WallStreetZenWallStreetZen

Sectors & IndustriesTechnologySoftware - Infrastructure
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
$4.95B295,794,94147.27%0.00%
ARBE
ARBE ROBOTICS LTD
Israel
$240.22M63,718,2037.38%0.00%
DAVA
ENDAVA PLC
United Kingdom
$5.04B56,705,84952.20%0.00%
NTCT
NETSCOUT SYSTEMS INC
United States
$2.30B72,246,03980.11%19.89%Net SellingNet Selling
EEFT
EURONET WORLDWIDE INC
United States
$5.54B49,593,87793.15%6.61%Net BuyingNet Buying
TIXT
TELUS INTERNATIONAL (CDA) INC
Canada
$6.23B266,000,00018.25%0.00%
CLBT
CELLEBRITE DI LTD
Israel
$962.29M181,907,43522.59%0.00%
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES LTD
Israel
$16.48B127,700,00065.12%0.00%
SPSC
SPS COMMERCE INC
United States
$4.93B36,041,71493.30%6.70%Net SellingNet Selling
ARQQ
ARQIT QUANTUM INC
United Kingdom
$258.48M121,926,1663.02%0.00%
MSFT
MICROSOFT CORP
United States
$1.85T7,443,803,53369.27%6.23%Net SellingNet Selling
NVEI
NUVEI CORP
Canada
$4.92B141,301,21929.56%0.00%
WEX
WEX INC
United States
$7.93B43,593,05883.22%16.78%Net SellingNet Selling
ACIW
ACI WORLDWIDE INC
United States
$3.13B112,374,13395.93%4.07%Net SellingNet Buying
SNPS
SYNOPSYS INC
United States
$54.45B152,417,19484.95%0.80%Net SellingNet Selling
FTNT
FORTINET INC
United States
$41.17B781,236,01164.42%14.36%Net BuyingNet Selling
DOX
AMDOCS LTD
United Kingdom
$10.92B120,842,66093.26%0.00%
RPAY
REPAY HOLDINGS CORP
United States
$949.18M98,564,80670.50%29.50%Net BuyingNet Buying
ADBE
ADOBE INC
United States
$169.71B457,800,00080.59%0.71%Net SellingNet Selling
TAOP
TAOPING INC
China
$11.97M15,590,7890.54%0.00%
QLYS
QUALYS INC
United States
$4.34B37,988,02969.90%30.10%Net SellingNet Selling
EVTC
EVERTEC INC
Puerto Rico
$2.37B65,202,19697.44%2.56%Net Selling
BLIN
BRIDGELINE DIGITAL INC
United States
$12.50M10,417,60910.52%60.41%Net Buying
FFIV
F5 INC
United States
$8.92B60,368,61093.33%1.33%Net SellingNet Selling
OPRA
OPERA LTD
Norway
$760.83M226,436,5402.62%0.00%
ATEN
A10 NETWORKS INC
United States
$1.12B73,447,81549.65%50.35%Net SellingNet Selling
BKI
BLACK KNIGHT INC
United States
$9.50B156,026,79145.96%54.04%Net SellingNet Selling
VRNS
VARONIS SYSTEMS INC
United States
$2.95B110,220,08168.07%31.93%Net SellingNet Buying
AVPT
AVEPOINT INC
United States
$843.75M186,670,95240.50%53.25%Net SellingNet Selling
OKTA
OKTA INC
United States
$11.43B160,183,16673.04%4.57%Net SellingNet Selling
LVOX
LIVEVOX HOLDINGS INC
United States
$309.15M100,049,51249.71%50.29%Net BuyingNet Buying
MQ
MARQETA INC
United States
$3.68B545,102,61560.49%0.34%Net SellingNet Selling
VERI
VERITONE INC
United States
$304.47M36,289,63235.67%64.33%Net Selling
S
SENTINELONE INC
United States
$4.25B282,677,68967.85%2.30%Net SellingNet Selling
