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
RAMP
LIVERAMP HOLDINGS INC
$1.64B$25.76$40.0055.28%Buy38.86%74.95%18.23%13.87%
NTCT
NETSCOUT SYSTEMS INC
$1.97B$27.28$31.0013.64%Buy21.90%42.80%12.29%8.89%
TENB
TENABLE HOLDINGS INC
$2.68B$22.45$36.2361.39%Buy139.49%N/A100.04%20.85%
TDC
TERADATA CORP
$2.74B$29.36$30.293.15%Hold70.33%50.47%133.68%16.62%
FIVN
FIVE9 INC
$1.43B$18.32$28.7556.93%Buy810.43%107.21%37.56%16.47%
APPN
APPIAN CORP
$2.19B$29.71$39.5032.95%Hold218.05%N/A-169.32%13.44%
DLO
DLOCAL LTD
$4.23B$14.39$17.1719.30%Strong Buy645.08%44.78%63.89%22.88%
ALLT
ALLOT LTD
$436.03M$10.51$13.2526.07%Strong Buy413.88%146.36%31.30%19.96%
PATH
UIPATH INC
$7.91B$14.80$16.3610.57%Hold116.57%35.19%23.24%15.44%
MDB
MONGODB INC
$32.45B$398.69$450.3112.95%Strong Buy2912.84%N/A24.14%19.55%
YEXT
YEXT INC
$933.19M$7.61$10.0031.41%Buy14.81%47.17%50.78%14.18%
QLYS
QUALYS INC
$4.62B$128.79$136.806.22%Hold108.99%18.23%62.94%32.29%
OKTA
OKTA INC
$16.09B$90.76$112.4423.88%Buy237.52%54.15%12.17%9.09%
GCT
GIGACLOUD TECHNOLOGY INC
$3.17B$42.08$33.00-21.58%Strong Buy111.37%11.78%68.32%27.80%
AVPT
AVEPOINT INC
$2.72B$12.59$17.5739.56%Buy722.40%N/AN/AN/A
AKAM
AKAMAI TECHNOLOGIES INC
$13.68B$95.08$98.823.93%Buy117.69%36.94%34.86%15.23%
WEX
WEX INC
$5.49B$159.97$181.6713.56%Buy66.08%127.55%59.03%4.57%
PAGS
PAGSEGURO DIGITAL LTD
$3.62B$10.98$11.757.01%Strong Buy485.39%96.32%N/AN/A
TOST
TOAST INC
$19.87B$33.80$46.8038.46%Strong Buy1520.39%48.38%N/AN/A
TLS
TELOS CORP
$422.61M$5.73$7.7535.25%Buy428.22%N/A32.37%23.58%
BB
BLACKBERRY LTD
$2.25B$3.82$4.9028.27%Hold45.46%86.00%18.86%11.47%
RELY
REMITLY GLOBAL INC
$2.96B$14.17$23.8067.96%Strong Buy526.87%264.70%19.79%13.00%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$406.34M$21.38$35.0063.70%Buy12.87%35.30%-4,280.67%16.70%
GEN
GEN DIGITAL INC
$15.67B$25.41$33.6732.50%Buy67.24%50.87%81.63%12.50%
PGY
PAGAYA TECHNOLOGIES LTD
$1.80B$21.81$42.2093.49%Strong Buy523.84%N/A45.66%13.75%
PAYS
PAYSIGN INC
$247.69M$4.50$9.50111.11%Strong Buy232.79%31.14%20.86%4.56%
CGNT
COGNYTE SOFTWARE LTD
$650.04M$8.90$14.0057.30%Strong Buy18.41%N/A25.93%10.27%
RDWR
RADWARE LTD
$1.06B$24.66$35.0041.93%Strong Buy111.64%217.55%16.55%8.72%
PAY
PAYMENTUS HOLDINGS INC
$3.71B$29.56$39.0031.94%Buy229.37%61.12%23.43%19.54%
DBX
DROPBOX INC
$6.80B$26.30$30.3315.33%Hold3-0.90%20.05%-48.98%26.83%
EVTC
EVERTEC INC
$1.91B$29.79$36.0020.85%Buy410.19%67.73%39.68%12.31%
FLYW
FLYWIRE CORP
$1.68B$13.73$16.9423.36%Buy822.15%N/A7.91%5.21%
DOX
AMDOCS LTD
$8.96B$82.66$97.0017.35%Strong Buy24.39%20.31%31.33%17.19%
WIX
