Sectors & IndustriesTechnologySoftware - Infrastructure
Best Software Infrastructure Stocks to Buy Now (2025)
Top software infrastructure stocks in 2025 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
A
Software Infrastructure is Zen Rated A and is the 23rd 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
YEXT
YEXT INC
$1.10B$8.97$9.445.22%Strong Buy45.18%N/A37.06%9.20%
NTCT
NETSCOUT SYSTEMS INC
$1.68B$23.51N/AN/AN/AN/A3.19%N/A8.32%5.94%
FFIV
F5 INC
$18.22B$317.23$327.333.18%Hold62.58%5.48%22.15%12.58%
FIVN
FIVE9 INC
$2.13B$27.57$33.8622.80%Buy147.11%119.23%22.62%9.52%
CSGS
CSG SYSTEMS INTERNATIONAL INC
$1.83B$63.17$64.001.31%Buy20.25%17.02%59.78%11.93%
RDWR
RADWARE LTD
$1.07B$25.15$32.5029.22%Buy27.06%11.09%N/AN/A
RAMP
LIVERAMP HOLDINGS INC
$1.83B$27.91$39.7542.42%Buy47.97%110.11%14.60%11.24%
PGY
PAGAYA TECHNOLOGIES LTD
$2.56B$33.76$39.4316.79%Strong Buy718.76%N/AN/AN/A
TENB
TENABLE HOLDINGS INC
$3.75B$30.68$40.4731.90%Buy157.36%N/A22.64%5.12%
MOGO
MOGO INC
$42.53M$1.79$4.00123.46%Buy1-4.70%N/A-6.98%-3.11%
ALLT
ALLOT LTD
$312.70M$7.79N/AN/AN/AN/A11.85%N/AN/AN/A
WIX
WIXCOM LTD
$7.37B$131.82$214.8462.98%Strong Buy1910.47%19.02%-474.66%27.98%
PAY
PAYMENTUS HOLDINGS INC
$4.83B$38.54$36.50-5.29%Buy613.98%23.58%22.55%19.11%
NTNX
NUTANIX INC
$18.44B$68.79$91.7733.40%Strong Buy1317.80%207.03%N/AN/A
EVTC
EVERTEC INC
$2.35B$36.75$39.006.12%Hold53.46%19.98%34.73%10.90%
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$672.32M$8.43$10.0018.62%Buy18.66%N/A-77.57%6.49%
ATEN
A10 NETWORKS INC
$1.25B$17.38$22.6730.42%Strong Buy34.27%0.96%27.59%9.26%
AVPT
AVEPOINT INC
$3.17B$15.62$19.7526.44%Buy418.31%N/AN/AN/A
GEN
GEN DIGITAL INC
$19.45B$31.58$35.3311.88%Buy614.50%43.15%73.70%10.65%
RPD
RAPID7 INC
$1.33B$20.75$26.8829.55%Hold172.47%26.65%98.69%3.16%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$524.48M$26.84N/AN/AN/AN/A0.19%11.64%-195.77%15.35%
AKAM
AKAMAI TECHNOLOGIES INC
$11.35B$77.64$83.147.09%Hold74.95%15.85%18.08%8.30%
RPAY
REPAY HOLDINGS CORP
$517.88M$5.67$7.2227.37%Buy93.01%N/A12.54%5.62%
TUYA
TUYA INC
$1.52B$2.50$3.4939.60%Strong Buy112.10%50.00%6.74%5.96%
APPN
APPIAN CORP
$2.21B$29.81$34.4015.40%Hold510.04%N/A-86.52%4.63%
CLBT
CELLEBRITE DI LTD
$3.87B$16.11$21.6734.49%Strong Buy313.31%N/A42.37%21.98%
DOCN
DIGITALOCEAN HOLDINGS INC
$2.87B$31.53$41.9232.94%Buy1210.31%-5.21%-67.02%6.83%
OKTA
OKTA INC
$16.12B$92.05$125.2736.09%Buy308.66%38.91%5.91%4.14%
DOX
AMDOCS LTD
$9.81B$88.27N/AN/AN/AN/A1.95%13.94%26.09%14.43%
TLS
TELOS CORP
$477.66M$6.57$4.83-26.44%Hold333.39%N/A24.56%17.62%
BAND
