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 58th 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
$1.84B$795.57M$85.94M$68.77M$1.089.18%13.12%10,700.00%N/A2026-05-27
FIVN
FIVE9 INC
$1.59B$1.17B$163.47M$57.25M$0.749.31%19.72%N/AN/A
TENB
TENABLE HOLDINGS INC
$2.26B$1.02B$71.62M-$11.77M-$0.1010.74%17.28%N/AN/A
LSAK
LESAKA TECHNOLOGIES INC
$453.54M$701.70M$9.01M-$28.87M-$0.3310.11%42.17%N/AN/A
PAYS
PAYSIGN INC
$323.69M$91.47M$24.09M$10.40M$0.2043.38%35.77%81.82%N/A
TDC
TERADATA CORP
$3.15B$1.69B$677.00M$421.00M$4.51-0.82%-2.25%215.38%103.26%
CGNT
COGNYTE SOFTWARE LTD
$705.94M$400.04M$18.26M-$638.00k-$0.0114.09%-2.04%N/AN/A
BAND
BANDWIDTH INC
$1.67B$788.36M$50.67M-$5.05M-$0.174.88%15.23%N/AN/A
GCT
GIGACLOUD TECHNOLOGY INC
$1.36B$1.38B$188.61M$148.35M$3.9716.55%N/A29.32%N/A2026-05-27
RELY
REMITLY GLOBAL INC
$4.91B$1.73B$173.00M$105.63M$0.5027.27%N/AN/AN/A
BOX
BOX INC
$3.33B$1.18B$142.34M$87.05M$0.607.99%8.84%-57.14%N/A2026-05-26
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$492.48M$977.94M$204.68M$57.17M$0.718.83%18.38%N/A11.07%
PAY
PAYMENTUS HOLDINGS INC
$3.12B$1.28B$139.16M$74.01M$0.5933.01%31.59%40.48%49.13%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$533.17M$351.03M$172.72M$88.06M$4.630.47%N/A6.68%N/A
PGY
PAGAYA TECHNOLOGIES LTD
$1.13B$1.33B$110.35M$98.72M$1.1823.43%N/AN/AN/A
ALLT
ALLOT LTD
$359.98M$101.99M$6.34M$3.71M$0.0810.63%-5.58%N/AN/A2026-05-19
XYZ
BLOCK INC
$42.57B$24.48B$1.68B$807.08M$1.312.27%13.19%-69.18%10.37%
PATH
UIPATH INC
$5.07B$1.61B$134.57M$282.33M$0.5212.65%21.53%N/AN/A2026-06-03
AVPT
AVEPOINT INC
$2.08B$443.68M$67.35M$46.61M$0.2227.12%22.99%N/AN/A
TLS
TELOS CORP
$316.49M$181.93M-$13.50M-$25.92M-$0.3566.50%-1.55%N/AN/A
CPAY
CORPAY INC
$21.52B$4.78B$2.55B$1.18B$16.9118.26%15.41%16.22%13.77%
APPN
APPIAN CORP
$1.41B$762.69M$35.19M$885.00k$0.0220.37%19.38%N/AN/A
KVYO
KLAVIYO INC
$4.29B$1.31B$41.49M-$8.64M-$0.0330.27%N/AN/AN/A
EVCM
EVERCOMMERCE INC
$1.69B$594.10M$131.24M$32.48M$0.184.85%10.21%N/AN/A
RDWR
RADWARE LTD
$1.17B$309.58M$22.91M$19.46M$0.459.85%3.81%73.08%14.37%
BLZE
BACKBLAZE INC
$436.20M$149.89M$11.71M-$22.44M-$0.4013.32%N/AN/AN/A
PICS
PICS NV
$1.23B$2.07B$143.14M$220.06M$0.00108.09%N/AN/AN/A2026-06-02
GEN
GEN DIGITAL INC
$14.04B$4.73B$2.20B$603.00M$0.9821.55%13.65%-3.92%-0.99%
ATEN
A10 NETWORKS INC
$2.02B$299.42M$71.60M$44.63M$0.6212.08%5.73%-8.82%18.98%
SPSC
SPS COMMERCE INC
$1.83B$762.08M$181.50M$90.87M$2.4013.79%18.33%10.60%12.87%
NTCT
NETSCOUT SYSTEMS INC
$2.78B$859.48M$176.75M$95.53M$1.334.47%0.67%N/A38.60%
DBX
DROPBOX INC
$6.11B$2.53B$887.60M$472.60M$1.85-0.62%5.09%20.13%N/A
QLYS
QUALYS INC
$3.05B$684.86M$266.87M$201.43M$5.6110.17%12.89%13.33%24.57%
