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Sectors & IndustriesTechnologySoftware - Infrastructure
Best Software Infrastructure Stocks to Buy Now (2023)
Top software infrastructure stocks in 2023 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
DLO
DLOCAL LTD
$4.88B$376.75M$145.77M$112.91M$0.3886.04%N/A65.22%N/A2023-03-13
ARBE
ARBE ROBOTICS LTD
$235.76M$3.89M-$47.15M-$45.23M$1.31102.18%N/AN/AN/A2023-02-28
DAVA
ENDAVA PLC
$5.18B$837.45M$117.54M$112.23M$1.9921.39%N/A39.51%N/A2023-02-14
EEFT
EURONET WORLDWIDE INC
$5.63B$3.30B$438.95M$160.11M$3.2014.32%8.80%16.79%-4.32%2023-02-08
TIXT
TELUS INTERNATIONAL (CDA) INC
$6.13B$2.44B$569.00M$185.00M$0.7019.74%N/A180.00%N/A2023-02-09
CLBT
CELLEBRITE DI LTD
$980.48M$264.54M$173.21M$164.64M$0.9412.33%N/A4,600.00%N/A2023-02-15
SPSC
SPS COMMERCE INC
$4.99B$431.61M$91.92M$51.98M$1.4417.98%15.18%13.39%43.70%2023-02-09
MSFT
MICROSOFT CORP
$1.91T$204.09B$98.77B$67.45B$9.0210.38%14.82%-4.75%38.34%
ARQQ
ARQIT QUANTUM INC
$371.87M$8.80M$79.63M$79.36M$0.6612,828.66%N/AN/AN/A
WEX
WEX INC
$7.99B$2.23B$632.40M$100.99M$2.2227.25%13.11%N/A15.50%2023-02-09
ADBE
ADOBE INC
$171.78B$17.61B$7.06B$4.76B$10.1311.54%19.25%0.30%24.18%2023-03-15
NVEI
NUVEI CORP
$5.00B$834.86M$209.53M$59.50M$0.4232.82%N/A-48.15%N/A2023-03-06
SNPS
SYNOPSYS INC
$54.87B$5.08B$1.44B$984.59M$6.4420.87%13.27%29.84%47.90%2023-02-15
FTNT
FORTINET INC
$40.62B$4.10B$888.10M$742.50M$0.9331.07%23.25%35.38%56.70%2023-02-07
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$16.03B$2.29B$950.40M$786.70M$6.137.46%4.53%0.16%5.14%2023-02-13
RPAY
REPAY HOLDINGS CORP
$962.98M$268.75M$104.64M$3.75M$0.0435.40%N/AN/AN/A2023-02-27
QLYS
QUALYS INC
$4.60B$468.65M$163.92M$101.49M$2.6218.29%16.31%40.11%17.30%2023-02-09
ACIW
ACI WORLDWIDE INC
$3.14B$1.44B$416.09M$161.42M$1.3811.32%6.67%89.04%32.34%2023-02-22
DOX
AMDOCS LTD
$11.22B$4.66B$889.25M$545.57M$4.478.15%3.67%8.23%7.32%
BLIN
BRIDGELINE DIGITAL INC
$12.29M$16.82M$3.78M$2.15M$0.2126.85%0.64%N/AN/A2023-02-08
EVTC
EVERTEC INC
$2.39B$611.86M$387.62M$251.42M$3.677.58%8.37%73.93%32.46%2023-02-22
OKTA
OKTA INC
$12.23B$1.73B-$736.99M-$903.27M-$5.7850.25%49.89%N/AN/A2023-03-01
TAOP
TAOPING INC