BANDWIDTH INC
$444.58M$14.75$20.5038.98%Hold43.93%N/A6.19%2.33%
MSFT
MICROSOFT CORP
$3.77T$507.23$619.7922.19%Strong Buy2813.90%14.92%45.53%25.26%
CINT
CI&T INC
$686.99M$5.25$7.2037.14%Strong Buy47.94%18.84%N/AN/A
EEFT
EURONET WORLDWIDE INC
$4.03B$98.32$122.3324.42%Buy36.38%15.56%34.88%7.19%
PATH
UIPATH INC
$5.98B$11.17$13.3519.48%Hold137.01%N/A5.04%3.24%
TOST
TOAST INC
$25.65B$44.00$48.079.24%Buy1515.99%38.76%N/AN/A
CGNT
COGNYTE SOFTWARE LTD
$647.16M$8.88N/AN/AN/AN/A1.58%N/A-1.12%-0.44%
ZS
ZSCALER INC
$42.43B$272.52$306.9012.62%Strong Buy3020.56%N/AN/AN/A
PLTR
PALANTIR TECHNOLOGIES INC
$376.59B$158.74$157.64-0.69%Hold1428.62%37.64%38.41%30.92%
DBX
DROPBOX INC
$8.11B$28.82$30.676.41%Buy3-1.99%15.80%-52.34%19.04%
QLYS
QUALYS INC
$4.86B$134.54$139.113.40%Hold95.03%1.23%N/AN/A
PAGS
PAGSEGURO DIGITAL LTD
$2.88B$8.73$12.2540.32%Strong Buy41.85%3.22%18.08%3.70%
RELY
REMITLY GLOBAL INC
$3.93B$19.05$27.4043.83%Strong Buy516.97%102.53%11.32%7.43%
GCT
GIGACLOUD TECHNOLOGY INC
$1.18B$31.03$24.00-22.66%Buy21.36%-3.26%29.50%11.17%
TDC
TERADATA CORP
$2.02B$21.41$26.6724.55%Hold3-1.54%14.45%83.49%8.46%
AFRM
AFFIRM HOLDINGS INC
$25.64B$79.49$70.69-11.07%Strong Buy1626.17%N/A15.31%4.22%
VRNS
VARONIS SYSTEMS INC
$6.62B$59.11$60.572.47%Strong Buy1410.73%N/A-15.26%-3.23%
RBRK
RUBRIK INC
$17.18B$88.77$108.5422.27%Strong Buy1322.59%N/AN/A-16.53%
SPSC
SPS COMMERCE INC
$4.39B$115.82$149.8329.37%Buy68.62%25.91%16.70%14.15%
KVYO
KLAVIYO INC
$9.83B$32.77$42.0028.17%Strong Buy1716.62%N/AN/AN/A
BB
BLACKBERRY LTD
$2.24B$3.76$4.7726.86%Hold50.93%N/A9.02%5.40%
CPAY
CORPAY INC
$23.39B$331.19$369.5011.57%Buy68.62%24.74%48.18%9.26%
OSPN
ONESPAN INC
$558.01M$14.56$17.0016.76%Strong Buy1N/A-26.28%18.81%12.77%
MDB
MONGODB INC
$17.90B$219.06$277.0026.45%Strong Buy2913.00%N/A-1.62%-1.35%
EVCM
EVERCOMMERCE INC
$2.09B$11.54$11.50-0.35%Hold8-1.11%N/A7.07%3.70%
DAVA
ENDAVA PLC
$809.96M$13.69$22.5064.35%Buy61.79%82.13%9.42%6.32%
STNE
STONECO LTD
$4.39B$15.35$13.63-11.24%Buy46.37%N/A25.05%5.30%
PANW
PALO ALTO NETWORKS INC
$123.94B$185.88$211.7613.92%Strong Buy2913.82%12.60%N/AN/A
ADBE
ADOBE INC
$153.60B$362.09$475.8331.41%Buy187.55%10.53%N/AN/A
FATN
FATPIPE INC
$85.77M$6.20N/AN/AN/AN/AN/AN/AN/AN/A
NET
CLOUDFLARE INC
$68.36B$196.17$207.185.61%Buy2221.12%N/A21.64%4.82%
FTNT
FORTINET INC
$61.25B$80.02$93.3516.66%Hold2310.14%3.20%N/AN/A
IOT
SAMSARA INC
$19.81B$34.79$49.5042.28%Buy619.30%N/A-1.85%-1.01%
SNCR
SYNCHRONOSS TECHNOLOGIES INC
$76.03M$6.61N/AN/AN/AN/A0.26%N/A17.45%2.96%
CRWD
CROWDSTRIKE HOLDINGS INC
$104.82B$420.55$483.7715.03%Buy3519.30%N/A5.01%1.98%
