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Sectors & IndustriesTechnologySoftware - Infrastructure
Best Software Infrastructure Stocks to Buy Now (2022)
Top software infrastructure stocks in 2022 ranked by overall Zen Score. See the best software infrastructure stocks to buy now, according to analyst forecasts for the software - infrastructure industry.

Industry: Software - Infrastructure
Ticker
Company
Performance Score
Market Cap
Revenue
EBITDA
Earnings
EPS
Revenue Growth Y/Y
Revenue Growth 5Y
Earnings Growth Y/Y
Earnings Growth 5Y
Earnings Date
DAVA
ENDAVA PLC
$4.35B$759.97M$110.65M$90.00M$1.6144.86%N/A106.45%N/A2022-09-27
ARBE
ARBE ROBOTICS LTD
$395.54M$3.26M-$44.60M-$48.58M$0.11151.74%N/AN/AN/A
PAGS
PAGSEGURO DIGITAL LTD
$4.52B$2.59B$892.36M$260.12M$0.7953.37%N/A7.70%N/A2022-11-09
MSFT
MICROSOFT CORP
$1.77T$198.27B$100.24B$72.74B$9.7017.96%15.47%19.46%24.14%2022-10-24
ACIW
ACI WORLDWIDE INC
$2.37B$1.45B$398.97M$152.07M$1.3012.21%7.00%73.33%41.40%2022-11-02
ADBE
ADOBE INC
$133.17B$16.69B$6.94B$4.89B$10.3116.01%20.66%-11.50%28.70%
DLO
DLOCAL LTD
$6.69B$333.54MN/A$100.11M$0.34102.49%N/A78.95%N/A
EEFT
EURONET WORLDWIDE INC
$3.97B$3.19B$393.31M$136.27M$2.6316.49%9.21%24.64%-4.09%2022-10-18
TIXT
TELUS INTERNATIONAL (CDA) INC
$7.25B$2.38B$524.00M$149.00M$0.5724.75%N/A103.57%N/A2022-11-03
NTCT
NETSCOUT SYSTEMS INC
$2.26B$874.12M$146.38M$40.08M$0.544.34%-4.82%58.82%23.23%2022-11-02
TAOP
TAOPING INC
$9.35M$28.96M$7.93M$2.17M$0.44110.58%17.43%N/AN/A
CSGS
CSG SYSTEMS INTERNATIONAL INC
$1.72B$1.06B$151.86M$44.81M$1.425.13%6.71%-31.07%-6.43%2022-11-01
SPSC
SPS COMMERCE INC
$4.23B$415.01M$84.66M$47.57M$1.3219.43%15.02%3.94%40.05%2022-10-26
ATEN
A10 NETWORKS INC
$990.24M$266.68M$51.19M$102.38M$1.3314.32%2.63%343.33%N/A2022-10-26
NVEI
NUVEI CORP
$3.92B$821.65MN/A$74.63M$0.5352.61%N/AN/AN/A2022-11-07
FFIV
F5 INC
$8.58B$2.68B$566.52M$343.53M$5.685.58%5.21%15.92%-1.32%2022-10-24
WEX
WEX INC
$5.81B$2.10B$747.29M$193.45M$4.3026.93%12.41%N/A41.80%2022-10-26
DOX
AMDOCS LTD
$9.68B$4.50B$883.96M$544.09M$4.405.72%3.28%-18.22%8.62%2022-10-31
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$14.23B$2.25B$948.80M$789.70M$6.066.67%4.44%-1.46%5.76%2022-10-26
GET
GETNET ADQUIRENCIA E SERVICOS PARA MEIOS DE PAGAMENTO SA
$3.27B$626.49M$193.22M$106.44M$0.0526.24%N/A65.63%N/A
FTNT
FORTINET INC
$38.31B$3.82B$779.60M$674.00M$0.8431.10%22.49%31.45%61.54%2022-11-02
RELY
REMITLY GLOBAL INC
$1.68B$549.77M-$82.61M-$91.09M-$0.5755.34%N/AN/AN/A
SNPS
SYNOPSYS INC
$46.37B$4.95B$1.42B$1.03B$6.7621.40%13.21%36.84%25.40%
MQ
MARQETA INC
$3.70B$639.71M-$183.33M-$187.82M-$0.3058.83%N/AN/AN/A
ZD
ZIFF DAVIS INC
$3.37B$1.24B$669.45M$381.18M$8.248.14%4.64%75.69%22.07%2022-11-01
RDWR
RADWARE LTD
$984.52M$298.88M$26.63M$6.30M$0.1411.52%8.54%-56.25%N/A2022-11-01
VRNS
VARONIS SYSTEMS INC
$2.90B$434.64M-$102.77M-$133.31M-$1.2329.68%18.53%N/AN/A2022-10-31
SFET
SAFE-T GROUP LTD
