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 48th 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
$1.64B$778.79M$64.50M$40.11M$0.6210.13%13.58%1,140.00%N/A2026-02-11
NTCT
NETSCOUT SYSTEMS INC
$2.01B$862.77M$168.25M$89.58M$1.269.60%-0.36%N/A34.15%2026-02-05
TDC
TERADATA CORP
$2.79B$1.65B$271.00M$118.00M$1.23-8.18%-2.13%44.71%5.53%2026-02-10
APPN
APPIAN CORP
$2.17B$690.76M$28.31M-$7.31M-$0.0915.97%18.83%N/AN/A2026-02-12
FIVN
FIVE9 INC
$1.48B$1.13B$127.81M$31.28M$0.4212.48%23.07%N/AN/A2026-02-25
DLO
DLOCAL LTD
$4.09B$960.19M$264.90M$170.95M$0.6031.63%N/A46.34%N/A2026-03-16
TENB
TENABLE HOLDINGS INC
$2.71B$974.60M$51.10M-$33.51M-$0.2811.05%18.38%N/AN/A2026-02-10
ALLT
ALLOT LTD
$440.18M$98.51M$5.78M$1.04M$0.047.51%-5.01%N/AN/A2026-02-23
PAGS
PAGSEGURO DIGITAL LTD
$3.60B$3.74B$1.71B$411.78M$1.3713.23%25.37%18.30%12.89%2026-03-04
MDB
MONGODB INC
$32.93B$2.32B-$31.72M-$70.86M-$0.8220.93%33.67%N/AN/A2026-03-05
PATH
UIPATH INC
$8.10B$1.55B$95.07M$229.66M$0.4210.05%N/AN/AN/A2026-03-18
YEXT
YEXT INC
$960.17M$447.67M$68.38M$26.38M$0.229.46%5.42%N/AN/A2026-03-04
GCT
GIGACLOUD TECHNOLOGY INC
$3.05B$1.22B$164.28M$129.83M$3.3410.17%N/A5.03%N/A2026-03-13
QLYS
QUALYS INC
$4.70B$653.03M$251.69M$189.14M$5.2010.13%13.10%12.31%18.14%2026-02-05
OKTA
OKTA INC
$16.21B$2.84B$316.00M$195.00M$1.1112.12%29.89%N/AN/A2026-03-02
AVPT
AVEPOINT INC
$2.70B$393.99M$19.30M$1.97M$0.0024.71%30.17%N/AN/A2026-02-26
WEX
WEX INC
$5.55B$2.62B$960.90M$283.80M$7.80-1.15%10.39%-2.26%48.78%2026-02-05
AKAM
AKAMAI TECHNOLOGIES INC
$13.96B$4.13B$1.38B$506.86M$3.474.21%5.76%0.29%0.00%2026-02-17
TOST
TOAST INC
$20.12B$5.86B$336.00M$273.00M$0.4725.76%N/AN/AN/A2026-02-18
TLS
TELOS CORP
$418.92M$144.40M-$18.43M-$29.57M-$0.4117.44%-4.47%N/AN/A
BB
BLACKBERRY LTD
$2.25B$537.00M$47.10M$21.90M$0.03-1.70%-11.06%N/AN/A
CGNT
COGNYTE SOFTWARE LTD
$651.50M$388.30M$14.59M-$5.63M-$0.0814.27%-2.84%N/AN/A
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$414.52M$349.61M$169.87M$82.10M$4.24-0.44%N/A-7.22%N/A2026-02-25
RELY
REMITLY GLOBAL INC
$2.99B$1.54B$67.61M$20.99M$0.1031.27%N/AN/AN/A2026-02-25
PGY
PAGAYA TECHNOLOGIES LTD
$1.82B$1.25B-$155.79M-$193.59M-$2.7428.33%N/AN/AN/A2026-02-09
GEN
GEN DIGITAL INC
$15.55B$4.47B$2.08B$570.00M$0.9316.15%12.59%-5.10%-29.42%2026-02-05
PAYS
PAYSIGN INC
$251.00M$74.88M$17.08M$7.56M$0.1432.61%22.97%-6.67%N/A
PAY
PAYMENTUS HOLDINGS INC
$3.70B$1.12B$118.54M$59.41M$0.4844.34%N/A41.18%N/A2026-03-09
RDWR
RADWARE LTD
$1.05B$294.64M$20.20M$16.67M$0.3810.40%3.48%N/A5.55%2026-02-11
DBX
DROPBOX INC
$6.79B$2.53B$813.00M$502.50M$1.79-0.44%6.38%2.29%56.61%2026-02-19
EVTC
EVERTEC INC
$1.93B$903.38M$342.74M$146.09M$2.289.67%12.40%72.73%10.89%2026-03-04
FLYW
FLYWIRE CORP
$1.68B$583.03M$33.04M-$2.44M-$0.0222.71%N/AN/AN/A2026-03-03
WIX
WIXCOM LTD
$4.71B$1.93B$144.85M$138.90M$2.4913.22%16.28%48.21%N/A2026-02-25