CFLT
CONFLUENT INC
United States
$6.73B286,401,76240.66%7.84%Net SellingNet Selling
GEN
GEN DIGITAL INC
United States
$14.88B651,359,88182.09%14.42%Net BuyingNet Buying
STER
STERLING CHECK CORP
United States
$1.32B97,063,75425.48%74.52%Net Buying
CRWD
CROWDSTRIKE HOLDINGS INC
United States
$24.46B234,393,80065.05%2.44%Net SellingNet Selling
ZD
ZIFF DAVIS INC
United States
$4.23B47,191,56493.40%6.60%Net SellingNet Selling
PAGS
PAGSEGURO DIGITAL LTD
Cayman Islands
$3.44B329,608,22649.80%0.00%
ALAR
ALARUM TECHNOLOGIES LTD
Israel
$8.65M30,447,0350.75%0.00%
CSGS
CSG SYSTEMS INTERNATIONAL INC
United States
$1.85B31,505,43393.55%6.45%Net SellingNet Selling
NET
CLOUDFLARE INC
United States
$17.45B328,624,95969.98%16.48%Net SellingNet Selling
BAND
BANDWIDTH INC
United States
$608.80M25,324,43571.11%12.89%Net BuyingNet Selling
VRSN
VERISIGN INC
United States
$23.17B106,016,45676.30%23.70%Net SellingNet Selling
HCP
HASHICORP INC
United States
$5.98B187,968,20433.56%1.10%Net BuyingNet Selling
PATH
UIPATH INC
United States
$8.45B552,835,20134.73%65.27%Net SellingNet Selling
KNBE
KNOWBE4 INC
United States
$4.39B176,442,54144.52%46.03%Net SellingNet Selling
GDDY
GODADDY INC
United States
$12.77B155,378,01561.94%38.06%Net SellingNet Selling
AKAM
AKAMAI TECHNOLOGIES INC
United States
$13.75B157,242,29290.25%7.89%Net SellingNet Selling
DBX
DROPBOX INC
United States
$8.48B362,736,37861.80%4.74%Net SellingNet Selling
TOST
TOAST INC
United States
$11.86B520,738,06050.82%4.30%Net SellingNet Selling
LSAK
LESAKA TECHNOLOGIES INC
South Africa
$259.05M59,278,97611.39%88.61%Net BuyingNet Buying
VHC
VIRNETX HOLDING CORP
United States
$105.71M71,424,65018.26%21.56%Net Buying
TUYA
TUYA INC
China
$1.60B554,077,2366.43%0.00%
STEM
STEM INC
United States
$1.52B154,488,79952.11%37.37%Net SellingNet Selling
EVOP
EVO PAYMENTS INC
United States
$2.85B84,200,64056.35%9.59%Net SellingNet Selling
VRAR
GLIMPSE GROUP INC
United States
$54.93M13,595,7348.28%21.28%Net BuyingNet Buying
PANW
PALO ALTO NETWORKS INC
United States
$48.31B302,356,92781.30%5.99%Net SellingNet Selling
AVDX
AVIDXCHANGE HOLDINGS INC
United States
$2.27B198,704,95370.34%29.02%Net BuyingNet Selling
RELY
REMITLY GLOBAL INC
United States
$2.01B170,663,80363.18%34.30%Net SellingNet Selling
PLTR
PALANTIR TECHNOLOGIES INC
United States
$15.71B2,080,140,45031.91%6.93%Net SellingNet Selling
ZS
ZSCALER INC
United States
$18.39B144,212,22742.75%57.25%Net SellingNet Selling
KLTR
KALTURA INC
United States
$281.19M133,264,86326.99%49.89%Net BuyingNet Selling
MDB
MONGODB INC
United States
$15.52B69,285,76087.78%12.22%Net SellingNet Selling
TENB
TENABLE HOLDINGS INC
United States
$4.53B112,514,10165.16%34.84%Net SellingNet Selling
VRNT
