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 55th 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
RAMP
LIVERAMP HOLDINGS INC
$1.62B$795.57M$85.94M$68.77M$1.089.18%13.12%10,700.00%N/A
TDC
TERADATA CORP
$2.88B$1.65B$271.00M$118.00M$1.23-8.18%-2.13%44.71%5.53%
TENB
TENABLE HOLDINGS INC
$2.38B$974.60M$51.10M-$33.51M-$0.2811.05%18.38%N/AN/A
FIVN
FIVE9 INC
$1.48B$1.15B$141.06M$39.42M$0.5110.28%21.45%N/AN/A
RELY
REMITLY GLOBAL INC
$3.61B$1.64B$126.00M$67.93M$0.3329.37%44.79%N/AN/A
PATH
UIPATH INC
$5.78B$1.55B$95.07M$229.66M$0.4210.05%N/AN/AN/A2026-03-18
APPN
APPIAN CORP
$1.86B$726.94M$37.00M$1.23M$0.0217.81%19.00%N/AN/A
KVYO
KLAVIYO INC
$5.28B$1.23B$12.83M-$31.77M-$0.1131.63%N/AN/AN/A2026-03-03
TOST
TOAST INC
$15.94B$6.15B$410.00M$342.00M$0.5924.05%49.53%1,866.67%N/A
GCT
GIGACLOUD TECHNOLOGY INC
$2.64B$1.22B$164.28M$129.83M$3.3410.17%N/A5.03%N/A2026-03-13
PAY
PAYMENTUS HOLDINGS INC
$3.25B$1.12B$118.54M$59.41M$0.4844.34%N/A41.18%N/A2026-03-09
DLO
DLOCAL LTD
$3.93B$960.19M$264.90M$170.95M$0.6031.63%N/A46.34%N/A2026-03-18
GEN
GEN DIGITAL INC
$13.54B$4.73B$2.20B$603.00M$0.9821.55%13.65%-3.92%-0.99%
QLYS
QUALYS INC
$3.31B$669.13M$261.32M$198.32M$5.4910.13%13.01%16.31%18.60%
PAGS
PAGSEGURO DIGITAL LTD
$3.72B$3.74B$1.71B$411.78M$1.3713.23%25.37%18.30%12.89%2026-03-04
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$563.62M$349.70M$170.05M$84.53M$4.39-0.20%1.09%-5.39%-10.58%2026-02-25
TLS
TELOS CORP
$303.87M$144.40M-$18.43M-$29.57M-$0.4117.44%-4.47%N/AN/A2026-03-12
MDB
MONGODB INC
$28.04B$2.32B-$31.72M-$70.86M-$0.8220.93%33.67%N/AN/A2026-03-02
AVPT
AVEPOINT INC
$2.27B$393.99M$19.30M$1.97M$0.0024.71%30.17%N/AN/A2026-02-26
PAYS
PAYSIGN INC
$180.54M$74.88M$17.08M$7.56M$0.1432.61%22.97%-6.67%N/A2026-03-24
PGY
PAGAYA TECHNOLOGIES LTD
$980.01M$1.25B-$155.79M-$193.59M-$2.7428.33%N/AN/AN/A
DOX
AMDOCS LTD
$7.55B$4.58B$936.03M$571.14M$5.20-5.98%1.68%19.54%0.15%
ALLT
ALLOT LTD
$424.83M$98.51M$5.78M$1.04M$0.047.51%-5.01%N/AN/A2026-02-23
ATEN
A10 NETWORKS INC
$1.43B$284.41M$71.83M$50.57M$0.7010.27%4.97%4.48%37.97%
CGNT
COGNYTE SOFTWARE LTD
$496.66M$388.30M$14.59M-$5.63M-$0.0814.27%-2.84%N/AN/A2026-04-08
WIX
WIXCOM LTD
$3.72B$1.93B$144.85M$138.90M$2.4913.22%16.28%48.21%N/A2026-02-25
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$451.11M$932.95M$192.31M$42.97M$0.539.51%18.67%N/A13.61%2026-03-17
NTNX
NUTANIX INC
$10.77B$2.62B$343.40M$220.54M$0.8217.45%14.92%N/AN/A2026-03-04
OSPN
ONESPAN INC
$432.75M$241.44M$59.81M$58.15M$1.52-1.43%0.69%105.41%119.25%2026-03-11
PICS
PICS NV
N/AN/AN/AN/AN/AN/AN/AN/AN/A
OKTA
OKTA INC
$13.17B$2.84B$316.00M$195.00M$1.1112.12%29.89%N/AN/A2026-03-04
YEXT
YEXT INC
$678.13M$447.67M$68.38M$26.38M$0.229.46%5.42%N/AN/A2026-03-04