WIXCOM LTD
$4.92B$88.48$172.8995.40%Strong Buy1815.48%58.15%-222.60%24.25%
PLTR
PALANTIR TECHNOLOGIES INC
$404.23B$169.60$195.2815.14%Buy1843.66%57.75%89.64%72.81%
NTNX
NUTANIX INC
$11.58B$42.81$67.5457.76%Buy1313.72%47.65%N/AN/A
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$492.05M$6.01$6.00-0.17%Hold112.55%122.28%-102.97%5.12%
CHOW
CHOWCHOW CLOUD INTERNATIONAL HOLDINGS LTD
$23.52M$0.67N/AN/AN/AN/AN/AN/AN/AN/A
IOT
SAMSARA INC
$18.52B$32.10$50.4257.06%Strong Buy1214.86%N/AN/AN/A
BAND
BANDWIDTH INC
$442.26M$14.49$20.0038.03%Strong Buy116.79%N/A18.81%7.15%
OSPN
ONESPAN INC
$452.14M$11.89$17.0042.98%Strong Buy33.40%-5.08%24.25%16.82%
FFIV
F5 INC
$15.06B$259.26$300.3815.86%Buy83.69%13.56%30.88%17.55%
SPSC
SPS COMMERCE INC
$3.42B$90.61$100.6311.05%Hold812.89%106.24%20.68%17.12%
KVYO
KLAVIYO INC
$7.74B$25.62$42.0664.15%Strong Buy1822.98%N/A37.75%29.43%
ATEN
A10 NETWORKS INC
$1.25B$17.38$22.0026.58%Strong Buy111.77%37.71%37.41%12.44%
GDDY
GODADDY INC
$14.01B$103.70$175.0068.76%Buy138.06%23.69%2,174.28%25.00%
CINT
CI&T INC
$644.46M$4.93$6.6735.23%Strong Buy311.41%26.29%N/AN/A
MSFT
MICROSOFT CORP
$3.46T$465.95$629.1435.02%Strong Buy2914.62%16.52%55.55%31.69%
ADBE
ADOBE INC
$123.44B$301.07$418.6539.05%Buy179.57%20.95%109.84%43.28%
TUYA
TUYA INC
$1.32B$2.16$3.4961.57%Strong Buy1N/AN/A9.37%8.31%
DOCN
DIGITALOCEAN HOLDINGS INC
$4.90B$53.61$51.57-3.80%Buy720.67%3.83%N/AN/A
RBRK
RUBRIK INC
$13.14B$65.67$111.6470.01%Strong Buy1417.55%N/A-35.04%7.21%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$19.46B$181.23$219.9221.35%Buy127.17%11.99%55.84%30.18%
NET
CLOUDFLARE INC
$60.75B$173.44$244.9541.23%Buy2129.48%N/A69.08%16.08%
ACIW
ACI WORLDWIDE INC
$4.54B$44.03$65.0047.63%Strong Buy29.81%4.04%20.27%9.49%
EVCM
EVERCOMMERCE INC
$2.27B$12.67$11.25-11.21%Hold43.34%N/A19.84%10.30%
ZS
ZSCALER INC
$33.43B$209.62$327.2356.11%Strong Buy2619.10%N/A52.66%16.05%
FTNT
FORTINET INC
$60.71B$81.64$84.603.63%Hold2013.69%12.83%369.04%28.98%
PDYN
PALLADYNE AI CORP
$277.87M$6.61$8.0021.03%Hold1112.85%N/A5.79%4.12%
GTLB
GITLAB INC
$6.13B$36.38$49.7036.60%Buy2314.98%N/A28.30%16.62%
BLZE
BACKBLAZE INC
$279.85M$4.85$9.0085.57%Buy315.68%N/A-29.13%-12.60%
AFRM
AFFIRM HOLDINGS INC
$23.58B$71.43$95.6733.93%Strong Buy1522.90%51.54%35.72%10.27%
AMBR
AMBER INTERNATIONAL HOLDING LTD
$25.97M$2.74N/AN/AN/AN/AN/AN/A8.50%3.26%
RPAY
REPAY HOLDINGS CORP
$327.03M$3.58$6.9594.13%Buy58.57%N/A14.60%6.75%
IIIV
I3 VERTICALS INC
$786.20M$24.30$34.8043.21%Strong Buy58.02%29.70%11.44%6.98%
KSPI
JOINT STOCK CO KASPIKZ
$15.00B$78.75$96.0021.90%Hold183,449.42%63,526.01%37,344.64%8,198.61%
