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
C
Software Infrastructure is Zen Rated C and is the 59th 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
$1.66B$795.57M$85.94M$68.77M$1.089.18%13.12%10,700.00%N/A
TDC
TERADATA CORP
$2.83B$1.65B$271.00M$118.00M$1.23-8.18%-2.13%44.71%5.53%
TENB
TENABLE HOLDINGS INC
$2.27B$974.60M$51.10M-$33.51M-$0.2811.05%18.38%N/AN/A
FIVN
FIVE9 INC
$1.37B$1.15B$141.06M$39.42M$0.5110.28%21.45%N/AN/A
RELY
REMITLY GLOBAL INC
$3.42B$1.64B$126.00M$67.93M$0.3329.37%44.79%N/AN/A
APPN
APPIAN CORP
$1.95B$726.94M$37.00M$1.23M$0.0217.81%19.00%N/AN/A
PAGS
PAGSEGURO DIGITAL LTD
$3.55B$3.74B$1.71B$411.78M$1.3713.23%25.37%18.30%12.89%2026-03-04
PATH
UIPATH INC
$5.32B$1.55B$95.07M$229.66M$0.4210.05%N/AN/AN/A2026-03-18
TOST
TOAST INC
$15.79B$6.15B$410.00M$342.00M$0.5924.05%49.53%1,866.67%N/A
PAY
PAYMENTUS HOLDINGS INC
$3.04B$1.20B$128.69M$66.94M$0.5337.25%31.72%47.22%45.96%2026-03-09
KVYO
KLAVIYO INC
$5.25B$1.23B$12.83M-$31.77M-$0.1131.63%N/AN/AN/A2026-03-03
DLO
DLOCAL LTD
$3.69B$960.19M$264.90M$170.95M$0.6031.63%N/A46.34%N/A2026-03-18
GCT
GIGACLOUD TECHNOLOGY INC
$2.66B$1.22B$164.28M$129.83M$3.3410.17%N/A5.03%N/A2026-03-13
GEN
GEN DIGITAL INC
$13.50B$4.73B$2.20B$603.00M$0.9821.55%13.65%-3.92%-0.99%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$559.28M$349.70M$170.05M$84.53M$4.39-0.20%1.09%-5.39%-10.58%
TLS
TELOS CORP
$290.59M$144.40M-$18.43M-$29.57M-$0.4117.44%-4.47%N/AN/A2026-03-12
QLYS
QUALYS INC
$3.26B$669.13M$261.32M$198.32M$5.4910.13%13.01%16.31%18.60%
AVPT
AVEPOINT INC
$2.21B$393.99M$19.30M$1.97M$0.0024.71%30.17%N/AN/A2026-02-26
MDB
MONGODB INC
$25.64B$2.32B-$31.72M-$70.86M-$0.8220.93%33.67%N/AN/A2026-03-02
NTNX
NUTANIX INC
$10.39B$2.62B$343.40M$220.54M$0.8217.45%14.92%N/AN/A2026-03-04
OKTA
OKTA INC
$12.94B$2.84B$316.00M$195.00M$1.1112.12%29.89%N/AN/A2026-03-04
DOX
AMDOCS LTD
$7.15B$4.58B$936.03M$571.14M$5.20-5.98%1.68%19.54%0.15%
PAYS
PAYSIGN INC
$186.60M$74.88M$17.08M$7.56M$0.1432.61%22.97%-6.67%N/A2026-03-24
PGY
PAGAYA TECHNOLOGIES LTD
$976.71M$1.25B-$155.79M-$193.59M-$2.7428.33%N/AN/AN/A
ATEN
A10 NETWORKS INC
$1.38B$284.41M$71.83M$50.57M$0.7010.27%4.97%4.48%37.97%
CGNT
COGNYTE SOFTWARE LTD
$483.51M$388.30M$14.59M-$5.63M-$0.0814.27%-2.84%N/AN/A2026-04-08
WIX
WIXCOM LTD
$3.65B$1.93B$144.85M$138.90M$2.4913.22%16.28%48.21%N/A
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$469.12M$932.95M$192.31M$42.97M$0.539.51%18.67%N/A13.61%2026-03-17
FLYW
FLYWIRE CORP
$1.52B$623.03M$51.02M$13.50M$0.1126.59%36.44%450.00%N/A
NTCT
NETSCOUT SYSTEMS INC
$2.12B$861.43M$172.95M$95.91M$1.344.91%0.33%N/A47.80%
OSPN
ONESPAN INC
$423.62M$241.44M$59.81M$58.15M$1.52-1.43%0.69%105.41%119.25%2026-03-11
EVTC
EVERTEC INC
$1.62B$903.38M$342.74M$146.09M$2.289.67%12.40%72.73%10.89%2026-02-26