NTCT
NETSCOUT SYSTEMS INC
$2.14B$861.43M$172.95M$95.91M$1.344.91%0.33%N/A47.80%
EVCM
EVERCOMMERCE INC
$1.85B$612.75M$106.34M-$677.00k$0.004.22%N/AN/AN/A2026-03-12
BB
BLACKBERRY LTD
$2.04B$537.00M$47.10M$21.90M$0.03-1.70%-11.06%N/AN/A2026-04-09
EVTC
EVERTEC INC
$1.76B$903.38M$342.74M$146.09M$2.289.67%12.40%72.73%10.89%2026-02-26
CHOW
CHOWCHOW CLOUD INTERNATIONAL HOLDINGS LTD
$26.18MN/AN/AN/AN/AN/AN/AN/AN/A
IOT
SAMSARA INC
$15.46B$1.52B-$13.83M-$42.36M-$0.0828.96%N/AN/AN/A2026-03-05
PLTR
PALANTIR TECHNOLOGIES INC
$323.45B$4.48B$1.67B$1.63B$0.6956.18%32.58%228.57%N/A
GDDY
GODADDY INC
$12.25B$4.87B$1.23B$828.50M$5.938.68%8.60%-53.53%N/A
CINT
CI&T INC
$640.54M$496.56M$104.73M$38.23M$0.294.39%N/A53.40%N/A
DOCN
DIGITALOCEAN HOLDINGS INC
$5.82B$863.96M$341.11M$251.87M$2.7714.20%N/A204.40%N/A2026-02-24
RDWR
RADWARE LTD
$1.05B$301.85M$23.09M$20.26M$0.479.81%3.84%235.71%17.48%
FFIV
F5 INC
$15.73B$3.14B$947.64M$705.99M$12.238.79%5.50%20.37%20.27%
AFRM
AFFIRM HOLDINGS INC
$17.02B$3.72B$557.57M$282.33M$0.8532.70%40.88%N/AN/A
ADBE
ADOBE INC
$106.03B$23.77B$9.82B$7.13B$16.7310.53%13.06%34.59%8.87%2026-03-12
LSAK
LESAKA TECHNOLOGIES INC
$386.87M$680.10M-$18.85M-$51.48M-$0.6410.76%39.97%N/AN/A
BAND
BANDWIDTH INC
$474.57M$753.82M$39.20M-$12.91M-$0.430.71%17.05%N/AN/A
CPAY
CORPAY INC
$24.67B$4.31B$2.28B$1.05B$14.9611.27%11.80%4.47%11.71%
GTLB
GITLAB INC
$4.44B$906.25M-$40.58M-$47.56M-$0.2927.35%N/AN/AN/A2026-03-03
FLYW
FLYWIRE CORP
$1.37B$583.03M$33.04M-$2.44M-$0.0222.71%N/AN/AN/A2026-02-24
AKAM
AKAMAI TECHNOLOGIES INC
$13.64B$4.21B$1.34B$452.03M$3.115.44%5.64%-6.89%-1.94%
SPSC
SPS COMMERCE INC
$2.17B$751.51M$182.09M$93.34M$2.4617.83%19.17%18.84%13.78%2026-04-23
ACIW
ACI WORLDWIDE INC
$4.21B$1.73B$484.64M$260.88M$2.507.01%5.78%17.37%36.37%2026-02-26
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$17.08B$2.73B$1.04B$1.06B$9.856.25%5.71%28.76%10.31%
WEX
WEX INC
$5.40B$2.66B$991.90M$304.10M$8.571.24%11.27%12.91%N/A
PDYN
PALLADYNE AI CORP
$288.80M$4.35M-$40.56M-$41.44M-$1.60-44.07%N/AN/AN/A
MSFT
MICROSOFT CORP
$2.95T$305.45B$191.39B$119.26B$16.0516.67%14.79%28.71%18.81%
RPD
RAPID7 INC
$432.92M$859.79M$86.05M$23.38M$0.361.87%15.88%-12.20%N/A
ZS
ZSCALER INC
$25.48B$2.83B$188.84M-$41.04M-$0.2623.24%42.61%N/AN/A2026-02-26
PSFE
PAYSAFE LTD
$361.15M$1.68B$394.45M-$123.77M-$2.15-0.95%N/AN/AN/A2026-03-05
DBX
DROPBOX INC
$6.15B$2.52B$891.20M$508.40M$1.89-1.07%5.66%33.10%N/A
TUYA
TUYA INC
$1.36BN/AN/AN/AN/AN/AN/AN/AN/A2026-03-04
KSPI
JOINT STOCK CO KASPIKZ
$13.95B$5.34BN/A$2.04B$10.76-23.56%N/A-6.28%N/A2026-03-02
RPAY
REPAY HOLDINGS CORP
$298.71M$308.95M-$7.14M-$120.73M-$1.36-0.58%15.98%N/AN/A2026-03-04
BLZE
BACKBLAZE INC
