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 41st 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
$1.80B$778.79M$64.50M$40.11M$0.6210.13%13.58%1,140.00%N/A
NTCT
NETSCOUT SYSTEMS INC
$2.00B$862.77M$168.25M$89.58M$1.269.60%-0.36%N/A34.15%2026-01-29
TENB
TENABLE HOLDINGS INC
$2.85B$974.60M$51.10M-$33.51M-$0.2811.05%18.38%N/AN/A2026-02-10
TDC
TERADATA CORP
$2.93B$1.65B$271.00M$118.00M$1.23-8.18%-2.13%44.71%5.53%2026-02-10
APPN
APPIAN CORP
$2.62B$690.76M$28.31M-$7.31M-$0.0915.97%18.83%N/AN/A2026-02-12
DLO
DLOCAL LTD
$4.40B$960.19M$264.90M$170.95M$0.6031.63%N/A46.34%N/A
FIVN
FIVE9 INC
$1.56B$1.13B$127.81M$31.28M$0.4212.48%23.07%N/AN/A2026-02-25
ALLT
ALLOT LTD
$477.10M$98.51M$5.78M$1.04M$0.047.51%-5.01%N/AN/A2026-02-23
PGY
PAGAYA TECHNOLOGIES LTD
$2.00B$1.25B-$155.79M-$193.59M-$2.7428.33%N/AN/AN/A2026-02-12
PAY
PAYMENTUS HOLDINGS INC
$3.79B$1.12B$118.54M$59.41M$0.4844.34%N/A41.18%N/A
AVPT
AVEPOINT INC
$3.02B$393.99M$19.30M$1.97M$0.0024.71%30.17%N/AN/A2026-02-26
QLYS
QUALYS INC
$4.73B$653.03M$251.69M$189.14M$5.2010.13%13.10%12.31%18.14%2026-02-05
RELY
REMITLY GLOBAL INC
$2.85B$1.54B$67.61M$20.99M$0.1031.27%N/AN/AN/A2026-02-25
PATH
UIPATH INC
$9.54B$1.55B$95.07M$229.66M$0.4210.05%N/AN/AN/A
AKAM
AKAMAI TECHNOLOGIES INC
$12.69B$4.13B$1.38B$506.86M$3.474.21%5.76%0.29%0.00%2026-02-17
CINT
CI&T INC
$569.95M$496.56M$104.73M$38.23M$0.294.39%N/A53.40%N/A
TOST
TOAST INC
$21.56B$5.86B$336.00M$273.00M$0.4725.76%N/AN/AN/A2026-02-18
TLS
TELOS CORP
$385.74M$144.40M-$18.43M-$29.57M-$0.4117.44%-4.47%N/AN/A
BB
BLACKBERRY LTD
$2.30B$537.00M$47.10M$21.90M$0.03-1.70%-11.06%N/AN/A
WEX
WEX INC
$5.27B$2.62B$960.90M$283.80M$7.80-1.15%10.39%-2.26%48.78%2026-02-05
GCT
GIGACLOUD TECHNOLOGY INC
$3.19B$1.22B$164.28M$129.83M$3.3410.17%N/A5.03%N/A
PAGS
PAGSEGURO DIGITAL LTD
$3.17B$3.74B$1.71B$411.78M$1.3713.23%25.37%18.30%12.89%2026-02-26
OKTA
OKTA INC
$16.63B$2.84B$316.00M$195.00M$1.1112.12%29.89%N/AN/A2026-03-02
DBX
DROPBOX INC
$7.06B$2.53B$813.00M$502.50M$1.79-0.44%6.38%2.29%56.61%2026-02-19
CGNT
COGNYTE SOFTWARE LTD
$696.78M$388.30M$14.59M-$5.63M-$0.0814.27%-2.84%N/AN/A
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$403.68M$349.61M$169.87M$82.10M$4.24-0.44%N/A-7.22%N/A2026-02-25
NTNX
NUTANIX INC
$14.40B$2.62B$343.40M$220.54M$0.8217.45%14.92%N/AN/A2026-03-04
EVTC
EVERTEC INC
$1.89B$903.38M$342.74M$146.09M$2.289.67%12.40%72.73%10.89%2026-03-04
ADBE
ADOBE INC
$141.53B$23.18B$9.58B$6.96B$16.0810.67%13.26%35.13%14.96%
MDB
MONGODB INC
$35.86B$2.32B-$31.72M-$70.86M-$0.8220.93%33.67%N/AN/A2026-03-05
GEN
GEN DIGITAL INC
$16.10B$4.47B$2.08B$570.00M$0.9316.15%12.59%-5.10%-29.42%2026-01-29
PAYS
PAYSIGN INC
$269.71M$74.88M$17.08M$7.56M$0.1432.61%22.97%-6.67%N/A
SPSC
SPS COMMERCE INC