RPD
RAPID7 INC
$832.26M$12.71$20.1858.74%Hold172.56%100.97%131.27%10.02%
CRWD
CROWDSTRIKE HOLDINGS INC
$114.07B$452.49$559.4423.64%Strong Buy3616.43%N/A49.53%19.96%
KPLT
KATAPULT HOLDINGS INC
$30.65M$6.60$10.0051.52%Hold123.42%N/AN/A-8.16%
VRSN
VERISIGN INC
$23.23B$250.60$271.008.14%Hold16.06%9.86%-56.81%82.99%
SAIL
SAILPOINT INC
$10.00B$17.80$25.0940.96%Strong Buy1114.53%N/A3.86%3.53%
PSFE
PAYSAFE LTD
$427.39M$7.42$9.2524.66%Hold49.68%N/A22.94%3.47%
ORCL
ORACLE CORP
$509.00B$177.16$308.3674.05%Buy3126.48%24.88%154.09%22.51%
LHSW
LIANHE SOWELL INTERNATIONAL GROUP LTD
$39.52M$0.76N/AN/AN/AN/AN/AN/AN/AN/A
CPAY
CORPAY INC
$22.42B$320.52$360.8612.58%Buy723.49%68.73%50.21%10.36%
PANW
PALO ALTO NETWORKS INC
$125.59B$180.18$229.3127.27%Strong Buy2912.74%44.13%45.99%16.93%
STNE
STONECO LTD
$4.57B$15.99$22.0037.59%Strong Buy389.73%N/AN/AN/A
EEFT
EURONET WORLDWIDE INC
$3.12B$74.18$107.6045.05%Buy511.22%55.78%42.10%8.47%
GRRR
GORILLA TECHNOLOGY GROUP INC
$282.42M$14.25N/AN/AN/AN/AN/AN/A28.45%21.17%
CETX
CEMTREX INC
$13.41M$1.94N/AN/AN/AN/AN/AN/A162.55%29.65%
ODD
ODDITY TECH LTD
$2.03B$35.42$64.0080.69%Strong Buy821.11%19.73%59.33%20.36%
MQ
MARQETA INC
$1.95B$4.43$5.5024.15%Hold618.91%N/A10.26%5.79%
OWLS
OBOOK HOLDINGS INC
$560.31M$6.34N/AN/AN/AN/AN/AN/AN/AN/A
REKR
REKOR SYSTEMS INC
$174.83M$1.38N/AN/AN/AN/A28.89%N/A-35.42%-15.96%
VRNS
VARONIS SYSTEMS INC
$4.12B$34.95$56.6161.98%Strong Buy1817.93%N/A38.17%13.87%
CLBT
CELLEBRITE DI LTD
$3.81B$15.87$24.0051.23%Strong Buy420.44%28.04%36.69%19.69%
BOX
BOX INC
$3.79B$26.48$37.8042.75%Buy56.41%13.44%-172.09%30.65%
AISP
AIRSHIP AI HOLDINGS INC
$121.32M$3.55N/AN/AN/AN/A311.09%N/A-13.05%64.53%
XYZ
BLOCK INC
$40.61B$66.83$84.2626.09%Buy1911.89%2.61%17.75%10.20%
STEM
STEM INC
$157.32M$18.75$19.001.33%Hold31.58%N/AN/A-15.40%
SNPS
SYNOPSYS INC
$95.93B$501.39$557.8611.26%Strong Buy1419.32%36.46%15.47%9.08%
NTSK
NETSKOPE INC
$6.01B$15.29$26.7775.08%Strong Buy13N/AN/A0.23%0.02%
ALAR
ALARUM TECHNOLOGIES LTD
$57.89M$8.13$27.00232.10%Strong Buy149.64%58.10%144.81%103.65%
TCX
TUCOWS INC
$272.82M$24.57N/AN/AN/AN/AN/AN/AN/AN/A
FOUR
SHIFT4 PAYMENTS INC
$5.87B$66.21$90.7137.00%Buy1737.53%170.48%42.48%7.89%
RXT
RACKSPACE TECHNOLOGY INC
$195.36M$0.80$1.5896.38%Hold22.14%N/A-3.11%1.30%
VHC
VIRNETX HOLDING CORP
$95.33M$22.32N/AN/AN/AN/AN/AN/AN/AN/A
S
SENTINELONE INC
$4.86B$14.29$21.2648.78%Buy2314.92%N/A13.08%8.34%
MCRP
MICROPOLIS HOLDING CO
$100.48M$2.88N/AN/AN/AN/AN/AN/AN/AN/A
EXOD
EXODUS MOVEMENT INC
$439.58M$14.99$35.50136.82%Strong Buy417.16%-76.93%11.44%10.03%

