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 28th 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
NTCT
NETSCOUT SYSTEMS INC
$1.79B$25.10$33.0031.47%Strong Buy13.75%N/AN/AN/A
RAMP
LIVERAMP HOLDINGS INC
$1.73B$26.40$39.7550.57%Buy47.97%110.11%14.60%11.24%
PATH
UIPATH INC
$6.05B$11.40$13.3817.32%Hold126.60%130.56%6.38%4.10%
FIVN
FIVE9 INC
$2.00B$25.84$33.8631.03%Buy147.11%119.27%22.62%9.52%
PAGS
PAGSEGURO DIGITAL LTD
$3.14B$9.54$12.2528.41%Strong Buy41.85%8.16%21.72%4.45%
CSGS
CSG SYSTEMS INTERNATIONAL INC
$1.87B$64.67$64.00-1.04%Buy20.25%16.17%59.78%11.93%
TENB
TENABLE HOLDINGS INC
$3.65B$29.90$40.4735.34%Buy157.36%N/A22.64%5.12%
FFIV
F5 INC
$18.48B$321.67$327.331.76%Hold62.58%5.48%22.15%12.58%
YEXT
YEXT INC
$1.07B$8.65$9.428.87%Buy33.98%75.09%34.74%8.46%
DLO
DLOCAL LTD
$4.03B$13.73$14.324.30%Buy523.49%27.35%67.86%24.89%
RDWR
RADWARE LTD
$1.10B$25.75$32.5026.21%Buy27.06%11.09%N/AN/A
BAND
BANDWIDTH INC
$494.61M$16.41$20.5024.92%Hold44.13%N/A4.74%1.78%
ALLT
ALLOT LTD
$372.11M$9.27N/AN/AN/AN/A11.85%N/AN/AN/A
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$601.34M$7.54$10.0032.63%Buy18.66%N/A-77.57%6.49%
AVPT
AVEPOINT INC
$3.17B$15.62$19.7526.48%Buy417.40%N/AN/AN/A
OKTA
OKTA INC
$15.93B$90.34$124.1137.38%Buy287.61%24.75%5.36%3.79%
RELY
REMITLY GLOBAL INC
$3.74B$18.16$27.0048.68%Strong Buy616.97%102.53%11.32%7.43%
EVTC
EVERTEC INC
$2.14B$33.44$39.0016.63%Hold53.50%19.98%34.73%10.90%
RPD
RAPID7 INC
$1.26B$19.56$26.5335.63%Hold172.47%27.95%98.69%3.16%
PGY
PAGAYA TECHNOLOGIES LTD
$3.00B$39.66$39.43-0.58%Strong Buy718.76%N/AN/AN/A
ATEN
A10 NETWORKS INC
$1.26B$17.45$22.6729.90%Strong Buy34.27%0.96%27.59%9.26%
PAY
PAYMENTUS HOLDINGS INC
$4.10B$32.76$36.2010.50%Hold513.98%23.58%22.55%19.11%
MOGO
MOGO INC
$45.62M$1.92$4.00108.33%Buy1-4.70%N/A-6.98%-3.11%
GEN
GEN DIGITAL INC
$17.95B$29.14$36.5025.26%Buy611.08%43.09%73.04%10.56%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$539.72M$27.62N/AN/AN/AN/A0.19%11.64%-195.77%15.35%
NTNX
NUTANIX INC
$21.24B$79.23$87.009.81%Strong Buy1016.58%223.79%-43.71%10.04%
APPN
APPIAN CORP
$2.28B$30.78$34.4011.76%Hold510.04%N/A-86.52%4.63%
DOCN
DIGITALOCEAN HOLDINGS INC
$3.25B$35.69$39.8611.68%Strong Buy710.30%-5.43%-67.02%6.83%
AKAM
AKAMAI TECHNOLOGIES INC
$11.23B$76.84$83.148.20%Hold74.59%15.71%18.08%8.30%
OSPN
ONESPAN INC
$587.52M$15.33$20.0030.46%Strong Buy25.06%-11.44%20.86%14.17%
DOX
AMDOCS LTD
$9.45B$85.00N/AN/AN/AN/A1.81%13.94%26.09%14.43%
ADBE
ADOBE INC
$148.20B$349.36$444.4127.21%Buy177.55%10.59%N/AN/A
