Sectors & Industries TechnologySoftware - Infrastructure
Best Software Infrastructure Stocks to Buy Now (2025)
Top software infrastructure stocks in 2025 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 A and is the 24th ranked industry out of 145 stock market industries

Ticker	Company	Market Cap	Shares	Institutional %	Insider %	Net Insider (L12M)	Net Insider (L3M)
NTCT	NETSCOUT SYSTEMS INC	$1.70B	71,328,733	77.62%	22.38%	Net Selling	Net Selling
YEXT	YEXT INC	$1.10B	122,397,716	53.10%	46.90%	Net Selling	Net Selling
FFIV	F5 INC	$18.13B	57,447,170	95.83%	1.68%	Net Selling	Net Selling
FIVN	FIVE9 INC	$2.01B	77,262,690	71.90%	28.10%	Net Selling	Net Selling
CSGS	CSG SYSTEMS INTERNATIONAL INC	$1.82B	28,976,940	91.26%	8.74%	Net Selling	Net Selling
RAMP	LIVERAMP HOLDINGS INC	$1.77B	65,605,418	54.79%	45.21%	Net Selling	Net Selling
PGY	PAGAYA TECHNOLOGIES LTD	$2.61B	75,707,592	55.25%	17.57%	Net Selling	Net Selling
MOGO	MOGO INC	$43.95M	23,758,000	8.69%	0.00%
RDWR	RADWARE LTD	$1.06B	42,663,787	75.36%	0.00%
TENB	TENABLE HOLDINGS INC	$3.61B	122,170,671	67.87%	32.13%	Net Selling	Net Selling
ALLT	ALLOT LTD	$316.71M	40,140,875	80.48%	4.24%
PAY	PAYMENTUS HOLDINGS INC	$4.79B	125,264,309	26.70%	8.79%	Net Selling
PRTH	PRIORITY TECHNOLOGY HOLDINGS INC	$669.13M	79,753,476	16.05%	83.95%	Net Selling	Net Selling
WIX	WIXCOM LTD	$7.36B	55,905,451	87.40%	0.00%
EVTC	EVERTEC INC	$2.31B	63,982,005	96.85%	3.15%	Net Selling	Net Selling
ATEN	A10 NETWORKS INC	$1.24B	72,152,615	52.75%	47.25%	Net Selling	Net Selling
BAND	BANDWIDTH INC	$429.51M	30,141,045	70.38%	12.49%	Net Selling	Net Selling
RPD	RAPID7 INC	$1.29B	64,239,298	48.63%	51.37%	Net Buying	Net Buying
AVPT	AVEPOINT INC	$3.12B	203,233,202	42.46%	57.54%	Net Buying	Net Selling
NTNX	NUTANIX INC	$18.26B	268,077,453	77.14%	22.86%	Net Selling	Net Selling
RPAY	REPAY HOLDINGS CORP	$532.49M	91,336,409	68.30%	31.70%	Net Selling	Net Buying
GEN	GEN DIGITAL INC	$18.95B	615,869,113	84.41%	15.59%	Net Buying	Net Selling
AKAM	AKAMAI TECHNOLOGIES INC	$11.25B	146,206,374	92.83%	7.17%	Net Selling	Net Buying
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$509.04M	19,540,937	87.36%	12.64%	Net Selling	Net Selling
APPN	APPIAN CORP	$2.12B	74,228,168	46.46%	53.54%	Net Selling	Net Selling
TLS	TELOS CORP	$428.95M	72,703,011	33.77%	66.23%	Net Buying	Net Buying
DOCN	DIGITALOCEAN HOLDINGS INC	$2.80B	91,037,498	43.16%	56.84%	Net Selling	Net Selling
DOX	AMDOCS LTD	$9.62B	111,188,000	94.19%	0.00%
CLBT	CELLEBRITE DI LTD	$3.80B	240,358,573	49.12%	0.00%
