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 51st ranked industry out of 145 stock market industries
Learn how the Zen Ratings work
Ticker
Company
Zen Rating
Growth
Market Cap
Revenue
EBITDA
Earnings
EPS
Rev. Y/Y
Rev. 5Y
Earn. Y/Y
Earn. 5Y
Earnings Date
GCT
GIGACLOUD TECHNOLOGY INC
$1.56B$1.29B$175.06M$137.37M$3.6011.10%36.17%17.65%21.49%
RAMP
LIVERAMP HOLDINGS INC
$1.74B$795.57M$85.94M$68.77M$1.089.18%13.12%10,700.00%N/A
TDC
TERADATA CORP
$2.46B$1.66B$294.00M$130.00M$1.38-4.97%-1.96%16.95%3.18%2026-05-05
FIVN
FIVE9 INC
$1.20B$1.15B$141.06M$39.42M$0.5110.28%21.45%N/AN/A2026-04-30
RELY
REMITLY GLOBAL INC
$3.27B$1.64B$126.00M$67.93M$0.3329.37%44.79%N/AN/A2026-05-06
BOX
BOX INC
$3.41B$1.18B$142.34M$87.05M$0.607.99%8.84%-57.14%N/A
PATH
UIPATH INC
$6.66B$1.55B$95.07M$229.66M$0.4210.05%N/AN/AN/A
CINT
CI&T INC
$658.12M$489.65M$101.09M$40.62M$0.3111.55%24.09%40.91%11.00%
TENB
TENABLE HOLDINGS INC
$2.34B$999.41M$47.44M-$36.12M-$0.3011.04%17.82%N/AN/A2026-04-28
EVCM
EVERCOMMERCE INC
$1.79B$588.91M$127.07M$17.60M$0.104.75%11.78%N/AN/A2026-05-07
APPN
APPIAN CORP
$1.86B$726.94M$37.00M$1.23M$0.0217.81%19.00%N/AN/A2026-04-30
TLS
TELOS CORP
$298.35M$164.81M-$25.21M-$36.55M-$0.5052.21%-1.74%N/AN/A2026-05-08
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$527.39M$349.70M$170.05M$84.53M$4.39-0.20%1.09%-5.39%-10.58%2026-05-13
PAY
PAYMENTUS HOLDINGS INC
$3.12B$1.20B$128.69M$66.94M$0.5337.25%31.72%47.22%45.96%2026-05-11
PGY
PAGAYA TECHNOLOGIES LTD
$887.98M$1.30B$91.72M$81.39M$0.9926.07%67.40%N/A22.42%2026-05-07
AVPT
AVEPOINT INC
$2.23B$419.50M$55.00M$34.80M$0.1726.93%22.59%N/AN/A2026-05-07
EVTC
EVERTEC INC
$1.77B$931.82M$348.64M$141.59M$2.2210.21%12.79%26.86%8.89%2026-04-23
FLYW
FLYWIRE CORP
$1.47B$623.03M$51.02M$13.50M$0.1126.59%36.44%450.00%N/A2026-05-12
WEX
WEX INC
$5.11B$2.66B$991.90M$304.10M$8.571.24%11.27%12.91%N/A2026-04-23
OKTA
OKTA INC
$13.87B$2.92B$355.00M$235.00M$1.3311.84%28.44%731.25%N/A
XYZ
BLOCK INC
$34.65B$24.19B$2.25B$1.31B$2.130.30%20.56%-54.68%34.72%2026-04-30
QLYS
QUALYS INC
$3.45B$669.13M$261.32M$198.32M$5.4910.13%13.01%16.31%18.60%2026-05-05
GEN
GEN DIGITAL INC
$12.46B$4.73B$2.20B$603.00M$0.9821.55%13.65%-3.92%-0.99%2026-05-07
DLO
DLOCAL LTD
$3.38B$1.09B$282.67M$196.80M$0.6846.60%60.05%61.90%46.72%2026-05-19
CGNT
COGNYTE SOFTWARE LTD
$611.33M$388.30M$14.59M-$5.63M-$0.0814.27%-2.84%N/AN/A2026-04-08
NTCT
NETSCOUT SYSTEMS INC
$2.21B$861.43M$172.95M$95.91M$1.344.91%0.33%N/A47.80%2026-05-07
SPSC
SPS COMMERCE INC
$2.25B$751.51M$182.09M$93.34M$2.4617.83%19.17%18.84%13.78%2026-04-23
RPD
RAPID7 INC
$407.88M$859.79M$86.05M$23.38M$0.361.87%15.88%-12.20%N/A2026-05-11
ADBE
ADOBE INC
$100.86B$23.77B$9.82B$7.13B$16.7310.53%13.06%34.59%8.87%
MDB
MONGODB INC
$21.58B$2.46B-$15.15M-$71.15M-$0.8822.79%33.07%N/AN/A
TOST
