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US Infrastructure Stocks: Leading US Infrastructure Companies in 2026

US software infrastructure spending is projected to keep climbing as enterprises shift core computing, security and data workloads to the cloud, with the global cloud infrastructure services market alone expected to grow from around $178 bn in 2026 to roughly $493 bn by 2034. In this article, we will cover all US infrastructure stocks that could benefit from this environment, along with an overview of the top infrastructure companies.

List of US Infrastructure Stocks in 2026

US Infrastructure Stocks

Explore US infrastructure stocks involved in infrastructure operations, construction, engineering, transportation and essential infrastructure services. Analyse companies using live share price, market cap, returns, valuation, profitability and other key financial metrics.

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Showing 1 - 20 of 179 results

last updated at 8:30 AM IST 
NameUS Stocks (179)↓↓Sub-SectorSub-Sector↓↓Market CapMarket Cap↓↓Close PriceClose Price↓↓PE Ratio (TTM)PE Ratio (TTM)↓↓1M Return1M Return↓↓1D Return1D Return↓↓Return on EquityReturn on Equity↓↓PB RatioPB Ratio↓
1.Microsoft CorporationMSFTSoftware - InfrastructureSoftware - Infrastructure39,49,425.0739,49,425.07521.08521.0829.6329.634.634.63-2.19-2.1934.0434.048.368.36
2.Palantir Technologies Inc.PLTRSoftware - InfrastructureSoftware - Infrastructure4,62,829.064,62,829.06196.19196.19166.03166.036.056.05-2.80-2.8038.1038.1047.1547.15
3.Oracle CorporationORCLSoftware - InfrastructureSoftware - Infrastructure3,97,551.043,97,551.04125.54125.5420.5520.55-15.86-15.86-2.89-2.8941.1941.197.077.07
4.Palo Alto Networks IncPANWSoftware - InfrastructureSoftware - Infrastructure2,78,349.052,78,349.05354.92354.92850.70850.70-5.25-5.252.062.061.741.7411.7011.70
5.Crowdstrike Holdings IncCRWDSoftware - InfrastructureSoftware - Infrastructure2,32,812.072,32,812.07239.34239.344,547.404,547.40-4.29-4.29-0.54-0.541.461.4652.6852.68
6.Fortinet IncFTNTSoftware - InfrastructureSoftware - Infrastructure1,25,413.671,25,413.67172.98172.9860.4060.40-0.73-0.73-0.54-0.54117.44117.4482.4382.43
7.Cloudflare IncNETSoftware - InfrastructureSoftware - Infrastructure1,03,864.891,03,864.89303.61303.61---13.99-13.99-1.12-1.12-14.43-14.4377.4477.44
8.Synopsys IncSNPSSoftware - InfrastructureSoftware - Infrastructure85,780.3985,780.39422.48422.4879.0879.083.243.24-6.33-6.333.663.662.522.52
9.Block, IncXYZSoftware - InfrastructureSoftware - Infrastructure46,922.0946,922.0979.0279.02139.46139.461.921.921.001.001.611.612.042.04
10.NetApp IncNTAPSoftware - InfrastructureSoftware - Infrastructure41,242.1041,242.10212.51212.5129.6229.6210.1610.16-2.16-2.16114.82114.8225.3525.35
11.Twilio IncTWLOSoftware - InfrastructureSoftware - Infrastructure39,728.3739,728.37253.63253.6335.7835.78-10.86-10.86-4.86-4.8613.5013.504.974.97
12.Zscaler IncZSSoftware - InfrastructureSoftware - Infrastructure34,976.8634,976.86237.76237.76--13.1213.122.772.77-2.87-2.8713.4613.46
13.CoreWeave, Inc. Class A Common StockCRWVSoftware - InfrastructureSoftware - Infrastructure34,266.9734,266.9761.8261.82---28.75-28.75-9.81-9.81-43.60-43.609.549.54
14.Okta IncOKTASoftware - InfrastructureSoftware - Infrastructure33,918.7633,918.76201.33201.33116.88116.882.402.40-3.49-3.494.314.315.155.15
15.MongoDBMDBSoftware - InfrastructureSoftware - Infrastructure29,813.7029,813.70362.24362.24514.82514.82-15.30-15.30-7.31-7.311.991.9911.5811.58
16.VeriSign IncVRSNSoftware - InfrastructureSoftware - Infrastructure27,710.3127,710.31304.59304.5933.2833.281.731.73-0.87-0.87--10.8210.82
17.Corpay IncCPAYSoftware - InfrastructureSoftware - Infrastructure26,812.7526,812.75407.56407.5624.4724.473.723.721.831.8329.2229.227.287.28
18.F5 Networks IncFFIVSoftware - InfrastructureSoftware - Infrastructure25,862.2025,862.20450.08450.0836.3936.39-0.72-0.72-1.85-1.8519.8319.836.706.70
19.Samsara IncIOTSoftware - InfrastructureSoftware - Infrastructure24,823.8024,823.8043.7843.78302.79302.7914.4314.431.251.256.436.4314.4114.41
20.Rubrik, Inc.RBRKSoftware - InfrastructureSoftware - Infrastructure23,585.8923,585.89120.75120.75--7.947.940.360.36----
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Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Stock Screener and is subject to real-time updates.

