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Best Software Infrastructure Stocks to Buy Now (2023)
Top software infrastructure stocks in 2023 ranked by overall Zen Score. See the best software infrastructure stocks to buy now, according to analyst forecasts for the software - infrastructure industry.

Industry: Software - Infrastructure
Ticker
Company
Country
Market Cap
Shares
Institutional %
Insider %
Net Insider (L12M)
Net Insider (L3M)
DLO
DLOCAL LTD
Uruguay
$4.99B289,247,20641.67%0.00%
ESMT
ENGAGESMART INC
United States
$3.83B168,096,84139.27%60.73%Net SellingNet Selling
IMXI
INTERNATIONAL MONEY EXPRESS INC
United States
$726.98M34,867,02346.89%53.11%Net Selling
EEFT
EURONET WORLDWIDE INC
United States
$4.02B46,121,43592.27%7.13%Net SellingNet Buying
DOX
AMDOCS LTD
United Kingdom
$10.08B120,351,00090.27%0.00%
GCT
GIGACLOUD TECHNOLOGY INC
Hong Kong
$398.16M40,962,4525.61%0.00%
CSGS
CSG SYSTEMS INTERNATIONAL INC
United States
$1.46B29,671,10592.80%7.20%Net SellingNet Selling
FFIV
F5 INC
United States
$10.22B59,707,21188.98%1.48%Net SellingNet Selling
MSFT
MICROSOFT CORP
United States
$2.82T7,432,262,32969.14%6.24%Net SellingNet Selling
PAGS
PAGSEGURO DIGITAL LTD
Cayman Islands
$3.32B329,608,22650.36%0.00%
FTNT
FORTINET INC
United States
$40.36B767,909,60364.38%14.64%Net SellingNet Selling
DAVA
ENDAVA PLC
United Kingdom
$3.77B57,750,98956.45%0.00%
PAYS
PAYSIGN INC
United States
$123.97M52,754,37415.02%84.98%Net SellingNet Selling
NTCT
NETSCOUT SYSTEMS INC
United States
$1.43B70,996,12879.44%20.56%Net SellingNet Selling
SPSC
SPS COMMERCE INC
United States
$6.32B36,697,60893.49%6.51%Net SellingNet Buying
STNE
STONECO LTD
Cayman Islands
$4.90B314,247,52067.32%0.00%
PAY
PAYMENTUS HOLDINGS INC
United States
$2.14B123,697,34413.09%3.60%Net SellingNet Selling
ATEN
A10 NETWORKS INC
United States
$925.99M74,138,22449.71%50.29%Net SellingNet Selling
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
Israel
$16.94B116,000,00070.62%0.00%
ADBE
ADOBE INC
United States
$278.19B455,300,00079.66%0.71%Net SellingNet Selling
DBX
DROPBOX INC
United States
$9.74B345,758,38066.53%4.85%Net SellingNet Selling
CCSI
CONSENSUS CLOUD SOLUTIONS INC
United States
$352.81M19,153,60088.55%11.45%Net SellingNet Selling
WEX
WEX INC
United States
$7.55B42,737,33982.41%17.59%Net SellingNet Selling
ACIW
ACI WORLDWIDE INC
United States
$2.91B108,722,53595.44%4.54%Net SellingNet Selling
FLT
FLEETCOR TECHNOLOGIES INC
United States
$17.37B72,204,12750.82%49.18%Net Selling
QLYS
QUALYS INC
United States
$6.80B36,785,46469.99%30.01%Net SellingNet Selling
PLTR
PALANTIR TECHNOLOGIES INC
United States
$43.63B2,175,989,36937.15%5.51%Net SellingNet Selling
TIXT
TELUS INTERNATIONAL (CDA) INC
Canada
$2.01B273,000,00015.06%0.00%
BAND
BANDWIDTH INC
United States
$281.55M25,641,71667.13%13.17%Net SellingNet Selling
EVTC
EVERTEC INC
Puerto Rico
$2.39B64,630,92297.25%2.75%Net Buying
CINT
CI&T INC
Cayman Islands
$689.40M133,863,6847.58%0.00%
RELY
REMITLY GLOBAL INC
United States
$3.99B185,157,74169.24%30.76%Net SellingNet Buying
SNPS
SYNOPSYS INC
United States
$82.62B152,083,81785.66%0.81%Net SellingNet Selling
S
SENTINELONE INC
United States
$5.64B295,673,83269.45%2.82%Net SellingNet Selling
VHC
VIRNETX HOLDING CORP
United States
$27.97M3,618,43131.25%68.75%Net Buying
NXTP
NEXTPLAY TECHNOLOGIES INC
United States
$2.44M5,939,8940.46%99.54%Net Selling
ORCL
ORACLE CORP
United States
$318.39B2,739,821,00042.05%42.27%Net SellingNet Selling
ARBE
ARBE ROBOTICS LTD
Israel
$151.85M77,474,32617.57%0.00%
BOX
BOX INC
United States
$3.77B144,045,45886.41%5.47%Net SellingNet Selling
HCP
HASHICORP INC
United States
$4.15B193,887,74048.17%1.41%Net SellingNet Selling
FOUR
SHIFT4 PAYMENTS INC
United States
$5.43B82,434,40671.04%3.90%Net SellingNet Selling
FLYW
FLYWIRE CORP
United States
$2.83B121,413,18873.36%26.64%Net SellingNet Buying
NN
NEXTNAV INC
United States
$436.14M110,135,85936.69%46.22%Net SellingNet Selling
LVOX
LIVEVOX HOLDINGS INC
United States
$348.26M94,635,59449.46%50.54%Net SellingNet Selling
BKKT
BAKKT HOLDINGS INC
United States
$412.00M274,664,34910.97%7.53%Net Selling
PATH
UIPATH INC
United States
$11.20B566,738,09336.99%63.01%Net SellingNet Selling
PANW
PALO ALTO NETWORKS INC
