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 48th 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
$1.47B$23.21$35.6053.38%Buy58.08%45.40%17.73%13.44%
TENB
TENABLE HOLDINGS INC
$2.53B$21.23$31.2747.31%Buy119.49%N/A100.04%20.85%
TDC
TERADATA CORP
$2.56B$27.47$32.0016.49%Buy70.33%50.51%133.68%16.62%
FIVN
FIVE9 INC
$1.34B$17.08$25.6750.28%Buy610.43%107.21%37.56%16.47%
PATH
UIPATH INC
$6.89B$12.89$16.3626.95%Hold116.57%35.26%23.19%15.41%
APPN
APPIAN CORP
$1.86B$25.21$39.5056.68%Hold218.05%N/A-169.32%13.44%
DLO
DLOCAL LTD
$3.87B$13.18$17.2931.15%Strong Buy745.08%45.17%63.97%22.91%
PGY
PAGAYA TECHNOLOGIES LTD
$1.54B$18.64$42.20126.39%Strong Buy523.84%N/A45.66%13.75%
PAGS
PAGSEGURO DIGITAL LTD
$3.62B$10.99$12.009.19%Strong Buy485.66%96.11%N/AN/A
PAY
PAYMENTUS HOLDINGS INC
$3.11B$24.81$39.0057.19%Buy229.37%61.12%23.43%19.54%
GCT
GIGACLOUD TECHNOLOGY INC
$3.03B$40.25N/AN/AN/AN/A11.37%11.78%68.32%27.80%
TOST
TOAST INC
$16.31B$27.73$44.4660.34%Strong Buy1320.42%49.76%N/AN/A
ALLT
ALLOT LTD
$404.91M$9.76$13.2535.76%Strong Buy413.88%146.44%31.30%19.96%
AVPT
AVEPOINT INC
$2.28B$10.57$18.1371.48%Strong Buy822.40%N/AN/AN/A
RELY
REMITLY GLOBAL INC
$2.72B$13.01$21.6066.03%Strong Buy526.87%264.70%16.00%10.51%
TLS
TELOS CORP
$360.66M$4.89$7.7558.49%Buy428.22%N/A32.37%23.58%
QLYS
QUALYS INC
$3.97B$110.80$136.3323.04%Hold98.99%18.23%62.94%32.29%
CGNT
COGNYTE SOFTWARE LTD
$534.64M$7.32$14.0091.26%Strong Buy18.41%N/A25.93%10.27%
NTCT
NETSCOUT SYSTEMS INC
$2.00B$27.67$31.0012.03%Buy21.98%38.47%11.79%8.33%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$449.87M$23.67$35.0047.87%Buy12.87%35.30%-4,280.67%16.70%
PICS
PICPAY HOLDINGS NETHERLANDS BV
N/A$15.73N/AN/AN/AN/AN/AN/AN/AN/A
DOX
AMDOCS LTD
$7.92B$73.34$92.3325.90%Strong Buy34.04%19.38%31.25%16.86%
GEN
GEN DIGITAL INC
$14.69B$24.25$32.2032.78%Hold55.28%48.25%84.47%12.44%
YEXT
YEXT INC
$600.87M$4.90$8.0063.27%Buy24.81%47.17%50.78%14.18%
BB
BLACKBERRY LTD
$2.04B$3.46$4.9041.62%Hold45.46%86.00%18.86%11.47%
PAYS
PAYSIGN INC
$204.76M$3.72$9.00141.94%Strong Buy132.79%31.14%20.86%4.56%
AKAM
AKAMAI TECHNOLOGIES INC
$13.68B$95.08$100.305.49%Buy107.69%36.94%34.86%15.23%
IOT
SAMSARA INC
$14.67B$25.42$48.6791.45%Strong Buy1214.86%N/AN/AN/A
PLTR
PALANTIR TECHNOLOGIES INC
$323.91B$135.90$198.2345.87%Buy1348.40%65.92%89.64%72.81%
ATEN
A10 NETWORKS INC
$1.41B$19.67$22.0011.85%Strong Buy111.77%37.71%37.41%12.44%
OSPN
ONESPAN INC
$427.81M$11.25$17.0051.11%Strong Buy33.40%-5.08%24.25%16.82%
WIX
WIXCOM LTD
$4.20B$75.42$167.73122.40%Strong Buy1515.48%57.69%-222.60%24.25%
