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 51st ranked industry out of 145 stock market industries

Ticker	Company	Market Cap	Shares	Institutional %	Insider %	Net Insider (L12M)	Net Insider (L3M)
GCT	GIGACLOUD TECHNOLOGY INC	$1.48B	36,618,091	51.64%	19.26%	Net Selling	Net Selling
RAMP	LIVERAMP HOLDINGS INC	$1.68B	63,124,894	54.66%	45.34%	Net Selling	Net Selling
TDC	TERADATA CORP	$2.47B	92,200,000	85.38%	14.62%	Net Selling	Net Selling
FIVN	FIVE9 INC	$1.19B	76,495,680	69.07%	30.93%	Net Selling	Net Buying
RELY	REMITLY GLOBAL INC	$3.23B	210,654,386	81.83%	18.17%	Net Selling	Net Selling
BOX	BOX INC	$3.41B	138,449,581	94.64%	5.36%	Net Selling	Net Selling
PATH	UIPATH INC	$6.45B	534,749,684	36.29%	63.71%	Net Selling	Net Selling
TENB	TENABLE HOLDINGS INC	$2.28B	114,887,618	68.01%	31.99%	Net Selling	Net Selling
CINT	CI&T INC	$652.92M	130,063,000	43.62%	0.39%
EVCM	EVERCOMMERCE INC	$1.84B	177,566,869	57.51%	42.49%	Net Selling	Net Selling
APPN	APPIAN CORP	$1.87B	73,959,744	46.07%	53.93%	Net Selling	Net Selling
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$503.80M	18,868,935	86.27%	13.73%	Net Selling	Net Selling
TLS	TELOS CORP	$321.36M	74,217,621	36.48%	63.52%	Net Selling	Net Selling
PAY	PAYMENTUS HOLDINGS INC	$3.06B	125,715,591	41.77%	8.90%	Net Selling
PGY	PAGAYA TECHNOLOGIES LTD	$878.08M	82,526,436	51.48%	16.41%	Net Selling	Net Selling
KVYO	KLAVIYO INC	$5.66B	304,774,124	51.95%	3.34%	Net Selling	Net Selling
AVPT	AVEPOINT INC	$2.22B	215,466,019	41.13%	58.87%	Net Selling	Net Selling
EVTC	EVERTEC INC	$1.72B	61,758,703	96.04%	3.96%	Net Buying	Net Buying
CPAY	CORPAY INC	$19.56B	68,050,296	49.73%	50.27%	Net Buying	Net Selling
FLYW	FLYWIRE CORP	$1.44B	121,204,298	63.83%	36.17%	Net Selling	Net Selling
SPSC	SPS COMMERCE INC	$2.17B	37,390,873	89.90%	10.10%	Net Selling	Net Selling
CGNT	COGNYTE SOFTWARE LTD	$580.65M	73,038,091	70.72%	29.28%
OKTA	OKTA INC	$13.87B	176,887,932	85.74%	4.40%	Net Selling	Net Selling
WEX	WEX INC	$5.38B	34,310,618	80.85%	19.15%	Net Selling	Net Selling
NTCT	NETSCOUT SYSTEMS INC	$2.17B	72,220,350	78.28%	21.72%	Net Selling	Net Selling
QLYS	QUALYS INC	$3.44B	35,675,926	70.29%	29.71%	Net Selling	Net Selling
XYZ	BLOCK INC	$35.57B	599,096,000	72.91%	5.32%	Net Selling	Net Selling
ADBE	ADOBE INC	$101.74B	410,000,000	82.49%	0.82%	Net Selling	Net Selling
TOST	TOAST INC	$16.17B	589,000,000	75.91%	8.42%	Net Selling	Net Buying
DLO	DLOCAL LTD	$3.58B	294,931,956	33.56%	2.73%