United States
$93.04B315,300,00081.63%5.48%Net SellingNet Selling
ARQQ
ARQIT QUANTUM INC
United Kingdom
$80.47M163,554,26910.93%0.00%
RAMP
LIVERAMP HOLDINGS INC
United States
$2.17B65,510,87154.78%45.22%Net SellingNet Selling
PAYO
PAYONEER GLOBAL INC
United States
$1.87B361,808,46981.99%18.01%Net SellingNet Selling
AVDX
AVIDXCHANGE HOLDINGS INC
United States
$2.17B203,147,58374.02%25.79%Net SellingNet Selling
AVPT
AVEPOINT INC
United States
$1.50B183,661,78242.83%51.88%Net SellingNet Selling
AKAM
AKAMAI TECHNOLOGIES INC
United States
$17.43B150,831,56891.72%8.28%Net SellingNet Selling
BASE
COUCHBASE INC
United States
$924.54M47,074,52937.64%62.36%Net SellingNet Selling
PGY
PAGAYA TECHNOLOGIES LTD
Israel
$925.28M728,563,79623.69%0.00%
TOST
TOAST INC
United States
$8.03B540,207,89963.49%9.73%Net SellingNet Selling
CFLT
CONFLUENT INC
United States
$6.53B307,875,07862.21%7.30%Net SellingNet Selling
CRWD
CROWDSTRIKE HOLDINGS INC
United States
$56.91B240,144,80862.80%2.58%Net SellingNet Selling
ALAR
ALARUM TECHNOLOGIES LTD
Israel
$14.62M32,628,0440.10%0.00%
CYBR
CYBERARK SOFTWARE LTD
Israel
$8.29B41,599,36490.54%0.00%
ZS
ZSCALER INC
United States
$29.07B147,168,77343.40%56.60%Net SellingNet Selling
MDB
MONGODB INC
United States
$29.66B71,344,61588.21%11.79%Net SellingNet Selling
TDC
TERADATA CORP
United States
$4.62B97,800,00090.50%5.16%Net SellingNet Selling
BLZE
BACKBLAZE INC
United States
$272.22M37,600,00020.71%31.31%Net SellingNet Selling
IOT
SAMSARA INC
United States
$14.73B534,952,05731.88%7.97%Net SellingNet Selling
LSAK
LESAKA TECHNOLOGIES INC
South Africa
$222.09M62,384,52210.91%89.09%Net Buying
FIVN
FIVE9 INC
United States
$5.54B72,695,93568.19%31.81%Net SellingNet Selling
SQ
BLOCK INC
United States
$38.95B614,093,00059.51%4.55%Net SellingNet Buying
WIX
WIXCOM LTD
Israel
$5.77B56,837,91783.72%0.00%
BLIN
BRIDGELINE DIGITAL INC
United States
$8.44M10,417,6098.87%63.22%Net BuyingNet Buying
GEN
GEN DIGITAL INC
United States
$14.15B640,715,27080.24%15.25%Net BuyingNet Buying
MQ
MARQETA INC
United States
$3.31B521,851,18561.14%0.46%Net SellingNet Selling
STEM
STEM INC
United States
$447.42M155,895,64164.55%35.45%Net SellingNet Buying
TAOP
TAOPING INC
China
$2.67M1,844,0890.05%0.00%
TENB
TENABLE HOLDINGS INC
United States
$4.84B116,934,93166.03%33.97%Net SellingNet Selling
TLS
TELOS CORP
United States
$286.15M69,623,20933.69%66.31%Net Buying
USIO
USIO INC
United States
$43.67M26,307,2866.83%93.17%Net BuyingNet Buying
ALTR
ALTAIR ENGINEERING INC
United States
$5.92B81,661,77064.11%4.58%Net SellingNet Selling
NET
CLOUDFLARE INC
United States
$25.90B335,771,82773.89%16.32%Net SellingNet Selling
SPLK
SPLUNK INC
United States
$25.53B168,500,00072.29%27.71%Net SellingNet Selling
NVEI
NUVEI CORP
Canada
$2.86B139,131,29721.99%0.00%
VRNT
VERINT SYSTEMS INC
United States
$1.58B64,271,12876.78%23.22%Net SellingNet Selling
ALLT
ALLOT LTD
Israel
$50.76M37,743,32854.35%4.51%
GB
GLOBAL BLUE GROUP HOLDING AG
Switzerland
$895.27M190,483,79284.99%4.27%
CGNT
COGNYTE SOFTWARE LTD
Israel
$360.73M70,317,79265.52%0.00%
KPLT
KATAPULT HOLDINGS INC
United States
$44.72M4,065,1751.25%98.75%Net SellingNet Selling
YEXT
YEXT INC
United States
$825.32M124,483,29857.17%42.83%Net SellingNet Selling
VERI
VERITONE INC
United States
$76.70M37,052,30931.38%68.62%Net SellingNet Buying
RPAY
REPAY HOLDINGS CORP
United States
$753.90M100,520,15168.65%31.35%Net SellingNet Selling
OKTA
OKTA INC
United States
$11.00B164,051,92776.28%4.52%Net SellingNet Selling
APPN
APPIAN CORP
United States
$2.65B73,228,10138.25%61.75%Net SellingNet Selling
REKR
REKOR SYSTEMS INC
United States
$191.54M69,147,09350.83%31.12%Net Buying
TUYA
TUYA INC
China
$1.23B555,782,5185.41%0.00%
NTNX
NUTANIX INC
United States
$10.32B239,613,95980.31%7.98%Net SellingNet Selling
SOS
SOS LTD
China
$24.01M63,674,7280.39%0.00%
GDDY
GODADDY INC
United States
$14.12B141,130,51160.02%39.98%Net SellingNet Selling
ZUO
ZUORA INC
United States
$1.28B140,500,00072.26%5.86%Net SellingNet Selling
CETX
CEMTREX INC
United States
$5.69M998,3340.37%99.63%Net Buying
VRSN
VERISIGN INC
United States
$21.64B102,000,00075.40%24.60%Net SellingNet Selling
VRNS
VARONIS SYSTEMS INC
United States
$4.56B108,953,05867.55%32.45%Net SellingNet Selling