TOAST INC
$16.40B$6.15B$410.00M$342.00M$0.5924.05%49.53%1,866.67%N/A2026-05-07
CPAY
CORPAY INC
$19.46B$4.53B$2.34B$1.07B$15.2313.93%13.65%6.73%12.69%2026-05-06
DOX
AMDOCS LTD
$6.92B$4.58B$936.03M$571.14M$5.20-5.98%1.68%19.54%0.15%2026-05-13
PAYS
PAYSIGN INC
$177.24M$74.88M$17.08M$7.56M$0.1432.61%22.97%-6.67%N/A2026-03-24
GRRR
GORILLA TECHNOLOGY GROUP INC
$246.31M$101.36M-$9.08M-$11.28M-$0.5135.74%17.42%N/AN/A
IOT
SAMSARA INC
$19.56B$1.62B$24.95M-$9.12M-$0.0229.57%45.30%N/AN/A
BAND
BANDWIDTH INC
$470.18M$753.82M$39.20M-$12.91M-$0.430.71%17.05%N/AN/A2026-05-06
BB
BLACKBERRY LTD
$1.95B$537.00M$47.10M$21.90M$0.03-1.70%-11.06%N/AN/A2026-04-09
NTNX
NUTANIX INC
$11.00B$2.69B$376.46M$267.13M$0.9915.85%15.52%N/AN/A
PAGS
PAGSEGURO DIGITAL LTD
$3.17B$3.95B$1.85B$409.74M$1.3922.37%23.23%20.87%11.66%
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$406.49M$953.01M$200.12M$55.68M$0.708.33%18.71%N/A13.00%2026-05-13
CRWD
CROWDSTRIKE HOLDINGS INC
$110.53B$4.81B$198.34M-$162.50M-$0.6521.71%40.64%N/AN/A
KVYO
KLAVIYO INC
$5.72B$1.23B$12.83M-$31.77M-$0.1131.63%N/AN/AN/A
PSFE
PAYSAFE LTD
$360.70M$1.70B$350.07M-$182.51M-$3.14-0.20%3.59%N/AN/A
RDWR
RADWARE LTD
$1.09B$301.85M$23.09M$20.26M$0.479.81%3.84%235.71%17.48%2026-05-06
LSAK
LESAKA TECHNOLOGIES INC
$449.81M$680.10M-$18.85M-$51.48M-$0.6410.76%39.97%N/AN/A2026-05-12
ALLT
ALLOT LTD
$325.63M$101.99M$6.54M$3.71M$0.0810.63%-5.58%N/AN/A2026-05-19
ATEN
A10 NETWORKS INC
$1.54B$290.56M$67.28M$42.14M$0.5811.03%5.20%-14.71%20.32%2026-05-05
OSPN
ONESPAN INC
$388.16M$243.18M$59.43M$72.90M$1.910.00%2.43%28.19%N/A
FFIV
F5 INC
$15.95B$3.14B$947.64M$705.99M$12.238.79%5.50%20.37%20.27%2026-04-27
PICS
PICS NV
N/AN/AN/AN/AN/AN/AN/AN/AN/A
PLTR
PALANTIR TECHNOLOGIES INC
$365.38B$4.48B$1.67B$1.63B$0.6956.18%32.58%228.57%N/A2026-05-04
RBRK
RUBRIK INC
$10.43B$1.20B-$309.54M-$376.75M-$1.5548.93%N/AN/AN/A
YEXT
YEXT INC
$690.73M$446.58M$84.11M$37.87M$0.316.09%4.72%N/AN/A
AFRM
AFFIRM HOLDINGS INC
$14.80B$3.72B$557.57M$282.33M$0.8532.70%40.88%N/AN/A2026-05-07
MQ
MARQETA INC
$1.68B$624.88M$16.10M-$13.93M-$0.0323.25%16.57%N/AN/A2026-05-13
RPAY
REPAY HOLDINGS CORP
$249.07M$309.26M-$146.60M-$256.72M-$3.00-1.21%14.81%N/AN/A2026-05-13
EEFT
EURONET WORLDWIDE INC
$2.66B$4.24B$667.70M$309.50M$7.406.38%11.32%8.50%N/A
MSFT
MICROSOFT CORP
$2.91T$305.45B$191.39B$119.26B$16.0516.67%14.79%28.71%18.81%2026-04-28
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$16.45B$2.73B$1.04B$1.06B$9.856.25%5.71%28.76%10.31%2026-04-29
GTLB
GITLAB INC
$3.85B$955.22M-$34.11M-$55.96M-$0.3425.81%44.39%N/AN/A
DBX
DROPBOX INC
$6.04B$2.52B$891.20M$508.40M$1.89-1.07%5.66%33.10%N/A2026-05-07
ZS
ZSCALER INC
$25.08B$3.00B$207.69M-$67.63M-$0.4223.91%41.13%N/AN/A
STNE
STONECO LTD
$3.97B$2.74B$1.59B$448.69M$1.6832.47%32.25%N/A22.87%
BLZE
