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 B and is the 37th 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	63,648,844	54.92%	45.08%	Net Selling	Net Selling
YEXT	YEXT INC	$1.09B	123,236,797	52.88%	47.12%	Net Selling	Net Selling
TENB	TENABLE HOLDINGS INC	$3.15B	119,344,266	67.66%	32.34%	Net Selling	Net Selling
NTCT	NETSCOUT SYSTEMS INC	$1.94B	72,193,673	77.88%	22.12%	Net Selling	Net Selling
TDC	TERADATA CORP	$2.78B	93,200,000	86.01%	13.99%	Net Selling	Net Selling
APPN	APPIAN CORP	$3.02B	73,823,168	46.57%	53.43%	Net Selling	Net Selling
FIVN	FIVE9 INC	$1.62B	78,216,052	71.46%	28.54%	Net Selling	Net Selling
ALLT	ALLOT LTD	$395.37M	41,487,057	79.91%	4.10%
DLO	DLOCAL LTD	$3.90B	293,703,516	32.85%	0.00%
PGY	PAGAYA TECHNOLOGIES LTD	$2.05B	82,423,087	51.62%	16.26%	Net Selling	Net Selling
AVPT	AVEPOINT INC	$2.89B	215,789,313	40.40%	59.60%	Net Buying	Net Buying
MDB	MONGODB INC	$33.34B	81,391,760	89.80%	10.20%	Net Selling	Net Selling
AKAM	AKAMAI TECHNOLOGIES INC	$12.01B	143,865,237	95.21%	4.79%	Net Selling	Net Selling
OKTA	OKTA INC	$15.22B	177,230,221	84.10%	4.26%	Net Selling	Net Selling
TLS	TELOS CORP	$401.22M	73,754,329	35.61%	64.39%	Net Selling	Net Selling
PATH	UIPATH INC	$9.91B	531,021,647	34.57%	65.43%	Net Selling	Net Selling
QLYS	QUALYS INC	$5.24B	35,858,308	69.90%	30.10%	Net Selling	Net Selling
TOST	TOAST INC	$20.97B	588,000,000	74.47%	8.37%	Net Selling	Net Selling
PAGS	PAGSEGURO DIGITAL LTD	$3.23B	329,608,424	38.49%	0.00%
RELY	REMITLY GLOBAL INC	$2.81B	209,045,931	78.89%	21.11%	Net Selling	Net Buying
PAY	PAYMENTUS HOLDINGS INC	$4.41B	125,428,507	35.65%	8.73%	Net Selling
RDWR	RADWARE LTD	$1.02B	42,833,456	74.13%	0.00%
DBX	DROPBOX INC	$7.59B	258,739,321	75.86%	7.03%	Net Selling	Net Selling
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$425.92M	19,005,775	87.20%	12.80%	Net Selling	Net Selling
BB	BLACKBERRY LTD	$2.55B	590,361,084	48.19%	9.88%	Net Selling	Net Selling
WEX	WEX INC	$5.27B	34,288,525	80.77%	19.23%	Net Selling	Net Selling
GEN	GEN DIGITAL INC	$16.71B	616,716,107	84.24%	15.76%	Net Buying	Net Selling
PAYS	PAYSIGN INC	$293.38M	55,042,888	30.99%	69.01%	Net Selling
MSFT	MICROSOFT CORP	$3.59T	7,432,377,655	82.14%	6.24%	Net Selling	Net Selling
EVTC	EVERTEC INC	$1.89B	63,983,841	96.83%	3.17%	Net Buying
BAND	BANDWIDTH INC	$453.55M	30,521,581	67.82%	12.95%	Net Selling	Net Selling
ADBE	ADOBE INC	$144.94B	418,600,000	79.90%	0.79%	Net Selling	Net Selling
