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 56th 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	$1.87B	63,124,894	54.79%	45.21%	Net Selling	Net Selling
TENB	TENABLE HOLDINGS INC	$2.37B	110,271,973	68.87%	31.13%	Net Selling	Net Selling
FIVN	FIVE9 INC	$1.66B	76,563,988	68.26%	31.74%	Net Selling	Net Selling
LSAK	LESAKA TECHNOLOGIES INC	$423.54M	85,736,223	12.50%	87.50%	Net Buying	Net Selling
PAYS	PAYSIGN INC	$314.19M	55,905,773	31.99%	68.01%	Net Selling	Net Selling
TDC	TERADATA CORP	$3.18B	94,100,000	86.91%	13.09%	Net Selling	Net Selling
GCT	GIGACLOUD TECHNOLOGY INC	$1.33B	36,787,488	56.52%	19.58%	Net Selling	Net Selling
BAND	BANDWIDTH INC	$1.73B	32,017,307	74.30%	11.69%	Net Selling	Net Selling
CGNT	COGNYTE SOFTWARE LTD	$715.44M	73,078,376	68.60%	29.93%
RELY	REMITLY GLOBAL INC	$4.76B	210,561,079	80.04%	18.50%	Net Selling	Net Selling
PRTH	PRIORITY TECHNOLOGY HOLDINGS INC	$481.78M	82,355,170	16.47%	83.53%	Net Selling	Net Selling
BOX	BOX INC	$3.42B	138,449,581	94.28%	5.72%	Net Selling	Net Selling
PAY	PAYMENTUS HOLDINGS INC	$3.05B	125,789,337	42.98%	9.28%
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$521.03M	18,397,950	86.00%	14.00%	Net Selling	Net Selling
ALLT	ALLOT LTD	$346.84M	48,645,282	64.49%	29.05%	Net Selling	Net Selling
PGY	PAGAYA TECHNOLOGIES LTD	$1.12B	82,870,842	43.68%	16.34%	Net Selling	Net Selling
XYZ	BLOCK INC	$41.88B	595,181,000	70.13%	5.53%	Net Selling	Net Selling
AVPT	AVEPOINT INC	$2.11B	212,017,196	41.01%	58.99%	Net Selling	Net Selling
CPAY	CORPAY INC	$21.45B	65,361,919	49.34%	50.66%	Net Selling	Net Selling
TLS	TELOS CORP	$314.24M	74,819,175	36.96%	63.04%	Net Selling	Net Selling
APPN	APPIAN CORP	$1.43B	73,412,120	48.14%	51.86%	Net Selling	Net Selling
KVYO	KLAVIYO INC	$4.30B	299,279,813	52.00%	3.77%	Net Selling	Net Selling
EVCM	EVERCOMMERCE INC	$1.68B	176,950,701	57.27%	42.73%	Net Selling	Net Selling
PICS	PICS NV	$1.12B	106,730,400	13.99%	5.18%	Net Buying	Net Buying
RDWR	RADWARE LTD	$1.20B	42,794,944	73.52%	11.53%	Net Selling	Net Selling
BLZE	BACKBLAZE INC	$421.80M	60,000,000	48.31%	20.42%	Net Selling	Net Selling
GEN	GEN DIGITAL INC	$14.20B	605,663,774	83.92%	16.08%	Net Buying	Net Buying
PATH	UIPATH INC	$5.38B	523,921,872	34.85%	65.15%	Net Selling	Net Selling
ATEN	A10 NETWORKS INC	$2.01B	71,998,175	53.27%	46.73%	Net Selling	Net Selling
NTCT	NETSCOUT SYSTEMS INC	$2.75B	71,495,215	78.01%	21.99%	Net Selling	Net Selling
SPSC	SPS COMMERCE INC	$1.88B	36,712,702	89.00%	11.00%	Net Selling	Net Selling
DBX	DROPBOX INC	$6.26B	233,300,649	77.44%	8.53%	Net Selling	Net Selling
WEX	WEX INC	$4.90B	34,668,143	80.58%	19.42%	Net Selling	Net Selling
AFRM	AFFIRM HOLDINGS INC	$22.04B	334,898,565	70.22%	15.20%	Net Selling	Net Selling
FLYW	FLYWIRE CORP	$1.98B	123,417,880	64.24%	35.76%	Net Selling	Net Selling
QLYS	QUALYS INC	$3.17B	35,217,007	70.55%	29.45%	Net Selling	Net Selling
EVTC	EVERTEC INC	$1.46B	61,620,344	95.94%	4.06%	Net Buying	Net Buying
YEXT	YEXT INC	$426.77M	123,345,128	51.29%	48.71%	Net Selling	Net Selling
BB	BLACKBERRY LTD	$3.64B	587,882,400	44.50%	9.99%	Net Selling	Net Selling
PSFE	PAYSAFE LTD	$398.42M	51,676,354	58.17%	3.71%	Net Selling	Net Selling
IOT	SAMSARA INC	$17.17B	580,716,297	61.59%	10.16%	Net Selling	Net Selling
GRRR	GORILLA TECHNOLOGY GROUP INC	$344.38M	26,188,972	12.56%	12.33%	Net Selling	Net Selling
FFIV	F5 INC	$20.46B	56,419,247	98.24%	1.76%	Net Selling	Net Selling
TUYA	TUYA INC	$1.35B	611,528,176	23.99%	12.57%
FTNT	FORTINET INC	$89.95B	732,648,391	63.64%	13.67%	Net Selling	Net Selling
MDB	MONGODB INC	$25.09B	80,369,527	87.31%	10.48%	Net Selling	Net Selling
TOST	TOAST INC	$13.37B	580,000,000	74.74%	8.56%	Net Selling	Net Selling
PAGS	PAGSEGURO DIGITAL LTD	$2.71B	305,677,709	39.30%	40.62%	Net Buying	Net Buying
DLO	DLOCAL LTD	$3.25B	294,931,956	35.65%	2.73%
