Sectors & Industries TechnologySoftware - 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

Overview Zen Rating Price Value Growth Financials Momentum Sentiment

Software Infrastructure is Zen Rated B and is the 54th ranked industry out of 145 stock market industries

Ticker	Company	Market Cap	Shares	Institutional %	Insider %	Net Insider (L12M)	Net Insider (L3M)
RAMP	LIVERAMP HOLDINGS INC	$1.91B	63,124,894	54.67%	45.33%	Net Selling	Net Selling
GCT	GIGACLOUD TECHNOLOGY INC	$1.65B	36,618,091	51.64%	19.67%	Net Selling	Net Selling
TDC	TERADATA CORP	$2.58B	92,200,000	85.38%	14.62%	Net Selling	Net Selling
FIVN	FIVE9 INC	$1.70B	76,563,988	69.07%	30.93%	Net Selling	Net Buying
BAND	BANDWIDTH INC	$1.44B	32,017,307	70.49%	12.15%	Net Selling	Net Selling
CGNT	COGNYTE SOFTWARE LTD	$712.51M	73,078,376	70.72%	29.28%
BOX	BOX INC	$3.46B	138,449,581	94.59%	5.41%	Net Selling	Net Selling
TENB	TENABLE HOLDINGS INC	$2.44B	114,887,618	68.01%	31.99%	Net Selling	Net Selling
CINT	CI&T INC	$552.77M	130,063,000	43.62%	0.39%
APPN	APPIAN CORP	$1.67B	73,959,744	46.05%	53.95%	Net Selling	Net Selling
EVCM	EVERCOMMERCE INC	$2.15B	177,566,869	57.35%	42.65%	Net Selling	Net Selling
PATH	UIPATH INC	$5.59B	523,921,872	36.27%	63.73%	Net Selling	Net Selling
RELY	REMITLY GLOBAL INC	$4.80B	210,654,386	81.62%	18.38%	Net Selling	Net Selling
PAY	PAYMENTUS HOLDINGS INC	$3.49B	125,715,591	41.77%	9.28%	Net Selling
AVPT	AVEPOINT INC	$2.20B	215,466,019	41.13%	58.87%	Net Selling	Net Selling
TLS	TELOS CORP	$328.04M	74,217,621	36.48%	63.52%	Net Selling	Net Selling
PAYS	PAYSIGN INC	$378.57M	55,185,394	31.73%	68.27%	Net Selling	Net Selling
DOX	AMDOCS LTD	$6.96B	107,571,000	96.75%	1.12%
PICS	PICS NV	$1.23B	106,730,400	0.00%	5.18%	Net Buying	Net Buying
FLYW	FLYWIRE CORP	$1.70B	121,204,298	63.78%	36.22%	Net Selling	Net Selling
TOST	TOAST INC	$17.15B	589,000,000	75.91%	8.43%	Net Selling	Net Selling
EVTC	EVERTEC INC	$1.80B	61,758,703	96.04%	3.96%	Net Buying	Net Buying
CPAY	CORPAY INC	$20.91B	68,050,296	49.73%	50.27%	Net Buying	Net Selling
PGY	PAGAYA TECHNOLOGIES LTD	$1.18B	82,526,436	51.61%	16.41%	Net Selling	Net Selling
PAGS	PAGSEGURO DIGITAL LTD	$3.02B	305,677,709	39.25%	40.62%	Net Buying	Net Buying
PRTH	PRIORITY TECHNOLOGY HOLDINGS INC	$438.58M	82,285,361	19.49%	80.51%	Net Selling	Net Selling
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$518.14M	18,868,935	85.96%	14.04%	Net Selling	Net Selling
NTCT	NETSCOUT SYSTEMS INC	$2.45B	72,220,350	78.28%	21.72%	Net Selling	Net Selling
RDWR	RADWARE LTD	$1.15B	43,145,971	74.29%	11.44%
