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 57th ranked industry out of 146 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
$2.38B$795.57M$85.94M$68.77M$1.089.18%13.12%10,700.00%N/A2026-05-27
FIVN
FIVE9 INC
$1.62B$1.17B$163.47M$57.25M$0.749.31%19.72%N/AN/A
TENB
TENABLE HOLDINGS INC
$2.55B$1.02B$71.62M-$11.77M-$0.1010.74%17.28%N/AN/A
LSAK
LESAKA TECHNOLOGIES INC
$438.11M$701.70M$9.01M-$28.87M-$0.3310.11%42.17%N/AN/A
PAYS
PAYSIGN INC
$327.89M$91.47M$24.09M$10.40M$0.2043.38%35.77%81.82%N/A
TDC
TERADATA CORP
$3.08B$1.69B$677.00M$421.00M$4.51-0.82%-2.25%215.38%103.26%
GCT
GIGACLOUD TECHNOLOGY INC
$1.37B$1.38B$188.61M$148.35M$3.9716.55%N/A29.32%N/A2026-05-27
BAND
BANDWIDTH INC
$1.79B$788.36M$50.67M-$5.05M-$0.174.88%15.23%N/AN/A
RELY
REMITLY GLOBAL INC
$4.51B$1.73B$173.00M$105.63M$0.5027.27%N/AN/AN/A
CGNT
COGNYTE SOFTWARE LTD
$741.01M$400.04M$18.26M-$638.00k-$0.0114.09%-2.04%N/AN/A
TLS
TELOS CORP
$321.72M$181.93M-$13.50M-$25.92M-$0.3566.50%-1.55%N/AN/A
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
$490.01M$977.94M$204.68M$57.17M$0.718.83%18.38%N/A11.07%
PAY
PAYMENTUS HOLDINGS INC
$3.07B$1.28B$139.16M$74.01M$0.5933.01%31.59%40.48%49.13%
CCSI
CONSENSUS CLOUD SOLUTIONS INC
$521.03M$351.03M$172.72M$88.06M$4.630.47%N/A6.68%N/A
BOX
BOX INC
$3.57B$1.18B$142.34M$87.05M$0.607.99%8.84%-57.14%N/A2026-05-26
PGY
PAGAYA TECHNOLOGIES LTD
$1.07B$1.33B$110.35M$98.72M$1.1823.43%N/AN/AN/A
XYZ
BLOCK INC
$42.04B$24.48B$1.68B$807.08M$1.312.27%13.19%-69.18%10.37%
CPAY
CORPAY INC
$22.78B$4.78B$2.55B$1.18B$16.9118.26%15.41%16.22%13.77%
AVPT
AVEPOINT INC
$2.15B$443.68M$67.35M$46.61M$0.2227.12%22.99%N/AN/A
GEN
GEN DIGITAL INC
$14.74B$4.73B$2.20B$603.00M$0.9821.55%13.65%-3.92%-0.99%
KVYO
KLAVIYO INC
$4.37B$1.31B$41.49M-$8.64M-$0.0330.27%N/AN/AN/A
RDWR
RADWARE LTD
$1.20B$309.58M$22.91M$19.46M$0.459.85%3.81%73.08%14.37%
PICS
PICS NV
$1.15B$2.07B$143.14M$220.06M$0.00108.09%N/AN/AN/A2026-06-02
APPN
APPIAN CORP
$1.55B$762.69M$35.19M$885.00k$0.0220.37%19.38%N/AN/A
BLZE
BACKBLAZE INC
$444.60M$149.89M$11.71M-$22.44M-$0.4013.32%N/AN/AN/A
EVCM
EVERCOMMERCE INC
$1.79B$594.10M$131.24M$32.48M$0.184.85%10.21%N/AN/A
ALLT
ALLOT LTD
$349.27M$101.99M$6.34M$3.71M$0.0810.63%-5.58%N/AN/A2026-05-19
PATH
UIPATH INC
$5.57B$1.61B$134.57M$282.33M$0.5212.65%21.53%N/AN/A2026-06-03
NTCT
NETSCOUT SYSTEMS INC
$2.78B$859.48M$176.75M$95.53M$1.334.47%0.67%N/A38.60%
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
$1.95B$762.08M$181.50M$90.87M$2.4013.79%18.33%10.60%12.87%
DBX
DROPBOX INC
$6.53B$2.53B$887.60M$472.60M$1.85-0.62%5.09%20.13%N/A
WEX
WEX INC
$4.94B$2.70B$1.00B$310.40M$9.013.29%11.88%14.20%N/A
AFRM
AFFIRM HOLDINGS INC