WEX
WEX INC
$4.65B$2.70B$1.00B$310.40M$9.013.29%11.88%14.20%N/A
AFRM
AFFIRM HOLDINGS INC
$22.63B$3.97B$675.20M$382.42M$1.1532.07%39.12%N/AN/A
FLYW
FLYWIRE CORP
$2.02B$677.69M$72.85M$30.18M$0.2432.49%36.30%500.00%N/A
IOT
SAMSARA INC
$16.25B$1.62B$24.95M-$9.12M-$0.0229.57%45.30%N/AN/A2026-06-04
EVTC
EVERTEC INC
$1.44B$950.95M$348.69M$132.64M$2.089.44%12.48%2.46%4.87%
YEXT
YEXT INC
$437.88M$446.58M$84.11M$37.87M$0.316.09%4.72%N/AN/A2026-06-02
PSFE
PAYSAFE LTD
$421.16M$1.70B$350.07M-$182.51M-$3.14-0.20%3.59%N/AN/A
BB
BLACKBERRY LTD
$3.63B$549.10M$76.80M$53.20M$0.092.65%-9.27%N/AN/A2026-06-25
TUYA
TUYA INC
$1.33B$321.79M$65.03M$57.89M$0.097.76%12.34%800.00%N/A
TOST
TOAST INC
$13.38B$6.45B$474.00M$412.00M$0.7023.44%N/A150.00%N/A
GRRR
GORILLA TECHNOLOGY GROUP INC
$367.43M$101.36M-$9.08M-$11.28M-$0.5135.74%17.42%N/AN/A
DLO
DLOCAL LTD
$3.73B$1.09B$282.67M$196.80M$0.6846.60%60.05%61.90%46.72%2026-05-19
FTNT
FORTINET INC
$89.28B$7.11B$2.59B$1.95B$2.6015.75%21.12%6.12%33.64%
MDB
MONGODB INC
$24.36B$2.46B-$15.15M-$71.15M-$0.8822.79%33.07%N/AN/A2026-05-28
FFIV
F5 INC
$20.57B$3.22B$967.35M$708.21M$12.339.69%5.49%15.77%22.01%
PAGS
PAGSEGURO DIGITAL LTD
$2.75B$4.12B$1.93B$427.09M$1.4522.37%23.23%20.87%11.66%2026-05-21
PLTR
PALANTIR TECHNOLOGIES INC
$320.59B$5.22B$2.34B$2.28B$0.9667.71%34.10%284.00%N/A
NTNX
NUTANIX INC
$12.08B$2.69B$376.46M$267.13M$0.9915.85%15.52%N/AN/A2026-05-27
OKTA
OKTA INC
$14.34B$2.92B$355.00M$235.00M$1.3311.84%28.44%731.25%N/A2026-05-28
ADBE
ADOBE INC
$95.75B$24.45B$10.01B$7.21B$17.1810.96%12.31%12.80%8.19%2026-06-11
CINT
CI&T INC
$474.73M$489.65M$101.09M$40.62M$0.3111.55%24.09%40.91%11.00%
VRNS
VARONIS SYSTEMS INC
$3.13B$660.24M-$122.92M-$130.40M-$1.1315.15%16.08%N/AN/A
GTLB
GITLAB INC
$3.84B$955.22M-$34.11M-$55.96M-$0.3425.81%44.39%N/AN/A2026-06-09
EEFT
EURONET WORLDWIDE INC
$2.58B$4.34B$691.10M$308.60M$7.567.22%11.21%5.44%N/A
ACIW
ACI WORLDWIDE INC
$4.15B$1.79B$448.70M$206.09M$2.007.06%6.82%-22.18%19.81%
MQ
MARQETA INC
$1.64B$651.61M$35.91M$2.17M$0.0123.39%13.24%-88.89%N/A
GDDY
GODADDY INC
$11.25B$5.02B$1.34B$870.10M$6.397.83%7.96%19.22%N/A
CRWD
CROWDSTRIKE HOLDINGS INC
$147.08B$4.81B$198.34M-$162.50M-$0.6521.71%40.64%N/AN/A2026-06-09
DOX
AMDOCS LTD
$6.66B$4.58B$936.03M$571.14M$5.20-5.98%1.68%19.54%0.15%
RPD
RAPID7 INC
$416.35M$859.23M$82.47M$22.41M$0.351.19%14.61%-14.63%N/A
NET
CLOUDFLARE INC
$70.63B$2.33B$209.92M-$86.74M-$0.2531.55%37.26%N/AN/A
PAYO
PAYONEER GLOBAL INC
$1.63B$1.07B$186.21M$72.18M$0.207.19%24.00%-37.50%N/A
OSPN
ONESPAN INC
$451.55M$245.76M$57.00M$69.96M$1.841.68%3.19%21.85%N/A
ZS
ZSCALER INC
$24.71B$3.00B$207.69M-$67.63M-$0.4223.91%41.13%N/AN/A2026-05-26