PLTR	PALANTIR TECHNOLOGIES INC	$321.22B	2,397,311,977	52.77%	4.95%	Net Selling	Net Selling
FATN	FATPIPE INC	$57.09M	13,924,468	0.35%	46.50%	Net Buying	Net Buying
NTNX	NUTANIX INC	$12.29B	265,212,097	80.16%	19.84%	Net Selling	Net Selling
OKTA	OKTA INC	$14.64B	176,887,932	87.06%	4.36%	Net Selling	Net Selling
ADBE	ADOBE INC	$100.03B	404,000,000	77.14%	0.82%	Net Selling	Net Selling
DOX	AMDOCS LTD	$6.52B	107,571,000	95.19%	1.20%
EEFT	EURONET WORLDWIDE INC	$2.52B	38,075,094	92.15%	7.85%	Net Selling	Net Selling
VRNS	VARONIS SYSTEMS INC	$3.24B	114,814,150	68.07%	31.93%	Net Selling	Net Selling
CINT	CI&T INC	$483.83M	130,063,000	43.27%	0.40%	Net Selling	Net Selling
GTLB	GITLAB INC	$4.02B	170,100,000	72.51%	27.49%	Net Selling	Net Selling
ACIW	ACI WORLDWIDE INC	$4.24B	101,661,570	94.48%	5.52%	Net Selling	Net Selling
MQ	MARQETA INC	$1.62B	424,030,313	70.36%	4.82%	Net Selling	Net Selling
GDDY	GODADDY INC	$11.54B	132,409,847	58.60%	41.40%	Net Selling	Net Selling
RPD	RAPID7 INC	$434.40M	66,830,618	47.17%	52.83%	Net Buying	Net Selling
NET	CLOUDFLARE INC	$69.83B	353,466,247	77.11%	15.46%	Net Selling	Net Selling
CRWD	CROWDSTRIKE HOLDINGS INC	$150.67B	253,614,090	67.16%	4.15%	Net Selling	Net Selling
PAYO	PAYONEER GLOBAL INC	$1.54B	334,778,664	74.23%	25.77%	Net Selling	Net Selling
WIX	WIXCOM LTD	$3.01B	54,989,523	95.22%	4.78%
OSPN	ONESPAN INC	$454.51M	37,072,850	77.32%	22.68%	Net Selling	Net Selling
PANW	PALO ALTO NETWORKS INC	$198.15B	816,000,000	72.72%	2.40%	Net Selling	Net Buying
RBRK	RUBRIK INC	$12.90B	202,276,140	56.06%	5.19%	Net Selling	Net Selling
ZS	ZSCALER INC	$25.90B	160,790,703	52.17%	26.02%	Net Selling	Net Selling
MCRP	MICROPOLIS AI ROBOTICS	$101.18M	34,888,447	0.58%	18.12%
KSPI	JOINT STOCK CO KASPIKZ	$16.65B	190,227,932	44.07%	0.00%
FOUR	SHIFT4 PAYMENTS INC	$3.33B	79,328,924	88.63%	4.73%	Net Buying	Net Buying
IIIV	I3 VERTICALS INC	$527.35M	27,931,514	87.13%	12.87%	Net Selling	Net Buying
MSFT	MICROSOFT CORP	$3.13T	7,428,434,704	69.82%	6.24%	Net Selling	Net Selling
MSAI	MULTISENSOR AI HOLDINGS INC	$11.65M	2,019,434	49.68%	50.32%	Net Selling
MLGO	MICROALGO INC	$53.98M	12,437,461	0.17%	99.83%
DOCN	DIGITALOCEAN HOLDINGS INC	$16.16B	104,364,181	53.98%	46.02%	Net Selling	Net Selling
PAYP	PAYPAY CORP	$12.90B	668,625,454	4.28%	0.00%	Net Buying	Net Buying
CETX	CEMTREX INC	$8.90M	11,121,834	22.31%	62.24%
ORCL	ORACLE CORP	$554.93B	2,876,046,000	40.87%	40.72%	Net Buying	Net Selling
KLAR	KLARNA GROUP PLC	$10.91B	718,949,097	25.72%	11.68%
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$13.10B	105,596,035	67.31%	23.81%
BNAI	BRAND ENGAGEMENT NETWORK INC	$145.38M	6,507,687	4.33%	95.67%	Net Selling
SNPS	SYNOPSYS INC	$96.24B	191,562,027	85.42%	0.77%	Net Selling	Net Selling
ALAR	ALARUM TECHNOLOGIES LTD	$55.11M	71,758,374	0.14%	4.11%
VRSN	VERISIGN INC	$27.08B	91,000,000	68.55%	31.45%	Net Selling	Net Selling
OBAI	OUR BOND INC	$12.72M	24,462,071	0.66%	21.33%
NTSK	NETSKOPE INC	$4.49B	400,314,308	36.39%	33.50%	Net Buying	Net Selling
NN	NEXTNAV INC	$2.93B	136,436,939	52.85%	47.15%	Net Selling	Net Selling
S	SENTINELONE INC	$5.74B	340,276,496	77.78%	4.30%	Net Selling	Net Selling
SAIL	SAILPOINT INC	$7.61B	563,803,428	52.70%	47.30%	Net Selling	Net Selling
STNE	STONECO LTD	$2.39B	248,904,667	66.14%	1.40%	Net Selling	Net Selling
GOAI	EVA LIVE INC	$128.24M	36,535,389	1.07%	0.00%
BLSH	BULLISH	$5.38B	150,833,916	25.38%	6.73%	Net Selling	Net Selling
RXT	RACKSPACE TECHNOLOGY INC	$1.45B	249,222,499	68.87%	19.80%	Net Selling	Net Selling
REKR	REKOR SYSTEMS INC	$105.41M	137,608,115	20.82%	28.57%	Net Buying	Net Selling
DAVA	ENDAVA PLC	$203.05M	52,877,958	36.66%	0.86%	Net Selling	Net Selling
AKAM	AKAMAI TECHNOLOGIES INC	$21.94B	145,385,451	93.38%	6.62%	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 153 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: B.