KVYO	KLAVIYO INC	$8.90B	301,945,280	46.79%	2.70%	Net Selling	Net Selling
PLTR	PALANTIR TECHNOLOGIES INC	$433.21B	2,383,436,338	52.62%	4.98%	Net Selling	Net Selling
NTNX	NUTANIX INC	$12.80B	270,399,924	80.78%	19.22%	Net Selling	Net Selling
ZS	ZSCALER INC	$38.70B	159,471,208	77.25%	22.75%	Net Selling	Net Selling
OSPN	ONESPAN INC	$464.69M	38,027,123	79.30%	20.70%	Net Selling	Net Buying
NET	CLOUDFLARE INC	$70.39B	350,281,165	79.04%	15.53%	Net Selling	Net Selling
RPD	RAPID7 INC	$1.05B	65,480,776	49.08%	50.92%	Net Buying	Net Buying
FLYW	FLYWIRE CORP	$1.66B	122,126,932	71.56%	28.44%	Net Selling	Net Selling
CGNT	COGNYTE SOFTWARE LTD	$631.18M	72,969,110	73.53%	22.07%
GTLB	GITLAB INC	$6.29B	168,400,000	72.50%	27.50%	Net Selling	Net Selling
PANW	PALO ALTO NETWORKS INC	$138.59B	697,000,000	78.55%	2.76%	Net Selling	Net Selling
GCT	GIGACLOUD TECHNOLOGY INC	$3.02B	75,269,905	23.56%	9.49%	Net Selling	Net Selling
SPSC	SPS COMMERCE INC	$3.16B	37,709,094	82.45%	17.55%	Net Selling	Net Buying
CINT	CI&T INC	$602.63M	130,723,000	43.19%	0.00%
FFIV	F5 INC	$14.41B	58,089,614	94.79%	1.73%	Net Selling	Net Selling
ACIW	ACI WORLDWIDE INC	$4.73B	103,088,006	94.96%	5.04%	Net Selling	Net Selling
EVCM	EVERCOMMERCE INC	$1.78B	179,367,379	57.82%	42.18%	Net Selling	Net Selling
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$20.73B	107,400,000	64.27%	0.00%
DOX	AMDOCS LTD	$8.57B	111,188,000	95.43%	0.00%
PRTH	PRIORITY TECHNOLOGY HOLDINGS INC	$464.21M	81,871,568	15.69%	84.31%	Net Selling
IOT	SAMSARA INC	$25.94B	573,634,637	54.30%	10.09%	Net Selling	Net Selling
ATEN	A10 NETWORKS INC	$1.27B	71,726,487	52.71%	47.29%	Net Selling
RBRK	RUBRIK INC	$17.03B	197,458,685	52.39%	4.74%	Net Selling	Net Selling
DOCN	DIGITALOCEAN HOLDINGS INC	$4.42B	91,492,142	45.23%	54.77%	Net Selling	Net Selling
STNE	STONECO LTD	$4.20B	286,012,578	62.76%	0.00%
TUYA	TUYA INC	$1.40B	611,862,458	21.34%	0.00%
AFRM	AFFIRM HOLDINGS INC	$22.44B	330,073,638	68.82%	15.40%	Net Selling	Net Selling
SAIL	SAILPOINT INC	$11.27B	556,635,292	52.88%	47.12%	Net Selling	Net Selling
CPAY	CORPAY INC	$21.73B	69,958,056	49.65%	50.35%	Net Buying	Net Selling
FTNT	FORTINET INC	$64.64B	743,648,102	64.63%	14.99%	Net Selling	Net Selling
OS	ONESTREAM INC	$4.48B	243,811,773	32.28%	1.57%	Net Selling	Net Selling
EEFT	EURONET WORLDWIDE INC	$3.14B	42,044,681	96.23%	3.77%	Net Selling
MQ	MARQETA INC	$2.05B	440,099,247	72.29%	4.64%	Net Selling	Net Selling
CLBT	CELLEBRITE DI LTD	$4.39B	240,358,573	53.85%	0.00%