CINT	CI&T INC	$677.83M	130,855,082	44.91%	0.00%
MSFT	MICROSOFT CORP	$3.73T	7,433,166,379	82.91%	6.23%	Net Selling	Net Selling
OKTA	OKTA INC	$16.03B	175,073,291	88.63%	4.32%	Net Selling	Net Selling
TUYA	TUYA INC	$1.60B	606,308,258	21.81%	0.00%
PATH	UIPATH INC	$5.79B	535,038,853	38.18%	61.82%	Net Selling	Net Selling
EEFT	EURONET WORLDWIDE INC	$3.88B	40,996,169	92.37%	7.63%	Net Selling
TOST	TOAST INC	$25.58B	583,000,000	75.99%	8.43%	Net Selling	Net Selling
ADBE	ADOBE INC	$150.55B	424,200,000	81.57%	0.77%	Net Selling	Net Selling
PLTR	PALANTIR TECHNOLOGIES INC	$381.64B	2,372,342,421	51.20%	5.02%	Net Selling	Net Selling
PAGS	PAGSEGURO DIGITAL LTD	$2.82B	329,608,424	38.32%	0.00%
SPSC	SPS COMMERCE INC	$4.22B	37,908,762	77.68%	22.32%	Net Selling
GCT	GIGACLOUD TECHNOLOGY INC	$1.01B	38,068,462	30.05%	20.07%	Net Selling	Net Selling
RELY	REMITLY GLOBAL INC	$3.74B	206,193,217	79.28%	20.72%	Net Selling	Net Selling
DBX	DROPBOX INC	$7.95B	281,492,648	71.97%	6.53%	Net Selling	Net Selling
QLYS	QUALYS INC	$4.75B	36,095,879	69.78%	30.22%	Net Selling	Net Selling
AFRM	AFFIRM HOLDINGS INC	$25.15B	322,599,959	69.46%	15.77%	Net Selling	Net Selling
TDC	TERADATA CORP	$1.94B	94,500,000	93.75%	6.25%	Net Selling
CGNT	COGNYTE SOFTWARE LTD	$629.67M	72,878,528	73.51%	22.09%	Net Buying
ZS	ZSCALER INC	$41.68B	155,695,672	53.22%	26.82%	Net Selling	Net Selling
KVYO	KLAVIYO INC	$9.46B	299,984,367	44.49%	2.63%	Net Selling	Net Selling
CPAY	CORPAY INC	$22.96B	70,614,383	50.40%	49.60%	Net Buying
VRNS	VARONIS SYSTEMS INC	$6.43B	112,047,109	70.21%	29.79%	Net Selling	Net Selling
OSPN	ONESPAN INC	$553.41M	38,324,622	79.00%	21.00%	Net Selling	Net Selling
RBRK	RUBRIK INC	$16.48B	193,493,350	52.01%	4.73%	Net Selling	Net Selling
MDB	MONGODB INC	$17.51B	81,714,313	84.18%	10.31%	Net Selling	Net Selling
PANW	PALO ALTO NETWORKS INC	$122.84B	666,800,000	78.03%	2.84%	Net Selling	Net Selling
EVCM	EVERCOMMERCE INC	$2.04B	181,278,754	57.83%	42.17%	Net Selling	Net Selling
BB	BLACKBERRY LTD	$2.27B	594,530,880	48.64%	9.79%	Net Selling	Net Selling
DAVA	ENDAVA PLC	$805.82M	59,164,297	53.38%	0.00%
FATN	FATPIPE INC	$82.96M	13,826,468	0.52%	46.68%
IOT	SAMSARA INC	$19.13B	569,335,950	52.81%	9.65%	Net Selling	Net Selling
NET	CLOUDFLARE INC	$69.19B	348,481,587	79.81%	15.67%	Net Selling	Net Selling
STNE	STONECO LTD	$4.48B	286,012,578	65.80%	0.00%
FTNT	FORTINET INC	$59.43B	765,416,456	67.05%	14.46%	Net Selling	Net Selling
SNCR	SYNCHRONOSS TECHNOLOGIES INC	$70.85M	11,501,753	9.56%	90.44%	Net Buying	Net Selling