KVYO	KLAVIYO INC	$6.77B	304,774,124	51.95%	3.70%	Net Selling	Net Selling
OKTA	OKTA INC	$13.40B	176,887,932	85.74%	4.37%	Net Selling	Net Selling
WEX	WEX INC	$5.24B	34,668,143	80.86%	19.14%	Net Selling	Net Selling
SPSC	SPS COMMERCE INC	$2.16B	36,712,702	89.90%	10.10%	Net Selling	Net Selling
QLYS	QUALYS INC	$3.16B	35,675,926	70.29%	29.71%	Net Selling	Net Selling
IOT	SAMSARA INC	$17.71B	580,716,297	56.75%	10.01%	Net Selling	Net Selling
DLO	DLOCAL LTD	$4.06B	294,931,956	33.56%	2.73%
MDB	MONGODB INC	$21.17B	80,369,527	89.60%	10.40%	Net Selling	Net Selling
YEXT	YEXT INC	$506.95M	123,345,128	54.04%	45.96%	Net Selling	Net Selling
ALLT	ALLOT LTD	$370.68M	48,645,282	71.13%	28.87%
LSAK	LESAKA TECHNOLOGIES INC	$403.66M	83,920,675	12.19%	87.81%	Net Buying	Net Selling
BB	BLACKBERRY LTD	$3.19B	587,882,400	46.28%	9.99%	Net Selling	Net Selling
GRRR	GORILLA TECHNOLOGY GROUP INC	$404.10M	26,188,972	15.32%	12.33%	Net Selling	Net Selling
GEN	GEN DIGITAL INC	$11.73B	605,663,774	84.54%	15.46%	Net Selling	Net Buying
XYZ	BLOCK INC	$43.02B	599,096,000	72.91%	5.50%	Net Selling	Net Selling
BLZE	BACKBLAZE INC	$256.77M	57,700,000	55.77%	21.24%	Net Selling	Net Selling
PSFE	PAYSAFE LTD	$486.27M	51,676,354	55.81%	3.71%	Net Selling	Net Selling
FFIV	F5 INC	$18.27B	56,519,273	98.34%	1.66%	Net Selling	Net Selling
EEFT	EURONET WORLDWIDE INC	$2.91B	39,330,671	92.19%	7.81%	Net Selling	Net Selling
ADBE	ADOBE INC	$101.29B	404,000,000	83.71%	0.82%	Net Selling	Net Selling
WIX	WIXCOM LTD	$4.43B	54,989,523	94.64%	5.36%
VRNS	VARONIS SYSTEMS INC	$3.04B	114,814,150	69.37%	30.63%	Net Selling	Net Selling
CRWD	CROWDSTRIKE HOLDINGS INC	$115.56B	253,614,090	70.85%	4.20%	Net Selling	Net Selling
RPD	RAPID7 INC	$418.42M	65,893,112	48.28%	51.72%	Net Buying	Net Selling
OSPN	ONESPAN INC	$427.82M	37,072,850	78.46%	21.54%	Net Selling	Net Selling
DBX	DROPBOX INC	$6.01B	241,188,318	81.43%	8.25%	Net Selling	Net Selling
GDDY	GODADDY INC	$11.49B	132,409,847	59.68%	40.32%	Net Selling	Net Selling
ATEN	A10 NETWORKS INC	$1.93B	71,724,984	52.78%	47.22%	Net Selling	Net Selling
PLTR	PALANTIR TECHNOLOGIES INC	$344.57B	2,391,675,711	55.58%	4.96%	Net Selling	Net Selling
FTNT	FORTINET INC	$63.85B	739,923,583	66.73%	15.25%	Net Selling
PANW	PALO ALTO NETWORKS INC	$147.76B	816,000,000	68.94%	2.40%	Net Selling	Net Buying
NTNX	NUTANIX INC	$11.30B	265,212,097	80.85%	19.15%	Net Selling	Net Selling
AKAM	AKAMAI TECHNOLOGIES INC	$15.05B	144,888,114	93.15%	6.85%	Net Selling	Net Selling
GTLB	GITLAB INC	$4.09B	170,100,000	72.34%	27.66%	Net Selling	Net Selling
ZS	ZSCALER INC	$22.48B	160,790,703	53.10%	26.02%	Net Selling	Net Selling