RPD	RAPID7 INC	$415.79M	65,893,112	48.29%	51.71%	Net Buying	Net Selling
MDB	MONGODB INC	$20.99B	80,369,527	89.63%	10.37%	Net Selling	Net Selling
DOX	AMDOCS LTD	$6.97B	107,571,000	96.75%	1.03%
GRRR	GORILLA TECHNOLOGY GROUP INC	$230.96M	22,250,495	18.03%	11.38%
IOT	SAMSARA INC	$19.24B	580,716,297	56.75%	9.92%	Net Selling	Net Selling
PAYS	PAYSIGN INC	$177.79M	55,042,888	31.73%	68.27%	Net Selling	Net Selling
NTNX	NUTANIX INC	$10.47B	265,212,097	80.85%	19.15%	Net Selling	Net Selling
BAND	BANDWIDTH INC	$485.24M	31,386,922	71.90%	12.45%	Net Selling	Net Selling
BB	BLACKBERRY LTD	$1.90B	590,147,550	46.10%	9.94%	Net Selling	Net Selling
GEN	GEN DIGITAL INC	$12.70B	605,663,774	84.54%	15.46%	Net Selling	Net Buying
PAGS	PAGSEGURO DIGITAL LTD	$3.10B	329,608,424	36.40%	1.42%
PRTH	PRIORITY TECHNOLOGY HOLDINGS INC	$401.55M	82,285,361	19.49%	80.51%	Net Selling	Net Selling
CRWD	CROWDSTRIKE HOLDINGS INC	$103.73B	253,614,090	70.85%	4.19%	Net Selling	Net Selling
ALLT	ALLOT LTD	$310.10M	48,528,584	71.11%	28.89%
RDWR	RADWARE LTD	$1.09B	43,275,172	74.07%	10.14%
ATEN	A10 NETWORKS INC	$1.54B	71,724,984	52.79%	47.21%	Net Selling	Net Selling
LSAK	LESAKA TECHNOLOGIES INC	$433.03M	83,920,675	12.14%	87.86%	Net Buying	Net Buying
PSFE	PAYSAFE LTD	$357.08M	51,676,354	55.81%	2.69%	Net Selling	Net Selling
YEXT	YEXT INC	$584.66M	123,345,128	52.58%	47.42%	Net Selling
FFIV	F5 INC	$16.07B	56,519,273	98.34%	1.66%	Net Selling	Net Selling
BLZE	BACKBLAZE INC	$211.18M	57,700,000	55.77%	20.87%	Net Selling	Net Selling
OSPN	ONESPAN INC	$390.03M	37,466,947	78.46%	21.54%	Net Selling	Net Selling
PLTR	PALANTIR TECHNOLOGIES INC	$360.38B	2,391,675,711	55.57%	4.96%	Net Selling	Net Selling
MQ	MARQETA INC	$1.74B	427,211,892	71.59%	4.77%	Net Selling	Net Selling
RPAY	REPAY HOLDINGS CORP	$232.04M	89,592,033	61.68%	38.32%	Net Buying	Net Selling
AFRM	AFFIRM HOLDINGS INC	$14.59B	333,110,651	71.84%	15.29%	Net Selling	Net Buying
GTLB	GITLAB INC	$3.78B	170,100,000	72.17%	27.83%	Net Selling	Net Selling
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$16.40B	107,400,000	73.16%	23.38%
EEFT	EURONET WORLDWIDE INC	$2.62B	39,330,671	92.19%	7.81%	Net Selling	Net Selling
ZS	ZSCALER INC	$24.35B	160,790,703	53.10%	26.02%	Net Selling	Net Selling
DBX	DROPBOX INC	$6.03B	241,188,318	81.43%	8.03%	Net Selling	Net Selling
STNE	STONECO LTD	$3.82B	286,012,578	61.31%	0.97%
RBRK	RUBRIK INC	$9.97B	202,276,140	57.11%	4.87%	Net Selling	Net Selling
WIX	WIXCOM LTD	$4.86B	54,989,523	94.64%	5.36%