FOUR
SHIFT4 PAYMENTS INC
$8.06B$91.13$111.6022.46%Strong Buy15-15.78%35.98%35.87%8.17%
MQ
MARQETA INC
$2.77B$6.18$6.464.50%Hold615.17%N/A4.76%3.31%
TIXT
TELUS INTERNATIONAL (CDA) INC
$1.09B$3.93$3.24-17.56%Hold52.53%N/A12.47%4.76%
GTLB
GITLAB INC
$7.46B$45.18$62.9639.35%Strong Buy2318.15%N/A0.00%0.00%
BLZE
BACKBLAZE INC
$451.28M$8.22$8.887.97%Strong Buy410.57%N/A-29.12%-13.31%
WEX
WEX INC
$5.92B$172.87$166.63-3.61%Hold83.09%37.20%59.21%3.95%
BOX
BOX INC
$4.60B$31.80$37.8619.05%Buy76.92%N/A-28.43%4.85%
GDDY
GODADDY INC
$20.96B$147.07$195.2232.74%Buy96.77%18.09%726.35%18.50%
KPLT
KATAPULT HOLDINGS INC
$66.62M$14.58$10.00-31.41%Hold1N/AN/AN/A-16.24%
CETX
CEMTREX INC
$6.70M$1.18N/AN/AN/AN/A10.81%N/AN/AN/A
VRNT
VERINT SYSTEMS INC
$1.23B$20.47$30.4048.51%Buy55.87%44.70%17.30%6.85%
OS
ONESTREAM INC
$4.89B$20.41$28.9241.68%Strong Buy1216.59%N/A24.37%11.60%
ACIW
ACI WORLDWIDE INC
$5.17B$49.31$60.0021.68%Strong Buy32.95%-5.96%20.14%9.32%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$21.02B$190.42$230.6721.14%Buy184.45%8.47%39.40%19.64%
VRSN
VERISIGN INC
$25.18B$269.55$305.0013.15%Buy1N/AN/AN/AN/A
SNPS
SYNOPSYS INC
$94.11B$606.52$621.002.39%Strong Buy1010.62%-5.16%24.54%10.24%
DLO
DLOCAL LTD
$4.29B$14.62$13.58-7.15%Buy821.88%23.73%63.27%23.21%
STEM
STEM INC
$139.24M$16.74$6.08-63.68%Hold589.23%N/AN/A-0.70%
CFLT
CONFLUENT INC
$6.13B$17.79$27.5855.05%Strong Buy2412.55%N/AN/AN/A
KSPI
JOINT STOCK CO KASPIKZ
$17.66B$92.54$113.0022.11%Buy215.23%11.82%81.48%15.85%
GRRR
GORILLA TECHNOLOGY GROUP INC
$357.34M$18.03N/AN/AN/AN/AN/AN/AN/AN/A
IIIV
I3 VERTICALS INC
$1.02B$31.63$37.0016.98%Strong Buy4-0.80%-60.18%7.49%4.61%
PSFE
PAYSAFE LTD
$833.27M$14.16$15.509.46%Sell22.68%N/A15.61%2.57%
TCX
TUCOWS INC
$210.97M$19.08N/AN/AN/AN/AN/AN/AN/AN/A
ORCL
ORACLE CORP
$663.92B$236.37$240.721.84%Buy2516.38%16.59%99.99%12.15%
ODD
ODDITY TECH LTD
$3.44B$60.51$72.1119.17%Strong Buy915.39%24.50%134.92%43.16%
AISP
AIRSHIP AI HOLDINGS INC
$153.80M$4.82N/AN/AN/AN/A121.51%N/A-13.61%63.31%
PAYS
PAYSIGN INC
$294.04M$5.40$7.3135.43%Strong Buy412.10%169.23%60.63%13.20%
MLGO
MICROALGO INC
$3.97M$9.07N/AN/AN/AN/AN/AN/AN/AN/A
FLYW
FLYWIRE CORP
$1.57B$12.82$13.414.59%Buy1111.20%150.35%7.07%5.03%
AMBR
AMBER INTERNATIONAL HOLDING LTD
$44.36M$4.68N/AN/AN/AN/AN/AN/AN/AN/A
DFDV
DEFI DEVELOPMENT CORP
$425.32M$20.21$45.00122.66%Strong Buy1N/AN/AN/AN/A
CISO
CISO GLOBAL INC
$32.21M$0.96N/AN/AN/AN/AN/AN/AN/AN/A
ARQQ
ARQIT QUANTUM INC
$415.27M$30.81N/AN/AN/AN/A237.76%N/A-104.87%-57.02%
VHC
VIRNETX HOLDING CORP
$56.93M$13.33N/AN/AN/AN/AN/AN/AN/AN/A