WIX	WIXCOM LTD	$5.58B	55,651,271	92.47%	0.00%
CRWD	CROWDSTRIKE HOLDINGS INC	$129.08B	252,098,440	68.21%	4.15%	Net Selling	Net Selling
GRRR	GORILLA TECHNOLOGY GROUP INC	$296.69M	19,819,284	23.38%	5.35%
AISP	AIRSHIP AI HOLDINGS INC	$126.79M	34,175,563	19.08%	65.83%	Net Buying	Net Buying
GDDY	GODADDY INC	$17.36B	135,141,594	59.45%	40.55%	Net Selling	Net Selling
CETX	CEMTREX INC	$1.16M	378,546	0.36%	99.64%
CHOW	CHOWCHOW CLOUD INTERNATIONAL HOLDINGS LTD	N/A	35,100,000	0.04%	0.00%
PDYN	PALLADYNE AI CORP	$239.19M	42,037,410	13.01%	86.99%	Net Selling	Net Buying
BLZE	BACKBLAZE INC	$287.92M	57,700,000	51.99%	20.79%	Net Selling	Net Selling
KSPI	JOINT STOCK CO KASPIKZ	$14.56B	190,531,074	38.86%	0.00%
VRSN	VERISIGN INC	$23.13B	92,700,000	68.93%	31.07%	Net Selling	Net Selling
CFLT	CONFLUENT INC	$8.09B	349,822,583	74.76%	7.44%	Net Selling	Net Selling
LHSW	LIANHE SOWELL INTERNATIONAL GROUP LTD	$52.52M	52,000,000	0.37%	0.00%
PSFE	PAYSAFE LTD	$473.47M	57,600,000	59.24%	0.00%
RPAY	REPAY HOLDINGS CORP	$319.72M	91,348,016	67.56%	32.44%	Net Buying	Net Selling
BOX	BOX INC	$4.53B	143,227,818	94.77%	5.23%	Net Selling	Net Selling
VRNS	VARONIS SYSTEMS INC	$3.56B	117,897,308	69.89%	30.11%	Net Selling
REKR	REKOR SYSTEMS INC	$239.44M	126,689,797	25.54%	30.17%	Net Selling	Net Buying
KPLT	KATAPULT HOLDINGS INC	$30.18M	4,643,334	1.40%	98.60%	Net Buying	Net Buying
IIIV	I3 VERTICALS INC	$750.93M	32,353,783	72.40%	27.60%	Net Selling	Net Selling
AMBR	AMBER INTERNATIONAL HOLDING LTD	$16.87M	47,390,657	1.24%	0.00%
S	SENTINELONE INC	$4.93B	339,868,994	72.64%	3.25%	Net Selling	Net Selling
ORCL	ORACLE CORP	$618.30B	2,841,714,000	43.43%	41.21%	Net Buying	Net Selling
ODD	ODDITY TECH LTD	$2.60B	57,335,000	81.35%	0.00%
ALAR	ALARUM TECHNOLOGIES LTD	$58.10M	71,200,000	0.17%	0.00%
VERI	VERITONE INC	$478.31M	91,806,023	17.00%	32.64%	Net Selling
XYZ	BLOCK INC	$37.13B	607,665,000	72.36%	5.25%	Net Selling	Net Selling
XBP	XBP GLOBAL HOLDINGS INC	$62.05M	117,515,972	40.81%	59.19%	Net Buying
FOUR	SHIFT4 PAYMENTS INC	$6.10B	88,619,232	95.81%	3.96%	Net Buying	Net Selling
RXT	RACKSPACE TECHNOLOGY INC	$248.46M	243,592,120	69.02%	20.47%	Net Selling	Net Selling
MSAI	MULTISENSOR AI HOLDINGS INC	$28.79M	52,537,883	28.70%	39.90%	Net Selling
TCX	TUCOWS INC	$230.85M	11,103,919	11.70%	88.30%	Net Selling
NTSK	NETSKOPE INC	N/A	382,073,197	36.88%	12.30%	Net Buying	Net Buying
STEM	STEM INC	$153.54M	8,390,208	3.23%	96.77%	Net Selling	Net Selling

