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 40th 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
$1.77B$27.77$41.2548.54%Buy48.86%74.95%18.23%13.87%
NTCT
NETSCOUT SYSTEMS INC
$1.96B$27.20$31.0013.97%Buy21.90%42.80%12.29%8.89%
TENB
TENABLE HOLDINGS INC
$2.81B$23.56$36.2353.78%Buy139.50%N/A100.04%20.85%
TDC
TERADATA CORP
$2.89B$31.03$29.86-3.78%Hold70.32%50.47%133.68%16.62%
APPN
APPIAN CORP
$2.56B$34.67$41.0018.26%Sell217.97%N/A-169.32%13.44%
PATH
UIPATH INC
$9.03B$16.88$16.18-4.14%Hold116.58%35.12%23.24%15.44%
DLO
DLOCAL LTD
$4.29B$14.59$17.1717.66%Strong Buy643.93%44.60%63.60%22.78%
FIVN
FIVE9 INC
$1.56B$19.90$29.7149.32%Buy710.41%106.97%37.56%16.47%
ALLT
ALLOT LTD
$450.55M$10.86$12.7517.40%Strong Buy213.88%146.92%31.30%19.96%
PAY
PAYMENTUS HOLDINGS INC
$3.82B$30.43$38.3325.97%Buy329.10%61.13%23.34%19.46%
PGY
PAGAYA TECHNOLOGIES LTD
$2.06B$24.99$41.8367.40%Strong Buy625.05%N/A45.27%13.63%
AVPT
AVEPOINT INC
$2.95B$13.67$18.5035.33%Strong Buy822.52%N/AN/AN/A
QLYS
QUALYS INC
$4.78B$133.36$136.802.58%Hold108.99%18.23%62.94%32.29%
RELY
REMITLY GLOBAL INC
$2.85B$13.63$24.0076.08%Strong Buy526.87%262.10%15.83%10.40%
AKAM
AKAMAI TECHNOLOGIES INC
$12.33B$85.71$94.6010.37%Buy107.72%37.08%34.86%15.23%
TOST
TOAST INC
$21.53B$36.62$47.2028.89%Strong Buy1520.39%48.35%N/AN/A
WEX
WEX INC
$5.45B$158.97$176.2510.87%Buy86.31%128.52%59.16%4.58%
TLS
TELOS CORP
$391.64M$5.31$7.7545.95%Buy427.15%N/A32.37%23.58%
BB
BLACKBERRY LTD
$2.28B$3.86$4.9026.94%Hold45.46%86.86%18.86%11.47%
GCT
GIGACLOUD TECHNOLOGY INC
$3.14B$41.71$33.00-20.88%Strong Buy111.37%11.78%68.32%27.80%
PAGS
PAGSEGURO DIGITAL LTD
$3.27B$9.93$12.0020.85%Buy585.39%96.32%N/AN/A
CINT
CI&T INC
$607.86M$4.65$6.6041.94%Strong Buy311.63%27.67%N/AN/A
OKTA
OKTA INC
$16.65B$93.93$112.0919.33%Buy227.51%54.36%12.17%9.09%
CGNT
COGNYTE SOFTWARE LTD
$698.24M$9.56$14.0046.44%Strong Buy18.41%N/A25.93%10.27%
DBX
DROPBOX INC
$7.10B$27.46$30.3310.46%Hold3-0.87%18.75%-48.98%26.83%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$416.42M$21.91$35.0059.74%Buy12.87%35.30%-4,280.67%16.70%
NTNX
NUTANIX INC
$14.36B$53.11$71.3134.26%Strong Buy1313.72%47.65%N/AN/A
EVTC
EVERTEC INC
$1.94B$30.29$35.8018.19%Hold59.98%67.73%39.35%12.21%
MDB
MONGODB INC
$33.66B$413.52$439.236.22%Strong Buy3112.84%N/A24.14%19.55%
PAYS
PAYSIGN INC
$267.51M$4.86$9.5095.47%Strong Buy232.79%31.14%20.86%4.56%
ADBE
ADOBE INC
$141.92B$339.04$420.1223.91%Buy1710.53%22.63%110.74%45.33%
GEN
GEN DIGITAL INC
$16.37B$26.54$35.4333.49%Buy77.24%50.87%81.63%12.50%
SPSC
SPS COMMERCE INC
$3.52B$93.25$100.637.91%Hold812.91%106.28%20.68%17.12%
