%44.51%37.41%7.54%
WIX
WIXCOM LTD
$3.72B$67.67$130.9593.51%Buy2014.02%121.92%-167.53%23.48%
PICS
PICS NV
$1.53B$11.84$22.0085.81%Strong Buy6200.85%-87.21%462.47%42.85%
DBX
DROPBOX INC
$5.36B$22.23$26.0016.96%Hold3-0.22%22.80%-41.07%25.94%
FTNT
FORTINET INC
$59.68B$80.66$85.295.75%Hold1711.32%15.53%219.95%26.20%
TUYA
TUYA INC
$1.47B$2.39N/AN/AN/AN/A13.12%19.46%9.18%8.29%
NET
CLOUDFLARE INC
$67.95B$193.05$244.9526.88%Buy1927.82%N/A64.20%15.52%
MCRP
MICROPOLIS AI ROBOTICS
$87.57M$2.51N/AN/AN/AN/A11,599.63%N/A120.24%37.93%
RBRK
RUBRIK INC
$9.34B$46.18$86.3987.07%Strong Buy1815.54%N/A-46.00%8.64%
PLTR
PALANTIR TECHNOLOGIES INC
$312.09B$130.49$199.5352.91%Buy1748.25%55.65%142.00%117.86%
IIIV
I3 VERTICALS INC
$664.98M$21.82$29.0032.91%Strong Buy36.36%41.01%11.85%7.13%
VRNS
VARONIS SYSTEMS INC
$2.53B$21.53$40.8889.88%Strong Buy1717.42%N/A26.41%8.83%
AFRM
AFFIRM HOLDINGS INC
$16.33B$49.01$84.2071.80%Strong Buy1520.50%41.89%33.53%9.18%
STNE
STONECO LTD
$4.02B$14.04$20.0042.45%Strong Buy3138.44%175.83%199.02%35.13%
PANW
PALO ALTO NETWORKS INC
$136.26B$166.99$216.5229.66%Strong Buy2913.53%37.04%47.32%17.79%
RXT
RACKSPACE TECHNOLOGY INC
$218.27M$0.88$2.13140.38%Hold21.17%N/A-5.11%2.23%
FOUR
SHIFT4 PAYMENTS INC
$3.43B$42.23$76.7781.78%Buy1719.52%146.55%47.38%7.84%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$14.98B$141.85$202.0742.45%Buy156.92%10.67%72.65%26.82%
AKAM
AKAMAI TECHNOLOGIES INC
$15.88B$109.61$111.691.90%Buy137.58%41.03%28.81%12.49%
CETX
CEMTREX INC
$10.28M$1.02N/AN/AN/AN/AN/AN/A71.03%34.25%
ORCL
ORACLE CORP
$396.49B$137.86$253.9384.19%Strong Buy2824.73%23.12%121.48%19.07%
MLGO
MICROALGO INC
$42.41M$3.41N/AN/AN/AN/AN/AN/AN/AN/A
LIDR
AEYE INC
$71.65M$1.58N/AN/AN/AN/A2,604.29%N/A-34.69%-31.04%
DAVA
ENDAVA PLC
$226.32M$4.28$8.67102.50%Buy6-10.92%N/A8.21%5.00%
KSPI
JOINT STOCK CO KASPIKZ
$14.37B$75.54N/AN/AN/AN/A2,239.07%2,494.21%30,890.07%6,945.95%
ACIW
ACI WORLDWIDE INC
$4.15B$40.75$65.0059.51%Strong Buy29.67%22.50%20.63%10.09%
VRSN
VERISIGN INC
$24.75B$269.88$283.004.86%Buy26.41%9.75%-55.32%89.87%
S
SENTINELONE INC
$4.35B$12.77$18.3743.85%Buy2313.65%N/A14.91%8.79%
SNPS
SYNOPSYS INC
$77.57B$404.92$540.0033.36%Strong Buy914.37%46.77%14.33%9.27%
OBAI
OUR BOND INC
$3.62M$1.12N/AN/AN/AN/AN/AN/AN/AN/A
NTSK
NETSKOPE INC
$3.39B$8.47$18.53118.81%Strong Buy1522.04%N/A33.58%3.69%
BNAI
BRAND ENGAGEMENT NETWORK INC
$191.10M$42.58N/AN/AN/AN/A3,294.57%N/A-477.26%-100.66%
SAIL
SAILPOINT INC
$6.24B$11.06$19.4275.56%Strong Buy1213.20%N/A3.82%3.44%
PAYP
PAYPAY CORP
N/A$21.16$25.7421.64%Strong Buy8N/AN/AN/AN/A
BLSH
BULLISH
$5.45B$36.12$50.5039.81%Strong Buy6-95.64%N/A5.93%4.82%
CLBT
CELLEBRITE DI LTD
$3.10B$12.41$22.5081.31%Strong Buy418.20%33.83%47.28%24.39%
ALAR
ALARUM TECHNOLOGIES LTD
$43.99M$6.13$14.00128.38%Strong Buy1N/AN/AN/AN/A
TCX
TUCOWS INC
$191.64M$17.22N/AN/AN/AN/AN/AN/AN/AN/A
DOCN
DIGITALOCEAN HOLDINGS INC
$8.02B$87.17$83.60-4.10%Buy1025.98%-0.35%N/AN/A
PAYO
PAYONEER GLOBAL INC
$1.63B$4.56$7.0053.51%Strong Buy59.35%36.88%28.47%2.24%

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 257.42% over the past year, overperforming other software infrastructure stocks by 276 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: B.

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 16.4% over the past year, overperforming other software infrastructure stocks by 35 percentage points.

Teradata has an average 1 year price target of $36.71, an upside of 46.15% from Teradata's current stock price of $25.12.

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: A.

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 1.18% over the past year, overperforming other software infrastructure stocks by 20 percentage points.

Liveramp Holdings has an average 1 year price target of $35.60, an upside of 33.88% from Liveramp Holdings's current stock price of $26.59.

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 4.55%, which is 2 percentage points higher than the software infrastructure industry average of 2.1%.

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 4.05%, which is 2 percentage points higher than the software infrastructure industry average of 2.1%.

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

3. Amdocs (NASDAQ:DOX)


Amdocs (NASDAQ:DOX) has an annual dividend yield of 3.34%, which is 1 percentage points higher than the software infrastructure industry average of 2.1%. 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 down?

Software infrastructure stocks were down -3.37% in the last day, and down -2.46% over the last week. Zscaler was the among the top losers in the software - infrastructure industry, dropping -11.33% yesterday.

Shares of cybersecurity-related companies are trading lower following reports suggesting that OpenAI is close to finalizing a product with cybersecurity capabilities.

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 19.86% in the past year. It has overperformed other stocks in the software infrastructure industry by 38 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 -79.6% 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 -45.29% in the past year. It has underperformed other stocks in the software infrastructure industry by -27 percentage points.

Are software infrastructure stocks a good buy now?

50.47% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 41.99% over the next year.

5% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 25.83% of software infrastructure stocks are rated B (Buy), 51.67% are rated C (Hold), 12.5% are rated D (Sell), and 5% 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 5.03x.
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.