MQ	MARQETA INC	$2.80B	448,232,752	70.02%	4.53%	Net Selling	Net Selling
CRWD	CROWDSTRIKE HOLDINGS INC	$104.09B	249,248,174	73.57%	4.32%	Net Selling	Net Selling
FOUR	SHIFT4 PAYMENTS INC	$7.91B	88,431,118	96.02%	3.98%	Net Buying	Net Buying
BLZE	BACKBLAZE INC	$445.79M	54,900,000	49.09%	21.91%	Net Selling	Net Selling
GTLB	GITLAB INC	$7.23B	165,200,000	70.85%	29.15%	Net Selling	Net Selling
KPLT	KATAPULT HOLDINGS INC	$67.04M	4,569,546	1.62%	98.38%	Net Buying	Net Buying
TIXT	TELUS INTERNATIONAL (CDA) INC	$1.06B	278,000,000	21.12%	0.00%
GDDY	GODADDY INC	$20.84B	142,488,191	59.33%	40.67%	Net Selling	Net Selling
CETX	CEMTREX INC	$7.15M	5,678,183	1.27%	98.73%
BOX	BOX INC	$4.51B	144,793,367	94.85%	5.15%	Net Selling	Net Selling
WEX	WEX INC	$5.87B	34,264,311	80.88%	19.12%	Net Selling	Net Selling
ACIW	ACI WORLDWIDE INC	$5.05B	104,899,645	94.92%	5.08%	Net Selling	Net Selling
OS	ONESTREAM INC	$4.73B	239,591,306	36.35%	1.57%	Net Selling	Net Selling
CFLT	CONFLUENT INC	$6.12B	344,744,122	76.29%	7.60%	Net Selling	Net Selling
SNPS	SYNOPSYS INC	$92.48B	155,160,938	90.48%	0.94%	Net Selling	Net Selling
VRSN	VERISIGN INC	$25.22B	93,400,000	69.00%	31.00%	Net Selling	Net Selling
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$20.71B	110,400,000	66.09%	0.00%
KSPI	JOINT STOCK CO KASPIKZ	$17.42B	190,784,522	39.36%	0.00%
DLO	DLOCAL LTD	$4.29B	293,703,516	34.70%	0.00%
GRRR	GORILLA TECHNOLOGY GROUP INC	$336.33M	19,819,284	19.88%	5.35%
PSFE	PAYSAFE LTD	$820.32M	58,846,732	59.94%	0.00%
IIIV	I3 VERTICALS INC	$991.83M	32,265,204	72.07%	27.93%	Net Selling	Net Buying
ODD	ODDITY TECH LTD	$3.36B	56,822,000	85.26%	0.00%
TCX	TUCOWS INC	$208.21M	11,057,112	11.70%	88.30%	Net Selling	Net Selling
AISP	AIRSHIP AI HOLDINGS INC	$152.53M	31,909,348	19.90%	68.80%	Net Selling	Net Selling
STEM	STEM INC	$139.58M	8,317,939	2.67%	97.33%	Net Selling	Net Selling
ORCL	ORACLE CORP	$657.86B	2,808,833,000	43.98%	41.68%	Net Buying	Net Buying
PAYS	PAYSIGN INC	$296.76M	54,451,888	26.26%	73.74%	Net Selling	Net Selling
FLYW	FLYWIRE CORP	$1.59B	122,310,334	70.37%	29.63%	Net Selling	Net Selling
MLGO	MICROALGO INC	$3.72M	437,884	10.82%	89.18%
AMBR	AMBER INTERNATIONAL HOLDING LTD	$37.72M	47,390,657	2.29%	0.00%
DFDV	DEFI DEVELOPMENT CORP	$336.72M	21,045,049	10.43%	0.98%	Net Selling
CISO	CISO GLOBAL INC	$31.14M	33,408,105	1.43%	98.57%
ARQQ	ARQIT QUANTUM INC	$425.52M	13,478,578	8.92%	0.00%
VHC	VIRNETX HOLDING CORP	$56.72M	4,271,082	5.43%	94.57%	Net Selling	Net Selling
MCRP	MICROPOLIS HOLDING CO	$64.75M	35,000,000	0.33%	0.00%