VERINT SYSTEMS INC
United States
$2.50B65,866,25778.09%21.91%Net SellingNet Selling
BKKT
BAKKT HOLDINGS INC
United States
$456.78M264,035,2458.39%8.08%Net SellingNet Selling
HOOD
ROBINHOOD MARKETS INC
United States
$9.21B886,760,50153.66%46.34%Net SellingNet Selling
CTLP
CANTALOUPE INC
United States
$355.38M71,218,13063.10%36.90%Net BuyingNet Buying
BASE
COUCHBASE INC
United States
$677.57M45,171,31537.37%62.63%Net SellingNet Selling
FOUR
SHIFT4 PAYMENTS INC
United States
$5.25B82,462,14168.31%7.21%Net BuyingNet Selling
FORG
FORGEROCK INC
United States
$1.69B85,358,52532.33%9.84%Net SellingNet Selling
ZUO
ZUORA INC
United States
$1.00B133,600,00068.04%5.91%Net SellingNet Selling
WIX
WIXCOM LTD
Israel
$5.15B58,355,54287.86%0.00%
ZENV
ZENVIA INC
Brazil
$46.74M41,734,5267.22%0.00%
KPLT
KATAPULT HOLDINGS INC
United States
$93.53M98,448,24418.31%81.69%Net BuyingNet Buying
APPN
APPIAN CORP
United States
$3.03B72,547,59934.74%65.26%Net BuyingNet Buying
EVCM
EVERCOMMERCE INC
United States
$2.03B193,201,15758.58%41.42%Net SellingNet Selling
ORCL
ORACLE CORP
United States
$239.94B2,696,253,00040.99%42.95%Net BuyingNet Buying
IOT
SAMSARA INC
United States
$7.14B518,875,84325.33%5.07%Net SellingNet Selling
EGIO
EDGIO INC
United States
$347.89M221,584,77521.35%78.65%Net SellingNet Buying
CISO
CERBERUS CYBER SENTINEL CORP
United States
$232.54M146,253,5454.57%0.00%
PAYO
PAYONEER GLOBAL INC
United States
$2.07B350,193,68781.53%18.33%Net SellingNet Selling
BLZE
BACKBLAZE INC
United States
$237.98M32,600,00012.70%17.09%Net SellingNet Selling
RVYL
RYVYL INC
United States
$29.79M49,647,5310.68%99.32%Net SellingNet Buying
SQ
BLOCK INC
United States
$50.14B598,071,09859.50%4.53%Net SellingNet Selling
MULN
MULLEN AUTOMOTIVE INC
United States
$554.77M1,696,543,8634.91%11.61%Net SellingNet Selling
ALTR
ALTAIR ENGINEERING INC
United States
$4.27B80,142,41861.65%4.59%Net SellingNet Selling
RDWR
RADWARE LTD
Israel
$948.69M44,623,24775.31%0.00%
CYRN
CYREN LTD
Israel
$7.93M7,999,8081.08%98.92%Net BuyingNet Selling
SPLK
SPLUNK INC
United States
$15.60B163,700,00072.03%27.97%Net SellingNet Selling
SCWX
SECUREWORKS CORP
United States
$623.87M84,650,47010.41%8.17%Net SellingNet Selling
DTSS
DATASEA INC
China
$34.47M24,324,6330.44%61.98%
DOCN
DIGITALOCEAN HOLDINGS INC
United States
$2.85B96,297,09840.21%59.79%Net BuyingNet Selling
CYBR
CYBERARK SOFTWARE LTD
Israel
$5.71B40,834,64091.24%0.00%
VMW
VMWARE INC
United States
$52.92B425,426,52429.72%70.28%Net SellingNet Selling
BOX
BOX INC
United States
$4.59B142,914,80985.68%5.39%Net BuyingNet Selling
BB
BLACKBERRY LTD
Canada
$2.54B580,346,42642.35%9.73%Net SellingNet Selling
SQSP
SQUARESPACE INC
United States
$3.20B136,829,64539.00%61.00%Net SellingNet Selling

