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 C and is the 62nd 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	$1.57B	36,618,091	51.64%	20.00%	Net Selling	Net Selling
RAMP	LIVERAMP HOLDINGS INC	$1.86B	63,124,894	54.64%	45.36%	Net Selling	Net Selling
TDC	TERADATA CORP	$2.58B	92,200,000	85.77%	14.23%	Net Selling	Net Selling
FIVN	FIVE9 INC	$1.38B	76,495,680	69.05%	30.95%	Net Selling	Net Buying
RELY	REMITLY GLOBAL INC	$3.59B	210,654,386	77.43%	22.57%	Net Selling	Net Selling
TENB	TENABLE HOLDINGS INC	$2.42B	114,887,618	67.96%	32.04%	Net Selling	Net Selling
PATH	UIPATH INC	$6.34B	534,749,684	35.89%	64.11%	Net Selling	Net Selling
APPN	APPIAN CORP	$1.97B	73,959,744	46.07%	53.93%	Net Selling	Net Selling
PAY	PAYMENTUS HOLDINGS INC	$3.25B	125,715,591	41.77%	8.67%	Net Selling
TOST	TOAST INC	$17.84B	589,000,000	75.87%	8.37%	Net Selling	Net Buying
CCSI	CONSENSUS CLOUD SOLUTIONS INC	$576.45M	18,868,935	86.34%	13.66%	Net Selling	Net Selling
DLO	DLOCAL LTD	$3.41B	293,703,516	33.70%	0.00%
CPAY	CORPAY INC	$21.40B	68,050,296	49.66%	50.34%	Net Buying	Net Selling
QLYS	QUALYS INC	$3.52B	35,675,926	70.28%	29.72%	Net Selling	Net Selling
AVPT	AVEPOINT INC	$2.39B	215,466,019	41.29%	58.71%	Net Selling	Net Selling
YEXT	YEXT INC	$684.26M	122,626,997	52.58%	47.42%	Net Selling	Net Selling
KVYO	KLAVIYO INC	$6.39B	304,774,124	51.94%	3.35%	Net Selling	Net Selling
PGY	PAGAYA TECHNOLOGIES LTD	$948.23M	82,526,436	51.45%	16.36%	Net Selling	Net Selling
EVTC	EVERTEC INC	$1.76B	61,758,703	96.45%	3.55%	Net Buying	Net Buying
TLS	TELOS CORP	$317.14M	73,754,329	36.54%	63.46%	Net Selling	Net Selling
GEN	GEN DIGITAL INC	$13.69B	605,663,774	84.51%	15.49%	Net Selling	Net Selling
CGNT	COGNYTE SOFTWARE LTD	$634.70M	73,038,091	72.35%	22.04%
OKTA	OKTA INC	$14.28B	176,887,932	85.51%	4.47%	Net Selling	Net Selling
FLYW	FLYWIRE CORP	$1.61B	121,204,298	63.86%	36.14%	Net Selling	Net Selling
DOX	AMDOCS LTD	$7.50B	107,571,000	96.58%	0.00%
NTCT	NETSCOUT SYSTEMS INC	$2.15B	72,220,350	78.26%	21.74%	Net Selling	Net Selling
ADBE	ADOBE INC	$116.28B	410,000,000	82.85%	0.82%	Net Selling	Net Selling
PRTH	PRIORITY TECHNOLOGY HOLDINGS INC	$460.12M	81,871,568	19.42%	80.58%	Net Selling	Net Selling
MDB	MONGODB INC	$22.01B	81,391,760	89.57%	10.18%	Net Selling	Net Selling
GRRR	GORILLA TECHNOLOGY GROUP INC	$279.47M	22,250,495	18.03%	4.76%
XYZ	BLOCK INC	$39.74B	599,096,000	72.70%	5.32%	Net Selling	Net Selling
PAYS	PAYSIGN INC	$209.16M	55,042,888	31.73%	68.27%	Net Selling	Net Selling
IOT	SAMSARA INC	$20.40B	577,004,057	57.12%	10.01%	Net Selling	Net Selling
BB	BLACKBERRY LTD	$2.03B	590,147,550	45.78%	9.94%	Net Selling	Net Selling
NTNX	NUTANIX INC	$10.56B	265,212,097	80.86%	19.14%	Net Selling	Net Selling
PAGS	PAGSEGURO DIGITAL LTD	$3.25B	329,608,424	36.40%	0.00%
EVCM	EVERCOMMERCE INC	$2.20B	179,367,379	57.51%	42.49%	Net Selling	Net Selling
BOX	BOX INC	$3.67B	143,227,818	94.71%	5.29%	Net Selling	Net Selling
PSFE	PAYSAFE LTD	$390.16M	51,676,354	55.81%	0.00%
ALLT	ALLOT LTD	$329.99M	48,528,584	71.29%	3.51%
CRWD	CROWDSTRIKE HOLDINGS INC	$108.80B	253,614,090	70.77%	4.09%	Net Selling	Net Selling
RDWR	RADWARE LTD	$1.07B	43,275,172	74.07%	0.00%
WEX	WEX INC	$5.73B	34,310,618	80.97%	19.03%	Net Selling	Net Buying
FFIV	F5 INC	$16.18B	56,519,273	98.33%	1.67%	Net Selling	Net Selling
CINT	CI&T INC	$662.77M	130,723,000	43.39%	0.00%
ATEN	A10 NETWORKS INC	$1.47B	71,724,984	52.73%	47.27%	Net Selling	Net Selling
LSAK	LESAKA TECHNOLOGIES INC	$391.07M	83,920,675	12.07%	87.93%	Net Buying	Net Buying
BAND	BANDWIDTH INC	$519.45M	31,386,922	71.71%	12.89%	Net Selling	Net Selling
SPSC	SPS COMMERCE INC	$2.38B	37,390,873	89.94%	10.06%	Net Selling	Net Selling
CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$17.74B	107,400,000	73.08%	0.00%
OSPN	ONESPAN INC	$408.02M	37,466,947	78.44%	21.56%	Net Selling	Net Selling
ZS	ZSCALER INC	$26.38B	160,790,703	53.19%	26.03%	Net Selling	Net Selling
PLTR	PALANTIR TECHNOLOGIES INC	$375.88B	2,391,675,711	55.41%	4.96%	Net Selling	Net Selling
RPD	RAPID7 INC	$465.86M	65,893,112	48.23%	51.77%	Net Buying	Net Selling
MSFT	MICROSOFT CORP	$3.04T	7,425,629,076	73.54%	6.24%	Net Selling	Net Selling
GTLB	GITLAB INC	$4.19B	168,400,000	72.56%	27.44%	Net Selling	Net Selling
WIX	WIXCOM LTD	$5.16B	54,989,523	96.39%	0.00%
STNE	STONECO LTD	$3.92B	286,012,578	61.30%	0.00%
RPAY	REPAY HOLDINGS CORP	$268.56M	91,348,016	67.53%	32.47%	Net Buying	Net Selling
AMBR	AMBER INTERNATIONAL HOLDING LTD	$25.31M	47,390,657	1.01%	0.00%
MQ	MARQETA INC	$1.72B	427,211,892	71.56%	4.69%	Net Selling	Net Selling
KPLT	KATAPULT HOLDINGS INC	$26.98M	4,643,334	1.99%	98.01%	Net Buying
RBRK	RUBRIK INC	$11.44B	200,141,545	57.66%	4.92%	Net Selling	Net Selling
IIIV	I3 VERTICALS INC	$716.49M	30,475,851	72.46%	27.54%	Net Selling	Net Selling
KSPI	JOINT STOCK CO KASPIKZ	$14.14B	190,531,074	44.58%	0.00%
EEFT	EURONET WORLDWIDE INC	$2.88B	39,330,671	92.18%	7.82%	Net Selling	Net Selling
DBX	DROPBOX INC	$6.46B	241,188,318	81.38%	7.85%	Net Selling	Net Selling
GDDY	GODADDY INC	$12.53B	133,354,117	59.56%	40.44%	Net Selling	Net Selling
TUYA	TUYA INC	$1.49B	613,741,082	20.77%	0.00%
PANW	PALO ALTO NETWORKS INC	$134.68B	816,000,000	68.57%	2.38%	Net Selling	Net Selling
AFRM	AFFIRM HOLDINGS INC	$17.22B	333,110,651	71.80%	15.29%	Net Selling	Net Buying
AKAM	AKAMAI TECHNOLOGIES INC	$14.47B	144,888,114	93.11%	6.89%	Net Selling	Net Selling
CETX	CEMTREX INC	$9.37M	10,078,089	23.17%	68.68%
VRNS	VARONIS SYSTEMS INC	$2.86B	117,447,726	69.40%	30.60%	Net Selling	Net Selling
BLZE	BACKBLAZE INC	$218.68M	57,700,000	55.73%	20.87%	Net Selling	Net Selling
OWLS	OBOOK HOLDINGS INC	$524.08M	88,377,671	0.13%	1.23%
ORCL	ORACLE CORP	$439.47B	2,873,130,000	43.24%	40.77%	Net Buying	Net Selling
FTNT	FORTINET INC	$61.91B	739,923,583	66.48%	15.14%	Net Selling	Net Selling
PICS	PICS NV	N/A	129,587,543	0.00%	0.00%
MCRP	MICROPOLIS AI ROBOTICS	$153.51M	34,888,447	1.21%	0.00%
SAIL	SAILPOINT INC	$8.64B	561,625,760	53.28%	46.72%	Net Selling	Net Selling
OBAI	OUR BOND INC	N/A	3,228,240	0.00%	100.00%
REKR	REKOR SYSTEMS INC	$112.25M	126,689,797	34.22%	30.17%	Net Selling
ACIW	ACI WORLDWIDE INC	$4.33B	101,719,981	94.85%	5.15%	Net Selling	Net Selling
VRSN	VERISIGN INC	$22.35B	91,700,000	69.27%	30.73%	Net Selling	Net Selling
S	SENTINELONE INC	$4.82B	339,868,994	78.38%	3.42%	Net Selling	Net Selling
NET	CLOUDFLARE INC	$68.70B	351,980,298	79.33%	15.47%	Net Selling	Net Selling
RXT	RACKSPACE TECHNOLOGY INC	$511.11M	246,914,399	66.36%	20.06%	Net Selling	Net Selling
SNPS	SYNOPSYS INC	$83.79B	191,562,027	88.31%	0.77%	Net Selling	Net Selling
AISP	AIRSHIP AI HOLDINGS INC	$91.09M	34,372,162	17.46%	82.54%	Net Buying	Net Buying
BNAI	BRAND ENGAGEMENT NETWORK INC	$252.54M	4,488,080	2.95%	97.05%	Net Selling	Net Selling
ALAR	ALARUM TECHNOLOGIES LTD	$52.83M	71,200,000	0.94%	0.00%
BLSH	BULLISH	$5.28B	150,924,000	23.82%	0.00%
NTSK	NETSKOPE INC	$4.44B	393,258,861	34.74%	11.96%	Net Buying	Net Selling
FOUR	SHIFT4 PAYMENTS INC	$3.89B	81,239,315	96.06%	3.94%	Net Buying	Net Buying
DAVA	ENDAVA PLC	$290.83M	52,877,958	39.73%	0.00%
DOCN	DIGITALOCEAN HOLDINGS INC	$5.01B	91,996,094	46.59%	53.41%	Net Selling	Net Selling
TCX	TUCOWS INC	$196.98M	11,103,919	11.58%	88.42%	Net Selling
MLGO	MICROALGO INC	$46.27M	12,437,461	0.55%	99.45%
DFDV	DEFI DEVELOPMENT CORP	$113.99M	31,401,212	16.85%	5.30%	Net Selling	Net Buying