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 0.07% over the past year, overperforming other software infrastructure stocks by 27 percentage points.

Liveramp Holdings has an average 1 year price target of $37.00, an upside of 24.75% from Liveramp Holdings's current stock price of $29.66.

Liveramp Holdings stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 3 analysts covering Liveramp Holdings, 66.67% have issued a Strong Buy rating, 0% have issued a Buy, 33.33% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Tenable Holdings (NASDAQ:TENB)

Tenable Holdings (NASDAQ:TENB) is the #2 top software infrastructure stock out of 153 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 -35.1% over the past year, underperforming other software infrastructure stocks by -8 percentage points.

Tenable Holdings has an average 1 year price target of $27.64, an upside of 28.63% from Tenable Holdings's current stock price of $21.49.

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.

3. Five9 (NASDAQ:FIVN)

Five9 (NASDAQ:FIVN) is the #3 top software infrastructure stock out of 153 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 -21.79% over the past year, overperforming other software infrastructure stocks by 5 percentage points.

Five9 has an average 1 year price target of $25.80, an upside of 19.22% from Five9's current stock price of $21.64.

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.

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 26.33%, which is 22 percentage points higher than the software infrastructure industry average of 4.03%.

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 4.77%, which is 1 percentage points higher than the software infrastructure industry average of 4.03%.

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 4.08%, which is the same as the software infrastructure industry average of 4.03%.

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

Why are software infrastructure stocks up?

Software infrastructure stocks were up 0.53% in the last day, and up 0.06% over the last week. Virnetx Holding was the among the top gainers in the software - infrastructure industry, gaining 6.21% yesterday.

Shares of software companies are trading higher. The sector may be benefitting from a rotation within information technology that favors established, asset-light business models amid concerns over elevated inflation and higher interest rates.

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 21.23% in the past year. It has overperformed other stocks in the software infrastructure industry by 48 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 -72.4% in the past year. It has underperformed other stocks in the software infrastructure industry by -45 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 -49.71% in the past year. It has underperformed other stocks in the software infrastructure industry by -23 percentage points.

Are software infrastructure stocks a good buy now?

53.21% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 19.37% over the next year.

4.76% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 21.43% of software infrastructure stocks are rated B (Buy), 55.56% are rated C (Hold), 11.11% are rated D (Sell), and 7.14% 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 -8.03x.

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.