WIX
WIXCOM LTD
$2.90B$1.99B$36.07M$50.65M$0.9113.20%15.15%-63.45%N/A2026-05-20
MCRP
MICROPOLIS AI ROBOTICS
$101.18M$5.09k$598.84k$602.92k$0.03-42.99%N/AN/AN/A
RBRK
RUBRIK INC
$12.70B$1.32B-$272.13M-$348.83M-$1.7848.46%N/AN/AN/A2026-06-04
FOUR
SHIFT4 PAYMENTS INC
$3.33B$4.45B$857.70M$61.30M$0.9028.26%40.73%-72.64%N/A
IIIV
I3 VERTICALS INC
$522.04M$216.99M$55.07M$17.92M$0.726.44%5.80%-86.10%N/A
PANW
PALO ALTO NETWORKS INC
$194.38B$9.89B$2.28B$1.28B$1.8715.44%21.20%-2.60%N/A2026-05-20
MSFT
MICROSOFT CORP
$3.04T$318.27B$200.96B$125.22B$16.8617.87%14.75%29.79%17.84%
KSPI
JOINT STOCK CO KASPIKZ
$16.85B$8.25B$4.58B$2.19B$11.4866.60%41.28%7.20%28.25%2026-05-18
MSAI
MULTISENSOR AI HOLDINGS INC
$12.66M$6.00M-$8.65M-$9.75M-$8.43-4.80%N/AN/AN/A
MLGO
MICROALGO INC
$56.59M$61.17M$18.32M$16.51M$2.16-19.18%52.00%46.56%-45.34%
VRSN
VERISIGN INC
$26.66B$1.68B$1.19B$840.90M$9.066.84%5.69%10.49%10.42%
DOCN
DIGITALOCEAN HOLDINGS INC
$16.53B$948.63M$369.78M$236.83M$2.5917.61%22.83%117.65%N/A
PAYP
PAYPAY CORP
$13.23B$2.43B$656.34M$735.51M$1.1518.99%N/A156.82%N/A
KLAR
KLARNA GROUP PLC
$11.84B$3.51B-$137.00M-$294.00M-$0.7924.83%N/AN/AN/A
CETX
CEMTREX INC
$8.21M$78.88M-$2.91M-$19.91M-$9.5223.78%14.47%N/AN/A
ORCL
ORACLE CORP
$562.58B$64.08B$30.62B$16.19B$5.6914.87%10.05%29.61%5.86%2026-06-16
BNAI
BRAND ENGAGEMENT NETWORK INC
$135.67M$275.12k-$4.17M-$8.63M-$1.97175.70%N/AN/AN/A
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$12.70B$2.76B$1.04B$1.06B$9.915.84%5.73%27.38%10.01%
SNPS
SYNOPSYS INC
$97.70B$8.01B$2.97B$1.10B$6.5731.88%15.95%-52.18%6.66%2026-05-20
ALAR
ALARUM TECHNOLOGIES LTD
$52.96M$40.76M$3.88M$963.00k$0.1028.06%52.84%-88.89%N/A
OBAI
OUR BOND INC
$1.87M$9.97M-$9.20M-$10.55M-$2.232.42%N/AN/AN/A
NTSK
NETSKOPE INC
$4.37B$709.00M-$622.15M-$679.39M-$3.1831.72%N/AN/AN/A2026-06-03
DAVA
ENDAVA PLC
$191.42M$991.87MN/A-$3.93M-$0.095.90%13.89%N/AN/A
S
SENTINELONE INC
$5.62B$1.00B-$220.58M-$450.74M-$1.3721.89%60.83%N/AN/A2026-05-28
SAIL
SAILPOINT INC
$7.43B$1.07B-$90.59M-$293.84M-$0.5424.35%24.01%N/AN/A2026-06-09
GOAI
EVA LIVE INC
$112.40M$17.04M$8.23M$8.13M$0.2682.59%N/AN/AN/A
BLSH
BULLISH
$5.95B$244.96B-$750.01M-$806.26M-$5.99-2.11%N/AN/AN/A2026-06-03
REKR
REKOR SYSTEMS INC
$112.01M$49.52M-$20.71M-$29.95M-$0.238.95%33.10%N/AN/A2026-05-20
RXT
RACKSPACE TECHNOLOGY INC
$1.82B$2.70B$319.50M-$146.00M-$0.61-0.49%-0.60%N/AN/A
TCX
TUCOWS INC
$168.91M$392.35M$31.02M-$78.79M-$7.106.20%5.65%N/AN/A
AKAM
AKAMAI TECHNOLOGIES INC
$22.63B$4.27B$1.30B$435.18M$3.026.15%5.42%0.33%-3.56%
CLBT
CELLEBRITE DI LTD
$3.27B$475.68M$78.35M$78.33M$0.3218.56%19.53%N/AN/A
STNE
STONECO LTD
$2.41B$2.85B$1.66B$467.68M$1.7532.47%32.25%N/A22.87%