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Dec 2023?

According to Zen Score, the 3 best software infrastructure stocks to buy right now are:

1. Dlocal (NASDAQ:DLO)


Dlocal (NASDAQ:DLO) is the top software infrastructure stock with a Zen Score of 61, which is 33 points higher than the software infrastructure industry average of 28. It passed 21 out of 33 due diligence checks and has strong fundamentals. Dlocal has seen its stock return 18.15% over the past year, underperforming other software infrastructure stocks by -11 percentage points.

Dlocal has an average 1 year price target of $20.40, an upside of 18.26% from Dlocal's current stock price of $17.25.

Dlocal stock has a consensus Hold recommendation according to Wall Street analysts. Of the 5 analysts covering Dlocal, 40% have issued a Strong Buy rating, 0% have issued a Buy, 40% have issued a hold, while 0% have issued a Sell rating, and 20% have issued a Strong Sell.

2. Engagesmart (NYSE:ESMT)


Engagesmart (NYSE:ESMT) is the second best software infrastructure stock with a Zen Score of 60, which is 32 points higher than the software infrastructure industry average of 28. It passed 20 out of 33 due diligence checks and has strong fundamentals. Engagesmart has seen its stock return 34.41% over the past year, overperforming other software infrastructure stocks by 5 percentage points.

Engagesmart has an average 1 year price target of $25.60, an upside of 12.23% from Engagesmart's current stock price of $22.81.

