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)
RAMP	LIVERAMP HOLDINGS INC	$1.45B	63,648,844	54.89%	45.11%	Net Selling	Net Selling
TENB	TENABLE HOLDINGS INC	$2.35B	119,344,266	67.66%	32.34%	Net Selling	Net Selling
NTCT	NETSCOUT SYSTEMS INC	$2.05B	72,193,673	77.89%	22.11%	Net Selling	Net Selling
TDC	TERADATA CORP	$2.53B	93,200,000	86.01%	13.99%	Net Selling	Net Selling
FIVN	FIVE9 INC	$1.34B	78,216,052	71.46%	28.54%	Net Selling	Net Selling
PATH	UIPATH INC	$6.59B	534,749,684	34.25%	65.75%	Net Selling	Net Selling
APPN	APPIAN CORP	$1.92B	73,823,168	46.57%	53.43%	Net Selling
DLO	DLOCAL LTD	$3.80B	293,703,516	32.90%	0.00%
PGY	PAGAYA TECHNOLOGIES LTD	$1.50B	82,423,087	51.62%	16.38%	Net Selling	Net Selling
GCT	GIGACLOUD TECHNOLOGY INC	$2.93B	75,269,905	23.56%	10.24%	Net Selling	Net Selling
PAGS	PAGSEGURO DIGITAL LTD	$3.58B	329,608,424	38.49%	0.00%
ALLT	ALLOT LTD	$392.88M	41,487,057	79.93%	4.10%
PAY	PAYMENTUS HOLDINGS INC	$3.15B	125,428,507	35.65%	8.73%	Net Selling
TOST	TOAST INC	$16.65B	588,000,000	74.48%	8.39%	Net Selling	Net Buying
AVPT	AVEPOINT INC	$2.27B	215,789,313	40.42%	59.58%	Net Selling	Net Selling
MDB	MONGODB INC	$27.48B	81,391,760	89.89%	10.11%	Net Selling	Net Selling
QLYS	QUALYS INC	$4.63B	35,858,308	69.95%	30.05%	Net Selling	Net Selling
RELY	REMITLY GLOBAL INC	$2.69B	209,045,931	78.92%	21.08%	Net Selling	Net Selling
TLS	TELOS CORP	$382.05M	73,754,329	35.40%	64.60%	Net Selling	Net Selling
GEN	GEN DIGITAL INC	$14.14B	616,716,107	84.25%	15.75%	Net Selling	Net Selling
DOX	AMDOCS LTD	$7.89B	107,977,000	98.27%	0.00%
CGNT	COGNYTE SOFTWARE LTD	$576.27M	73,038,091	73.46%	22.04%
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$437.51M	19,005,775	87.00%	13.00%	Net Selling	Net Selling
BB	BLACKBERRY LTD	$2.04B	590,147,550	48.20%	9.94%	Net Selling	Net Selling
YEXT	YEXT INC	$611.91M	122,626,997	52.85%	47.15%	Net Selling	Net Selling
IOT	SAMSARA INC	$14.48B	577,004,057	53.98%	10.04%	Net Selling	Net Selling
PAYS	PAYSIGN INC	$203.66M	55,042,888	30.96%	69.04%	Net Selling	Net Selling
PLTR	PALANTIR TECHNOLOGIES INC	$332.58B	2,383,436,338	52.65%	4.98%	Net Selling	Net Selling
ATEN	A10 NETWORKS INC	$1.26B	71,726,487	52.76%	47.24%	Net Selling	Net Selling
OKTA	OKTA INC	$14.78B	177,230,221	84.14%	4.26%	Net Selling	Net Selling
AKAM	AKAMAI TECHNOLOGIES INC	$13.22B	143,865,237	92.82%	7.18%	Net Selling	Net Selling
WEX	WEX INC	$5.11B	34,288,525	80.77%	19.23%	Net Selling	Net Selling