$21.57B$3.97B$675.20M$382.42M$1.1532.07%39.12%N/AN/A
FLYW
FLYWIRE CORP
$1.98B$677.69M$72.85M$30.18M$0.2432.49%36.30%500.00%N/A
EVTC
EVERTEC INC
$1.50B$950.95M$348.69M$132.64M$2.089.44%12.48%2.46%4.87%
YEXT
YEXT INC
$444.04M$446.58M$84.11M$37.87M$0.316.09%4.72%N/AN/A2026-06-02
QLYS
QUALYS INC
$3.45B$684.86M$266.87M$201.43M$5.6110.17%12.89%13.33%24.57%
PSFE
PAYSAFE LTD
$386.54M$1.70B$350.07M-$182.51M-$3.14-0.20%3.59%N/AN/A
IOT
SAMSARA INC
$17.78B$1.62B$24.95M-$9.12M-$0.0229.57%45.30%N/AN/A2026-06-04
GRRR
GORILLA TECHNOLOGY GROUP INC
$340.19M$101.36M-$9.08M-$11.28M-$0.5135.74%17.42%N/AN/A
TUYA
TUYA INC
$1.31B$321.79M$65.03M$57.89M$0.097.76%12.34%800.00%N/A
TOST
TOAST INC
$13.13B$6.45B$474.00M$412.00M$0.7023.44%N/A150.00%N/A
BB
BLACKBERRY LTD
$3.75B$549.10M$76.80M$53.20M$0.092.65%-9.27%N/AN/A2026-06-25
FFIV
F5 INC
$21.42B$3.22B$967.35M$708.21M$12.339.69%5.49%15.77%22.01%
DLO
DLOCAL LTD
$3.40B$1.09B$282.67M$196.80M$0.6846.60%60.05%61.90%46.72%2026-05-19
FTNT
FORTINET INC
$92.68B$7.11B$2.59B$1.95B$2.6015.75%21.12%6.12%33.64%
PAGS
PAGSEGURO DIGITAL LTD
$2.81B$4.12B$1.93B$427.09M$1.4522.37%23.23%20.87%11.66%2026-05-21
MDB
MONGODB INC
$26.52B$2.46B-$15.15M-$71.15M-$0.8822.79%33.07%N/AN/A2026-05-28
FATN
FATPIPE INC
$72.23M$19.21M$4.33M$4.97M$0.3617.92%N/A140.00%N/A
NTNX
NUTANIX INC
$12.58B$2.69B$376.46M$267.13M$0.9915.85%15.52%N/AN/A2026-05-27
CINT
CI&T INC
$482.53M$489.65M$101.09M$40.62M$0.3111.55%24.09%40.91%11.00%
OKTA
OKTA INC
$15.40B$2.92B$355.00M$235.00M$1.3311.84%28.44%731.25%N/A2026-05-28
PLTR
PALANTIR TECHNOLOGIES INC
$323.97B$5.22B$2.34B$2.28B$0.9667.71%34.10%284.00%N/A
ADBE
ADOBE INC
$103.28B$24.45B$10.01B$7.21B$17.1810.96%12.31%12.80%8.19%2026-06-11
EEFT
EURONET WORLDWIDE INC
$2.63B$4.34B$691.10M$308.60M$7.567.22%11.21%5.44%N/A
GTLB
GITLAB INC
$4.27B$955.22M-$34.11M-$55.96M-$0.3425.81%44.39%N/AN/A2026-06-09
GDDY
GODADDY INC
$12.10B$5.02B$1.34B$870.10M$6.397.83%7.96%19.22%N/A
VRNS
VARONIS SYSTEMS INC
$3.30B$660.24M-$122.92M-$130.40M-$1.1315.15%16.08%N/AN/A
ACIW
ACI WORLDWIDE INC
$4.35B$1.79B$448.70M$206.09M$2.007.06%6.82%-22.18%19.81%
MQ
MARQETA INC
$1.67B$651.61M$35.91M$2.17M$0.0123.39%13.24%-88.89%N/A
RPD
RAPID7 INC
$449.77M$859.23M$82.47M$22.41M$0.351.19%14.61%-14.63%N/A
DOX
AMDOCS LTD
$6.70B$4.58B$936.03M$571.14M$5.20-5.98%1.68%19.54%0.15%
NET
CLOUDFLARE INC
$71.31B$2.33B$209.92M-$86.74M-$0.2531.55%37.26%N/AN/A
PAYO
PAYONEER GLOBAL INC
$1.61B$1.07B$186.21M$72.18M$0.207.19%24.00%-37.50%N/A
WIX
WIXCOM LTD
$3.07B$1.99B$36.07M$50.65M$0.9113.20%15.15%-63.45%N/A2026-05-20
CRWD
CROWDSTRIKE HOLDINGS INC
$156.94B$4.81B$198.34M-$162.50M-$0.6521.71%40.64%N/AN/A2026-06-09
KSPI