$12.16M$28.96M$7.93M$2.17M$0.44110.58%17.43%N/AN/A
NTCT
NETSCOUT SYSTEMS INC
$2.21B$897.63M$156.78M$54.46M$0.752.26%-3.46%-1.32%-5.01%
FFIV
F5 INC
$8.83B$2.71B$521.65M$301.00M$5.001.62%5.25%-10.23%-5.20%
ATEN
A10 NETWORKS INC
$1.16B$273.38M$55.85M$39.61M$0.5212.95%2.54%-56.30%N/A2023-02-07
VRNS
VARONIS SYSTEMS INC
$2.89B$457.60M-$109.32M-$138.71M-$1.2727.55%18.22%N/AN/A
VERI
VERITONE INC
$358.90M$160.99M-$23.33M-$46.14M-$1.29109.14%64.37%N/AN/A2023-03-01
OPRA
OPERA LTD
$739.32M$307.17M-$57.43M-$118.28M-$1.0437.73%N/AN/AN/A2023-02-15
S
SENTINELONE INC
$4.26B$361.72M-$337.61M-$356.71M-$1.20114.00%N/AN/AN/A2023-03-15
BKI
BLACK KNIGHT INC
$9.42B$1.55B$979.10M$495.60M$3.208.63%8.26%156.00%35.91%2023-02-28
PAGS
PAGSEGURO DIGITAL LTD
$3.04B$2.81B$1.04B$269.47M$0.8254.73%N/A11.13%N/A2023-03-02
CRWD
CROWDSTRIKE HOLDINGS INC
$25.65B$2.03B-$26.16M-$177.74M-$0.7758.29%N/AN/AN/A2023-03-07
ZD
ZIFF DAVIS INC
$4.35B$1.14B$634.22M$356.79M$7.72-0.61%1.59%79.95%22.84%2023-02-15
BAND
BANDWIDTH INC
$671.10M$542.31M$39.00M-$22.04M-$0.8713.50%27.77%N/AN/A2023-02-23
AVPT
AVEPOINT INC
$909.09M$222.57M-$22.54M-$36.96M-$0.1620.83%N/AN/AN/A2023-03-15
STER
STERLING CHECK CORP
$1.33B$770.49M$146.60M$29.81M$0.3229.11%N/AN/AN/A2023-03-02
HCP
HASHICORP INC
$6.17B$436.62M-$444.36M-$452.64M-$3.7552.63%N/AN/AN/A2023-03-10
PATH
UIPATH INC
$9.20B$1.04B-$316.86M-$363.77M-$0.6328.29%N/AN/AN/A2023-03-28
GDDY
GODADDY INC
$12.61B$4.07B$682.70M$345.80M$2.1510.91%13.98%61.65%40.69%2023-02-14
LVOX
LIVEVOX HOLDINGS INC
$290.14M$132.20M-$33.43M-$43.37M-$0.4314.46%N/AN/AN/A2023-03-02
MDB
MONGODB INC
$15.13B$1.19B-$316.61M-$365.45M-$5.3752.80%50.73%N/AN/A2023-03-06
CFLT
CONFLUENT INC
$7.06B$537.21M-$441.24M-$461.11M-$1.6658.81%N/AN/AN/A
CSGS
CSG SYSTEMS INTERNATIONAL INC
$1.92B$1.07B$148.77M$41.16M$1.314.16%6.64%-39.07%-6.67%
NET
CLOUDFLARE INC
$18.62B$894.14M-$57.26M-$224.97M-$0.7051.87%N/AN/AN/A2023-02-09
VRSN
VERISIGN INC
$22.66B$1.40B$974.15M$824.38M$7.516.76%3.85%38.56%10.64%2023-02-09
IOT
SAMSARA INC
$7.72B$591.72M-$433.45M-$446.59M-$1.2456.32%N/AN/AN/A2023-03-02
DBX
DROPBOX INC
$8.50B$2.29B$517.10M$349.50M$0.959.31%N/AN/AN/A2023-02-16
AKAM
AKAMAI TECHNOLOGIES INC