RDWR
RADWARE LTD
$1.03B$24.06$32.5035.08%Buy211.64%217.55%16.55%8.72%
YEXT
YEXT INC
$994.50M$8.11$10.0023.30%Buy14.76%47.14%50.78%14.18%
OSPN
ONESPAN INC
$495.11M$13.02$17.0030.57%Strong Buy33.40%-5.08%24.25%16.82%
PLTR
PALANTIR TECHNOLOGIES INC
$421.53B$176.86$191.888.49%Buy1743.84%58.35%89.64%72.81%
KVYO
KLAVIYO INC
$8.47B$28.04$42.5351.67%Strong Buy1723.03%N/A37.75%29.43%
IOT
SAMSARA INC
$19.50B$33.80$50.4249.16%Strong Buy1214.85%N/AN/AN/A
DOCN
DIGITALOCEAN HOLDINGS INC
$4.80B$52.47$49.57-5.53%Buy720.34%4.13%N/AN/A
RPD
RAPID7 INC
$931.79M$14.23$21.8253.37%Hold172.55%101.19%131.27%10.02%
WIX
WIXCOM LTD
$5.42B$97.44$177.6782.33%Strong Buy1815.65%58.96%-222.60%24.25%
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$476.49M$5.82$6.003.09%Hold112.55%122.28%-102.97%5.12%
ATEN
A10 NETWORKS INC
$1.24B$17.32$22.0027.02%Strong Buy111.77%37.71%37.41%12.44%
DOX
AMDOCS LTD
$9.12B$84.07$97.0015.38%Strong Buy24.39%20.31%31.33%17.19%
MSFT
MICROSOFT CORP
$3.55T$478.11$633.1732.43%Strong Buy3014.49%16.43%55.55%31.69%
CHOW
CHOWCHOW CLOUD INTERNATIONAL HOLDINGS LTD
$25.80M$0.74N/AN/AN/AN/AN/AN/AN/AN/A
TUYA
TUYA INC
$1.36B$2.22$3.4957.21%Strong Buy1N/AN/A9.37%8.31%
FFIV
F5 INC
$15.65B$269.41$294.139.17%Hold83.73%13.64%30.88%17.55%
GDDY
GODADDY INC
$15.62B$115.60$177.5053.55%Buy128.07%25.56%2,174.28%25.00%
RBRK
RUBRIK INC
$14.34B$71.67$112.9357.57%Strong Buy1417.60%N/A-35.04%7.21%
ACIW
ACI WORLDWIDE INC
$4.81B$46.70$60.0028.48%Strong Buy24.95%4.51%20.42%9.55%
NET
CLOUDFLARE INC
$65.49B$186.96$243.7830.39%Buy2329.41%N/A69.08%16.08%
BAND
BANDWIDTH INC
$430.35M$14.10N/AN/AN/AN/A17.15%N/A18.81%7.15%
ZS
ZSCALER INC
$35.13B$220.32$330.8950.18%Strong Buy2619.10%N/A52.66%16.05%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$20.49B$190.76$218.2514.41%Buy127.18%11.99%55.84%30.18%
FLYW
FLYWIRE CORP
$1.77B$14.46$14.792.25%Buy721.51%N/A7.92%5.21%
EVCM
EVERCOMMERCE INC
$2.16B$12.07$11.25-6.79%Hold43.34%N/A19.84%10.30%
AFRM
AFFIRM HOLDINGS INC
$26.94B$81.61$93.5914.68%Strong Buy1722.90%51.27%35.72%10.27%
FTNT
FORTINET INC
$58.04B$78.05$85.819.94%Hold2113.68%12.88%369.04%28.98%
PDYN
PALLADYNE AI CORP
$273.24M$6.50$8.0023.08%Hold1112.85%N/A5.79%4.12%
GTLB
GITLAB INC
$5.99B$35.55$50.8342.97%Buy2315.02%N/A28.30%16.62%
BLZE
BACKBLAZE INC
$295.42M$5.12$9.0075.78%Buy316.31%N/A-29.13%-12.60%
CRWD
CROWDSTRIKE HOLDINGS INC
$116.94B$463.87$557.8620.26%Strong Buy3516.43%N/A49.53%19.96%
PSFE
PAYSAFE LTD
$485.57M$8.43$9.259.73%Hold49.68%N/A22.94%3.47%
RPAY
REPAY HOLDINGS CORP
$347.12M$3.80$6.9582.89%Buy58.57%N/A14.60%6.75%