$13.61M$15.95M-$15.91M-$16.13M-$0.54172.52%N/AN/AN/A
BKI
BLACK KNIGHT INC
$10.33B$1.55B$1.01B$519.00M$3.3513.19%8.07%93.64%39.24%2022-11-07
BAND
BANDWIDTH INC
$302.63M$524.62M$36.01M-$28.18M-$1.1221.46%27.37%N/AN/A2022-11-07
EVOP
EVO PAYMENTS INC
$2.80B$532.83M$135.29M$3.07M$0.0515.31%N/AN/AN/A2022-11-01
CLBT
CELLEBRITE DI LTD
$782.20M$258.75M$163.39M$147.68M$0.8716.11%N/AN/AN/A
AVPT
AVEPOINT INC
$758.26M$213.76M-$33.81M-$39.22M-$0.1725.70%N/AN/AN/A2022-11-14
ZENV
ZENVIA INC
$65.52M$146.69M-$3.56M-$13.65M-$0.3943.55%N/AN/AN/A
PATH
UIPATH INC
$7.07B$997.80M-$382.69M-$428.84M-$0.7635.40%N/AN/AN/A
MDB
MONGODB INC
$13.38B$1.08B-$317.10M-$361.90M-$5.3654.17%51.05%N/AN/A
CFLT
CONFLUENT INC
$6.17B$488.04M-$422.40M-$440.72M-$1.6264.22%N/AN/AN/A
S
SENTINELONE INC
$6.96B$302.41M-$315.54M-$326.44M-$1.11119.83%N/AN/AN/A
TOST
TOAST INC
$9.12B$2.21B-$305.70M-$329.35M-$0.6786.26%N/AN/AN/A
KNBE
KNOWBE4 INC
$3.77B$289.19M$26.37M$7.53M$0.1739.63%N/AN/AN/A2022-11-01
CRWD
CROWDSTRIKE HOLDINGS INC
$37.43B$1.83B-$31.79M-$173.24M-$0.7561.18%N/AN/AN/A
OKTA
OKTA INC
$8.61B$1.60B-$728.65M-$915.68M-$5.9057.12%50.96%N/AN/A
VRAR
GLIMPSE GROUP INC
$72.27M$5.75M-$7.45M-$7.83M-$0.8493.27%N/AN/AN/A
ZS
ZSCALER INC
$22.70B$1.09B-$251.96M-$390.28M-$2.7762.08%54.06%N/AN/A
STEM
STEM INC
$2.15B$200.65M$61.72M$27.06M$0.26220.65%N/AN/AN/A2022-11-07
QLYS
QUALYS INC
$5.43B$448.03M$162.80M$101.60M$2.6116.57%16.18%50.00%18.86%2022-11-01
VRNT
VERINT SYSTEMS INC
$2.28B$899.79M$108.96M-$14.31M-$0.235.14%-3.77%N/AN/A
KPLT
KATAPULT HOLDINGS INC
$100.35M$257.93M$155.81M$5.93M$0.06-14.78%N/A-88.68%N/A2022-11-07
EVTC
EVERTEC INC
$2.13B$611.94M$281.15M$148.92M$2.089.39%8.81%-0.95%13.80%2022-10-25
GBOX
GREENBOX POS
$39.46M$27.04M-$4.19M-$23.99M-$0.5757.43%88.55%N/AN/A2022-11-09
WEJO
WEJO GROUP LTD
$109.81M$3.90M-$164.29M-$177.26M$5.91135.06%N/AN/AN/A
BLIN
BRIDGELINE DIGITAL INC
$13.90M$16.71M$3.87M-$756.00k-$0.1840.92%1.15%N/AN/A
AVDX
AVIDXCHANGE HOLDINGS INC
$1.48B$282.21M-$110.59M-$173.74M-$1.0131.61%N/AN/AN/A
LVOX
LIVEVOX HOLDINGS INC
$255.67M$127.45M-$37.03M-$46.94M-$0.4715.47%10.55%N/AN/A2022-11-09
APPN
APPIAN CORP
$3.01B$421.73M-$117.41M-$123.74M-$1.7227.49%23.63%N/AN/A2022-11-02
PANW
PALO ALTO NETWORKS INC
$48.34B$5.50B$157.20M-$267.00M-$0.9029.26%25.67%N/AN/A2022-11-16
VRSN
VERISIGN INC
$18.64B$1.37B$954.55M$811.50M$7.336.37%3.60%33.03%10.45%2022-10-26
AKAM
AKAMAI TECHNOLOGIES INC
$12.89B$3.57B$1.31B$578.15M$3.597.14%8.15%0.28%15.45%2022-10-31
NET
CLOUDFLARE INC
$17.82B$812.63M-$128.01M-$289.75M-$0.9153.16%N/AN/AN/A2022-11-02
OPRA
OPERA LTD
$468.18M$288.51M-$50.57M-$104.16M-$0.9245.42%N/AN/AN/A2022-10-26
CGNT
COGNYTE SOFTWARE LTD
$328.02M$474.04M$25.10M-$14.89M-$0.226.90%N/AN/AN/A
NLOK
NORTONLIFELOCK INC
$11.81B$2.82B$1.30B$855.00M$1.487.40%-8.15%40.95%N/A2022-11-02
VMW
VMWARE INC
$46.36B$13.14B$3.38B$1.57B$3.756.94%N/A-23.47%N/A2022-11-22
EGIO
EDGIO INC
$591.03M$250.36M-$38.45M-$51.13M-$0.3716.89%7.63%N/AN/A2022-11-02