$13.76B$3.59B$1.27B$507.39M$3.175.65%7.93%-14.56%13.54%2023-02-14
TOST
TOAST INC
$12.11B$2.48B-$159.25M-$174.85M$0.1972.44%N/AN/AN/A2023-02-16
MQ
MARQETA INC
$3.62B$699.82M-$190.59M-$195.26M-$0.3255.53%N/AN/AN/A2023-02-28
STEM
STEM INC
$1.56B$260.32M-$81.80M-$122.84M-$0.81179.20%N/AN/AN/A2023-02-16
LSAK
LESAKA TECHNOLOGIES INC
$254.90M$312.89M-$19.68M-$41.58M-$0.70140.40%-12.41%N/AN/A2023-02-07
VHC
VIRNETX HOLDING CORP
$100.71M$54.00k-$20.34M-$21.66M-$0.3035.00%-48.89%N/AN/A2023-02-28
TUYA
TUYA INC
$1.47B$237.85M-$160.74M-$172.29M-$0.31-18.02%N/AN/AN/A2023-03-13
VRNT
VERINT SYSTEMS INC
$2.49B$900.17M$106.06M-$23.47M-$0.374.01%-4.14%N/AN/A2023-03-27
GEN
GEN DIGITAL INC
$13.62B$3.11B$1.26B$554.00M$0.9412.90%-8.10%-39.74%-11.17%
RELY
REMITLY GLOBAL INC
$2.16B$597.78M-$102.35M-$111.20M-$0.3648.20%N/AN/AN/A2023-02-22
PANW
PALO ALTO NETWORKS INC
$47.24B$5.82B$283.80M-$143.40M-$0.4827.65%25.63%N/AN/A2023-02-21
ZUO
ZUORA INC
$1.13B$383.74M-$89.99M-$125.29M-$0.9714.43%N/AN/AN/A2023-02-28
AVDX
AVIDXCHANGE HOLDINGS INC
$2.16B$299.44M-$99.84M-$158.58M-$0.4329.07%N/AN/AN/A2023-03-01
PLTR
PALANTIR TECHNOLOGIES INC
$17.29B$1.83B-$459.59M-$560.77M-$0.2827.88%N/AN/AN/A2023-02-13
TENB
TENABLE HOLDINGS INC
$4.81B$647.58M-$49.32M-$81.78M-$0.7426.93%N/AN/AN/A2023-02-07
ZS
ZSCALER INC
$19.19B$1.22B-$235.30M-$367.64M-$2.6059.78%N/AN/AN/A2023-02-22
ALAR
ALARUM TECHNOLOGIES LTD
$8.59M$17.38MN/A-$14.78M-$4.90122.77%N/AN/AN/A2023-03-29
VMW
VMWARE INC
$50.77B$13.17B$3.28B$1.41B$3.354.38%N/A-30.50%N/A2023-03-02
HOOD
ROBINHOOD MARKETS INC
$9.40B$1.34B-$1.23B-$1.29B$0.37-24.23%N/AN/AN/A2023-02-08
WIX
WIXCOM LTD
$5.17B$1.36B-$340.98M-$496.91M-$8.6312.07%28.31%N/AN/A2023-02-22
PAYO
PAYONEER GLOBAL INC
$2.10B$583.28M$20.00M-$20.72M-$0.0336.00%N/AN/AN/A2023-03-02
FOUR
SHIFT4 PAYMENTS INC
$5.42B$1.86B$195.10M$36.50M$0.6757.36%N/AN/AN/A2023-02-27
FORG
FORGEROCK INC
$1.72B$201.89M-$56.11M-$62.14M-$0.4719.34%N/AN/AN/A2023-03-01
EVOP
EVO PAYMENTS INC
$2.85B$536.45M$140.59M$644.00k$0.0011.73%N/AN/AN/A2023-02-21
CTLP
CANTALOUPE INC
$363.21M$217.20M-$2.74M-$9.65M-$0.1423.52%15.62%N/AN/A2023-02-07
BKKT
BAKKT HOLDINGS INC
$451.50M$50.45M-$495.19M-$523.15M-$7.09-7.04%N/AN/AN/A2023-02-16