JOINT STOCK CO KASPIKZ
$16.91B$8.25B$4.58B$2.19B$11.4866.60%41.28%7.20%28.25%
OSPN
ONESPAN INC
$457.48M$245.76M$57.00M$69.96M$1.841.68%3.19%21.85%N/A
PANW
PALO ALTO NETWORKS INC
$202.00B$9.89B$2.28B$1.28B$1.8715.44%21.20%-2.60%N/A2026-06-02
RBRK
RUBRIK INC
$13.14B$1.32B-$272.13M-$348.83M-$1.7848.46%N/AN/AN/A2026-06-04
MCRP
MICROPOLIS AI ROBOTICS
$98.04M$5.09k$598.84k$602.92k$0.03-42.99%N/AN/AN/A
FOUR
SHIFT4 PAYMENTS INC
$3.37B$4.45B$857.70M$61.30M$0.9028.26%40.73%-72.64%N/A
ZS
ZSCALER INC
$28.09B$3.00B$207.69M-$67.63M-$0.4223.91%41.13%N/AN/A2026-05-26
PAYP
PAYPAY CORP
$12.90B$2.43B$656.34M$735.51M$1.1518.99%N/A156.82%N/A
MSFT
MICROSOFT CORP
$3.15T$318.27B$200.96B$125.22B$16.8617.87%14.75%29.79%17.84%
MLGO
MICROALGO INC
$46.39M$61.17M$18.32M$16.51M$2.16-19.18%52.00%46.56%-45.34%
MSAI
MULTISENSOR AI HOLDINGS INC
$11.56M$6.00M-$8.65M-$9.75M-$8.43-4.80%N/AN/AN/A
DOCN
DIGITALOCEAN HOLDINGS INC
$15.39B$948.63M$369.78M$236.83M$2.5917.61%22.83%117.65%N/A
ORCL
ORACLE CORP
$536.70B$64.08B$30.62B$16.19B$5.6914.87%10.05%29.61%5.86%2026-06-16
IIIV
I3 VERTICALS INC
$545.78M$216.99M$55.07M$17.92M$0.726.44%5.80%-86.10%N/A
KLAR
KLARNA GROUP PLC
$11.18B$3.51B-$137.00M-$294.00M-$0.7924.83%N/AN/AN/A
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
$13.44B$2.76B$1.04B$1.06B$9.915.84%5.73%27.38%10.01%
SNPS
SYNOPSYS INC
$95.48B$8.01B$2.97B$1.10B$6.5731.88%15.95%-52.18%6.66%2026-05-27
ALAR
ALARUM TECHNOLOGIES LTD
$53.46M$40.76M$3.88M$963.00k$0.1028.06%52.84%-88.89%N/A
VRSN
VERISIGN INC
$27.78B$1.68B$1.19B$840.90M$9.066.84%5.69%10.49%10.42%
CETX
CEMTREX INC
$8.56M$69.69M-$9.90M-$27.39M-$70.58-5.59%13.33%N/AN/A
BNAI
BRAND ENGAGEMENT NETWORK INC
$136.40M$369.43k-$3.53M-$8.08M-$1.58515.72%N/AN/AN/A
S
SENTINELONE INC
$5.97B$1.00B-$220.58M-$450.74M-$1.3721.89%60.83%N/AN/A2026-05-28
STNE
STONECO LTD
$2.54B$2.85B$1.66B$467.68M$1.7532.47%32.25%N/A22.87%
NTSK
NETSKOPE INC
$4.55B$709.00M-$622.15M-$679.39M-$3.1831.72%N/AN/AN/A2026-06-03
NN
NEXTNAV INC
$2.95B$4.03M-$119.65M-$141.30M-$1.06-34.62%N/AN/AN/A
SAIL
SAILPOINT INC
$8.23B$1.07B-$90.59M-$293.84M-$0.5424.35%24.01%N/AN/A2026-06-09
BLSH
BULLISH
$5.36B$244.96B-$750.01M-$806.26M-$5.99-2.11%N/AN/AN/A2026-06-03
RXT
RACKSPACE TECHNOLOGY INC
$1.20B$2.70B$319.50M-$146.00M-$0.61-0.49%-0.60%N/AN/A
DAVA
ENDAVA PLC
$211.51M$991.87MN/A-$3.93M-$0.095.90%13.89%N/AN/A
REKR
REKOR SYSTEMS INC
$105.13M$49.52M-$20.71M-$29.95M-$0.238.95%33.10%N/AN/A2026-05-20
AKAM
AKAMAI TECHNOLOGIES INC
$21.92B$4.27B$1.30B$435.18M$3.026.15%5.42%0.33%-3.56%
TCX
TUCOWS INC
$169.02M$392.35M$31.02M-$78.79M-$7.106.20%5.65%N/AN/A
CLBT
CELLEBRITE DI LTD
$3.40B$475.68M$78.35M$78.33M$0.3218.56%19.53%N/AN/A