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in May 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 154 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: C, Safety: B, Financials: B, and AI: B.

Liveramp Holdings (NYSE:RAMP) has a Due Diligence Score of 56, which is 21 points higher than the software infrastructure industry average of 35.

RAMP passed 18 out of 33 due diligence checks and has strong fundamentals. Liveramp Holdings has seen its stock lose -2.08% over the past year, overperforming other software infrastructure stocks by 26 percentage points.

Liveramp Holdings has an average 1 year price target of $37.00, an upside of 27.02% from Liveramp Holdings's current stock price of $29.13.

Liveramp Holdings stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 3 analysts covering Liveramp Holdings, 66.67% have issued a Strong Buy rating, 0% have issued a Buy, 33.33% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Five9 (NASDAQ:FIVN)


Five9 (NASDAQ:FIVN) is the #2 top software infrastructure stock out of 154 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 Five9 (NASDAQ:FIVN) is: Value: A, Growth: A, Momentum: D, Sentiment: C, Safety: C, Financials: B, and AI: C.

Five9 (NASDAQ:FIVN) has a Due Diligence Score of 64, which is 29 points higher than the software infrastructure industry average of 35.

FIVN passed 20 out of 33 due diligence checks and has strong fundamentals. Five9 has seen its stock lose -26.91% over the past year, overperforming other software infrastructure stocks by 1 percentage points.

Five9 has an average 1 year price target of $25.80, an upside of 24.34% from Five9's current stock price of $20.75.

Five9 stock has a consensus Buy recommendation according to Wall Street analysts. Of the 15 analysts covering Five9, 40% have issued a Strong Buy rating, 26.67% have issued a Buy, 33.33% 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 154 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: C, Safety: C, Financials: B, and AI: C.

Tenable Holdings (NASDAQ:TENB) has a Due Diligence Score of 23, which is -12 points lower than the software infrastructure industry average of 35. 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 -38.01% over the past year, underperforming other software infrastructure stocks by -10 percentage points.

Tenable Holdings has an average 1 year price target of $27.64, an upside of 35.17% from Tenable Holdings's current stock price of $20.45.

Tenable Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 14 analysts covering Tenable Holdings, 42.86% have issued a Strong Buy rating, 14.29% have issued a Buy, 42.86% 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 14 software infrastructure stocks that have issued dividends in the past year, the 3 software infrastructure stocks with the highest dividend yields are:

1. Stoneco (NASDAQ:STNE)


Stoneco (NASDAQ:STNE) has an annual dividend yield of 26.08%, which is 22 percentage points higher than the software infrastructure industry average of 3.85%.

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

2. Onespan (NASDAQ:OSPN)


Onespan (NASDAQ:OSPN) has an annual dividend yield of 5.09%, which is 1 percentage points higher than the software infrastructure industry average of 3.85%.

Onespan's dividend payout ratio of 26.6% indicates that its high dividend yield is sustainable for the long-term.

3. Dlocal (NASDAQ:DLO)


Dlocal (NASDAQ:DLO) has an annual dividend yield of 4.15%, which is the same as the software infrastructure industry average of 3.85%.

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

Why are software infrastructure stocks up?

Software infrastructure stocks were up 1.23% in the last day, and up 0.62% over the last week. Rackspace Technology was the among the top gainers in the software - infrastructure industry, gaining 26.34% yesterday.

Shares of companies within the broader tech sector are trading lower amid overall market weakness, driven by rising bond yields and inflation concerns that may keep interest rates elevated.

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 56 points higher than the software infrastructure industry average of 30. It passed 6 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 26.77% in the past year. It has overperformed other stocks in the software infrastructure industry by 54 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 71, which is 41 points higher than the software infrastructure industry average of 30. It passed 5 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -73.87% in the past year. It has underperformed other stocks in the software infrastructure industry by -46 percentage points.

3. Yext (NYSE:YEXT)


Yext (NYSE:YEXT) 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.

Yext has a valuation score of 71, which is 41 points higher than the software infrastructure industry average of 30. It passed 5 out of 7 valuation due diligence checks.

Yext's stock has dropped -48.33% in the past year. It has underperformed other stocks in the software infrastructure industry by -21 percentage points.

Are software infrastructure stocks a good buy now?

51.38% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 20.17% over the next year.

3.2% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 22.4% of software infrastructure stocks are rated B (Buy), 54.4% are rated C (Hold), 12% are rated D (Sell), and 8% 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 -7.15x.
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.