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$454.39M$5.55$6.008.11%Hold112.55%122.28%-102.97%5.12%
OKTA
OKTA INC
$15.37B$86.74$112.4429.62%Buy237.52%54.17%12.17%9.09%
MDB
MONGODB INC
$28.03B$344.35$450.3130.77%Strong Buy2912.86%N/A24.14%19.55%
EVTC
EVERTEC INC
$1.73B$27.02$33.6724.60%Hold310.19%67.73%39.68%12.31%
KVYO
KLAVIYO INC
$5.78B$19.14$40.00108.99%Strong Buy1523.00%N/A37.75%29.43%
NTNX
NUTANIX INC
$10.89B$40.26$67.5467.75%Buy1313.73%47.67%N/AN/A
DBX
DROPBOX INC
$6.47B$25.00$31.0024.00%Sell2-0.90%20.05%-48.98%26.83%
WEX
WEX INC
$5.45B$158.95$173.839.36%Buy65.96%127.48%59.02%4.57%
FFIV
F5 INC
$15.63B$276.57$305.5010.46%Buy83.98%14.00%30.50%17.15%
CINT
CI&T INC
$649.69M$4.97$6.6734.14%Strong Buy311.36%26.64%N/AN/A
EVCM
EVERCOMMERCE INC
$1.93B$10.76$11.002.23%Sell23.34%N/A19.84%10.30%
SPSC
SPS COMMERCE INC
$3.00B$79.53$93.3317.36%Buy612.89%106.24%20.68%17.12%
RDWR
RADWARE LTD
$1.07B$25.03N/AN/AN/AN/A11.64%217.55%16.55%8.72%
GDDY
GODADDY INC
$13.14B$97.22$170.0074.86%Buy108.06%25.67%2,174.28%25.00%
GTLB
GITLAB INC
$5.41B$32.13$49.7054.67%Buy2314.98%N/A28.30%16.62%
BAND
BANDWIDTH INC
$409.90M$13.43$20.0048.92%Strong Buy116.79%N/A18.75%7.13%
DOCN
DIGITALOCEAN HOLDINGS INC
$5.76B$62.92$60.17-4.38%Strong Buy620.72%3.70%N/AN/A
ACIW
ACI WORLDWIDE INC
$4.36B$42.28$65.0053.74%Strong Buy29.81%4.04%20.27%9.49%
ADBE
ADOBE INC
$110.04B$268.38$411.7853.43%Buy189.57%20.95%109.84%43.28%
CPAY
CORPAY INC
$24.78B$354.19$369.004.18%Buy823.56%68.48%50.06%10.33%
MSFT
MICROSOFT CORP
$2.98T$401.14$596.3248.66%Strong Buy2513.59%12.13%51.55%30.29%
AFRM
AFFIRM HOLDINGS INC
$19.00B$57.03$90.5858.83%Strong Buy1920.03%47.26%33.53%9.18%
ZS
ZSCALER INC
$26.68B$167.33$327.2395.56%Strong Buy2619.10%N/A52.66%16.05%
TUYA
TUYA INC
$1.32B$2.16N/AN/AN/AN/AN/AN/A9.37%8.31%
FLYW
FLYWIRE CORP
$1.37B$11.25$16.9450.56%Buy821.82%N/A7.91%5.21%
PDYN
PALLADYNE AI CORP
$300.99M$7.16$8.0011.73%Hold1112.85%N/A5.79%4.12%
BLZE
BACKBLAZE INC
$236.57M$4.10$9.50131.71%Buy215.68%N/A-29.13%-12.60%
RBRK
RUBRIK INC
$10.22B$51.07$111.64118.61%Strong Buy1417.55%N/A-35.04%7.21%
RPD
RAPID7 INC
$707.85M$10.81$19.0075.76%Hold152.56%101.03%131.27%10.02%
AMBR
AMBER INTERNATIONAL HOLDING LTD
$19.43M$2.05N/AN/AN/AN/AN/AN/A8.50%3.26%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$19.43B$180.91$218.4020.72%Buy107.16%12.15%55.84%30.18%
FTNT
FORTINET INC
$61.54B$82.76$85.433.22%Hold1413.69%13.02%369.04%28.98%
KSPI
JOINT STOCK CO KASPIKZ
$14.06B$73.79$96.0030.10%Hold183,449.42%62,674.45%35,979.53%7,898.92%
MQ
MARQETA INC