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: D, Sentiment: A, 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 -22.94% over the past year, underperforming other software infrastructure stocks by -13 percentage points.

Liveramp Holdings has an average 1 year price target of $40.00, an upside of 55.28% from Liveramp Holdings's current stock price of $25.76.

Liveramp Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 3 analysts covering Liveramp Holdings, 33.33% have issued a Strong Buy rating, 0% have issued a Buy, 66.67% 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: A, 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 18.45% over the past year, overperforming other software infrastructure stocks by 28 percentage points.

Netscout Systems has an average 1 year price target of $31.00, an upside of 13.64% from Netscout Systems's current stock price of $27.28.

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: C, 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 -48.81% 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 61.39% from Tenable Holdings's current stock price of $22.45.

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 3.65%, which is 2 percentage points higher than the software infrastructure industry average of 1.58%.

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 3.03%, which is 1 percentage points higher than the software infrastructure industry average of 1.58%.

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 2.55%, which is 1 percentage points higher than the software infrastructure industry average of 1.58%. 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 -0.16% in the last day, and down -0.92% over the last week.

We couldn't find a catalyst for why software infrastructure stocks are down.

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 57, which is 30 points higher than the software infrastructure industry average of 27. It passed 4 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has dropped -17.23% in the past year. It has underperformed other stocks in the software infrastructure industry by -8 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 -39.68% in the past year. It has underperformed other stocks in the software infrastructure industry by -30 percentage points.

3. Netscout Systems (NASDAQ:NTCT)


Netscout Systems (NASDAQ:NTCT) 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.

Netscout Systems 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.

Netscout Systems's stock has gained 18.45% in the past year. It has overperformed other stocks in the software infrastructure industry by 28 percentage points.

Are software infrastructure stocks a good buy now?

43.36% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 28.21% over the next year.

3.25% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 20.33% of software infrastructure stocks are rated B (Buy), 63.41% are rated C (Hold), 8.94% are rated D (Sell), and 4.07% 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 32.22x.
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.