IIIV	I3 VERTICALS INC	$679.61M	30,475,851	72.47%	27.53%	Net Selling	Net Selling
MSFT	MICROSOFT CORP	$2.84T	7,425,629,076	73.87%	6.24%	Net Selling	Net Selling
AKAM	AKAMAI TECHNOLOGIES INC	$16.01B	144,888,114	93.15%	6.85%	Net Selling	Net Selling
AMBR	AMBER INTERNATIONAL HOLDING LTD	$21.42M	47,390,657	0.15%	99.85%
NET	CLOUDFLARE INC	$75.82B	351,980,298	79.31%	15.49%	Net Selling	Net Selling
TUYA	TUYA INC	$1.47B	613,741,082	20.79%	12.54%
FTNT	FORTINET INC	$60.23B	739,923,583	66.72%	15.14%	Net Selling	Net Selling
PAYP	PAYPAY CORP	N/A	668,625,454	0.00%	0.00%
GDDY	GODADDY INC	$11.32B	133,354,117	59.68%	40.32%	Net Selling	Net Selling
PANW	PALO ALTO NETWORKS INC	$132.97B	816,000,000	68.94%	2.39%	Net Selling	Net Selling
KPLT	KATAPULT HOLDINGS INC	$34.55M	4,765,058	1.99%	98.01%	Net Buying	Net Selling
FOUR	SHIFT4 PAYMENTS INC	$3.34B	81,239,315	96.03%	3.97%	Net Buying	Net Buying
PICS	PICS NV	$1.49B	129,587,543	0.00%	4.12%
CETX	CEMTREX INC	$6.35M	10,078,089	23.17%	68.68%
VRNS	VARONIS SYSTEMS INC	$2.79B	117,447,726	69.40%	30.60%	Net Selling	Net Selling
OWLS	OBOOK HOLDINGS INC	$524.96M	88,377,671	0.13%	54.98%
MCRP	MICROPOLIS AI ROBOTICS	$96.64M	34,888,447	1.21%	18.12%
BLSH	BULLISH	$5.73B	150,833,916	23.83%	6.73%
ORCL	ORACLE CORP	$430.49B	2,876,046,000	43.43%	40.72%	Net Buying	Net Selling
LIDR	AEYE INC	$101.57M	45,345,919	18.89%	69.37%	Net Selling	Net Selling
SNPS	SYNOPSYS INC	$80.52B	191,562,027	88.48%	0.77%	Net Selling	Net Selling
ACIW	ACI WORLDWIDE INC	$4.01B	101,719,981	94.70%	5.30%	Net Selling	Net Selling
VRSN	VERISIGN INC	$22.08B	91,700,000	69.32%	30.68%	Net Selling	Net Selling
REKR	REKOR SYSTEMS INC	$111.36M	126,689,797	34.25%	30.17%	Net Selling
RXT	RACKSPACE TECHNOLOGY INC	$417.29M	246,914,399	66.37%	19.98%	Net Selling	Net Selling
KSPI	JOINT STOCK CO KASPIKZ	$13.73B	190,227,932	44.82%	0.00%
AISP	AIRSHIP AI HOLDINGS INC	$78.37M	34,372,162	17.46%	82.54%	Net Buying	Net Buying
SAIL	SAILPOINT INC	$6.91B	563,803,428	53.28%	46.72%	Net Selling	Net Selling
BNAI	BRAND ENGAGEMENT NETWORK INC	$181.99M	4,488,080	2.95%	97.05%	Net Selling
S	SENTINELONE INC	$4.82B	340,276,496	78.32%	3.38%	Net Selling	Net Selling
DAVA	ENDAVA PLC	$242.18M	52,877,958	39.73%	0.84%
TCX	TUCOWS INC	$177.40M	11,128,972	11.58%	88.42%	Net Selling
OBAI	OUR BOND INC	N/A	3,228,240	0.00%	100.00%
DOCN	DIGITALOCEAN HOLDINGS INC	$7.60B	91,996,094	46.64%	53.36%	Net Selling	Net Selling
MLGO	MICROALGO INC	$41.67M	12,437,461	0.55%	99.45%
ALAR	ALARUM TECHNOLOGIES LTD	$45.21M	71,758,374	0.93%	2.89%