AFRM	AFFIRM HOLDINGS INC	$22.50B	333,110,651	71.84%	15.28%	Net Selling	Net Selling
TUYA	TUYA INC	$1.44B	611,528,176	20.87%	12.59%
MCRP	MICROPOLIS AI ROBOTICS	$94.90M	34,888,447	1.21%	18.12%
MQ	MARQETA INC	$1.85B	427,211,892	71.59%	4.79%	Net Selling	Net Selling
MSFT	MICROSOFT CORP	$3.08T	7,428,434,704	73.84%	6.24%	Net Selling	Net Selling
VRSN	VERISIGN INC	$24.79B	91,000,000	69.33%	30.67%	Net Selling	Net Selling
NET	CLOUDFLARE INC	$76.56B	351,980,298	79.31%	15.53%	Net Selling	Net Selling
IIIV	I3 VERTICALS INC	$711.92M	30,475,851	72.47%	27.53%	Net Selling	Net Selling
FOUR	SHIFT4 PAYMENTS INC	$3.67B	81,239,315	96.03%	3.97%	Net Buying	Net Buying
CETX	CEMTREX INC	$11.09M	10,078,089	23.17%	68.68%
BNAI	BRAND ENGAGEMENT NETWORK INC	$157.29M	5,857,955	2.95%	97.05%	Net Selling
MLGO	MICROALGO INC	$51.37M	12,437,461	0.55%	99.45%
RBRK	RUBRIK INC	$11.14B	202,276,140	57.11%	5.19%	Net Selling	Net Selling
RXT	RACKSPACE TECHNOLOGY INC	$437.04M	246,914,399	66.37%	19.98%	Net Selling	Net Selling
KSPI	JOINT STOCK CO KASPIKZ	$16.44B	190,227,932	44.87%	0.00%
SWMR	SWARMER INC	N/A	12,348,579	0.00%	46.32%
MSAI	MULTISENSOR AI HOLDINGS INC	$13.02M	2,012,297	50.29%	49.71%	Net Selling
ACIW	ACI WORLDWIDE INC	$4.46B	101,719,981	94.60%	5.40%	Net Selling	Net Selling
DOCN	DIGITALOCEAN HOLDINGS INC	$9.46B	91,996,094	46.57%	53.43%	Net Selling	Net Selling
BLSH	BULLISH	$5.93B	150,833,916	23.84%	10.03%	Net Selling	Net Selling
S	SENTINELONE INC	$5.07B	340,276,496	78.32%	4.31%	Net Selling	Net Selling
ORCL	ORACLE CORP	$494.19B	2,876,046,000	43.43%	40.72%	Net Buying	Net Selling
ALAR	ALARUM TECHNOLOGIES LTD	$49.44M	71,758,374	0.93%	4.11%
DAVA	ENDAVA PLC	$220.50M	52,877,958	39.73%	0.86%	Net Selling	Net Selling
OBAI	OUR BOND INC	$1.86M	3,228,240	0.00%	100.00%
SNPS	SYNOPSYS INC	$93.68B	191,562,027	88.48%	0.77%	Net Selling	Net Selling
PAYP	PAYPAY CORP	N/A	668,625,454	0.00%	0.00%	Net Buying	Net Buying
HUBC	HUB CYBER SECURITY LTD	$15.88k	29,398	6.21%	93.79%
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$12.09B	105,596,035	74.41%	23.78%
AISP	AIRSHIP AI HOLDINGS INC	$83.87M	34,372,162	17.43%	82.57%	Net Buying	Net Buying
LIDR	AEYE INC	$92.51M	45,345,919	18.89%	69.37%	Net Selling	Net Selling
IMXI	INTERNATIONAL MONEY EXPRESS INC	$480.38M	30,136,733	45.04%	54.96%	Net Buying	Net Buying
SAIL	SAILPOINT INC	$6.81B	563,803,428	53.31%	46.69%	Net Selling	Net Selling
NTSK	NETSKOPE INC	$4.21B	400,314,308	34.12%	33.50%	Net Buying	Net Selling
TCX	TUCOWS INC	$176.17M	11,128,972	11.58%	88.42%	Net Selling
STNE	STONECO LTD	$2.76B	248,904,667	70.45%	1.20%	Net Selling	Net Selling