ARQQ
ARQIT QUANTUM INC
$722.08M$6.68M-$260.69M-$261.59M-$0.09N/AN/AN/AN/A
BLZE
BACKBLAZE INC
$159.77M$76.20M-$17.16M-$39.70M-$1.5327.27%N/AN/AN/A
GDDY
GODADDY INC
$11.05B$4.00B$682.20M$343.50M$2.0912.70%14.82%83.33%52.91%2022-11-01
PLTR
PALANTIR TECHNOLOGIES INC
$15.27B$1.74B-$441.77M-$539.03M-$0.2731.32%N/AN/AN/A2022-11-07
DBX
DROPBOX INC
$7.42B$2.25B$498.30M$341.90M$0.9210.68%N/AN/AN/A2022-11-02
PING
PING IDENTITY HOLDING CORP
$2.42B$308.32M-$57.48M-$105.58M-$1.2513.75%N/AN/AN/A2022-11-01
CISO
CERBERUS CYBER SENTINEL CORP
$340.92M$30.19M-$48.66M-$50.53M-$0.41197.98%N/AN/AN/A
HOOD
ROBINHOOD MARKETS INC
$8.31B$1.34B-$2.43B-$2.43B-$1.49-19.68%N/AN/AN/A
VERI
VERITONE INC
$204.89M$146.45M-$33.67M-$52.69M-$1.50109.10%64.88%N/AN/A2022-11-07
VHC
VIRNETX HOLDING CORP
$81.42M$54.00k-$19.80M-$20.71M-$0.29-12.90%-48.89%N/AN/A
TENB
TENABLE HOLDINGS INC
$3.87B$611.39M-$49.58M-$79.30M-$0.7226.37%N/AN/AN/A2022-10-24
APCX
APPTECH PAYMENTS CORP
$10.35M$414.55k-$15.43M-$16.08M-$0.73-6.95%N/AN/AN/A
ORCL
ORACLE CORP
$174.00B$44.16B$13.29B$5.81B$2.188.12%2.89%-54.96%-1.74%
BASE
COUCHBASE INC
$613.57M$140.53M-$58.70M-$64.36M-$1.1024.66%N/AN/AN/A
TUYA
TUYA INC
$551.17M$278.42M-$176.71M-$187.58M-$0.345.61%N/AN/AN/A2022-11-21
CTLP
CANTALOUPE INC
$276.62M$196.19M$8.92M$2.37M$0.0430.30%16.42%N/AN/A2022-11-02
FORG
FORGEROCK INC
$1.26B$187.90M-$60.09M-$66.46M-$0.7819.63%N/AN/AN/A
EVCM
EVERCOMMERCE INC
$2.07B$565.01M$50.22M-$67.83M-$0.1538.78%N/AN/AN/A
FIVN
FIVE9 INC
$5.32B$700.09M-$30.36M-$81.93M-$1.1934.20%31.22%N/AN/A2022-11-07
RPAY
REPAY HOLDINGS CORP
$748.09M$258.32M$91.62M-$8.36M-$0.1047.61%N/AN/AN/A2022-11-07
DOCN
DIGITALOCEAN HOLDINGS INC
$3.57B$492.30M$64.17M-$38.29M-$0.3834.45%N/AN/AN/A2022-11-02
LSAK
LESAKA TECHNOLOGIES INC
$186.24M$222.61M-$30.15M-$43.88M-$0.7570.21%-18.26%N/AN/A
WIX
WIXCOM LTD
$4.21B$1.34B-$336.76M-$432.88M-$7.5316.30%30.29%N/AN/A2022-11-09
BKKT
BAKKT HOLDINGS INC
$582.96M$46.73M-$58.34M-$83.87MN/A-9.72%N/AN/AN/A
PAYO
PAYONEER GLOBAL INC
$1.99B$547.02M$35.83M$6.57M$0.0537.87%N/AN/AN/A
STER
STERLING CHECK CORP
$1.88B$740.75M$99.60M-$4.75M-$0.0635.97%N/AN/AN/A
SQ
BLOCK INC
$33.21B$16.29B-$99.17M-$488.96M-$0.912.24%53.62%N/AN/A2022-11-02
KLTR
KALTURA INC
$296.57M$169.39M-$45.90M-$76.92M-$0.4716.74%N/AN/AN/A
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$989.95M$189.96M$184.06M$75.10MN/A12.55%N/AN/AN/A
BOX
BOX INC
$3.48B$941.85M$67.98M-$39.00M-$0.2616.01%15.77%N/AN/A
INTZ
INTRUSION INC
$83.36M$7.36M-$16.27M-$18.07M-$0.965.40%3.80%N/AN/A2022-11-09
DTSS
DATASEA INC
$37.46M$16.32M-$4.62M-$5.99M-$0.26940.78%160.88%N/AN/A
MULN
MULLEN AUTOMOTIVE INC
$203.72M-$76.49M-$121.88M-$172.40M-$11.30N/AN/AN/AN/A
HCP
HASHICORP INC
$5.17BN/AN/AN/AN/AN/AN/AN/AN/A
BL
BLACKLINE INC
$3.47B$473.44M-$10.68M-$71.43M-$1.2122.39%25.41%N/AN/A2022-11-02
BB
BLACKBERRY LTD
$2.93B$712.00M$57.00M-$107.00M-$0.18-17.31%-9.05%N/AN/A2022-09-27