Software Infrastructure Stocks FAQ

What are the best software infrastructure stocks to buy right now in Dec 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. Liveramp Holdings (NYSE:RAMP)

Liveramp Holdings (NYSE:RAMP) is the #1 top software infrastructure stock out of 148 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: B, Safety: B, Financials: B, and AI: B.

Liveramp Holdings (NYSE:RAMP) has a Due Diligence Score of 55, which is 23 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 -4.72% over the past year.

Liveramp Holdings has an average 1 year price target of $41.25, an upside of 40.07% from Liveramp Holdings's current stock price of $29.45.

Liveramp Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 4 analysts covering Liveramp Holdings, 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.

2. Yext (NYSE:YEXT)

Yext (NYSE:YEXT) is the #2 top software infrastructure stock out of 148 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: B, Growth: A, Momentum: C, Sentiment: C, Safety: C, Financials: B, and AI: B.

Yext (NYSE:YEXT) has a Due Diligence Score of 37, which is 5 points higher than the software infrastructure industry average of 32.

YEXT passed 12 out of 33 due diligence checks and has average fundamentals. Yext has seen its stock return 4.97% over the past year, overperforming other software infrastructure stocks by 10 percentage points.

Yext has an average 1 year price target of $10.00, an upside of 12.74% from Yext's current stock price of $8.87.

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

3. Tenable Holdings (NASDAQ:TENB)

Tenable Holdings (NASDAQ:TENB) is the #3 top software infrastructure stock out of 148 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: C, Sentiment: B, Safety: C, Financials: B, and AI: B.

Tenable Holdings (NASDAQ:TENB) has a Due Diligence Score of 32, which is equal to the software infrastructure industry average of 32.

TENB passed 10 out of 33 due diligence checks and has average fundamentals. Tenable Holdings has seen its stock lose -39.23% over the past year, underperforming other software infrastructure stocks by -34 percentage points.

Tenable Holdings has an average 1 year price target of $37.58, an upside of 42.36% from Tenable Holdings's current stock price of $26.40.

Tenable Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 12 analysts covering Tenable Holdings, 33.33% have issued a Strong Buy rating, 16.67% 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 10 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 3.95%, which is 2 percentage points higher than the software infrastructure industry average of 1.47%.

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 2.95%, which is 1 percentage points higher than the software infrastructure industry average of 1.47%.

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 2.05%, which is 1 percentage points higher than the software infrastructure industry average of 1.47%. 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.

Why are software infrastructure stocks up?

Software infrastructure stocks were up 0.83% in the last day, and up 3.79% over the last week. Rubrik was the among the top gainers in the software - infrastructure industry, gaining 22.49% yesterday.

Rubrik shares are trading higher after the company reported better-than-expected Q3 financial results and issued Q4 guidance above estimates. Also, the company 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 57, which is 31 points higher than the software infrastructure industry average of 26. It passed 4 out of 7 valuation due diligence checks.

Consensus Cloud Solutions's stock has dropped -9.78% in the past year. It has underperformed other stocks in the software infrastructure industry by -5 percentage points.

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 -33.87% in the past year. It has underperformed other stocks in the software infrastructure industry by -29 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 71, which is 45 points higher than the software infrastructure industry average of 26. It passed 5 out of 7 valuation due diligence checks.

Pagseguro Digital's stock has gained 33.15% in the past year. It has overperformed other stocks in the software infrastructure industry by 38 percentage points.

Are software infrastructure stocks a good buy now?

44.83% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 23.7% over the next year.

5.6% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 20% of software infrastructure stocks are rated B (Buy), 62.4% are rated C (Hold), 10.4% are rated D (Sell), and 1.6% 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 33x.

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. Yext (NYSE:YEXT)

3. Tenable Holdings (NASDAQ:TENB)

1. Dlocal (NASDAQ:DLO)

2. Onespan (NASDAQ:OSPN)

3. Amdocs (NASDAQ:DOX)

1. Consensus Cloud Solutions (NASDAQ:CCSI)

2. Onespan (NASDAQ:OSPN)

3. Pagseguro Digital (NYSE:PAGS)

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