DOX
AMDOCS LTD
$9.02B$4.53B$924.03M$564.70M$5.08-9.43%1.69%18.97%6.37%2026-02-03
PLTR
PALANTIR TECHNOLOGIES INC
$395.41B$3.90B$1.15B$1.10B$0.4747.23%31.26%113.64%N/A2026-02-02
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$493.69M$932.95M$192.31M$42.97M$0.539.51%18.67%N/A13.61%
NTNX
NUTANIX INC
$11.62B$2.62B$343.40M$220.54M$0.8217.45%14.92%N/AN/A2026-03-04
IOT
SAMSARA INC
$18.51B$1.52B-$13.83M-$42.36M-$0.0828.96%N/AN/AN/A2026-03-05
CHOW
CHOWCHOW CLOUD INTERNATIONAL HOLDINGS LTD
$23.38MN/AN/AN/AN/AN/AN/AN/AN/A
BAND
BANDWIDTH INC
$420.89M$756.12M$40.11M-$11.67M-$0.397.42%20.95%N/AN/A2026-02-19
FFIV
F5 INC
$15.22B$3.09B$932.24M$692.38M$11.969.66%5.61%23.94%18.82%2026-01-26
OSPN
ONESPAN INC
$466.97M$241.44M$59.81M$58.15M$1.52-1.43%0.69%105.41%119.25%2026-03-11
KVYO
KLAVIYO INC
$7.98B$1.15B-$23.42M-$65.77M-$0.2432.81%N/AN/AN/A2026-03-03
SPSC
SPS COMMERCE INC
$3.48B$729.76M$167.69M$85.06M$2.2419.28%19.29%5.16%13.87%
ATEN
A10 NETWORKS INC
$1.25B$284.41M$71.83M$50.57M$0.7010.27%4.97%4.48%37.97%2026-02-10
MSFT
MICROSOFT CORP
$3.35T$293.81B$169.99B$104.91B$14.1115.59%14.84%15.94%17.65%2026-01-27
GDDY
GODADDY INC
$14.32B$4.87B$1.23B$828.50M$5.938.68%8.60%-53.53%N/A2026-02-12
CINT
CI&T INC
$640.54M$496.56M$104.73M$38.23M$0.294.39%N/A53.40%N/A
ADBE
ADOBE INC
$122.89B$23.77B$9.82B$7.13B$16.7310.53%13.06%34.59%8.87%2026-03-12
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$19.13B$2.68B$1.06B$1.01B$9.376.31%5.59%25.60%9.66%2026-02-12
TUYA
TUYA INC
$1.33BN/AN/AN/AN/AN/AN/AN/AN/A2026-03-04
RBRK
RUBRIK INC
$13.03B$1.20B-$309.54M-$376.75M-$1.5548.93%N/AN/AN/A2026-03-12
ACIW
ACI WORLDWIDE INC
$4.51B$1.73B$484.64M$260.88M$2.507.01%5.78%17.37%36.37%2026-02-26
NET
CLOUDFLARE INC
$60.70B$2.01B$148.72M-$103.04M-$0.3028.06%38.93%N/AN/A2026-02-10
EVCM
EVERCOMMERCE INC
$2.29B$612.75M$106.34M-$677.00k$0.004.22%N/AN/AN/A2026-03-12
GTLB
GITLAB INC
$6.30B$906.25M-$40.58M-$47.56M-$0.2927.35%N/AN/AN/A2026-03-02
FTNT
FORTINET INC
$57.72B$6.55B$2.42B$1.87B$2.4414.78%21.61%22.00%34.61%2026-02-05
ZS
ZSCALER INC
$33.22B$2.83B$188.84M-$41.04M-$0.2623.24%42.61%N/AN/A2026-03-05
PDYN
PALLADYNE AI CORP
$295.10M$4.35M-$40.56M-$41.44M-$1.60-44.07%N/AN/AN/A
BLZE
BACKBLAZE INC
$280.42M$141.86M-$131.00k-$34.58M-$0.6715.73%N/AN/AN/A2026-02-12
DOCN
DIGITALOCEAN HOLDINGS INC
$4.97B$863.96M$341.11M$251.87M$2.7714.20%N/A204.40%N/A2026-02-19
RPAY
REPAY HOLDINGS CORP
$332.51M$308.95M-$7.14M-$120.73M-$1.36-0.58%15.98%N/AN/A2026-03-04
AMBR
AMBER INTERNATIONAL HOLDING LTD
$24.45MN/AN/AN/AN/AN/AN/AN/AN/A
IIIV
I3 VERTICALS INC
$800.43M$213.16M$57.79M$17.87M$0.7511.47%7.26%-84.50%N/A2026-02-05
KSPI
JOINT STOCK CO KASPIKZ
$14.89B$5.34BN/A$2.04B$10.76-23.56%N/A-6.28%N/A2026-02-23
AFRM
AFFIRM HOLDINGS INC
$24.04B$3.46B$486.49M$233.10M$0.7137.00%42.17%N/AN/A2026-02-05
RPD
RAPID7 INC