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Sep 2022?

According to Zen Score, the 3 best software infrastructure stocks to buy right now are:

1. Endava (NYSE:DAVA)


Endava (NYSE:DAVA) is the top software infrastructure stock with a Zen Score of 66, which is 35 points higher than the software infrastructure industry average of 31. It passed 23 out of 33 due diligence checks and has strong fundamentals. Endava has seen its stock lose -36.51% over the past year, overperforming other software infrastructure stocks by 6 percentage points.

Endava has an average 1 year price target of $134.83, an upside of 75.24% from Endava's current stock price of $76.94.

Endava stock has a consensus Buy recommendation according to Wall Street analysts. Of the 7 analysts covering Endava, 42.86% 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 0% have issued a Strong Sell.

2. Arbe Robotics (NASDAQ:ARBE)


Arbe Robotics (NASDAQ:ARBE) is the second best software infrastructure stock with a Zen Score of 65, which is 34 points higher than the software infrastructure industry average of 31. It passed 21 out of 33 due diligence checks and has strong fundamentals. Arbe Robotics has seen its stock lose -38% over the past year, overperforming other software infrastructure stocks by 5 percentage points.

Arbe Robotics has an average 1 year price target of $16.25, an upside of 160% from Arbe Robotics's current stock price of $6.25.