VRAR
GLIMPSE GROUP INC
$71.92M$10.20M-$8.70M-$9.69M-$0.75143.69%N/AN/AN/A2023-02-13
APPN
APPIAN CORP
$3.10B$447.19M-$135.59M-$142.35M-$1.9729.28%22.83%N/AN/A2023-02-16
ORCL
ORACLE CORP
$238.70B$46.07B$17.85B$8.80B$3.2911.29%3.47%-7.58%6.42%2023-03-08
BOX
BOX INC
$4.84B$967.76M$88.85M-$15.86M-$0.1115.23%15.08%N/AN/A2023-03-01
KPLT
KATAPULT HOLDINGS INC
$103.37M$236.56M$123.96M-$15.97M-$0.16-21.97%N/AN/AN/A2023-03-13
ZENV
ZENVIA INC
$58.01M$148.77M$4.70M-$7.42M-$0.2337.77%N/AN/AN/A
SPLK
SPLUNK INC
$16.99B$3.30B-$472.02M-$687.48M-$4.3131.22%23.51%N/AN/A2023-03-01
DTSS
DATASEA INC
$33.47M$17.57M-$4.89M-$6.42M-$0.261,999.12%159.35%N/AN/A2023-02-14
CISO
CERBERUS CYBER SENTINEL CORP
$200.37M$37.70M-$53.93M-$56.78M-$0.45217.67%N/AN/AN/A2023-03-01
EGIO
EDGIO INC
$363.40M$316.31M-$61.36M-$83.65M-$0.4850.53%11.94%N/AN/A
SCWX
SECUREWORKS CORP
$731.38M$476.02M-$67.91M-$83.24M-$0.99-12.99%0.29%N/AN/A2023-03-15
BASE
COUCHBASE INC
$729.07M$148.27M-$58.55M-$65.12M-$1.1025.75%N/AN/AN/A2023-03-09
KLTR
KALTURA INC
$277.19M$167.46M-$54.96M-$69.64M-$0.366.34%N/AN/AN/A2023-02-22
RVYL
RYVYL INC
$27.11M$29.62M-$12.54M-$33.11M-$0.7533.65%99.55%N/AN/A2023-03-29
BLZE
BACKBLAZE INC
$226.57M$80.93M-$22.03M-$46.51M-$1.6127.70%N/AN/AN/A2023-02-15
SQ
BLOCK INC
$49.37B$16.96B-$86.31M-$503.75M-$0.931.30%52.59%N/AN/A2023-02-23
EVCM
EVERCOMMERCE INC
$1.98B$594.60M$77.37M-$46.77M-$0.0333.17%N/AN/AN/A2023-03-13
RDWR
RADWARE LTD
$972.79M$295.99M$17.94M-$1.63M-$0.046.13%7.66%N/AN/A2023-02-08
CYRN
CYREN LTD
$5.15M$26.21M-$29.09M-$32.48M-$4.31-8.12%N/AN/AN/A2023-03-22
ALTR
ALTAIR ENGINEERING INC
$4.57B$552.59M-$1.50M-$56.89M-$0.725.29%11.11%N/AN/A2023-02-22
CYBR
CYBERARK SOFTWARE LTD
$5.84B$573.88M-$118.64M-$125.05M-$3.0915.67%18.49%N/AN/A2023-02-09
DOCN
DIGITALOCEAN HOLDINGS INC
$2.87B$532.99M$81.89M-$26.34M-$0.2634.45%N/AN/AN/A2023-02-16
SQSP
SQUARESPACE INC
$3.32B$845.58M$37.47M-$34.57M$0.1612.91%N/AN/AN/A2023-03-07
FIVN
FIVE9 INC
$5.72B$744.10M-$30.31M-$84.60M-$1.2231.96%31.53%N/AN/A2023-02-22
MULN
MULLEN AUTOMOTIVE INC
$717.64M$0.00-$708.86M-$780.05M-$2.80N/A-100.00%N/AN/A
BB
BLACKBERRY LTD
$2.56B$690.00M$37.00M-$95.00M-$0.16-7.13%-6.87%N/AN/A2023-03-30