WIX
WIXCOM LTD
$9.56B$171.63$214.8425.18%Strong Buy1910.47%19.02%-472.80%27.62%
TLS
TELOS CORP
$490.02M$6.74$4.83-28.29%Hold333.39%N/A24.56%17.62%
RPAY
REPAY HOLDINGS CORP
$537.97M$5.89$6.7514.60%Buy83.01%N/A13.12%5.88%
CGNT
COGNYTE SOFTWARE LTD
$621.70M$8.52N/AN/AN/AN/A-1.96%N/A-2.16%-0.90%
ZS
ZSCALER INC
$44.83B$283.19$318.9712.63%Strong Buy3020.03%N/A6.04%1.69%
TOST
TOAST INC
$23.29B$39.95$48.0720.32%Buy1515.99%38.76%N/AN/A
EEFT
EURONET WORLDWIDE INC
$3.72B$90.83$124.2536.79%Buy46.38%15.56%34.88%7.19%
CINT
CI&T INC
$676.52M$5.17$7.2039.26%Strong Buy47.94%19.36%N/AN/A
MSFT
MICROSOFT CORP
$3.79T$509.90$619.7921.55%Strong Buy2813.90%14.92%45.53%25.26%
CPAY
CORPAY INC
$21.70B$307.36$369.5020.22%Buy68.64%24.88%48.34%9.29%
TDC
TERADATA CORP
$2.00B$21.15$26.6726.09%Hold3-1.59%11.51%82.96%8.41%
SPSC
SPS COMMERCE INC
$4.00B$105.53$149.8341.98%Buy68.62%25.91%16.70%14.15%
STNE
STONECO LTD
$5.23B$18.29$16.58-9.33%Buy66.37%N/A25.05%5.30%
GCT
GIGACLOUD TECHNOLOGY INC
$1.14B$29.84$33.0010.59%Strong Buy11.36%-3.26%29.50%11.17%
KVYO
KLAVIYO INC
$9.36B$31.19$42.0034.66%Strong Buy1716.62%N/AN/AN/A
QLYS
QUALYS INC
$4.82B$133.46$139.114.23%Hold95.03%1.46%N/AN/A
MDB
MONGODB INC
$26.86B$330.10$313.00-5.18%Strong Buy2913.05%N/A-0.80%-0.67%
DBX
DROPBOX INC
$8.70B$30.91$30.67-0.79%Buy3-1.99%15.80%-52.34%19.04%
BB
BLACKBERRY LTD
$2.32B$3.90$4.7722.31%Hold50.93%N/A9.02%5.40%
AFRM
AFFIRM HOLDINGS INC
$27.06B$83.08$82.62-0.55%Strong Buy2122.60%135.88%19.21%5.28%
IOT
SAMSARA INC
$21.95B$38.26$47.2923.59%Buy716.50%N/A0.94%0.52%
PLTR
PALANTIR TECHNOLOGIES INC
$406.69B$171.43$157.64-8.04%Hold1428.62%37.64%38.41%30.92%
RBRK
RUBRIK INC
$14.71B$74.50$110.3648.13%Strong Buy1420.18%N/AN/A-7.32%
CRWD
CROWDSTRIKE HOLDINGS INC
$109.44B$436.10$479.449.94%Buy3216.89%N/A9.40%3.80%
CLBT
CELLEBRITE DI LTD
$4.04B$16.80$21.6728.97%Strong Buy313.31%N/A42.37%21.98%
TUYA
TUYA INC
$1.56B$2.58$3.4935.27%Strong Buy110.82%55.46%7.35%6.51%
NET
CLOUDFLARE INC
$77.13B$221.32$209.38-5.39%Buy2121.12%N/A21.64%4.82%
TIXT
TELUS INTERNATIONAL (CDA) INC
$1.25B$4.48$3.46-22.77%Hold52.53%N/A12.47%4.76%
BLZE
BACKBLAZE INC
$518.81M$9.45$8.25-12.70%Buy210.57%N/A-29.12%-13.31%
VRNS
VARONIS SYSTEMS INC
$6.30B$56.20$63.2012.46%Strong Buy1511.11%N/A-15.26%-3.23%
PANW
PALO ALTO NETWORKS INC
$131.30B$196.29$211.687.84%Strong Buy2812.48%17.25%23.42%7.77%
KSPI
JOINT STOCK CO KASPIKZ
$16.10B$84.41$113.0033.87%Buy215.23%12.22%82.01%15.95%
GDDY
GODADDY INC
$20.67B$145.09$195.2234.55%Buy96.77%18.09%726.35%18.50%