ADBE
ADOBE INC
$105.70B$23.77B$9.82B$7.13B$16.7310.53%13.06%34.59%8.87%2026-03-12
BB
BLACKBERRY LTD
$2.02B$537.00M$47.10M$21.90M$0.03-1.70%-11.06%N/AN/A2026-04-09
EVCM
EVERCOMMERCE INC
$1.92B$612.75M$106.34M-$677.00k$0.004.22%N/AN/AN/A2026-03-12
YEXT
YEXT INC
$680.58M$447.67M$68.38M$26.38M$0.229.46%5.42%N/AN/A2026-03-04
ALLT
ALLOT LTD
$286.68M$98.51M$5.78M$1.04M$0.047.51%-5.01%N/AN/A
RDWR
RADWARE LTD
$994.90M$301.85M$23.09M$20.26M$0.479.81%3.84%235.71%17.48%
IOT
SAMSARA INC
$15.83B$1.52B-$13.83M-$42.36M-$0.0828.96%N/AN/AN/A2026-03-05
CPAY
CORPAY INC
$23.10B$4.31B$2.28B$1.05B$14.9611.27%11.80%4.47%11.71%
PLTR
PALANTIR TECHNOLOGIES INC
$320.94B$4.48B$1.67B$1.63B$0.6956.18%32.58%228.57%N/A
FFIV
F5 INC
$15.74B$3.14B$947.64M$705.99M$12.238.79%5.50%20.37%20.27%
LSAK
LESAKA TECHNOLOGIES INC
$390.23M$680.10M-$18.85M-$51.48M-$0.6410.76%39.97%N/AN/A
CHOW
CHOWCHOW CLOUD INTERNATIONAL HOLDINGS LTD
$19.80MN/AN/AN/AN/AN/AN/AN/AN/A
CINT
CI&T INC
$636.62M$496.56M$104.73M$38.23M$0.294.39%N/A53.40%N/A
AFRM
AFFIRM HOLDINGS INC
$15.98B$3.72B$557.57M$282.33M$0.8532.70%40.88%N/AN/A
WEX
WEX INC
$5.15B$2.66B$991.90M$304.10M$8.571.24%11.27%12.91%N/A
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$16.42B$2.73B$1.04B$1.06B$9.856.25%5.71%28.76%10.31%
SPSC
SPS COMMERCE INC
$2.02B$751.51M$182.09M$93.34M$2.4617.83%19.17%18.84%13.78%2026-04-23
BAND
BANDWIDTH INC
$433.77M$753.82M$39.20M-$12.91M-$0.430.71%17.05%N/AN/A
GTLB
GITLAB INC
$4.37B$906.25M-$40.58M-$47.56M-$0.2927.35%N/AN/AN/A2026-03-03
PDYN
PALLADYNE AI CORP
$304.77M$4.35M-$40.56M-$41.44M-$1.60-44.07%N/AN/AN/A
ZS
ZSCALER INC
$24.83B$2.83B$188.84M-$41.04M-$0.2623.24%42.61%N/AN/A2026-02-26
RPD
RAPID7 INC
$413.15M$859.79M$86.05M$23.38M$0.361.87%15.88%-12.20%N/A
PSFE
PAYSAFE LTD
$369.22M$1.68B$394.45M-$123.77M-$2.15-0.95%N/AN/AN/A2026-03-05
STNE
STONECO LTD
$4.83B$2.67B$878.89M-$205.25M-$0.5818.30%35.13%N/AN/A
MSFT
MICROSOFT CORP
$2.97T$305.45B$191.39B$119.26B$16.0516.67%14.79%28.71%18.81%
MQ
MARQETA INC
$1.65B$624.88M$16.10M-$13.93M-$0.0323.25%16.57%N/AN/A2026-03-04
KSPI
JOINT STOCK CO KASPIKZ
$13.83B$5.34BN/A$2.04B$10.76-23.56%N/A-6.28%N/A2026-03-02
RPAY
REPAY HOLDINGS CORP
$273.13M$308.95M-$7.14M-$120.73M-$1.36-0.58%15.98%N/AN/A2026-03-04
TUYA
TUYA INC
$1.58BN/AN/AN/AN/AN/AN/AN/AN/A2026-03-04
RBRK
RUBRIK INC
$10.44B$1.20B-$309.54M-$376.75M-$1.5548.93%N/AN/AN/A2026-03-12
KPLT
KATAPULT HOLDINGS INC
$30.04M$280.84M$256.35M-$28.04M-$5.9516.15%9.95%N/AN/A
FTNT
FORTINET INC
$57.23B$6.80B$2.46B$1.85B$2.4514.17%21.25%7.46%32.50%
AMBR
AMBER INTERNATIONAL HOLDING LTD
$26.44MN/AN/AN/AN/AN/AN/AN/AN/A
GDDY
GODADDY INC
$10.55B$4.95B$1.29B$875.00M$6.348.26%8.34%-4.37%N/A
BLZE
BACKBLAZE INC
$226.76M$141.86M-$131.00k-$34.58M-$0.6715.73%N/AN/AN/A
DBX
DROPBOX INC