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 45, which is 12 points higher than the software infrastructure industry average of 33.

GCT passed 14 out of 33 due diligence checks and has strong fundamentals. Gigacloud Technology has seen its stock return 173.58% over the past year, overperforming other software infrastructure stocks by 185 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 23 points higher than the software infrastructure industry average of 33.

RAMP passed 18 out of 33 due diligence checks and has strong fundamentals. Liveramp Holdings has seen its stock return 3.45% over the past year, overperforming other software infrastructure stocks by 15 percentage points.

Liveramp Holdings has an average 1 year price target of $35.60, an upside of 21.13% from Liveramp Holdings's current stock price of $29.39.

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: A, Safety: C, Financials: A, and AI: C.

Teradata (NYSE:TDC) has a Due Diligence Score of 44, which is 11 points higher than the software infrastructure industry average of 33.

TDC passed 14 out of 33 due diligence checks and has strong fundamentals. Teradata has seen its stock return 21.93% over the past year, overperforming other software infrastructure stocks by 34 percentage points.

Teradata has an average 1 year price target of $36.71, an upside of 31.03% from Teradata's current stock price of $28.02.

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 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 4.52%, which is 3 percentage points higher than the software infrastructure industry average of 1.72%.

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 3.31%, which is 2 percentage points higher than the software infrastructure industry average of 1.72%.

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

3. Amdocs (NASDAQ:DOX)

Amdocs (NASDAQ:DOX) has an annual dividend yield of 3.02%, which is 1 percentage points higher than the software infrastructure industry average of 1.72%. 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 up?

Software infrastructure stocks were up 0.11% in the last day, and up 5.19% over the last week. Samsara was the among the top gainers in the software - infrastructure industry, gaining 19.54% yesterday.

Samsara shares are trading higher after the company reported better-than-expected Q4 financial results and issued FY27 guidance above estimates. Also, Keybanc maintained its Overweight rating on the stock and raised its price target from $40 to $41.

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 gained 29.28% in the past year. It has overperformed other stocks in the software infrastructure industry by 41 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 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 -75.01% in the past year. It has underperformed other stocks in the software infrastructure industry by -63 percentage points.

3. Onespan (NASDAQ:OSPN)

Onespan (NASDAQ:OSPN) 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.

Onespan 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.

Onespan's stock has dropped -33.88% in the past year. It has underperformed other stocks in the software infrastructure industry by -22 percentage points.

Are software infrastructure stocks a good buy now?

42.99% of software infrastructure stocks rated by analysts are a strong buy right now. On average, analysts expect software infrastructure stocks to rise by 34.04% over the next year.

4.84% of software infrastructure stocks have a Zen Rating of A (Strong Buy), 17.74% of software infrastructure stocks are rated B (Buy), 63.71% are rated C (Hold), 10.48% are rated D (Sell), and 3.23% 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 12.3x.

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.