$3.49B$729.76M$167.69M$85.06M$2.2419.28%19.29%5.16%13.87%
RDWR
RADWARE LTD
$1.05B$294.64M$20.20M$16.67M$0.3810.40%3.48%N/A5.55%2026-02-11
YEXT
YEXT INC
$993.28M$447.67M$68.38M$26.38M$0.229.46%5.42%N/AN/A2026-03-04
PLTR
PALANTIR TECHNOLOGIES INC
$433.02B$3.90B$1.15B$1.10B$0.4747.23%31.26%113.64%N/A2026-02-02
OSPN
ONESPAN INC
$500.82M$241.44M$59.81M$58.15M$1.52-1.43%0.69%105.41%119.25%
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$451.11M$932.95M$192.31M$42.97M$0.539.51%18.67%N/A13.61%
FLYW
FLYWIRE CORP
$1.77B$583.03M$33.04M-$2.44M-$0.0222.71%N/AN/AN/A2026-03-03
DOCN
DIGITALOCEAN HOLDINGS INC
$4.90B$863.96M$341.11M$251.87M$2.7714.20%N/A204.40%N/A2026-02-19
IOT
SAMSARA INC
$20.95B$1.52B-$13.83M-$42.36M-$0.0828.96%N/AN/AN/A2026-03-05
MSFT
MICROSOFT CORP
$3.59T$293.81B$169.99B$104.91B$14.1115.59%14.84%15.94%17.65%2026-01-27
DOX
AMDOCS LTD
$8.97B$4.53B$924.03M$564.70M$5.08-9.43%1.69%18.97%6.37%2026-02-10
WIX
WIXCOM LTD
$5.57B$1.93B$144.85M$138.90M$2.4913.22%16.28%48.21%N/A2026-02-25
ATEN
A10 NETWORKS INC
$1.26B$284.41M$71.83M$50.57M$0.7010.27%4.97%4.48%37.97%2026-02-10
RPD
RAPID7 INC
$956.67M$858.67M$82.83M$18.77M$0.293.08%17.10%-54.69%N/A2026-02-11
KVYO
KLAVIYO INC
$8.98B$1.15B-$23.42M-$65.77M-$0.2432.81%N/AN/AN/A2026-03-03
CHOW
CHOWCHOW CLOUD INTERNATIONAL HOLDINGS LTD
$25.62MN/AN/AN/AN/AN/AN/AN/AN/A
TUYA
TUYA INC
$1.40BN/AN/AN/AN/AN/AN/AN/AN/A2026-03-04
FFIV
F5 INC
$15.56B$3.09B$932.24M$692.38M$11.969.66%5.61%23.94%18.82%2026-01-26
RBRK
RUBRIK INC
$15.38B$1.20B-$309.54M-$376.75M-$1.5548.93%N/AN/AN/A
BAND
BANDWIDTH INC
$447.14M$756.12M$40.11M-$11.67M-$0.397.42%20.95%N/AN/A2026-02-19
GDDY
GODADDY INC
$15.88B$4.87B$1.23B$828.50M$5.938.68%8.60%-53.53%N/A2026-02-12
ACIW
ACI WORLDWIDE INC
$4.75B$1.73B$484.64M$260.88M$2.507.01%5.78%17.37%36.37%2026-02-26
NET
CLOUDFLARE INC
$71.04B$2.01B$148.72M-$103.04M-$0.3028.06%38.93%N/AN/A2026-02-05
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$20.36B$2.68B$1.06B$1.01B$9.376.31%5.59%25.60%9.66%2026-02-12
ZS
ZSCALER INC
$36.86B$2.83B$188.84M-$41.04M-$0.2623.24%42.61%N/AN/A2026-03-05
AFRM
AFFIRM HOLDINGS INC
$27.41B$3.46B$486.49M$233.10M$0.7137.00%42.17%N/AN/A2026-02-05
CRWD
CROWDSTRIKE HOLDINGS INC
$120.73B$4.57B$75.23M-$314.16M-$1.2722.05%43.07%N/AN/A
EVCM
EVERCOMMERCE INC
$2.18B$612.75M$106.34M-$677.00k$0.004.22%N/AN/AN/A
MQ
MARQETA INC
$2.13B$588.56M-$11.33M-$39.65M-$0.0920.11%N/AN/AN/A2026-03-04
FTNT
FORTINET INC
$59.51B$6.55B$2.42B$1.87B$2.4414.78%21.61%22.00%34.61%2026-02-05
BLZE
BACKBLAZE INC
$297.16M$141.86M-$131.00k-$34.58M-$0.6715.73%N/AN/AN/A2026-02-12
PDYN
PALLADYNE AI CORP
$242.56M$4.35M-$40.56M-$41.44M-$1.60-44.07%N/AN/AN/A
GTLB
GITLAB INC
$6.19B$906.25M-$40.58M-$47.56M-$0.2927.35%N/AN/AN/A2026-03-02
RPAY
REPAY HOLDINGS CORP