$857.80M$858.67M$82.83M$18.77M$0.293.08%17.10%-54.69%N/A2026-02-10
KPLT
KATAPULT HOLDINGS INC
$30.18M$280.84M$256.35M-$28.04M-$5.9516.15%9.95%N/AN/A
CRWD
CROWDSTRIKE HOLDINGS INC
$114.39B$4.57B$75.23M-$314.16M-$1.2722.05%43.07%N/AN/A2026-03-10
CPAY
CORPAY INC
$22.89B$4.31B$2.28B$1.05B$14.9611.27%11.80%4.47%11.71%2026-02-04
PSFE
PAYSAFE LTD
$435.46M$1.68B$394.45M-$123.77M-$2.15-0.95%N/AN/AN/A2026-03-05
VRSN
VERISIGN INC
$23.31B$1.63B$1.16B$811.00M$8.615.47%5.32%0.12%4.38%2026-02-05
LHSW
LIANHE SOWELL INTERNATIONAL GROUP LTD
$41.29M$36.54MN/A$3.12M$0.06-0.16%N/A0.00%N/A2026-01-29
SAIL
SAILPOINT INC
$9.72B$1.02B-$85.54M-$629.84M-$4.8523.38%33.92%N/AN/A
ORCL
ORACLE CORP
$511.93B$61.02B$28.35B$15.43B$5.4511.08%9.14%29.45%10.09%2026-03-09
PANW
PALO ALTO NETWORKS INC
$127.04B$9.56B$2.06B$1.12B$1.6715.30%21.68%-60.61%N/A
EEFT
EURONET WORLDWIDE INC
$3.13B$4.18B$654.30M$303.20M$7.267.25%11.11%-0.68%66.94%2026-02-11
STNE
STONECO LTD
$4.60B$2.67B$878.89M-$205.25M-$0.5818.30%35.13%N/AN/A
CETX
CEMTREX INC
$14.51M$76.49M-$22.97M-$28.11M-$212.7214.39%11.94%N/AN/A
GRRR
GORILLA TECHNOLOGY GROUP INC
$293.13MN/AN/AN/AN/AN/AN/AN/AN/A
MQ
MARQETA INC
$1.98B$588.56M-$11.33M-$39.65M-$0.0920.11%N/AN/AN/A2026-03-04
OWLS
OBOOK HOLDINGS INC
$565.62MN/AN/AN/AN/AN/AN/AN/AN/A
ODD
ODDITY TECH LTD
$2.01B$780.76M$145.78M$110.16M$1.9625.80%N/A11.36%N/A2026-03-10
REKR
REKOR SYSTEMS INC
$181.17M$49.03M-$33.48M-$44.04M-$0.4211.89%44.05%N/AN/A
CLBT
CELLEBRITE DI LTD
$3.80B$455.90M$72.06M$76.33M$0.3818.37%N/AN/AN/A2026-02-11
VRNS
VARONIS SYSTEMS INC
$4.10B$608.68M-$113.34M-$114.54M-$1.0211.37%17.65%N/AN/A2026-02-03
BOX
BOX INC
$3.82B$1.15B$131.69M$186.60M$1.307.21%8.78%58.54%N/A2026-03-03
AISP
AIRSHIP AI HOLDINGS INC
$127.47M$12.03M-$43.26M-$43.82M-$1.83-49.96%N/AN/AN/A
XYZ
BLOCK INC
$39.53B$23.97B$2.30B$3.14B$5.110.47%25.66%197.09%47.58%2026-02-19
STEM
STEM INC
$159.08M$164.95M$170.75M$102.60M$12.47-35.61%36.18%N/AN/A
NTSK
NETSKOPE INC
$6.13BN/AN/AN/AN/AN/AN/AN/AN/A2026-03-12
SNPS
SYNOPSYS INC
$97.47B$7.05B$2.61B$1.33B$8.1315.12%13.87%-44.99%13.06%2026-02-18
ALAR
ALARUM TECHNOLOGIES LTD
$60.59M$36.31MN/A$1.19M$0.2015.03%50.48%-94.44%N/A
FOUR
SHIFT4 PAYMENTS INC
$5.85B$3.88B$751.40M$170.20M$2.4623.16%38.61%30.16%N/A2026-03-03
RXT
RACKSPACE TECHNOLOGY INC
$201.45M$2.69B$213.00M-$249.10M-$1.05-2.98%0.53%N/AN/A2026-02-25
TCX
TUCOWS INC
$274.16M$384.73M$14.07M-$96.26M-$8.738.03%3.35%N/AN/A2026-02-05
VHC
VIRNETX HOLDING CORP
$95.71M$101.00k-$17.84M-$17.86M-$4.91N/A-79.83%N/AN/A
S
SENTINELONE INC
$4.82B$955.65M-$222.79M-$411.29M-$1.2524.09%N/AN/AN/A2026-03-11
MCRP
MICROPOLIS HOLDING CO
$90.36M$5.09k$598.84k$602.92k$0.03-42.99%N/AN/AN/A
EXOD
EXODUS MOVEMENT INC
$461.86M$136.95M$125.87M$108.77M$3.9752.27%N/A83.80%N/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: D, Sentiment: A, Safety: B, Financials: B, and AI: B.