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Feb 2023?

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

1. Dlocal (NASDAQ:DLO)


Dlocal (NASDAQ:DLO) is the top software infrastructure stock with a Zen Score of 60, which is 31 points higher than the software infrastructure industry average of 29. It passed 21 out of 33 due diligence checks and has strong fundamentals. Dlocal has seen its stock lose -46.26% over the past year, underperforming other software infrastructure stocks by -25 percentage points.

Dlocal has an average 1 year price target of $24.88, an upside of 50.67% from Dlocal's current stock price of $16.51.

Dlocal stock has a consensus Buy recommendation according to Wall Street analysts. Of the 8 analysts covering Dlocal, 50% have issued a Strong Buy rating, 0% have issued a Buy, 37.5% have issued a hold, while 12.5% 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 57, which is 28 points higher than the software infrastructure industry average of 29. It passed 18 out of 33 due diligence checks and has strong fundamentals. Arbe Robotics has seen its stock lose -53.75% over the past year, underperforming other software infrastructure stocks by -32 percentage points.

Arbe Robotics has an average 1 year price target of $14.75, an upside of 298.65% from Arbe Robotics's current stock price of $3.70.

Arbe Robotics stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 4 analysts covering Arbe Robotics, 100% have issued a Strong Buy rating, 0% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Endava (NYSE:DAVA)


Endava (NYSE:DAVA) is the third best software infrastructure stock with a Zen Score of 56, which is 27 points higher than the software infrastructure industry average of 29. It passed 19 out of 33 due diligence checks and has strong fundamentals. Endava has seen its stock lose -27.05% over the past year, underperforming other software infrastructure stocks by -6 percentage points.

Endava has an average 1 year price target of $100.50, an upside of 10.05% from Endava's current stock price of $91.32.

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.

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. Opera (NASDAQ:OPRA)


Opera (NASDAQ:OPRA) has an annual dividend yield of 12.25%, which is 10 percentage points higher than the software infrastructure industry average of 2.69%.

Opera's dividend payout ratio of 0% indicates that its high dividend yield might not be sustainable for the long-term.

2. Gen Digital (NASDAQ:GEN)


Gen Digital (NASDAQ:GEN) has an annual dividend yield of 2.35%, which is the same as the software infrastructure industry average of 2.69%. Gen Digital's dividend payout is not stable, having dropped more than 10% one times in the last 10 years. Gen Digital's dividend has not shown consistent growth over the last 10 years.

Gen Digital's dividend payout ratio of 53.2% indicates that its dividend yield is sustainable for the long-term.

3. Getnet Adquirencia (NASDAQ:GET)


Getnet Adquirencia (NASDAQ:GET) has an annual dividend yield of 1.84%, which is -1 percentage points lower than the software infrastructure industry average of 2.69%.

Why are software infrastructure stocks down?

Software infrastructure stocks were down -1.77% in the last day, and up 3.41% over the last week.

We couldn't find a catalyst for why software infrastructure stocks are down.

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 64 points higher than the software infrastructure industry average of 22. It passed 6 out of 7 valuation due diligence checks.

Taoping's stock has dropped -57.14% in the past year. It has underperformed other stocks in the software infrastructure industry by -36 percentage points.

2. Arbe Robotics (NASDAQ:ARBE)


Arbe Robotics (NASDAQ:ARBE) is the second most undervalued software infrastructure stock based on WallStreetZen's Valuation Score. Arbe Robotics has a valuation score of 71, which is 49 points higher than the software infrastructure industry average of 22. It passed 5 out of 7 valuation due diligence checks.

Arbe Robotics's stock has dropped -53.75% in the past year. It has underperformed other stocks in the software infrastructure industry by -32 percentage points.

3. Euronet Worldwide (NASDAQ:EEFT)


Euronet Worldwide (NASDAQ:EEFT) is the third most undervalued software infrastructure stock based on WallStreetZen's Valuation Score. Euronet Worldwide has a valuation score of 71, which is 49 points higher than the software infrastructure industry average of 22. It passed 5 out of 7 valuation due diligence checks.

Euronet Worldwide's stock has dropped -17.24% in the past year. It has overperformed other stocks in the software infrastructure industry by 4 percentage points.

Are software infrastructure stocks a good buy now?

43.59% of software infrastructure stocks rated by analysts are a buy right now. On average, analysts expect software infrastructure stocks to rise by 22.74% 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 15.46x.
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.