$344.38M$308.95M-$7.14M-$120.73M-$1.36-0.58%15.98%N/AN/A2026-03-04
PSFE
PAYSAFE LTD
$468.86M$1.68B$394.45M-$123.77M-$2.15-0.95%N/AN/AN/A2026-03-05
ORCL
ORACLE CORP
$554.05B$61.02B$28.35B$15.43B$5.4511.08%9.14%29.45%10.09%
KSPI
JOINT STOCK CO KASPIKZ
$16.04B$5.34BN/A$2.04B$10.76-23.56%N/A-6.28%N/A2026-02-23
VRSN
VERISIGN INC
$22.60B$1.63B$1.16B$811.00M$8.615.47%5.32%0.12%4.38%2026-02-05
IIIV
I3 VERTICALS INC
$888.11M$213.16M$57.79M$17.87M$0.7511.47%7.26%-84.50%N/A2026-02-05
KPLT
KATAPULT HOLDINGS INC
$31.95M$280.84M$256.35M-$28.04M-$5.9516.15%9.95%N/AN/A
CPAY
CORPAY INC
$22.43B$4.31B$2.28B$1.05B$14.9611.27%11.80%4.47%11.71%2026-02-04
LHSW
LIANHE SOWELL INTERNATIONAL GROUP LTD
$42.85M$36.54MN/A$3.12M$0.06-0.16%N/A0.00%N/A2026-01-13
SAIL
SAILPOINT INC
$11.31B$1.02B-$85.54M-$629.84M-$4.8523.38%33.92%N/AN/A
GRRR
GORILLA TECHNOLOGY GROUP INC
$261.02MN/AN/AN/AN/AN/AN/AN/AN/A
AMBR
AMBER INTERNATIONAL HOLDING LTD
$23.79MN/AN/AN/AN/AN/AN/AN/AN/A
BOX
BOX INC
$4.30B$1.15B$131.69M$186.60M$1.307.21%8.78%58.54%N/A2026-03-03
VRNS
VARONIS SYSTEMS INC
$4.18B$608.68M-$113.34M-$114.54M-$1.0211.37%17.65%N/AN/A2026-02-03
EEFT
EURONET WORLDWIDE INC
$3.11B$4.18B$654.30M$303.20M$7.267.25%11.11%-0.68%66.94%2026-02-11
PANW
PALO ALTO NETWORKS INC
$135.15B$9.56B$2.06B$1.12B$1.6715.30%21.68%-60.61%N/A
CETX
CEMTREX INC
$18.25M$76.49M-$22.97M-$28.11M-$212.7214.39%11.94%N/AN/A
REKR
REKOR SYSTEMS INC
$202.70M$49.03M-$33.48M-$44.04M-$0.4211.89%44.05%N/AN/A
OWLS
OBOOK HOLDINGS INC
$555.90MN/AN/AN/AN/AN/AN/AN/AN/A
STNE
STONECO LTD
$4.02B$2.67B$878.89M-$205.25M-$0.5818.30%35.13%N/AN/A
ODD
ODDITY TECH LTD
$2.18B$780.76M$145.78M$110.16M$1.9625.80%N/A11.36%N/A
CLBT
CELLEBRITE DI LTD
$4.51B$455.90M$72.06M$76.33M$0.3818.37%N/AN/AN/A2026-02-19
AISP
AIRSHIP AI HOLDINGS INC
$104.92M$12.03M-$43.26M-$43.82M-$1.83-49.96%N/AN/AN/A
XYZ
BLOCK INC
$43.43B$23.97B$2.30B$3.14B$5.110.47%25.66%197.09%47.58%2026-02-19
NTSK
NETSKOPE INC
$6.94BN/AN/AN/AN/AN/AN/AN/AN/A
FOUR
SHIFT4 PAYMENTS INC
$5.81B$3.88B$751.40M$170.20M$2.4623.16%38.61%30.16%N/A2026-03-03
ALAR
ALARUM TECHNOLOGIES LTD
$67.71M$36.31MN/A$1.19M$0.2015.03%50.48%-94.44%N/A
RXT
RACKSPACE TECHNOLOGY INC
$243.59M$2.69B$213.00M-$249.10M-$1.05-2.98%0.53%N/AN/A
SNPS
SYNOPSYS INC
$99.43B$7.05B$2.61B$1.33B$8.1315.12%13.87%-44.99%13.06%2026-02-18
TCX
TUCOWS INC
$240.07M$384.73M$14.07M-$96.26M-$8.738.03%3.35%N/AN/A2026-02-12
S
SENTINELONE INC
$5.28B$955.65M-$222.79M-$411.29M-$1.2524.09%N/AN/AN/A
STEM
STEM INC
$150.69M$164.95M$170.75M$102.60M$12.47-35.61%36.18%N/AN/A
PAYO
PAYONEER GLOBAL INC
$1.94B$1.04B$179.92M$72.37M$0.2010.58%N/A-45.95%N/A2026-02-26
ARQQ
ARQIT QUANTUM INC
$412.88M$706.67k-$49.97M-$47.12M-$3.4385.78%N/AN/AN/A
KLAR
KLARNA GROUP PLC
N/AN/AN/AN/AN/AN/AN/AN/AN/A