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Mar 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. Gigacloud Technology (NASDAQ:GCT)

Gigacloud Technology (NASDAQ:GCT) 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 Gigacloud Technology (NASDAQ:GCT) is: Value: B, Growth: B, Momentum: C, Sentiment: A, Safety: C, Financials: B, and AI: B.

Gigacloud Technology (NASDAQ:GCT) has a Due Diligence Score of 42, which is 10 points higher than the software infrastructure industry average of 32.

GCT passed 13 out of 33 due diligence checks and has strong fundamentals. Gigacloud Technology has seen its stock return 171.27% over the past year, overperforming other software infrastructure stocks by 186 percentage points.

2. Liveramp Holdings (NYSE:RAMP)

Liveramp Holdings (NYSE:RAMP) 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 Liveramp Holdings (NYSE:RAMP) is: Value: B, Growth: B, Momentum: D, Sentiment: B, Safety: B, Financials: B, and AI: A.

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 -2.1% over the past year, overperforming other software infrastructure stocks by 13 percentage points.

Liveramp Holdings has an average 1 year price target of $35.60, an upside of 33.94% from Liveramp Holdings's current stock price of $26.58.

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.

3. Teradata (NYSE:TDC)

Teradata (NYSE:TDC) 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 Teradata (NYSE:TDC) is: Value: A, Growth: C, Momentum: C, Sentiment: B, Safety: C, Financials: A, and AI: B.

Teradata (NYSE:TDC) has a Due Diligence Score of 44, which is 12 points higher than the software infrastructure industry average of 32.

TDC passed 14 out of 33 due diligence checks and has strong fundamentals. Teradata has seen its stock return 17.32% over the past year, overperforming other software infrastructure stocks by 32 percentage points.

Teradata has an average 1 year price target of $36.71, an upside of 36.84% from Teradata's current stock price of $26.83.

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.

What are the software infrastructure stocks with highest dividends?

Out of 11 software infrastructure stocks that have issued dividends in the past year, the 3 software infrastructure stocks with the highest dividend yields are:

1. Onespan (NASDAQ:OSPN)

Onespan (NASDAQ:OSPN) has an annual dividend yield of 4.71%, which is 3 percentage points higher than the software infrastructure industry average of 2.11%.

Onespan's dividend payout ratio of 18.8% indicates that its high dividend yield is sustainable for the long-term.

2. Dlocal (NASDAQ:DLO)

Dlocal (NASDAQ:DLO) has an annual dividend yield of 4.33%, which is 2 percentage points higher than the software infrastructure industry average of 2.11%.

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

3. Amdocs (NASDAQ:DOX)

Amdocs (NASDAQ:DOX) has an annual dividend yield of 3.25%, which is 1 percentage points higher than the software infrastructure industry average of 2.11%. 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 down?

Software infrastructure stocks were down -1.66% in the last day, and down -1.89% over the last week. Pics Nv was the among the top losers in the software - infrastructure industry, dropping -6.28% yesterday.

PicS shares are trading lower after Mizuho maintained its Outperform rating on the stock and lowered its price target from $30 to $23.

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 46 points higher than the software infrastructure industry average of 25. It passed 5 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 8.14% in the past year. It has overperformed other stocks in the software infrastructure industry by 23 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 32 points higher than the software infrastructure industry average of 25. It passed 4 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -77.74% in the past year. It has underperformed other stocks in the software infrastructure industry by -63 percentage points.

3. Five9 (NASDAQ:FIVN)

Five9 (NASDAQ:FIVN) 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.

Five9 has a valuation score of 57, which is 32 points higher than the software infrastructure industry average of 25. It passed 4 out of 7 valuation due diligence checks.

Five9's stock has dropped -47.59% in the past year. It has underperformed other stocks in the software infrastructure industry by -33 percentage points.

Are software infrastructure stocks a good buy now?

45.79% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 37.99% over the next year.

5.69% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 20.33% of software infrastructure stocks are rated B (Buy), 58.54% are rated C (Hold), 9.76% are rated D (Sell), and 5.69% 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 3.66x.

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.