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 155 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: B, Safety: B, Financials: B, and AI: B.

Liveramp Holdings (NYSE:RAMP) has a Due Diligence Score of 52, which is 20 points higher than the software infrastructure industry average of 32.

RAMP passed 17 out of 33 due diligence checks and has strong fundamentals. Liveramp Holdings has seen its stock return 14.95% over the past year, overperforming other software infrastructure stocks by 45 percentage points.

Liveramp Holdings has an average 1 year price target of $35.60, an upside of 17.84% from Liveramp Holdings's current stock price of $30.21.

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. Gigacloud Technology (NASDAQ:GCT)

Gigacloud Technology (NASDAQ:GCT) is the #2 top software infrastructure stock out of 155 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 Gigacloud Technology (NASDAQ:GCT) is: Value: B, Growth: B, Momentum: C, Sentiment: B, Safety: C, Financials: B, and AI: C.

Gigacloud Technology (NASDAQ:GCT) has a Due Diligence Score of 47, which is 15 points higher than the software infrastructure industry average of 32.

GCT passed 15 out of 33 due diligence checks and has strong fundamentals. Gigacloud Technology has seen its stock return 252.07% over the past year, overperforming other software infrastructure stocks by 283 percentage points.

3. Teradata (NYSE:TDC)

Teradata (NYSE:TDC) is the #3 top software infrastructure stock out of 155 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: A, Growth: C, Momentum: C, Sentiment: B, Safety: B, Financials: A, and AI: C.

Teradata (NYSE:TDC) has a Due Diligence Score of 36, which is 4 points higher than the software infrastructure industry average of 32.

TDC passed 12 out of 33 due diligence checks and has average fundamentals. Teradata has seen its stock return 29.21% over the past year, overperforming other software infrastructure stocks by 60 percentage points.

Teradata has an average 1 year price target of $36.63, an upside of 30.99% from Teradata's current stock price of $27.96.

Teradata stock has a consensus Buy recommendation according to Wall Street analysts. Of the 8 analysts covering Teradata, 37.5% have issued a Strong Buy rating, 25% have issued a Buy, 25% have issued a hold, while 0% have issued a Sell rating, and 12.5% 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 22.81%, which is 19 percentage points higher than the software infrastructure industry average of 3.53%.

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 4.25%, which is 1 percentage points higher than the software infrastructure industry average of 3.53%.

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 3.82%, which is the same as the software infrastructure industry average of 3.53%.

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

Why are software infrastructure stocks up?

Software infrastructure stocks were up 2.69% in the last day, and up 1.75% over the last week. Five9 was the among the top gainers in the software - infrastructure industry, gaining 29.3% yesterday.

Five9 shares are trading higher after the company reported better-than-expected Q1 financial results and raised its FY26 guidance.

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 71, which is 50 points higher than the software infrastructure industry average of 21. It passed 5 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 38.13% in the past year. It has overperformed other stocks in the software infrastructure industry by 69 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 57, which is 36 points higher than the software infrastructure industry average of 21. It passed 4 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -72.87% in the past year. It has underperformed other stocks in the software infrastructure industry by -42 percentage points.

3. Gen Digital (NASDAQ:GEN)

Gen Digital (NASDAQ:GEN) 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.

Gen Digital has a valuation score of 71, which is 50 points higher than the software infrastructure industry average of 21. It passed 5 out of 7 valuation due diligence checks.

Gen Digital's stock has dropped -24.34% in the past year. It has overperformed other stocks in the software infrastructure industry by 6 percentage points.

Are software infrastructure stocks a good buy now?

50.45% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 26.77% over the next year.

5.69% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 18.7% of software infrastructure stocks are rated B (Buy), 59.35% are rated C (Hold), 9.76% are rated D (Sell), and 6.5% 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 4.37x.

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.