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: C, Sentiment: B, 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 -5.51% over the past year, underperforming other software infrastructure stocks by -6 percentage points.

Liveramp Holdings has an average 1 year price target of $41.25, an upside of 45.66% from Liveramp Holdings's current stock price of $28.32.

Liveramp Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 4 analysts covering Liveramp Holdings, 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.

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: B, 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 27.96% 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 11.79% from Netscout Systems's current stock price of $27.73.

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: 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 -38.67% over the past year, underperforming other software infrastructure stocks by -39 percentage points.

Tenable Holdings has an average 1 year price target of $37.00, an upside of 54.81% from Tenable Holdings's current stock price of $23.90.

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 3.51%, which is 2 percentage points higher than the software infrastructure industry average of 1.5%.

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 2.73%, which is 1 percentage points higher than the software infrastructure industry average of 1.5%.

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 1.5%. 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 up?

Software infrastructure stocks were up 1.37% in the last day, and up 3.22% over the last week. Palantir was the among the top gainers in the software - infrastructure industry, gaining 1.1% yesterday.

Shares of defense companies are trading higher, possibly in response to President Trump's social media post where he said he wants to increase the 2027 military budget from $1 trillion to $1.5 trillion.

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 60 points higher than the software infrastructure industry average of 26. It passed 6 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has dropped -11.61% in the past year. It has underperformed other stocks in the software infrastructure industry by -12 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 17 points higher than the software infrastructure industry average of 26. It passed 3 out of 7 valuation due diligence checks.

Onespan's stock has dropped -28.7% in the past year. It has underperformed other stocks in the software infrastructure industry by -29 percentage points.

3. Pagseguro Digital (NYSE:PAGS)


Pagseguro Digital (NYSE:PAGS) 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.

Pagseguro Digital has a valuation score of 71, which is 45 points higher than the software infrastructure industry average of 26. It passed 5 out of 7 valuation due diligence checks.

Pagseguro Digital's stock has gained 46.42% in the past year. It has overperformed other stocks in the software infrastructure industry by 46 percentage points.

Are software infrastructure stocks a good buy now?

44.25% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 22.13% over the next year.

4.07% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 23.58% of software infrastructure stocks are rated B (Buy), 60.98% are rated C (Hold), 9.76% are rated D (Sell), and 1.63% 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 32.06x.
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.