ORCL
ORACLE CORP
$544.89B$189.65$311.8164.41%Buy3126.50%25.02%154.09%22.51%
IIIV
I3 VERTICALS INC
$881.64M$27.25$34.8027.71%Strong Buy58.01%29.70%11.44%6.98%
CPAY
CORPAY INC
$23.18B$331.41$365.8810.40%Buy823.33%69.50%50.74%10.47%
VRSN
VERISIGN INC
$22.91B$247.13$271.009.66%Hold16.06%9.89%-56.81%82.99%
KPLT
KATAPULT HOLDINGS INC
$32.87M$7.08$10.0041.24%Hold123.42%N/AN/A-8.16%
KSPI
JOINT STOCK CO KASPIKZ
$15.94B$83.67$96.0014.74%Hold183,449.42%63,526.01%37,344.64%8,198.61%
LHSW
LIANHE SOWELL INTERNATIONAL GROUP LTD
$38.90M$0.75N/AN/AN/AN/AN/AN/AN/AN/A
AMBR
AMBER INTERNATIONAL HOLDING LTD
$24.07M$2.54N/AN/AN/AN/AN/AN/A8.50%3.26%
MQ
MARQETA INC
$2.12B$4.81$5.5014.35%Hold619.25%N/A10.26%5.79%
SAIL
SAILPOINT INC
$10.97B$19.54$25.0928.41%Strong Buy1114.52%N/A3.86%3.53%
BOX
BOX INC
$4.24B$29.57$37.8027.83%Buy56.41%13.44%-172.09%30.65%
GRRR
GORILLA TECHNOLOGY GROUP INC
$258.84M$13.06N/AN/AN/AN/AN/AN/A28.45%21.17%
EEFT
EURONET WORLDWIDE INC
$3.13B$74.43$107.6044.57%Buy511.43%56.34%42.34%8.52%
VRNS
VARONIS SYSTEMS INC
$4.21B$35.75$57.0559.59%Strong Buy1918.08%N/A38.17%13.87%
PANW
PALO ALTO NETWORKS INC
$132.99B$190.80$229.4820.27%Strong Buy2912.74%44.13%45.99%16.93%
CETX
CEMTREX INC
$20.04M$2.90N/AN/AN/AN/AN/AN/A162.55%29.65%
REKR
REKOR SYSTEMS INC
$207.77M$1.64N/AN/AN/AN/A28.89%N/A-35.42%-15.96%
OWLS
OBOOK HOLDINGS INC
$570.04M$6.45N/AN/AN/AN/AN/AN/AN/AN/A
ODD
ODDITY TECH LTD
$2.21B$38.51$66.8973.69%Strong Buy921.11%19.82%59.33%20.36%
STNE
STONECO LTD
$4.18B$14.63$21.1344.40%Strong Buy489.91%N/AN/AN/A
CLBT
CELLEBRITE DI LTD
$4.41B$18.35$24.0030.79%Strong Buy420.43%28.23%36.69%19.69%
AISP
AIRSHIP AI HOLDINGS INC
$111.41M$3.26N/AN/AN/AN/AN/AN/A-17.39%86.04%
FOUR
SHIFT4 PAYMENTS INC
$5.86B$66.09$95.1343.93%Strong Buy1637.61%171.66%42.55%7.90%
XYZ
BLOCK INC
$42.63B$70.16$84.9621.09%Buy2311.99%2.39%17.75%10.20%
NTSK
NETSKOPE INC
$6.58B$16.73$27.0861.85%Strong Buy13N/AN/A-18.54%-1.63%
ALAR
ALARUM TECHNOLOGIES LTD
$66.86M$9.39$27.00187.54%Strong Buy149.64%58.10%144.81%103.65%
RXT
RACKSPACE TECHNOLOGY INC
$248.46M$1.02$1.5854.41%Hold22.14%N/A-3.11%1.30%
SNPS
SYNOPSYS INC
$98.43B$514.49$563.719.57%Strong Buy1419.35%36.50%15.47%9.08%
TCX
TUCOWS INC
$262.27M$23.62N/AN/AN/AN/AN/AN/AN/AN/A
STEM
STEM INC
$142.97M$17.04$19.0011.50%Hold31.58%N/AN/A-13.56%
S
SENTINELONE INC
$5.21B$15.33$21.4139.65%Buy2214.88%N/A13.08%8.34%
PAYO
PAYONEER GLOBAL INC
$1.92B$5.40$8.7562.04%Strong Buy412.33%48.45%16.02%1.47%
VHC
VIRNETX HOLDING CORP
$84.48M$19.78N/AN/AN/AN/AN/AN/AN/AN/A
KLAR
KLARNA GROUP PLC
N/A$30.73$46.6451.78%Strong Buy14N/AN/A38.01%4.63%