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 -22.14% over the past year, underperforming other software infrastructure stocks by -13 percentage points.

Liveramp Holdings has an average 1 year price target of $40.00, an upside of 55.16% from Liveramp Holdings's current stock price of $25.78.

Liveramp Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 3 analysts covering Liveramp Holdings, 33.33% have issued a Strong Buy rating, 0% have issued a Buy, 66.67% 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: A, 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 23% over the past year, overperforming other software infrastructure stocks by 32 percentage points.

Netscout Systems has an average 1 year price target of $31.00, an upside of 11.47% from Netscout Systems's current stock price of $27.81.

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. Teradata (NYSE:TDC)


Teradata (NYSE:TDC) 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 Teradata (NYSE:TDC) is: Value: A, Growth: C, Momentum: C, Sentiment: B, Safety: C, Financials: A, and AI: C.

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 lose -6.76% over the past year, overperforming other software infrastructure stocks by 3 percentage points.

Teradata has an average 1 year price target of $30.29, an upside of 1.26% from Teradata's current stock price of $29.91.

Teradata stock has a consensus Hold recommendation according to Wall Street analysts. Of the 7 analysts covering Teradata, 14.29% have issued a Strong Buy rating, 28.57% have issued a Buy, 42.86% 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 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 3.77%, which is 2 percentage points higher than the software infrastructure industry average of 1.59%.

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 2.93%, which is 1 percentage points higher than the software infrastructure industry average of 1.59%.

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 2.54%, which is 1 percentage points higher than the software infrastructure industry average of 1.59%. 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 1.56% in the last day, and down -1.16% over the last week. Payoneer Global was the among the top gainers in the software - infrastructure industry, gaining 8.59% yesterday.

Payoneer India shares are trading higher after the company's subsidiary Payoneer Global was granted in-principle authorization from the Reserve Bank of India to operate as a Payment Aggregator – Cross Border for facilitating Inward and Outward transactions.

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 57, which is 30 points higher than the software infrastructure industry average of 27. It passed 4 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has dropped -14.13% in the past year. It has underperformed other stocks in the software infrastructure industry by -5 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 16 points higher than the software infrastructure industry average of 27. It passed 3 out of 7 valuation due diligence checks.

Onespan's stock has dropped -35.67% in the past year. It has underperformed other stocks in the software infrastructure industry by -26 percentage points.

3. Rapid7 (NASDAQ:RPD)


Rapid7 (NASDAQ:RPD) 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.

Rapid7 has a valuation score of 43, which is 16 points higher than the software infrastructure industry average of 27. It passed 3 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -66.66% in the past year. It has underperformed other stocks in the software infrastructure industry by -57 percentage points.

Are software infrastructure stocks a good buy now?

41.96% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 27.81% over the next year.

2.44% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 21.14% of software infrastructure stocks are rated B (Buy), 63.41% are rated C (Hold), 8.94% are rated D (Sell), and 4.07% 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 30.48x.
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.