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Aug 2025?

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. Yext (NYSE:YEXT)


Yext (NYSE:YEXT) is the #1 top software infrastructure stock out of 144 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 Yext (NYSE:YEXT) is: Value: C, Growth: A, Momentum: B, Sentiment: C, Safety: C, Financials: B, and AI: C.

Yext (NYSE:YEXT) has a Due Diligence Score of 18, which is -13 points lower than the software infrastructure industry average of 31. Although this number is below the industry average, our proven quant model rates YEXT as a "A".

YEXT passed 6 out of 33 due diligence checks and has weak fundamentals. Yext has seen its stock return 81.21% over the past year, overperforming other software infrastructure stocks by 83 percentage points.

Yext has an average 1 year price target of $9.44, an upside of 5.22% from Yext's current stock price of $8.97.

Yext stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 4 analysts covering Yext, 50% have issued a Strong Buy rating, 25% have issued a Buy, 25% 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 144 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: B, Momentum: C, Sentiment: B, Safety: C, Financials: C, and AI: C.

Netscout Systems (NASDAQ:NTCT) has a Due Diligence Score of 20, which is -11 points lower than the software infrastructure industry average of 31. Although this number is below the industry average, our proven quant model rates NTCT as a "A".

NTCT passed 6 out of 33 due diligence checks and has weak fundamentals. Netscout Systems has seen its stock return 14.83% over the past year, overperforming other software infrastructure stocks by 16 percentage points.

3. F5 (NASDAQ:FFIV)


F5 (NASDAQ:FFIV) is the #3 top software infrastructure stock out of 144 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 F5 (NASDAQ:FFIV) is: Value: B, Growth: C, Momentum: B, Sentiment: B, Safety: A, Financials: B, and AI: B.

F5 (NASDAQ:FFIV) has a Due Diligence Score of 50, which is 19 points higher than the software infrastructure industry average of 31.

FFIV passed 16 out of 33 due diligence checks and has strong fundamentals. F5 has seen its stock return 62.08% over the past year, overperforming other software infrastructure stocks by 64 percentage points.

F5 has an average 1 year price target of $327.33, an upside of 3.18% from F5's current stock price of $317.23.

F5 stock has a consensus Hold recommendation according to Wall Street analysts. Of the 6 analysts covering F5, 0% have issued a Strong Buy rating, 16.67% have issued a Buy, 83.33% 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 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 3.59%, which is 2 percentage points higher than the software infrastructure industry average of 1.2%.

Dlocal's dividend payout ratio of 102.9% indicates that its dividend yield might not be sustainable for the long-term.

2. Amdocs (NASDAQ:DOX)


Amdocs (NASDAQ:DOX) has an annual dividend yield of 1.74%, which is 1 percentage points higher than the software infrastructure industry average of 1.2%. 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.

3. Onespan (NASDAQ:OSPN)


Onespan (NASDAQ:OSPN) has an annual dividend yield of 1.65%, which is the same as the software infrastructure industry average of 1.2%.

Onespan's dividend payout ratio of 15.4% indicates that its dividend yield is sustainable for the long-term.

Why are software infrastructure stocks up?

Software infrastructure stocks were up 2.17% in the last day, and up 0.46% over the last week. Pagaya Technologies was the among the top gainers in the software - infrastructure industry, gaining 13.4% yesterday.

Shares of software stocks are trading higher amid overall market strength after Fed Chair Powell said restrictive policy and shifting risks may warrant adjusting the Fed's stance.

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 61 points higher than the software infrastructure industry average of 25. It passed 6 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 28.05% in the past year. It has overperformed other stocks in the software infrastructure industry by 30 percentage points.

2. Teradata (NYSE:TDC)


Teradata (NYSE:TDC) 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.

Teradata has a valuation score of 43, which is 18 points higher than the software infrastructure industry average of 25. It passed 3 out of 7 valuation due diligence checks.

Teradata's stock has dropped -22.43% in the past year. It has underperformed other stocks in the software infrastructure industry by -21 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 57, which is 32 points higher than the software infrastructure industry average of 25. It passed 4 out of 7 valuation due diligence checks.

Pagseguro Digital's stock has dropped -25.58% in the past year. It has underperformed other stocks in the software infrastructure industry by -24 percentage points.

Are software infrastructure stocks a good buy now?

38.68% of software infrastructure stocks rated by analysts are a buy right now. On average, analysts expect software infrastructure stocks to rise by 15.34% over the next year.

6.56% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 28.69% of software infrastructure stocks are rated B (Buy), 53.28% are rated C (Hold), 9.84% 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 42.11x.
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.