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: C.

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 return 29.44% over the past year, overperforming other software infrastructure stocks by 55 percentage points.

Liveramp Holdings has an average 1 year price target of $38.17, an upside of 1.05% from Liveramp Holdings's current stock price of $37.77.

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. 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 -22.4% over the past year, overperforming other software infrastructure stocks by 3 percentage points.

Five9 has an average 1 year price target of $25.80, an upside of 22.1% from Five9's current stock price of $21.13.

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 26, which is -9 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 8 out of 33 due diligence checks and has average fundamentals. Tenable Holdings has seen its stock lose -29.19% over the past year, underperforming other software infrastructure stocks by -4 percentage points.

Tenable Holdings has an average 1 year price target of $27.64, an upside of 19.56% from Tenable Holdings's current stock price of $23.12.

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 13 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 24.78%, which is 21 percentage points higher than the software infrastructure industry average of 3.86%.

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

2. Dlocal (NASDAQ:DLO)


Dlocal (NASDAQ:DLO) has an annual dividend yield of 4.56%, which is 1 percentage points higher than the software infrastructure industry average of 3.86%.

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

3. Onespan (NASDAQ:OSPN)


Onespan (NASDAQ:OSPN) has an annual dividend yield of 4.05%, which is the same as the software infrastructure industry average of 3.86%.

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

Why are software infrastructure stocks up?

Software infrastructure stocks were up 2.23% in the last day, and up 2.75% over the last week. Liveramp Holdings was the among the top gainers in the software - infrastructure industry, gaining 27.34% yesterday.

LiveRamp Holdings shares are trading higher after the company reported better-than-expected Q4 financial results. Also, the company was acquired by Publicis.

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 57 points higher than the software infrastructure industry average of 29. It passed 6 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 23.29% in the past year. It has overperformed other stocks in the software infrastructure industry by 49 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 42 points higher than the software infrastructure industry average of 29. It passed 5 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -70.92% 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 42 points higher than the software infrastructure industry average of 29. It passed 5 out of 7 valuation due diligence checks.

Yext's stock has dropped -47.67% in the past year. It has underperformed other stocks in the software infrastructure industry by -22 percentage points.

Are software infrastructure stocks a good buy now?

52.29% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 16.93% over the next year.

4.8% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 20.8% of software infrastructure stocks are rated B (Buy), 55.2% are rated C (Hold), 12% are rated D (Sell), and 7.2% 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 -11.1x.
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.