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Aug 2025?

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. Netscout Systems (NASDAQ:NTCT)

Netscout Systems (NASDAQ:NTCT) is the #1 top software infrastructure stock out of 144 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 Netscout Systems (NASDAQ:NTCT) is: Value: A, Growth: B, Momentum: C, Sentiment: B, Safety: C, Financials: C, and AI: C.

Netscout Systems (NASDAQ:NTCT) has a Due Diligence Score of 20, which is -11 points lower than the software infrastructure industry average of 31. Although this number is below the industry average, our proven quant model rates NTCT as a "A".

NTCT passed 6 out of 33 due diligence checks and has weak fundamentals. Netscout Systems has seen its stock return 12.96% over the past year, overperforming other software infrastructure stocks by 10 percentage points.

Netscout Systems has an average 1 year price target of $33.00, an upside of 38.13% from Netscout Systems's current stock price of $23.89.

Netscout Systems stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Netscout Systems, 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.

2. Yext (NYSE:YEXT)

Yext (NYSE:YEXT) is the #2 top software infrastructure stock out of 144 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 Yext (NYSE:YEXT) is: Value: C, Growth: A, Momentum: B, Sentiment: C, Safety: C, Financials: B, and AI: C.

Yext (NYSE:YEXT) has a Due Diligence Score of 18, which is -13 points lower than the software infrastructure industry average of 31. Although this number is below the industry average, our proven quant model rates YEXT as a "A".

YEXT passed 6 out of 33 due diligence checks and has weak fundamentals. Yext has seen its stock return 70.13% over the past year, overperforming other software infrastructure stocks by 67 percentage points.

Yext has an average 1 year price target of $9.42, an upside of 4.63% from Yext's current stock price of $9.00.

Yext stock has a consensus Buy recommendation according to Wall Street analysts. Of the 3 analysts covering Yext, 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.

3. F5 (NASDAQ:FFIV)

F5 (NASDAQ:FFIV) is the #3 top software infrastructure stock out of 144 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 F5 (NASDAQ:FFIV) is: Value: B, Growth: C, Momentum: B, Sentiment: B, Safety: A, Financials: B, and AI: B.

F5 (NASDAQ:FFIV) has a Due Diligence Score of 50, which is 19 points higher than the software infrastructure industry average of 31.

FFIV passed 16 out of 33 due diligence checks and has strong fundamentals. F5 has seen its stock return 58.25% over the past year, overperforming other software infrastructure stocks by 55 percentage points.

F5 has an average 1 year price target of $327.33, an upside of 3.73% from F5's current stock price of $315.57.

F5 stock has a consensus Hold recommendation according to Wall Street analysts. Of the 6 analysts covering F5, 0% have issued a Strong Buy rating, 16.67% have issued a Buy, 83.33% 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 9 software infrastructure stocks that have issued dividends in the past year, the 3 software infrastructure stocks with the highest dividend yields are:

1. Dlocal (NASDAQ:DLO)

Dlocal (NASDAQ:DLO) has an annual dividend yield of 3.59%, which is 2 percentage points higher than the software infrastructure industry average of 1.21%.

Dlocal's dividend payout ratio of 102.9% indicates that its dividend yield might not be sustainable for the long-term.

2. Amdocs (NASDAQ:DOX)

Amdocs (NASDAQ:DOX) has an annual dividend yield of 1.77%, which is 1 percentage points higher than the software infrastructure industry average of 1.21%. 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 40.6% indicates that its dividend yield is sustainable for the long-term.

3. Onespan (NASDAQ:OSPN)

Onespan (NASDAQ:OSPN) has an annual dividend yield of 1.66%, which is the same as the software infrastructure industry average of 1.21%.

Onespan's dividend payout ratio of 15.4% indicates that its dividend yield is sustainable for the long-term.

Why are software infrastructure stocks down?

Software infrastructure stocks were down -0.28% in the last day, and up 0.01% over the last week. Mongodb was the among the top losers in the software - infrastructure industry, dropping -1.88% yesterday.

MongoDB shares are trading higher after the company reported better-than-expected Q2 financial results and raised its FY26 guidance above estimates.

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 61 points higher than the software infrastructure industry average of 25. It passed 6 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has gained 11.8% in the past year. It has overperformed other stocks in the software infrastructure industry by 9 percentage points.

2. Teradata (NYSE:TDC)

Teradata (NYSE:TDC) 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.

Teradata has a valuation score of 43, which is 18 points higher than the software infrastructure industry average of 25. It passed 3 out of 7 valuation due diligence checks.

Teradata's stock has dropped -26.87% in the past year. It has underperformed other stocks in the software infrastructure industry by -30 percentage points.

3. Pagseguro Digital (NYSE:PAGS)

Pagseguro Digital (NYSE:PAGS) 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.

Pagseguro Digital 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.

Pagseguro Digital's stock has dropped -24.4% in the past year. It has underperformed other stocks in the software infrastructure industry by -27 percentage points.

Are software infrastructure stocks a good buy now?

39.25% of software infrastructure stocks rated by analysts are a buy right now. On average, analysts expect software infrastructure stocks to rise by 17.05% over the next year.

4.1% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 30.33% of software infrastructure stocks are rated B (Buy), 54.92% are rated C (Hold), 9.02% are rated D (Sell), and 1.64% 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 42.86x.

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.