$1.86B$4.23$5.0018.20%Hold518.91%N/A10.26%5.79%
IIIV
I3 VERTICALS INC
$639.08M$20.97$34.8065.95%Strong Buy55.72%40.40%11.71%7.04%
PSFE
PAYSAFE LTD
$409.54M$7.11$9.2530.10%Hold49.68%N/A22.94%3.47%
PANW
PALO ALTO NETWORKS INC
$111.05B$159.32$229.3143.93%Strong Buy2912.74%44.12%45.99%16.93%
NET
CLOUDFLARE INC
$60.67B$173.21$252.5345.79%Buy1729.48%N/A69.08%16.08%
RPAY
REPAY HOLDINGS CORP
$308.76M$3.38$6.95105.62%Buy58.57%N/A14.60%6.75%
KPLT
KATAPULT HOLDINGS INC
$30.92M$6.66$10.0050.15%Hold123.42%N/AN/A-8.16%
EEFT
EURONET WORLDWIDE INC
$3.15B$75.02$104.0038.63%Buy511.07%55.35%42.06%8.47%
ODD
ODDITY TECH LTD
$1.72B$30.07$62.00106.19%Buy721.11%19.95%59.33%20.36%
CETX
CEMTREX INC
$11.20M$1.62N/AN/AN/AN/AN/AN/A162.55%29.65%
GRRR
GORILLA TECHNOLOGY GROUP INC
$232.88M$11.75N/AN/AN/AN/AN/AN/A28.45%21.17%
OWLS
OBOOK HOLDINGS INC
$518.95M$5.87N/AN/AN/AN/AN/AN/AN/AN/A
SAIL
SAILPOINT INC
$8.26B$14.71$24.7568.25%Buy1214.53%N/A3.86%3.53%
BOX
BOX INC
$3.53B$24.67$37.8053.22%Buy56.41%13.44%-172.09%30.65%
ORCL
ORACLE CORP
$410.34B$142.82$303.47112.48%Buy3026.53%24.91%154.09%22.51%
STNE
STONECO LTD
$4.89B$17.08$21.1723.93%Strong Buy389.77%N/AN/AN/A
CLBT
CELLEBRITE DI LTD
$3.41B$14.17$24.0069.37%Strong Buy420.44%28.04%36.69%19.69%
S
SENTINELONE INC
$4.49B$13.22$21.0659.33%Buy2414.92%N/A13.08%8.34%
REKR
REKOR SYSTEMS INC
$119.09M$0.94N/AN/AN/AN/A28.89%N/A-35.42%-15.96%
MCRP
MICROPOLIS HOLDING CO
$96.64M$2.77N/AN/AN/AN/AN/AN/AN/AN/A
VRNS
VARONIS SYSTEMS INC
$2.66B$22.65$44.5696.72%Strong Buy1817.13%N/A38.42%12.84%
CRWD
CROWDSTRIKE HOLDINGS INC
$99.70B$395.50$559.4441.45%Strong Buy3616.43%N/A49.53%19.96%
AISP
AIRSHIP AI HOLDINGS INC
$93.30M$2.73N/AN/AN/AN/A311.09%N/A-13.05%64.53%
XYZ
BLOCK INC
$34.01B$55.97$82.8247.98%Buy1711.89%2.67%17.75%10.20%
SNPS
SYNOPSYS INC
$81.67B$426.88$557.8630.68%Strong Buy1419.32%36.38%15.47%9.08%
VRSN
VERISIGN INC
$20.56B$224.17$271.0020.89%Hold15.41%8.94%-53.49%86.91%
STEM
STEM INC
$106.98M$12.75$19.0049.02%Hold31.58%N/AN/A-15.40%
ALAR
ALARUM TECHNOLOGIES LTD
$51.83M$7.28$27.00270.88%Strong Buy149.64%58.10%144.81%103.65%
FOUR
SHIFT4 PAYMENTS INC
$5.25B$59.28$89.6951.30%Buy1637.48%168.97%41.54%7.72%
TCX
TUCOWS INC
$238.85M$21.51N/AN/AN/AN/AN/AN/AN/AN/A
EXOD
EXODUS MOVEMENT INC
$309.67M$10.56$35.50236.17%Strong Buy417.16%-76.93%11.44%10.03%
LIDR
AEYE INC
$70.74M$1.57$6.00282.17%Strong Buy13,242.31%N/A-35.85%-32.02%
MLGO
MICROALGO INC
$50.87M$4.09N/AN/AN/AN/AN/AN/AN/AN/A
VERI
VERITONE INC
$307.55M$3.35$12.00258.21%Strong Buy424.42%N/AN/AN/A
VHC
VIRNETX HOLDING CORP
$77.90M$18.24N/AN/AN/AN/AN/AN/AN/AN/A