WIX	WIXCOM LTD	$4.41B	55,651,271	92.47%	0.00%
EVTC	EVERTEC INC	$1.80B	63,983,841	96.83%	3.17%	Net Buying
NTNX	NUTANIX INC	$10.59B	270,399,924	81.01%	18.99%	Net Selling	Net Selling
KVYO	KLAVIYO INC	$6.26B	301,945,280	46.79%	3.40%	Net Selling	Net Selling
AFRM	AFFIRM HOLDINGS INC	$20.52B	330,073,638	68.82%	15.42%	Net Selling	Net Selling
OSPN	ONESPAN INC	$422.48M	38,027,123	79.16%	20.84%	Net Selling	Net Selling
PRTH	PRIORITY TECHNOLOGY HOLDINGS INC	$449.47M	81,871,568	15.67%	84.33%	Net Selling	Net Selling
FFIV	F5 INC	$16.06B	58,089,614	94.79%	1.74%	Net Selling	Net Selling
GDDY	GODADDY INC	$12.93B	135,141,594	59.45%	40.55%	Net Selling	Net Selling
RDWR	RADWARE LTD	$1.05B	42,833,456	74.13%	0.00%
CINT	CI&T INC	$670.61M	130,723,000	43.19%	0.00%
EVCM	EVERCOMMERCE INC	$1.97B	179,367,379	57.89%	42.11%	Net Selling	Net Selling
BAND	BANDWIDTH INC	$412.65M	30,521,581	68.80%	13.02%	Net Selling	Net Selling
SPSC	SPS COMMERCE INC	$3.11B	37,709,094	82.45%	17.55%	Net Selling	Net Buying
DOCN	DIGITALOCEAN HOLDINGS INC	$5.24B	91,492,142	44.66%	55.34%	Net Selling	Net Selling
MSFT	MICROSOFT CORP	$3.08T	7,425,629,076	82.30%	6.24%	Net Selling	Net Selling
ACIW	ACI WORLDWIDE INC	$4.22B	103,088,006	94.96%	5.04%	Net Selling	Net Selling
ADBE	ADOBE INC	$114.68B	410,000,000	81.66%	0.82%	Net Selling	Net Selling
TUYA	TUYA INC	$1.25B	611,862,458	21.34%	0.00%
GTLB	GITLAB INC	$5.48B	168,400,000	72.68%	27.32%	Net Selling	Net Selling
DBX	DROPBOX INC	$6.50B	258,739,321	75.88%	7.34%	Net Selling	Net Selling
FLYW	FLYWIRE CORP	$1.36B	122,126,932	65.36%	34.64%	Net Selling	Net Buying
AMBR	AMBER INTERNATIONAL HOLDING LTD	$18.58M	47,390,657	1.24%	0.00%
ZS	ZSCALER INC	$29.63B	159,471,208	54.16%	26.25%	Net Selling	Net Selling
BLZE	BACKBLAZE INC	$242.34M	57,700,000	51.99%	20.79%	Net Selling	Net Selling
IIIV	I3 VERTICALS INC	$670.37M	32,353,783	72.45%	27.55%	Net Selling	Net Selling
PDYN	PALLADYNE AI CORP	$282.07M	42,037,410	13.01%	86.99%	Net Selling	Net Buying
CPAY	CORPAY INC	$21.01B	69,958,056	49.66%	50.34%	Net Buying	Net Buying
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$18.96B	107,400,000	65.52%	0.00%
PSFE	PAYSAFE LTD	$388.80M	57,600,000	59.24%	0.00%
FTNT	FORTINET INC	$60.32B	743,648,102	64.64%	13.40%	Net Selling	Net Selling
NET	CLOUDFLARE INC	$58.45B	350,281,165	79.06%	15.52%	Net Selling	Net Selling
MQ	MARQETA INC	$1.77B	440,099,247	72.30%	4.46%	Net Selling	Net Selling
KSPI	JOINT STOCK CO KASPIKZ	$14.52B	190,531,074	38.86%	0.00%