$253.88M$141.86M-$131.00k-$34.58M-$0.6715.73%N/AN/AN/A
AMBR
AMBER INTERNATIONAL HOLDING LTD
$22.94MN/AN/AN/AN/AN/AN/AN/AN/A
STNE
STONECO LTD
$5.07B$2.67B$878.89M-$205.25M-$0.5818.30%35.13%N/AN/A
RBRK
RUBRIK INC
$10.05B$1.20B-$309.54M-$376.75M-$1.5548.93%N/AN/AN/A2026-03-12
KPLT
KATAPULT HOLDINGS INC
$29.67M$280.84M$256.35M-$28.04M-$5.9516.15%9.95%N/AN/A
FTNT
FORTINET INC
$59.49B$6.55B$2.42B$1.87B$2.4414.78%21.61%22.00%34.61%
IIIV
I3 VERTICALS INC
$671.69M$222.53M$55.24M$16.30M$0.647.14%7.69%-87.86%N/A
MQ
MARQETA INC
$1.87B$588.56M-$11.33M-$39.65M-$0.0920.11%N/AN/AN/A2026-03-04
BOX
BOX INC
$3.28B$1.15B$131.69M$186.60M$1.307.21%8.78%58.54%N/A2026-03-03
PANW
PALO ALTO NETWORKS INC
$121.34B$9.89B$2.28B$1.28B$1.8715.44%21.20%-2.60%N/A
CRWD
CROWDSTRIKE HOLDINGS INC
$97.97B$4.57B$75.23M-$314.16M-$1.2722.05%43.07%N/AN/A2026-03-10
CETX
CEMTREX INC
$12.04M$78.88M-$2.91M-$19.91M-$9.5223.78%14.47%N/AN/A
GRRR
GORILLA TECHNOLOGY GROUP INC
$224.95MN/AN/AN/AN/AN/AN/AN/AN/A
ODD
ODDITY TECH LTD
$1.83B$780.76M$145.78M$110.16M$1.9625.80%N/A11.36%N/A2026-03-10
EEFT
EURONET WORLDWIDE INC
$3.05B$4.18B$654.30M$303.20M$7.267.25%11.11%-0.68%66.94%
OWLS
OBOOK HOLDINGS INC
$539.10MN/AN/AN/AN/AN/AN/AN/AN/A
MCRP
MICROPOLIS HOLDING CO
$130.13M$5.09k$598.84k$602.92k$0.03-42.99%N/AN/AN/A
XYZ
BLOCK INC
$32.34B$23.97B$2.30B$3.14B$5.110.47%25.66%197.09%47.58%2026-02-26
ORCL
ORACLE CORP
$425.45B$61.02B$28.35B$15.43B$5.4511.08%9.14%29.45%10.09%2026-03-09
S
SENTINELONE INC
$4.41B$955.65M-$222.79M-$411.29M-$1.2524.09%N/AN/AN/A2026-03-12
NET
CLOUDFLARE INC
$62.05B$2.01B$148.72M-$103.04M-$0.3028.06%38.93%N/AN/A
REKR
REKOR SYSTEMS INC
$104.27M$49.03M-$33.48M-$44.04M-$0.4211.89%44.05%N/AN/A2026-03-30
SAIL
SAILPOINT INC
$7.97B$1.02B-$85.54M-$629.84M-$4.8523.38%33.92%N/AN/A2026-03-18
CLBT
CELLEBRITE DI LTD
$3.16B$475.68M$78.35M$78.33M$0.3218.56%19.53%N/AN/A
OBAI
TG-17 INC
N/AN/AN/AN/AN/AN/AN/AN/AN/A
VRNS
VARONIS SYSTEMS INC
$2.78B$623.53M-$124.15M-$129.32M-$1.1313.17%16.33%N/AN/A
VRSN
VERISIGN INC
$19.80B$1.66B$1.18B$825.70M$8.836.37%5.54%10.24%4.52%
FOUR
SHIFT4 PAYMENTS INC
$5.18B$3.88B$751.40M$170.20M$2.4623.16%38.61%30.16%N/A2026-03-03
ALAR
ALARUM TECHNOLOGIES LTD
$50.34M$36.31MN/A$1.19M$0.2015.03%50.48%-94.44%N/A
AISP
AIRSHIP AI HOLDINGS INC
$84.90M$15.32M$29.42M$29.32M$0.90-33.53%N/AN/AN/A
RXT
RACKSPACE TECHNOLOGY INC
$409.23M$2.69B$213.00M-$249.10M-$1.05-2.98%0.53%N/AN/A2026-02-25
DAVA
ENDAVA PLC
$261.22M$1.02BN/A-$4.04M-$0.105.90%13.89%N/AN/A
BNAI
BRAND ENGAGEMENT NETWORK INC
$85.27M$75.12k-$18.82M-$23.15M-$6.50-44.36%N/AN/AN/A
SNPS
SYNOPSYS INC
$84.17B$7.05B$2.61B$1.33B$8.1315.12%13.87%-44.99%13.06%2026-02-25
NTSK
NETSKOPE INC
$4.14BN/AN/AN/AN/AN/AN/AN/AN/A2026-03-11