BACKBLAZE INC
$208.30M$145.84M$8.87M-$25.61M-$0.4614.27%22.08%N/AN/A
WIX
WIXCOM LTD
$4.97B$1.99B$36.07M$50.65M$0.9113.20%15.15%-63.45%N/A
IIIV
I3 VERTICALS INC
$681.44M$222.53M$55.24M$16.30M$0.647.14%7.69%-87.86%N/A2026-05-07
AKAM
AKAMAI TECHNOLOGIES INC
$15.77B$4.21B$1.34B$452.03M$3.115.44%5.64%-6.89%-1.94%2026-05-07
AMBR
AMBER INTERNATIONAL HOLDING LTD
$23.32MN/AN/AN/AN/AN/AN/AN/AN/A
NET
CLOUDFLARE INC
$79.36B$2.17B$172.23M-$102.27M-$0.2929.85%38.13%N/AN/A2026-05-07
TUYA
TUYA INC
$1.40B$321.79MN/A$57.89M$0.097.76%12.34%800.00%N/A
FTNT
FORTINET INC
$61.70B$6.80B$2.46B$1.85B$2.4514.17%21.25%7.46%32.50%2026-05-07
GDDY
GODADDY INC
$11.22B$4.95B$1.29B$875.00M$6.348.26%8.34%-4.37%N/A
PANW
PALO ALTO NETWORKS INC
$137.83B$9.89B$2.28B$1.28B$1.8715.44%21.20%-2.60%N/A
KPLT
KATAPULT HOLDINGS INC
$34.45M$291.76M$253.06M-$557.00k-$0.1118.03%3.37%N/AN/A
FOUR
SHIFT4 PAYMENTS INC
$3.57B$4.18B$789.00M$79.00M$1.1525.49%40.37%-65.77%N/A2026-04-30
CETX
CEMTREX INC
$6.98M$78.88M-$2.91M-$19.91M-$9.5223.78%14.47%N/AN/A
MCRP
MICROPOLIS AI ROBOTICS
$118.62M$5.09k$598.84k$602.92k$0.03-42.99%N/AN/AN/A
OWLS
OBOOK HOLDINGS INC
$530.27MN/AN/AN/AN/AN/AN/AN/AN/A2026-04-30
BLSH
BULLISH
$5.77B$244.96B-$750.01M-$806.26M-$5.99-2.11%N/AN/AN/A
ORCL
ORACLE CORP
$439.75B$64.08B$30.62B$16.19B$5.6914.87%10.05%29.61%5.86%
VRNS
VARONIS SYSTEMS INC
$2.88B$623.53M-$124.15M-$129.32M-$1.1313.17%16.33%N/AN/A2026-05-05
ACIW
ACI WORLDWIDE INC
$3.98B$1.76B$471.16M$226.66M$2.1810.38%6.34%12.95%28.59%
VRSN
VERISIGN INC
$21.91B$1.66B$1.18B$825.70M$8.836.37%5.54%10.24%4.52%
SNPS
SYNOPSYS INC
$82.12B$8.01B$2.97B$1.10B$6.5731.88%15.95%-52.18%6.66%
ALAR
ALARUM TECHNOLOGIES LTD
$50.77M$36.31MN/A$1.19M$0.2015.03%50.48%-94.44%N/A
REKR
REKOR SYSTEMS INC
$114.27M$49.03M-$33.48M-$44.04M-$0.4211.89%44.05%N/AN/A2026-03-30
KSPI
JOINT STOCK CO KASPIKZ
$13.90B$8.25B$4.58B$2.19B$11.4866.60%41.28%7.20%28.25%2026-05-18
RXT
RACKSPACE TECHNOLOGY INC
$456.79M$2.69B$243.50M-$225.80M-$0.95-1.88%-0.16%N/AN/A2026-05-12
AISP
AIRSHIP AI HOLDINGS INC
$82.49M$15.32M$29.42M$29.32M$0.90-33.53%N/AN/AN/A
BNAI
BRAND ENGAGEMENT NETWORK INC
$195.10M$75.12k-$18.82M-$23.15M-$6.50-44.36%N/AN/AN/A
TCX
TUCOWS INC
$174.50M$390.30M$34.21M-$75.82M-$6.857.74%4.63%N/AN/A2026-05-07
DAVA
ENDAVA PLC
$243.77M$1.02BN/A-$4.04M-$0.105.90%13.89%N/AN/A
SAIL
SAILPOINT INC
$7.00B$1.02B-$85.54M-$629.84M-$4.8523.38%33.92%N/AN/A
OBAI
OUR BOND INC
N/AN/AN/AN/AN/AN/AN/AN/AN/A
S
SENTINELONE INC
$4.89B$955.65M-$222.79M-$411.29M-$1.2524.09%N/AN/AN/A
DOCN
DIGITALOCEAN HOLDINGS INC
$7.59B$901.43M$362.05M$259.26M$2.8315.48%23.14%207.61%N/A2026-05-12
MLGO
MICROALGO INC
$45.65M$61.68M$8.21M$6.86M-$84.90-26.92%N/AN/AN/A
NTSK
NETSKOPE INC
$3.72BN/AN/AN/AN/AN/AN/AN/AN/A
LIDR
AEYE INC
$84.80M$233.00k-$31.27M-$33.96M-$1.4715.35%-31.80%N/AN/A