Arbe Robotics stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 4 analysts covering Arbe Robotics, 75% have issued a Strong Buy rating, 25% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Pagseguro Digital (NYSE:PAGS)


Pagseguro Digital (NYSE:PAGS) is the third best software infrastructure stock with a Zen Score of 63, which is 32 points higher than the software infrastructure industry average of 31. It passed 21 out of 33 due diligence checks and has strong fundamentals. Pagseguro Digital has seen its stock lose -76.1% over the past year, underperforming other software infrastructure stocks by -34 percentage points.

Pagseguro Digital has an average 1 year price target of $23.92, an upside of 74.62% from Pagseguro Digital's current stock price of $13.70.

Pagseguro Digital stock has a consensus Buy recommendation according to Wall Street analysts. Of the 14 analysts covering Pagseguro Digital, 42.86% have issued a Strong Buy rating, 14.29% have issued a Buy, 42.86% 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 10 software infrastructure stocks that have issued dividends in the past year, the 3 software infrastructure stocks with the highest dividend yields are:

1. Solarwinds (NYSE:SWI)


Solarwinds (NYSE:SWI) has an annual dividend yield of N/A, which is N/A percentage points lower than the software infrastructure industry average of 2.32%.

Solarwinds's dividend payout ratio of -36.5% indicates that its dividend yield might not be sustainable for the long-term.

2. Getnet Adquirencia (NASDAQ:GET)


Getnet Adquirencia (NASDAQ:GET) has an annual dividend yield of 6.72%, which is 4 percentage points higher than the software infrastructure industry average of 2.32%.

Getnet Adquirencia's dividend payout ratio of 220.8% indicates that its high dividend yield might not be sustainable for the long-term.

3. Micro Focus International (NYSE:MFGP)


Micro Focus International (NYSE:MFGP) has an annual dividend yield of 5.05%, which is 3 percentage points higher than the software infrastructure industry average of 2.32%. Micro Focus International's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Micro Focus International's dividend has not shown consistent growth over the last 10 years.

Micro Focus International's dividend payout ratio of -42.5% indicates that its high dividend yield might not be sustainable for the long-term.

Why are software infrastructure stocks down?

Software infrastructure stocks were down -1.6% in the last day, and down -5.56% over the last week. Zerofox Holdings was the among the top losers in the software - infrastructure industry, dropping -7.69% yesterday.

Shares of several companies in the broader tech sector are trading lower amid a rise in treasury yields as traders continue to assess Wednesday's Fed commentary and 75 bps rate hike. Rising rates decrease the present value of future cash flows, which negatively impacts growth stock valuations.

What are the most undervalued software infrastructure stocks?

Based on WallStreetZen's Valuation Score, the 3 most undervalued software infrastructure stocks right now are:

1. Taoping (NASDAQ:TAOP)


Taoping (NASDAQ:TAOP) is the most undervalued software infrastructure stock based on WallStreetZen's Valuation Score. Taoping has a valuation score of 86, which is 58 points higher than the software infrastructure industry average of 28. It passed 6 out of 7 valuation due diligence checks.

Taoping's stock has dropped -78.42% in the past year. It has underperformed other stocks in the software infrastructure industry by -36 percentage points.

2. Euronet Worldwide (NASDAQ:EEFT)


Euronet Worldwide (NASDAQ:EEFT) is the second most undervalued software infrastructure stock based on WallStreetZen's Valuation Score. Euronet Worldwide has a valuation score of 71, which is 43 points higher than the software infrastructure industry average of 28. It passed 5 out of 7 valuation due diligence checks.

Euronet Worldwide's stock has dropped -36.56% in the past year. It has overperformed other stocks in the software infrastructure industry by 6 percentage points.

3. Aci Worldwide (NASDAQ:ACIW)


Aci Worldwide (NASDAQ:ACIW) is the third most undervalued software infrastructure stock based on WallStreetZen's Valuation Score. Aci Worldwide has a valuation score of 71, which is 43 points higher than the software infrastructure industry average of 28. It passed 5 out of 7 valuation due diligence checks.

Aci Worldwide's stock has dropped -33.86% in the past year. It has overperformed other stocks in the software infrastructure industry by 9 percentage points.

Are software infrastructure stocks a good buy now?

45.83% of software infrastructure stocks rated by analysts are a buy right now. On average, analysts expect software infrastructure stocks to rise by 66.47% over the next year.

What is the average p/e ratio of the software - infrastructure industry?

The average P/E ratio of the software - infrastructure industry is 13.9x.
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.