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 151 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 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 lose -21.28% over the past year, overperforming other software infrastructure stocks by 1 percentage points.

Liveramp Holdings has an average 1 year price target of $35.60, an upside of 38.85% from Liveramp Holdings's current stock price of $25.64.

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. Teradata (NYSE:TDC)


Teradata (NYSE:TDC) is the #2 top software infrastructure stock out of 151 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: B, Growth: C, Momentum: C, Sentiment: A, Safety: C, Financials: A, and AI: C.

Teradata (NYSE:TDC) has a Due Diligence Score of 40, which is 8 points higher than the software infrastructure industry average of 32.

TDC passed 13 out of 33 due diligence checks and has average fundamentals. Teradata has seen its stock return 29.33% over the past year, overperforming other software infrastructure stocks by 52 percentage points.

Teradata has an average 1 year price target of $36.71, an upside of 18.78% from Teradata's current stock price of $30.91.

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.

3. Tenable Holdings (NASDAQ:TENB)


Tenable Holdings (NASDAQ:TENB) is the #3 top software infrastructure stock out of 151 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 22, which is -10 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 7 out of 33 due diligence checks and has weak fundamentals. Tenable Holdings has seen its stock lose -48.33% 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 57.07% from Tenable Holdings's current stock price of $19.91.

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.

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 3.92%, which is 2 percentage points higher than the software infrastructure industry average of 1.85%.

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 3.16%, which is 1 percentage points higher than the software infrastructure industry average of 1.85%.

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 3%, which is 1 percentage points higher than the software infrastructure industry average of 1.85%. 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 -2.05% in the last day, and down -2.95% over the last week. Akamai Technologies was the among the top losers in the software - infrastructure industry, dropping -14.07% yesterday.

Akamai Technologies shares are trading lower after the company reported Q4 financial results and issued FY26 adjusted EPS guidance below estimates. Also, the company issued Q1 adjusted EPS guidance 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 86, which is 61 points higher than the software infrastructure industry average of 25. It passed 6 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 16.68% in the past year. It has overperformed other stocks in the software infrastructure industry by 39 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 -79.9% in the past year. It has underperformed other stocks in the software infrastructure industry by -58 percentage points.

3. Pics Nv (NASDAQ:PICS)


Pics Nv (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.

Pics Nv has a valuation score of 0, which is -25 points higher than the software infrastructure industry average of 25. 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?

43.52% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 43.22% over the next year.

4% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 16% of software infrastructure stocks are rated B (Buy), 68.8% are rated C (Hold), 8% are rated D (Sell), and 3.2% 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 15.72x.
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.