$5.89B$2.52B$891.20M$508.40M$1.89-1.07%5.66%33.10%N/A
GRRR
GORILLA TECHNOLOGY GROUP INC
$228.12MN/AN/AN/AN/AN/AN/AN/AN/A
PANW
PALO ALTO NETWORKS INC
$118.19B$9.89B$2.28B$1.28B$1.8715.44%21.20%-2.60%N/A
CRWD
CROWDSTRIKE HOLDINGS INC
$91.59B$4.57B$75.23M-$314.16M-$1.2722.05%43.07%N/AN/A2026-03-10
ACIW
ACI WORLDWIDE INC
$4.28B$1.73B$484.64M$260.88M$2.507.01%5.78%17.37%36.37%2026-02-26
IIIV
I3 VERTICALS INC
$678.09M$222.53M$55.24M$16.30M$0.647.14%7.69%-87.86%N/A
AKAM
AKAMAI TECHNOLOGIES INC
$14.49B$4.21B$1.34B$452.03M$3.115.44%5.64%-6.89%-1.94%
BOX
BOX INC
$3.30B$1.15B$131.69M$186.60M$1.307.21%8.78%58.54%N/A2026-03-03
CETX
CEMTREX INC
$11.79M$78.88M-$2.91M-$19.91M-$9.5223.78%14.47%N/AN/A
RXT
RACKSPACE TECHNOLOGY INC
$328.85M$2.69B$213.00M-$249.10M-$1.05-2.98%0.53%N/AN/A
OWLS
OBOOK HOLDINGS INC
$534.68MN/AN/AN/AN/AN/AN/AN/AN/A
EEFT
EURONET WORLDWIDE INC
$2.99B$4.18B$654.30M$303.20M$7.267.25%11.11%-0.68%66.94%
ORCL
ORACLE CORP
$424.91B$61.02B$28.35B$15.43B$5.4511.08%9.14%29.45%10.09%2026-03-09
PICS
PICS NV
N/AN/AN/AN/AN/AN/AN/AN/AN/A
NET
CLOUDFLARE INC
$60.18B$2.01B$148.72M-$103.04M-$0.3028.06%38.93%N/AN/A
S
SENTINELONE INC
$4.39B$955.65M-$222.79M-$411.29M-$1.2524.09%N/AN/AN/A2026-03-12
MCRP
MICROPOLIS AI ROBOTICS
$139.55M$5.09k$598.84k$602.92k$0.03-42.99%N/AN/AN/A
FOUR
SHIFT4 PAYMENTS INC
$5.08B$3.88B$751.40M$170.20M$2.4623.16%38.61%30.16%N/A2026-03-03
SAIL
SAILPOINT INC
$7.51B$1.02B-$85.54M-$629.84M-$4.8523.38%33.92%N/AN/A2026-03-18
REKR
REKOR SYSTEMS INC
$113.39M$49.03M-$33.48M-$44.04M-$0.4211.89%44.05%N/AN/A2026-03-30
XYZ
BLOCK INC
$31.56B$23.97B$2.30B$3.14B$5.110.47%25.66%197.09%47.58%2026-02-26
SNPS
SYNOPSYS INC
$86.04B$8.01B$2.97B$1.10B$6.5731.88%15.95%-52.18%6.66%
OBAI
OUR BOND INC
N/AN/AN/AN/AN/AN/AN/AN/AN/A
DAVA
ENDAVA PLC
$251.17M$1.02BN/A-$4.04M-$0.105.90%13.89%N/AN/A
CLBT
CELLEBRITE DI LTD
$3.30B$475.68M$78.35M$78.33M$0.3218.56%19.53%N/AN/A
VRNS
VARONIS SYSTEMS INC
$2.67B$623.53M-$124.15M-$129.32M-$1.1313.17%16.33%N/AN/A
VRSN
VERISIGN INC
$19.67B$1.66B$1.18B$825.70M$8.836.37%5.54%10.24%4.52%
ALAR
ALARUM TECHNOLOGIES LTD
$47.21M$36.31MN/A$1.19M$0.2015.03%50.48%-94.44%N/A
AISP
AIRSHIP AI HOLDINGS INC
$96.59M$15.32M$29.42M$29.32M$0.90-33.53%N/AN/AN/A
BNAI
BRAND ENGAGEMENT NETWORK INC
$132.62M$75.12k-$18.82M-$23.15M-$6.50-44.36%N/AN/AN/A
NTSK
NETSKOPE INC
$4.32BN/AN/AN/AN/AN/AN/AN/AN/A2026-03-11
DOCN
DIGITALOCEAN HOLDINGS INC
$5.45B$901.43M$362.05M$259.26M$2.8315.48%23.14%207.61%N/A
TCX
TUCOWS INC
$207.31M$384.73M$14.07M-$96.26M-$8.738.03%3.35%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 151 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: 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 -11.52% over the past year, overperforming other software infrastructure stocks by 9 percentage points.