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Mar 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. Gigacloud Technology (NASDAQ:GCT)


Gigacloud Technology (NASDAQ:GCT) is the #1 top software infrastructure stock out of 152 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 Gigacloud Technology (NASDAQ:GCT) is: Value: B, Growth: B, Momentum: C, Sentiment: A, Safety: C, Financials: B, and AI: B.

Gigacloud Technology (NASDAQ:GCT) has a Due Diligence Score of 42, which is 10 points higher than the software infrastructure industry average of 32.

GCT passed 13 out of 33 due diligence checks and has strong fundamentals. Gigacloud Technology has seen its stock return 195.7% over the past year, overperforming other software infrastructure stocks by 208 percentage points.

2. Liveramp Holdings (NYSE:RAMP)


Liveramp Holdings (NYSE:RAMP) is the #2 top software infrastructure stock out of 152 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: B, Safety: B, Financials: B, and AI: A.

Liveramp Holdings (NYSE:RAMP) has a Due Diligence Score of 56, which is 24 points higher than the software infrastructure industry average of 32.

RAMP passed 18 out of 33 due diligence checks and has strong fundamentals. Liveramp Holdings has seen its stock return 3.52% over the past year, overperforming other software infrastructure stocks by 16 percentage points.

Liveramp Holdings has an average 1 year price target of $35.60, an upside of 28.94% from Liveramp Holdings's current stock price of $27.61.

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.

3. Teradata (NYSE:TDC)


Teradata (NYSE:TDC) is the #3 top software infrastructure stock out of 152 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: B.

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 return 14.7% over the past year, overperforming other software infrastructure stocks by 27 percentage points.

Teradata has an average 1 year price target of $36.71, an upside of 37.56% from Teradata's current stock price of $26.69.

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 11 software infrastructure stocks that have issued dividends in the past year, the 3 software infrastructure stocks with the highest dividend yields are:

1. Onespan (NASDAQ:OSPN)


Onespan (NASDAQ:OSPN) has an annual dividend yield of 4.73%, which is 3 percentage points higher than the software infrastructure industry average of 2.15%.

Onespan's dividend payout ratio of 18.8% indicates that its high dividend yield is sustainable for the long-term.

2. Dlocal (NASDAQ:DLO)


Dlocal (NASDAQ:DLO) has an annual dividend yield of 4.59%, which is 2 percentage points higher than the software infrastructure industry average of 2.15%.

Dlocal's dividend payout ratio of 77.2% indicates that its high dividend yield is sustainable for the long-term.

3. Amdocs (NASDAQ:DOX)


Amdocs (NASDAQ:DOX) has an annual dividend yield of 3.28%, which is 1 percentage points higher than the software infrastructure industry average of 2.15%. 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 down?

Software infrastructure stocks were down -0.89% in the last day, and down -2.32% over the last week. Sailpoint was the among the top losers in the software - infrastructure industry, dropping -15.23% yesterday.

SailPoint shares are trading lower after the company reported worse-than-expected Q4 EPS results and issued Q1 guidance below estimates. Also, the company issued FY27 sales guidance with its midpoint below estimates.

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 71, which is 46 points higher than the software infrastructure industry average of 25. It passed 5 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 15.31% in the past year. It has overperformed other stocks in the software infrastructure industry by 28 percentage points.

2. Rapid7 (NASDAQ:RPD)


Rapid7 (NASDAQ:RPD) 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.

Rapid7 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.

Rapid7's stock has dropped -78.69% in the past year. It has underperformed other stocks in the software infrastructure industry by -66 percentage points.

3. Five9 (NASDAQ:FIVN)


Five9 (NASDAQ:FIVN) 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.

Five9 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.

Five9's stock has dropped -47.66% in the past year. It has underperformed other stocks in the software infrastructure industry by -35 percentage points.

Are software infrastructure stocks a good buy now?

43.4% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 35.62% over the next year.

5.74% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 20.49% of software infrastructure stocks are rated B (Buy), 59.02% are rated C (Hold), 9.84% are rated D (Sell), and 4.92% 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 1.66x.
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.