BOX
BOX INC
$4.70B$32.46$39.0020.15%Strong Buy86.16%-31.23%-25.82%4.28%
SNCR
SYNCHRONOSS TECHNOLOGIES INC
$66.94M$5.82N/AN/AN/AN/A0.26%N/A17.22%2.92%
WEX
WEX INC
$5.82B$169.73$166.63-1.83%Hold83.09%37.20%59.21%3.95%
GTLB
GITLAB INC
$8.39B$50.30$57.5414.40%Strong Buy2415.85%N/A-1.92%-1.11%
VRSN
VERISIGN INC
$26.67B$285.52$305.006.82%Buy1N/AN/AN/AN/A
MQ
MARQETA INC
$2.61B$5.83$6.4610.77%Hold615.17%N/A4.76%3.31%
OS
ONESTREAM INC
$4.55B$18.97$28.9252.44%Strong Buy1216.59%N/A24.37%11.60%
FTNT
FORTINET INC
$60.99B$79.68$92.2515.78%Hold249.90%3.14%N/AN/A
EVCM
EVERCOMMERCE INC
$2.15B$11.85$12.001.27%Buy4-1.11%N/A9.99%5.24%
CETX
CEMTREX INC
$4.43M$0.78N/AN/AN/AN/A10.81%N/AN/AN/A
KPLT
KATAPULT HOLDINGS INC
$88.74M$19.42$10.00-48.51%Hold1N/AN/AN/A-16.24%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$21.55B$195.19$224.0014.76%Buy154.45%8.47%39.40%19.64%
ACIW
ACI WORLDWIDE INC
$5.26B$50.15$60.0019.64%Strong Buy33.85%-5.96%20.14%9.32%
FOUR
SHIFT4 PAYMENTS INC
$7.73B$87.40$111.6027.69%Strong Buy15-15.78%35.98%35.87%8.17%
IIIV
I3 VERTICALS INC
$977.96M$30.31$37.0022.07%Strong Buy4-0.80%-60.18%7.49%4.61%
ORCL
ORACLE CORP
$830.29B$292.18$314.967.80%Strong Buy2719.88%21.28%94.12%12.60%
PAYS
PAYSIGN INC
$301.12M$5.53$8.0645.80%Strong Buy412.10%169.23%60.63%13.20%
CFLT
CONFLUENT INC
$6.63B$19.24$26.5537.97%Buy2212.55%N/AN/AN/A
GRRR
GORILLA TECHNOLOGY GROUP INC
$359.32M$18.13N/AN/AN/AN/AN/AN/AN/AN/A
PSFE
PAYSAFE LTD
$826.80M$14.05$15.006.76%Hold12.68%N/A15.61%2.57%
AMBR
AMBER INTERNATIONAL HOLDING LTD
$39.24M$4.14N/AN/AN/AN/AN/AN/AN/AN/A
TCX
TUCOWS INC
$204.00M$18.45N/AN/AN/AN/AN/AN/AN/AN/A
DAVA
ENDAVA PLC
$555.34M$9.88$19.0092.31%Buy63.04%29.29%7.24%4.51%
FLYW
FLYWIRE CORP
$1.63B$13.35$13.06-2.20%Buy911.20%150.35%7.07%5.03%
KLAR
KLARNA GROUP PLC
N/A$42.92N/AN/AN/AN/AN/AN/AN/AN/A
S
SENTINELONE INC
$6.10B$18.29$22.9525.48%Buy2015.98%N/A-9.07%-5.82%
ALAR
ALARUM TECHNOLOGIES LTD
$112.16M$15.98$27.0068.96%Strong Buy1N/AN/AN/AN/A
STEM
STEM INC
$123.11M$14.80$9.87-33.33%Hold389.23%N/AN/A-0.70%
ODD
ODDITY TECH LTD
$3.57B$62.82$72.1014.77%Buy1015.41%7.62%48.53%15.53%
TGHL
GROWHUB LTD
N/A$1.94N/AN/AN/AN/AN/AN/AN/AN/A
INTZ
INTRUSION INC
$33.63M$1.69$6.50284.62%Buy213.28%N/A-42.77%-30.42%
VHC
VIRNETX HOLDING CORP
$74.74M$17.50N/AN/AN/AN/AN/AN/AN/AN/A
ARQQ
ARQIT QUANTUM INC
$454.36M$33.71N/AN/AN/AN/A237.76%N/A-104.87%-57.02%
XYZ
BLOCK INC
$44.42B$72.87$77.906.90%Buy306.28%-33.53%7.10%4.27%
CISO
CISO GLOBAL INC
$41.09M$1.23N/AN/AN/AN/AN/AN/AN/AN/A