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Feb 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 153 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: A, Growth: B, Momentum: D, Sentiment: B, Safety: B, Financials: B, and AI: A.

Liveramp Holdings (NYSE:RAMP) has a Due Diligence Score of 59, which is 27 points higher than the software infrastructure industry average of 32.

RAMP passed 19 out of 33 due diligence checks and has strong fundamentals. Liveramp Holdings has seen its stock lose -34.53% over the past year, underperforming other software infrastructure stocks by -14 percentage points.

Liveramp Holdings has an average 1 year price target of $35.60, an upside of 53.38% from Liveramp Holdings's current stock price of $23.21.

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.

2. Tenable Holdings (NASDAQ:TENB)


Tenable Holdings (NASDAQ:TENB) is the #2 top software infrastructure stock out of 153 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 -46.73% over the past year, underperforming other software infrastructure stocks by -26 percentage points.

Tenable Holdings has an average 1 year price target of $31.27, an upside of 47.31% from Tenable Holdings's current stock price of $21.23.

Tenable Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 11 analysts covering Tenable Holdings, 45.45% have issued a Strong Buy rating, 18.18% have issued a Buy, 36.36% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Teradata (NYSE:TDC)


Teradata (NYSE:TDC) is the #3 top software infrastructure stock out of 153 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: C.

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 lose -10.81% over the past year, overperforming other software infrastructure stocks by 10 percentage points.

Teradata has an average 1 year price target of $32.00, an upside of 16.49% from Teradata's current stock price of $27.47.

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.

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 3.98%, which is 2 percentage points higher than the software infrastructure industry average of 1.71%.

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

2. Onespan (NASDAQ:OSPN)


Onespan (NASDAQ:OSPN) has an annual dividend yield of 3.2%, which is 1 percentage points higher than the software infrastructure industry average of 1.71%.

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 2.87%, which is 1 percentage points higher than the software infrastructure industry average of 1.71%. 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 up?

Software infrastructure stocks were up 2.96% in the last day, and down -5.59% over the last week. Fortinet was the among the top gainers in the software - infrastructure industry, gaining 4.85% yesterday.

Fortinet shares are trading higher after reporting better-than-expected Q4 financial results and Q1 and FY26 outlook. Also, Rosenblatt raised its price target on the stock from $100 to $105.

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 -15.19% in the past year. It has overperformed other stocks in the software infrastructure industry by 5 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 -41.22% in the past year. It has underperformed other stocks in the software infrastructure industry by -21 percentage points.

3. Picpay Holdings Netherlands Bv (NASDAQ:PICS)


Picpay Holdings Netherlands Bv (NASDAQ:PICS) 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.

Picpay Holdings Netherlands Bv has a valuation score of 0, which is -27 points higher than the software infrastructure industry average of 27. It passed 0 out of 7 valuation due diligence checks. Although this number is below the industry average, our proven quant model rates PICS a Valuation Rating of "A".

Are software infrastructure stocks a good buy now?

41.82% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 40.66% over the next year.

3.31% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 17.36% of software infrastructure stocks are rated B (Buy), 67.77% are rated C (Hold), 7.44% are rated D (Sell), and 4.13% 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 21.13x.
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.