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 52nd 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
$1.54B$795.57M$85.94M$68.77M$1.089.18%13.12%10,700.00%N/A
TDC
TERADATA CORP
$3.13B$1.65B$271.00M$118.00M$1.23-8.18%-2.13%44.71%5.53%
TENB
TENABLE HOLDINGS INC
$2.69B$974.60M$51.10M-$33.51M-$0.2811.05%18.38%N/AN/A
FIVN
FIVE9 INC
$1.31B$1.13B$127.81M$31.28M$0.4212.48%23.07%N/AN/A2026-02-19
PATH
UIPATH INC
$6.05B$1.55B$95.07M$229.66M$0.4210.05%N/AN/AN/A2026-03-18
APPN
APPIAN CORP
$1.69B$690.76M$28.31M-$7.31M-$0.0915.97%18.83%N/AN/A
DLO
DLOCAL LTD
$3.52B$960.19M$264.90M$170.95M$0.6031.63%N/A46.34%N/A2026-03-18
TOST
TOAST INC
$16.07B$5.86B$336.00M$273.00M$0.4725.76%N/AN/AN/A
GCT
GIGACLOUD TECHNOLOGY INC
$2.65B$1.22B$164.28M$129.83M$3.3410.17%N/A5.03%N/A2026-03-13
RELY
REMITLY GLOBAL INC
$2.67B$1.54B$67.61M$20.99M$0.1031.27%N/AN/AN/A2026-02-18
KVYO
KLAVIYO INC
$5.67B$1.23B$12.83M-$31.77M-$0.1131.63%N/AN/AN/A2026-03-03
PAY
PAYMENTUS HOLDINGS INC
$2.90B$1.12B$118.54M$59.41M$0.4844.34%N/A41.18%N/A2026-03-09
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$558.71M$349.70M$170.05M$84.53M$4.39-0.20%1.09%-5.39%-10.58%2026-02-25
PAGS
PAGSEGURO DIGITAL LTD
$3.48B$3.74B$1.71B$411.78M$1.3713.23%25.37%18.30%12.89%2026-03-04
TLS
TELOS CORP
$322.31M$144.40M-$18.43M-$29.57M-$0.4117.44%-4.47%N/AN/A2026-03-12
PGY
PAGAYA TECHNOLOGIES LTD
$1.02B$1.25B-$155.79M-$193.59M-$2.7428.33%N/AN/AN/A
GEN
GEN DIGITAL INC
$14.37B$4.73B$2.20B$603.00M$0.9821.55%13.65%-3.92%-0.99%
MDB
MONGODB INC
$29.98B$2.32B-$31.72M-$70.86M-$0.8220.93%33.67%N/AN/A2026-03-02
ALLT
ALLOT LTD
$425.66M$98.51M$5.78M$1.04M$0.047.51%-5.01%N/AN/A2026-02-23
QLYS
QUALYS INC
$3.76B$653.03M$251.69M$189.14M$5.2010.13%13.10%12.31%18.14%
CGNT
COGNYTE SOFTWARE LTD
$515.65M$388.30M$14.59M-$5.63M-$0.0814.27%-2.84%N/AN/A2026-04-08
AVPT
AVEPOINT INC
$2.28B$393.99M$19.30M$1.97M$0.0024.71%30.17%N/AN/A2026-02-26
PAYS
PAYSIGN INC
$186.60M$74.88M$17.08M$7.56M$0.1432.61%22.97%-6.67%N/A2026-03-24
NTNX
NUTANIX INC
$11.29B$2.62B$343.40M$220.54M$0.8217.45%14.92%N/AN/A2026-03-04
DOX
AMDOCS LTD
$7.48B$4.58B$936.03M$571.14M$5.20-5.98%1.68%19.54%0.15%
PLTR
PALANTIR TECHNOLOGIES INC
$313.21B$3.90B$1.15B$1.10B$0.4747.23%31.26%113.64%N/A
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$441.29M$932.95M$192.31M$42.97M$0.539.51%18.67%N/A13.61%2026-03-17
OSPN
ONESPAN INC
$427.42M$241.44M$59.81M$58.15M$1.52-1.43%0.69%105.41%119.25%2026-03-11
ATEN
A10 NETWORKS INC
$1.48B$284.41M$71.83M$50.57M$0.7010.27%4.97%4.48%37.97%
PICS
PICS NV
N/AN/AN/AN/AN/AN/AN/AN/AN/A
YEXT
YEXT INC
$683.03M$447.67M$68.38M$26.38M$0.229.46%5.42%N/AN/A2026-03-04
WIX
WIXCOM LTD
$3.85B$1.93B$144.85M$138.90M$2.4913.22%16.28%48.21%N/A2026-02-25