RBRK	RUBRIK INC	$10.38B	200,141,545	51.69%	4.93%	Net Selling	Net Selling
RPAY	REPAY HOLDINGS CORP	$314.24M	91,348,016	67.56%	32.44%	Net Buying	Net Selling
RPD	RAPID7 INC	$722.91M	65,480,776	49.07%	50.93%	Net Buying	Net Buying
PANW	PALO ALTO NETWORKS INC	$116.20B	697,000,000	78.57%	2.79%	Net Selling	Net Selling
KPLT	KATAPULT HOLDINGS INC	$28.37M	4,643,334	1.40%	98.60%	Net Buying	Net Selling
EEFT	EURONET WORLDWIDE INC	$2.98B	42,044,681	96.05%	3.95%	Net Selling	Net Buying
ORCL	ORACLE CORP	$421.40B	2,873,130,000	43.00%	40.77%	Net Buying	Net Selling
CETX	CEMTREX INC	$10.23M	6,911,663	0.36%	99.64%
GRRR	GORILLA TECHNOLOGY GROUP INC	$226.34M	19,819,284	23.39%	5.35%
ODD	ODDITY TECH LTD	$1.75B	57,335,000	81.35%	0.00%
SAIL	SAILPOINT INC	$8.39B	561,625,760	52.90%	47.10%	Net Selling	Net Selling
OWLS	OBOOK HOLDINGS INC	$512.59M	88,377,671	0.00%	0.00%
BOX	BOX INC	$3.54B	143,227,818	94.86%	5.14%	Net Selling	Net Selling
STNE	STONECO LTD	$4.67B	286,012,578	62.77%	0.00%
VRSN	VERISIGN INC	$22.34B	92,700,000	68.95%	31.05%	Net Selling	Net Selling
CLBT	CELLEBRITE DI LTD	$3.35B	240,358,573	53.85%	0.00%
REKR	REKOR SYSTEMS INC	$122.89M	126,689,797	25.54%	30.17%	Net Selling	Net Buying
S	SENTINELONE INC	$4.63B	339,868,994	72.64%	3.44%	Net Selling	Net Selling
AISP	AIRSHIP AI HOLDINGS INC	$95.69M	34,175,563	17.15%	82.85%	Net Buying	Net Buying
CRWD	CROWDSTRIKE HOLDINGS INC	$104.71B	252,098,440	68.22%	4.13%	Net Selling	Net Selling
MCRP	MICROPOLIS HOLDING CO	$109.90M	34,888,447	0.09%	0.00%
XYZ	BLOCK INC	$34.90B	607,665,000	72.37%	5.25%	Net Selling	Net Selling
VRNS	VARONIS SYSTEMS INC	$2.78B	117,447,726	69.75%	30.25%	Net Selling
STEM	STEM INC	$120.57M	8,390,208	3.23%	96.77%	Net Selling	Net Selling
ALAR	ALARUM TECHNOLOGIES LTD	$49.91M	71,200,000	0.17%	0.00%
FOUR	SHIFT4 PAYMENTS INC	$5.16B	88,619,232	95.82%	3.89%	Net Buying	Net Selling
SNPS	SYNOPSYS INC	$80.16B	191,318,206	87.73%	0.77%	Net Selling	Net Selling
TCX	TUCOWS INC	$235.40M	11,103,919	11.71%	88.29%	Net Selling
EXOD	EXODUS MOVEMENT INC	$313.77M	29,324,585	4.84%	15.94%	Net Selling	Net Selling
LIDR	AEYE INC	$68.93M	45,054,997	7.15%	67.42%	Net Selling	Net Selling
MLGO	MICROALGO INC	$53.23M	12,437,461	0.57%	99.43%
VHC	VIRNETX HOLDING CORP	$79.48M	4,270,840	5.89%	94.11%	Net Selling	Net Selling
ARAI	ARRIVE AI INC	$58.85M	34,213,387	1.45%	71.86%	Net Selling	Net Buying
PAYO	PAYONEER GLOBAL INC	$2.15B	356,440,304	77.15%	22.85%	Net Selling	Net Selling