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Jan 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 64, which is 35 points higher than the software infrastructure industry average of 29. It passed 22 out of 33 due diligence checks and has strong fundamentals. Dlocal has seen its stock lose -33.48% over the past year, underperforming other software infrastructure stocks by -17 percentage points.

Dlocal has an average 1 year price target of $26.78, an upside of 60.06% from Dlocal's current stock price of $16.73.

Dlocal stock has a consensus Buy recommendation according to Wall Street analysts. Of the 9 analysts covering Dlocal, 55.56% have issued a Strong Buy rating, 0% have issued a Buy, 33.33% have issued a hold, while 11.11% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Arbe Robotics (NASDAQ:ARBE)


Arbe Robotics (NASDAQ:ARBE) is the second best software infrastructure stock with a Zen Score of 57, which is 28 points higher than the software infrastructure industry average of 29. It passed 18 out of 33 due diligence checks and has strong fundamentals. Arbe Robotics has seen its stock lose -55.33% over the past year, underperforming other software infrastructure stocks by -38 percentage points.

Arbe Robotics has an average 1 year price target of $14.00, an upside of 271.35% from Arbe Robotics's current stock price of $3.77.

Arbe Robotics stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Arbe Robotics, 100% have issued a Strong Buy rating, 0% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Endava (NYSE:DAVA)


Endava (NYSE:DAVA) is the third best software infrastructure stock with a Zen Score of 56, which is 27 points higher than the software infrastructure industry average of 29. It passed 19 out of 33 due diligence checks and has strong fundamentals. Endava has seen its stock lose -19.19% over the past year, underperforming other software infrastructure stocks by -2 percentage points.

Endava has an average 1 year price target of $100.50, an upside of 13.06% from Endava's current stock price of $88.89.

Endava stock has a consensus Buy recommendation according to Wall Street analysts. Of the 7 analysts covering Endava, 42.86% 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 0% have issued a Strong Sell.

What are the software infrastructure stocks with highest dividends?

Out of 10 software infrastructure stocks that have issued dividends in the past year, the 3 software infrastructure stocks with the highest dividend yields are:

1. Opera (NASDAQ:OPRA)


Opera (NASDAQ:OPRA) has an annual dividend yield of 11.9%, which is 9 percentage points higher than the software infrastructure industry average of 2.82%.

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

2. Micro Focus International (NYSE:MFGP)


Micro Focus International (NYSE:MFGP) has an annual dividend yield of 4.35%, which is 2 percentage points higher than the software infrastructure industry average of 2.82%. Micro Focus International's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Micro Focus International's dividend has not shown consistent growth over the last 10 years.

Micro Focus International's dividend payout ratio of -42.5% indicates that its high dividend yield might not be sustainable for the long-term.

3. Gen Digital (NASDAQ:GEN)


Gen Digital (NASDAQ:GEN) has an annual dividend yield of 2.19%, which is -1 percentage points lower than the software infrastructure industry average of 2.82%. 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 48.5% indicates that its dividend yield is sustainable for the long-term.

Why are software infrastructure stocks up?

Software infrastructure stocks were up 0.78% in the last day, and up 3.95% over the last week. Glimpse Group was the among the top gainers in the software - infrastructure industry, gaining 19.17% yesterday.

Shares of several companies in the broader tech sector are trading higher amid overall market strength following PCE data.

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. Taoping (NASDAQ:TAOP)


Taoping (NASDAQ:TAOP) is the most undervalued software infrastructure stock based on WallStreetZen's Valuation Score. Taoping has a valuation score of 86, which is 62 points higher than the software infrastructure industry average of 24. It passed 6 out of 7 valuation due diligence checks.

Taoping's stock has dropped -47.76% in the past year. It has underperformed other stocks in the software infrastructure industry by -31 percentage points.

2. Euronet Worldwide (NASDAQ:EEFT)


Euronet Worldwide (NASDAQ:EEFT) is the second most undervalued software infrastructure stock based on WallStreetZen's Valuation Score. Euronet Worldwide has a valuation score of 71, which is 47 points higher than the software infrastructure industry average of 24. It passed 5 out of 7 valuation due diligence checks.

Euronet Worldwide's stock has dropped -16.22% in the past year. It has overperformed other stocks in the software infrastructure industry by 1 percentage points.

3. Arbe Robotics (NASDAQ:ARBE)


Arbe Robotics (NASDAQ:ARBE) is the third most undervalued software infrastructure stock based on WallStreetZen's Valuation Score. Arbe Robotics has a valuation score of 71, which is 47 points higher than the software infrastructure industry average of 24. It passed 5 out of 7 valuation due diligence checks.

Arbe Robotics's stock has dropped -55.33% in the past year. It has underperformed other stocks in the software infrastructure industry by -38 percentage points.

Are software infrastructure stocks a good buy now?

43.7% of software infrastructure stocks rated by analysts are a buy right now. On average, analysts expect software infrastructure stocks to rise by 24.47% 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 14.91x.
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.