BB
BLACKBERRY LTD
$2.04B$537.00M$47.10M$21.90M$0.03-1.70%-11.06%N/AN/A2026-04-09
NTCT
NETSCOUT SYSTEMS INC
$2.15B$861.43M$172.95M$95.91M$1.344.91%0.33%N/A47.80%
AKAM
AKAMAI TECHNOLOGIES INC
$16.08B$4.13B$1.38B$506.86M$3.474.21%5.76%0.29%0.00%2026-02-19
EVCM
EVERCOMMERCE INC
$1.84B$612.75M$106.34M-$677.00k$0.004.22%N/AN/AN/A2026-03-12
EVTC
EVERTEC INC
$1.69B$903.38M$342.74M$146.09M$2.289.67%12.40%72.73%10.89%2026-03-04
CHOW
CHOWCHOW CLOUD INTERNATIONAL HOLDINGS LTD
$21.83MN/AN/AN/AN/AN/AN/AN/AN/A
OKTA
OKTA INC
$15.47B$2.84B$316.00M$195.00M$1.1112.12%29.89%N/AN/A2026-03-04
CINT
CI&T INC
$644.46M$496.56M$104.73M$38.23M$0.294.39%N/A53.40%N/A
CPAY
CORPAY INC
$23.58B$4.31B$2.28B$1.05B$14.9611.27%11.80%4.47%11.71%
WEX
WEX INC
$5.41B$2.66B$991.90M$304.10M$8.571.24%11.27%12.91%N/A
DBX
DROPBOX INC
$6.35B$2.53B$813.00M$502.50M$1.79-0.44%6.38%2.29%56.61%2026-02-19
IOT
SAMSARA INC
$15.76B$1.52B-$13.83M-$42.36M-$0.0828.96%N/AN/AN/A2026-03-05
SPSC
SPS COMMERCE INC
$2.33B$729.76M$167.69M$85.06M$2.2419.28%19.29%5.16%13.87%
GDDY
GODADDY INC
$12.04B$4.87B$1.23B$828.50M$5.938.68%8.60%-53.53%N/A
FFIV
F5 INC
$15.48B$3.14B$947.64M$705.99M$12.238.79%5.50%20.37%20.27%
RDWR
RADWARE LTD
$1.21B$301.85M$23.09M$20.26M$0.479.81%3.84%235.71%17.48%
DOCN
DIGITALOCEAN HOLDINGS INC
$6.24B$863.96M$341.11M$251.87M$2.7714.20%N/A204.40%N/A2026-02-24
ADBE
ADOBE INC
$108.23B$23.77B$9.82B$7.13B$16.7310.53%13.06%34.59%8.87%2026-03-12
BAND
BANDWIDTH INC
$395.56M$756.12M$40.11M-$11.67M-$0.397.42%20.95%N/AN/A2026-02-19
AFRM
AFFIRM HOLDINGS INC
$16.59B$3.72B$557.57M$282.33M$0.8532.70%40.88%N/AN/A
ACIW
ACI WORLDWIDE INC
$4.08B$1.73B$484.64M$260.88M$2.507.01%5.78%17.37%36.37%2026-02-26
FLYW
FLYWIRE CORP
$1.34B$583.03M$33.04M-$2.44M-$0.0222.71%N/AN/AN/A2026-02-24
PDYN
PALLADYNE AI CORP
$282.49M$4.35M-$40.56M-$41.44M-$1.60-44.07%N/AN/AN/A
MSFT
MICROSOFT CORP
$2.98T$305.45B$191.39B$119.26B$16.0516.67%14.79%28.71%18.81%
GTLB
GITLAB INC
$4.98B$906.25M-$40.58M-$47.56M-$0.2927.35%N/AN/AN/A2026-03-02
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$18.42B$2.73B$1.04B$1.06B$9.856.25%5.71%28.76%10.31%
RBRK
RUBRIK INC
$10.92B$1.20B-$309.54M-$376.75M-$1.5548.93%N/AN/AN/A2026-03-12
TUYA
TUYA INC
$1.36BN/AN/AN/AN/AN/AN/AN/AN/A2026-03-04
ZS
ZSCALER INC
$28.34B$2.83B$188.84M-$41.04M-$0.2623.24%42.61%N/AN/A2026-02-26
PSFE
PAYSAFE LTD
$351.94M$1.68B$394.45M-$123.77M-$2.15-0.95%N/AN/AN/A2026-03-05
BLZE
BACKBLAZE INC
$247.53M$141.86M-$131.00k-$34.58M-$0.6715.73%N/AN/AN/A
MQ
MARQETA INC
$1.73B$588.56M-$11.33M-$39.65M-$0.0920.11%N/AN/AN/A2026-03-04
AMBR
AMBER INTERNATIONAL HOLDING LTD
$23.03MN/AN/AN/AN/AN/AN/AN/AN/A
KSPI
JOINT STOCK CO KASPIKZ