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Sep 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. Netscout Systems (NASDAQ:NTCT)


Netscout Systems (NASDAQ:NTCT) is the #1 top software infrastructure stock out of 146 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 28, which is -3 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 8 out of 33 due diligence checks and has average fundamentals. Netscout Systems has seen its stock return 28.52% over the past year, overperforming other software infrastructure stocks by 19 percentage points.

Netscout Systems has an average 1 year price target of $33.00, an upside of 31.47% from Netscout Systems's current stock price of $25.10.

Netscout Systems stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Netscout Systems, 100% have issued a Strong Buy rating, 0% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Liveramp Holdings (NYSE:RAMP)


Liveramp Holdings (NYSE:RAMP) is the #2 top software infrastructure stock out of 146 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: A, Momentum: C, Sentiment: B, Safety: B, Financials: C, and AI: C.

Liveramp Holdings (NYSE:RAMP) has a Due Diligence Score of 46, which is 15 points higher than the software infrastructure industry average of 31.

RAMP passed 15 out of 33 due diligence checks and has strong fundamentals. Liveramp Holdings has seen its stock return 3.45% over the past year, underperforming other software infrastructure stocks by -6 percentage points.

Liveramp Holdings has an average 1 year price target of $39.75, an upside of 50.57% from Liveramp Holdings's current stock price of $26.40.

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.

3. Uipath (NYSE:PATH)


Uipath (NYSE:PATH) is the #3 top software infrastructure stock out of 146 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 Uipath (NYSE:PATH) is: Value: B, Growth: A, Momentum: D, Sentiment: B, Safety: C, Financials: B, and AI: B.

Uipath (NYSE:PATH) has a Due Diligence Score of 43, which is 12 points higher than the software infrastructure industry average of 31.

PATH passed 14 out of 33 due diligence checks and has strong fundamentals. Uipath has seen its stock lose -5.16% over the past year, underperforming other software infrastructure stocks by -15 percentage points.

Uipath has an average 1 year price target of $13.38, an upside of 17.32% from Uipath's current stock price of $11.40.

Uipath stock has a consensus Hold recommendation according to Wall Street analysts. Of the 12 analysts covering Uipath, 8.33% have issued a Strong Buy rating, 0% have issued a Buy, 91.67% 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 8 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 3.82%, which is 3 percentage points higher than the software infrastructure industry average of 1.18%.

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

2. Amdocs (NASDAQ:DOX)


Amdocs (NASDAQ:DOX) has an annual dividend yield of 1.8%, which is 1 percentage points higher than the software infrastructure industry average of 1.18%. 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 1.57%, which is the same as the software infrastructure industry average of 1.18%.

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

Why are software infrastructure stocks down?

Software infrastructure stocks were down -1% in the last day, and up 0.1% over the last week. Oracle was the among the top losers in the software - infrastructure industry, dropping -5.09% yesterday.

Oracle shares are trading higher after Berenberg maintained a Hold rating and raised its price target from $202 to $306. The stock may also be up after President Trump hinted at a TikTok deal.

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 62 points higher than the software infrastructure industry average of 24. It passed 6 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 26.87% in the past year. It has overperformed other stocks in the software infrastructure industry by 17 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 19 points higher than the software infrastructure industry average of 24. It passed 3 out of 7 valuation due diligence checks.

Teradata's stock has dropped -23.87% in the past year. It has underperformed other stocks in the software infrastructure industry by -33 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 47 points higher than the software infrastructure industry average of 24. It passed 5 out of 7 valuation due diligence checks.

Pagseguro Digital's stock has gained 5.41% in the past year. It has underperformed other stocks in the software infrastructure industry by -4 percentage points.

Are software infrastructure stocks a good buy now?

38.18% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 14.78% over the next year.

8.26% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 27.27% of software infrastructure stocks are rated B (Buy), 52.07% are rated C (Hold), 10.74% are rated D (Sell), and 1.65% 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 53.08x.
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.