Liveramp Holdings has an average 1 year price target of $35.60, an upside of 35.16% from Liveramp Holdings's current stock price of $26.34.

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 151 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: A, 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 25.14% over the past year, overperforming other software infrastructure stocks by 45 percentage points.

Teradata has an average 1 year price target of $36.71, an upside of 20.73% from Teradata's current stock price of $30.41.

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 151 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 22, which is -10 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 7 out of 33 due diligence checks and has weak fundamentals. Tenable Holdings has seen its stock lose -50.92% over the past year, underperforming other software infrastructure stocks by -31 percentage points.

Tenable Holdings has an average 1 year price target of $31.27, an upside of 64.59% from Tenable Holdings's current stock price of $19.00.

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 10 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 4.17%, which is 2 percentage points higher than the software infrastructure industry average of 1.74%.

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 3.23%, which is 1 percentage points higher than the software infrastructure industry average of 1.74%.

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 3.17%, which is 1 percentage points higher than the software infrastructure industry average of 1.74%. 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 1.16% in the last day, and down -4.48% over the last week. Flywire was the among the top gainers in the software - infrastructure industry, gaining 11.39% yesterday.

Flywire shares are trading higher after the company reported better-than-expected Q4 sales results.

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 59 points higher than the software infrastructure industry average of 27. It passed 6 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 13.22% in the past year. It has overperformed other stocks in the software infrastructure industry by 34 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 44 points higher than the software infrastructure industry average of 27. It passed 5 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -79.63% in the past year. It has underperformed other stocks in the software infrastructure industry by -59 percentage points.

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 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 -31.87% in the past year. It has underperformed other stocks in the software infrastructure industry by -12 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 45.28% over the next year.

4% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 19.2% of software infrastructure stocks are rated B (Buy), 65.6% are rated C (Hold), 8% are rated D (Sell), and 3.2% 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 17.78x.
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.