$13.97B$5.34BN/A$2.04B$10.76-23.56%N/A-6.28%N/A2026-03-02
RPAY
REPAY HOLDINGS CORP
$276.78M$308.95M-$7.14M-$120.73M-$1.36-0.58%15.98%N/AN/A2026-03-04
FTNT
FORTINET INC
$63.63B$6.55B$2.42B$1.87B$2.4414.78%21.61%22.00%34.61%
STNE
STONECO LTD
$4.82B$2.67B$878.89M-$205.25M-$0.5818.30%35.13%N/AN/A
KPLT
KATAPULT HOLDINGS INC
$30.20M$280.84M$256.35M-$28.04M-$5.9516.15%9.95%N/AN/A
RPD
RAPID7 INC
$470.15M$858.67M$82.83M$18.77M$0.293.08%17.10%-54.69%N/A
BOX
BOX INC
$3.32B$1.15B$131.69M$186.60M$1.307.21%8.78%58.54%N/A2026-03-03
GRRR
GORILLA TECHNOLOGY GROUP INC
$248.53MN/AN/AN/AN/AN/AN/AN/AN/A
ODD
ODDITY TECH LTD
$1.61B$780.76M$145.78M$110.16M$1.9625.80%N/A11.36%N/A2026-03-10
EEFT
EURONET WORLDWIDE INC
$2.86B$4.18B$654.30M$303.20M$7.267.25%11.11%-0.68%66.94%
IIIV
I3 VERTICALS INC
$676.56M$222.53M$55.24M$16.30M$0.647.14%7.69%-87.86%N/A
OWLS
OBOOK HOLDINGS INC
$477.24MN/AN/AN/AN/AN/AN/AN/AN/A
PANW
PALO ALTO NETWORKS INC
$116.36B$9.56B$2.06B$1.12B$1.6715.30%21.68%-60.61%N/A
ORCL
ORACLE CORP
$460.10B$61.02B$28.35B$15.43B$5.4511.08%9.14%29.45%10.09%2026-03-09
NET
CLOUDFLARE INC
$68.60B$2.01B$148.72M-$103.04M-$0.3028.06%38.93%N/AN/A
CETX
CEMTREX INC
$9.68M$76.49M-$22.97M-$28.11M-$212.7214.39%11.94%N/AN/A
XYZ
BLOCK INC
$30.26B$23.97B$2.30B$3.14B$5.110.47%25.66%197.09%47.58%2026-02-26
MCRP
MICROPOLIS HOLDING CO
$112.69M$5.09k$598.84k$602.92k$0.03-42.99%N/AN/AN/A
SNPS
SYNOPSYS INC
$83.62B$7.05B$2.61B$1.33B$8.1315.12%13.87%-44.99%13.06%2026-02-25
S
SENTINELONE INC
$4.71B$955.65M-$222.79M-$411.29M-$1.2524.09%N/AN/AN/A2026-03-12
SAIL
SAILPOINT INC
$8.94B$1.02B-$85.54M-$629.84M-$4.8523.38%33.92%N/AN/A2026-03-25
REKR
REKOR SYSTEMS INC
$102.75M$49.03M-$33.48M-$44.04M-$0.4211.89%44.05%N/AN/A2026-03-30
CRWD
CROWDSTRIKE HOLDINGS INC
$108.31B$4.57B$75.23M-$314.16M-$1.2722.05%43.07%N/AN/A2026-03-10
AISP
AIRSHIP AI HOLDINGS INC
$83.05M$12.03M-$43.26M-$43.82M-$1.83-49.96%N/AN/AN/A
FOUR
SHIFT4 PAYMENTS INC
$4.87B$3.88B$751.40M$170.20M$2.4623.16%38.61%30.16%N/A2026-03-03
CLBT
CELLEBRITE DI LTD
$3.52B$475.68M$78.35M$78.33M$0.3218.56%19.53%N/AN/A
VRSN
VERISIGN INC
$20.09B$1.66B$1.18B$825.70M$8.836.37%5.54%10.24%4.52%
OBAI
TG-17 INC
N/AN/AN/AN/AN/AN/AN/AN/AN/A
VRNS
VARONIS SYSTEMS INC
$2.98B$623.53M-$124.15M-$129.32M-$1.1313.17%16.33%N/AN/A
ALAR
ALARUM TECHNOLOGIES LTD
$53.19M$36.31MN/A$1.19M$0.2015.03%50.48%-94.44%N/A
TCX
TUCOWS INC
$208.09M$384.73M$14.07M-$96.26M-$8.738.03%3.35%N/AN/A
BNAI
BRAND ENGAGEMENT NETWORK INC
$93.89M$75.12k-$18.82M-$23.15M-$6.50-44.36%N/AN/AN/A
NTSK
NETSKOPE INC
$4.68BN/AN/AN/AN/AN/AN/AN/AN/A2026-03-11
EXOD
EXODUS MOVEMENT INC
$330.49M$136.95M$125.87M$108.77M$3.9752.27%N/A83.80%N/A
STEM
STEM INC
$94.81M$164.95M$170.75M$102.60M$12.47-35.61%36.18%N/AN/A