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Feb 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 152 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: A, 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 -33.3% over the past year, underperforming other software infrastructure stocks by -14 percentage points.

Liveramp Holdings has an average 1 year price target of $35.00, an upside of 53.44% from Liveramp Holdings's current stock price of $22.81.

Liveramp Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 3 analysts covering Liveramp Holdings, 33.33% have issued a Strong Buy rating, 0% have issued a Buy, 66.67% 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 152 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: F, Sentiment: B, Safety: C, Financials: B, and AI: B.

Tenable Holdings (NASDAQ:TENB) has a Due Diligence Score of 29, which is -3 points lower than the software infrastructure industry average of 32. Although this number is below the industry average, our proven quant model rates TENB as a "A".

TENB passed 9 out of 33 due diligence checks and has average fundamentals. Tenable Holdings has seen its stock lose -54.16% over the past year, underperforming other software infrastructure stocks by -34 percentage points.

Tenable Holdings has an average 1 year price target of $31.38, an upside of 59.1% from Tenable Holdings's current stock price of $19.72.

Tenable Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 8 analysts covering Tenable Holdings, 37.5% have issued a Strong Buy rating, 12.5% have issued a Buy, 50% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Netscout Systems (NASDAQ:NTCT)

Netscout Systems (NASDAQ:NTCT) is the #3 top software infrastructure stock out of 152 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: B, Growth: C, Momentum: C, Sentiment: B, Safety: C, Financials: C, and AI: C.

Netscout Systems (NASDAQ:NTCT) has a Due Diligence Score of 61, which is 29 points higher than the software infrastructure industry average of 32.

NTCT passed 19 out of 33 due diligence checks and has strong fundamentals. Netscout Systems has seen its stock return 17.73% over the past year, overperforming other software infrastructure stocks by 37 percentage points.

Netscout Systems has an average 1 year price target of $31.00, an upside of 9.08% from Netscout Systems's current stock price of $28.42.

Netscout Systems stock has a consensus Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Netscout Systems, 50% have issued a Strong Buy rating, 0% have issued a Buy, 50% 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 4.06%, which is 2 percentage points higher than the software infrastructure industry average of 1.73%.

Dlocal's dividend payout ratio of 87.5% indicates that its high dividend yield is sustainable for the long-term.

2. Onespan (NASDAQ:OSPN)

Onespan (NASDAQ:OSPN) has an annual dividend yield of 3.24%, which is 2 percentage points higher than the software infrastructure industry average of 1.73%.

Onespan's dividend payout ratio of 23.7% indicates that its dividend yield is sustainable for the long-term.

3. Amdocs (NASDAQ:DOX)

Amdocs (NASDAQ:DOX) has an annual dividend yield of 2.89%, which is 1 percentage points higher than the software infrastructure industry average of 1.73%. 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 -0.38% in the last day, and down -10.45% over the last week. Varonis Systems was the among the top losers in the software - infrastructure industry, dropping -10.78% yesterday.

Varonis Systems shares are trading lower after the company reported Q4 financial results and issued Q1 and FY26 adjusted EPS guidance below 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 60 points higher than the software infrastructure industry average of 26. It passed 6 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has dropped -19.34% in the past year. It has performed in line with other stocks in the software infrastructure industry.

2. Onespan (NASDAQ:OSPN)

Onespan (NASDAQ:OSPN) 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.

Onespan has a valuation score of 43, which is 17 points higher than the software infrastructure industry average of 26. It passed 3 out of 7 valuation due diligence checks.

Onespan's stock has dropped -41.71% in the past year. It has underperformed other stocks in the software infrastructure industry by -22 percentage points.

3. Rapid7 (NASDAQ:RPD)

Rapid7 (NASDAQ:RPD) 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.

Rapid7 has a valuation score of 57, which is 31 points higher than the software infrastructure industry average of 26. It passed 4 out of 7 valuation due diligence checks.

Rapid7's stock has dropped -71.54% in the past year. It has underperformed other stocks in the software infrastructure industry by -52 percentage points.

Are software infrastructure stocks a good buy now?

41.96% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 40.04% over the next year.

4.17% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 18.33% of software infrastructure stocks are rated B (Buy), 65% are rated C (Hold), 8.33% are rated D (Sell), and 4.17% 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 22.11x.

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.

Software Infrastructure Stocks FAQ

1. Liveramp Holdings (NYSE:RAMP)

2. Tenable Holdings (NASDAQ:TENB)

3. Netscout Systems (NASDAQ:NTCT)

1. Dlocal (NASDAQ:DLO)

2. Onespan (NASDAQ:OSPN)

3. Amdocs (NASDAQ:DOX)

1. Consensus Cloud Solutions (NASDAQ:CCSI)

2. Onespan (NASDAQ:OSPN)

3. Rapid7 (NASDAQ:RPD)

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