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Jan 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 150 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: B.

Liveramp Holdings (NYSE:RAMP) has a Due Diligence Score of 52, which is 20 points higher than the software infrastructure industry average of 32.

RAMP passed 17 out of 33 due diligence checks and has strong fundamentals. Liveramp Holdings has seen its stock lose -8.2% over the past year, underperforming other software infrastructure stocks by -7 percentage points.

Liveramp Holdings has an average 1 year price target of $41.25, an upside of 48.54% from Liveramp Holdings's current stock price of $27.77.

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. Netscout Systems (NASDAQ:NTCT)


Netscout Systems (NASDAQ:NTCT) is the #2 top software infrastructure stock out of 150 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 Netscout Systems (NASDAQ:NTCT) is: Value: A, Growth: C, Momentum: C, Sentiment: B, Safety: C, Financials: C, and AI: C.

Netscout Systems (NASDAQ:NTCT) has a Due Diligence Score of 65, which is 33 points higher than the software infrastructure industry average of 32.

NTCT passed 20 out of 33 due diligence checks and has strong fundamentals. Netscout Systems has seen its stock return 25% over the past year, overperforming other software infrastructure stocks by 26 percentage points.

Netscout Systems has an average 1 year price target of $31.00, an upside of 13.97% from Netscout Systems's current stock price of $27.20.

Netscout Systems stock has a consensus Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Netscout Systems, 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.

3. Tenable Holdings (NASDAQ:TENB)


Tenable Holdings (NASDAQ:TENB) is the #3 top software infrastructure stock out of 150 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: B.

Tenable Holdings (NASDAQ:TENB) has a Due Diligence Score of 29, which is -3 points lower than the software infrastructure industry average of 32. 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 -39.42% over the past year, underperforming other software infrastructure stocks by -39 percentage points.

Tenable Holdings has an average 1 year price target of $36.23, an upside of 53.78% from Tenable Holdings's current stock price of $23.56.

Tenable Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 13 analysts covering Tenable Holdings, 38.46% have issued a Strong Buy rating, 15.38% have issued a Buy, 46.15% 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 3.6%, which is 2 percentage points higher than the software infrastructure industry average of 1.51%.

Dlocal's dividend payout ratio of 87.5% indicates that its dividend yield is sustainable for the long-term.

2. Onespan (NASDAQ:OSPN)


Onespan (NASDAQ:OSPN) has an annual dividend yield of 2.76%, which is 1 percentage points higher than the software infrastructure industry average of 1.51%.

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 2.51%, which is 1 percentage points higher than the software infrastructure industry average of 1.51%. 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 40.6% indicates that its dividend yield is sustainable for the long-term.

Why are software infrastructure stocks down?

Software infrastructure stocks were down -1.15% in the last day, and up 3.67% over the last week. Palantir was the among the top losers in the software - infrastructure industry, dropping -2.65% yesterday.

Shares of defense companies are trading higher, possibly in response to President Trump's social media post where he said he wants to increase the 2027 military budget from $1 trillion to $1.5 trillion.

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 59 points higher than the software infrastructure industry average of 27. It passed 6 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has dropped -7.67% in the past year. It has underperformed other stocks in the software infrastructure industry by -7 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 16 points higher than the software infrastructure industry average of 27. It passed 3 out of 7 valuation due diligence checks.

Onespan's stock has dropped -29.62% in the past year. It has underperformed other stocks in the software infrastructure industry by -29 percentage points.

3. Pagseguro Digital (NYSE:PAGS)


Pagseguro Digital (NYSE:PAGS) 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.

Pagseguro Digital has a valuation score of 71, which is 44 points higher than the software infrastructure industry average of 27. It passed 5 out of 7 valuation due diligence checks.

Pagseguro Digital's stock has gained 58.37% in the past year. It has overperformed other stocks in the software infrastructure industry by 59 percentage points.

Are software infrastructure stocks a good buy now?

44.25% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 23.41% over the next year.

4.1% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 22.13% of software infrastructure stocks are rated B (Buy), 63.11% are rated C (Hold), 9.02% are rated D (Sell), and 1.64% 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 33.21x.
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.