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 152 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 59, which is 27 points higher than the software infrastructure industry average of 32.

RAMP passed 19 out of 33 due diligence checks and has strong fundamentals. Liveramp Holdings has seen its stock lose -28.44% over the past year, underperforming other software infrastructure stocks by -5 percentage points.

Liveramp Holdings has an average 1 year price target of $35.60, an upside of 46.14% from Liveramp Holdings's current stock price of $24.36.

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 152 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: B, 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 35.16% over the past year, overperforming other software infrastructure stocks by 58 percentage points.

Teradata has an average 1 year price target of $36.71, an upside of 9.4% from Teradata's current stock price of $33.56.

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 152 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: A.

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 -42.94% over the past year, underperforming other software infrastructure stocks by -20 percentage points.

Tenable Holdings has an average 1 year price target of $31.27, an upside of 38.68% from Tenable Holdings's current stock price of $22.55.

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 4.39%, which is 3 percentage points higher than the software infrastructure industry average of 1.81%.

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 3.2%, which is 1 percentage points higher than the software infrastructure industry average of 1.81%.

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 3.04%, which is 1 percentage points higher than the software infrastructure industry average of 1.81%. 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 up?

Software infrastructure stocks were up 2.36% in the last day, and up 0.45% over the last week.

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

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 gained 1.27% in the past year. It has overperformed other stocks in the software infrastructure industry by 24 percentage points.

2. Pics Nv (NASDAQ:PICS)


Pics Nv (NASDAQ:PICS) 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.

Pics Nv has a valuation score of 0, which is -26 points higher than the software infrastructure industry average of 26. 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".

3. Onespan (NASDAQ:OSPN)


Onespan (NASDAQ:OSPN) 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.

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 -44.44% 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?

42.59% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 39.6% over the next year.

2.44% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 17.89% of software infrastructure stocks are rated B (Buy), 67.48% are rated C (Hold), 8.94% are rated D (Sell), and 3.25% 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 16.79x.
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.