Engagesmart stock has a consensus Buy recommendation according to Wall Street analysts. Of the 5 analysts covering Engagesmart, 20% have issued a Strong Buy rating, 20% have issued a Buy, 60% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Euronet Worldwide (NASDAQ:EEFT)


Euronet Worldwide (NASDAQ:EEFT) is the third best software infrastructure stock with a Zen Score of 59, which is 31 points higher than the software infrastructure industry average of 28. It passed 19 out of 33 due diligence checks and has strong fundamentals. Euronet Worldwide has seen its stock lose -6.16% over the past year, underperforming other software infrastructure stocks by -36 percentage points.

Euronet Worldwide has an average 1 year price target of $106.00, an upside of 21.53% from Euronet Worldwide's current stock price of $87.22.

Euronet Worldwide stock has a consensus Buy recommendation according to Wall Street analysts. Of the 6 analysts covering Euronet Worldwide, 33.33% have issued a Strong Buy rating, 33.33% have issued a Buy, 33.33% 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 8 software infrastructure stocks that have issued dividends in the past year, the 3 software infrastructure stocks with the highest dividend yields are:

1. Virnetx Holding (NYSE:VHC)


Virnetx Holding (NYSE:VHC) has an annual dividend yield of 258.73%, which is 225 percentage points higher than the software infrastructure industry average of 33.72%. Virnetx Holding's dividend payout is stable, having never dropped by more than 10% in the last 10 years. Virnetx Holding's dividend has shown consistent growth over the last 10 years.

Virnetx Holding's dividend payout ratio of -159.2% indicates that its high dividend yield might not be sustainable for the long-term.

2. Gen Digital (NASDAQ:GEN)


Gen Digital (NASDAQ:GEN) has an annual dividend yield of 2.26%, which is -31 percentage points lower than the software infrastructure industry average of 33.72%. Gen Digital's dividend payout is not stable, having dropped more than 10% one times in the last 10 years. Gen Digital's dividend has not shown consistent growth over the last 10 years.

Gen Digital's dividend payout ratio of 22% indicates that its dividend yield is sustainable for the long-term.

3. Csg Systems International (NASDAQ:CSGS)


Csg Systems International (NASDAQ:CSGS) has an annual dividend yield of 2.25%, which is -31 percentage points lower than the software infrastructure industry average of 33.72%. Csg Systems International's dividend payout is stable, having never dropped by more than 10% in the last 10 years. Csg Systems International's dividend has shown consistent growth over the last 10 years.

Csg Systems International's dividend payout ratio of 45.7% indicates that its dividend yield is sustainable for the long-term.

Why are software infrastructure stocks down?

Software infrastructure stocks were down -0.22% in the last day, and up 1.71% over the last week. Okta was the among the top losers in the software - infrastructure industry, dropping -5.26% yesterday.

Okta shares are trading lower after multiple firms downgraded the stock following the company's Q3 results yesterday.

What are the most undervalued software infrastructure stocks?

Based on WallStreetZen's Valuation Score, the 3 most undervalued software infrastructure stocks right now are:

1. Amdocs (NASDAQ:DOX)


Amdocs (NASDAQ:DOX) is the most undervalued software infrastructure stock based on WallStreetZen's Valuation Score. Amdocs has a valuation score of 86, which is 64 points higher than the software infrastructure industry average of 22. It passed 6 out of 7 valuation due diligence checks.

Amdocs's stock has dropped -5.73% in the past year. It has underperformed other stocks in the software infrastructure industry by -35 percentage points.

2. Csg Systems International (NASDAQ:CSGS)


Csg Systems International (NASDAQ:CSGS) is the second most undervalued software infrastructure stock based on WallStreetZen's Valuation Score. Csg Systems International has a valuation score of 71, which is 49 points higher than the software infrastructure industry average of 22. It passed 5 out of 7 valuation due diligence checks.

Csg Systems International's stock has dropped -20.46% in the past year. It has underperformed other stocks in the software infrastructure industry by -50 percentage points.

3. Check Point Software Technologies (NASDAQ:CHKP)


Check Point Software Technologies (NASDAQ:CHKP) is the third most undervalued software infrastructure stock based on WallStreetZen's Valuation Score. Check Point Software Technologies has a valuation score of 71, which is 49 points higher than the software infrastructure industry average of 22. It passed 5 out of 7 valuation due diligence checks.

Check Point Software Technologies's stock has gained 9.91% in the past year. It has underperformed other stocks in the software infrastructure industry by -20 percentage points.

Are software infrastructure stocks a good buy now?

48.28% of software infrastructure stocks rated by analysts are a buy right now. On average, analysts expect software infrastructure stocks to rise by 9.03% over the next year.

What is the average p/e ratio of the software - infrastructure industry?

The average P/E ratio of the software - infrastructure industry is -18.88x.
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.