Overviews of Top US Infrastructure Stocks

Microsoft Corporation

Microsoft develops and supports a broad portfolio of technology solutions worldwide, spanning operating systems, productivity software, business applications and cloud infrastructure through its Azure platform. Its Productivity and Business Processes segment includes Microsoft 365, Teams and Power BI, while its Intelligent Cloud segment provides the compute, storage and AI infrastructure that underpins enterprise digital transformation. Microsoft is one of the largest companies globally by market capitalisation and continues to expand its investments in AI and cloud infrastructure.

Oracle Corporation

Oracle provides products and services that address enterprise information technology environments worldwide, including cloud applications, autonomous databases and infrastructure technologies such as compute, storage and networking. The company's Cloud and License segment markets and delivers enterprise applications and infrastructure through cloud and on-premises deployment models, while its Hardware segment supplies engineered systems and servers. Oracle has been expanding its cloud infrastructure business to meet growing demand for enterprise and AI workloads.

Palantir Technologies Inc.

Palantir builds and deploys software platforms that serve as central operating systems for its customers' data, operating through Commercial and Government segments. Its Palantir Gotham platform supports defence and intelligence operations, while Palantir Foundry helps organisations integrate and analyse enterprise data, and its Artificial Intelligence Platform (AIP) extends these capabilities to AI-driven decision-making. The company has reported strong revenue growth across both its US commercial and government business in recent quarters.

Palo Alto Networks Inc

Palo Alto Networks provides cybersecurity solutions globally, including Prisma Access for secure access service edge, Strata Cloud Manager for network security management, and Prisma AIRS for protecting AI ecosystems. The company also offers cloud-native application protection and virtual firewalls for hybrid and multi-cloud environments. Founded in 2005, Palo Alto Networks serves enterprises, service providers and government entities across a wide range of industries.

Crowdstrike Holdings Inc

CrowdStrike provides cybersecurity solutions through a cloud-delivered, SaaS-based platform that protects endpoints, cloud workloads, identity and data. Its offerings include managed security services, threat intelligence, identity protection and AI-powered workflow automation. Founded in 2011, CrowdStrike has grown into one of the largest pure-play cybersecurity companies by revenue, with a customer base spanning enterprises worldwide.

What are US Infrastructure Stocks?

US infrastructure stocks are shares of US-listed companies that build, operate or secure the cloud computing platforms, enterprise software, cybersecurity systems and data infrastructure that businesses rely on. These companies support enterprise cloud migration, AI adoption and rising cybersecurity requirements across industries.

How to Evaluate and Invest in US Infrastructure Sector Stocks?

Here's how to invest in the US infra stocks from India, step by step:

  1. Log in or Create an Account: Visit Tickertape US Stocks and log in to your account. Create an account if you have not registered yet and complete the US investing account-opening process.
  2. Search for Infrastructure Stocks: Use the Tickertape US Stock Screener and select 'Infrastructure Operations' or 'Software - Infrastructure' under the sector filter.
  3. Analyse the Stocks: Each stock page provides information such as the live market price, 52-week range, financial performance, peer comparison and recent news.
  4. Add Money to Your US Wallet: Connect an eligible bank account and transfer money to your US Wallet under the Liberalised Remittance Scheme.
  5. Place Your Order: Select the Infrastructure stock you want to invest in and click on 'Buy' to place the order through Tickertape.

Taxation of US Infrastructure Stocks for Indian Investors

Indian investors investing in US infrastructure stocks need to understand the tax implications associated with capital gains, dividend income and overseas investments.

Income / ActionHolding Period / ConditionTax Rate in the USTax Rate in India
Long-Term Capital Gains (LTCG)Held for > 24 months0% (Taxed only in India under DTAA)12.5% (+ applicable surcharge & cess)
Short-Term Capital Gains (STCG)Held for < 24 months0% (Taxed only in India under DTAA)Taxed as per your applicable income slab rate

Advantages of Investing in US Infrastructure Stocks

Cloud Infrastructure Growth

The global cloud infrastructure services market could grow from around $178 bn in 2026 to $493 bn by 2034, creating a larger addressable market for US infrastructure company platforms.

Expanding Cloud Market

The broader cloud computing market is estimated at over $1 tn in 2026 and could more than double by 2031, supporting demand across infrastructure stocks tied to enterprise technology spending.

Cybersecurity Demand

The global cybersecurity market could grow from roughly $248 bn in 2026 to nearly $700 bn by 2034, supporting businesses providing security infrastructure and cloud protection.

Recurring Revenue Models

Many of the best infrastructure stocks by financial or operational metrics use subscription and consumption-based pricing, creating recurring revenue streams, although business performance varies across companies.

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Risks of Investing in US Infrastructure Stocks

High Valuations

Many cloud and cybersecurity companies trade at elevated valuation multiples. Investors screening for undervalued infrastructure stocks should also assess earnings growth, cash flows and competitive positioning rather than valuation alone.

Deferred Spending

Enterprise software spending can be postponed during periods of economic uncertainty, potentially reducing revenue growth and affecting contract renewals for infrastructure and cybersecurity companies.

Rapid Innovation

The sector changes quickly, especially with AI-driven products and emerging security threats. Companies that fail to innovate may lose customers and market share to faster-moving competitors.

Customer Concentration

Some companies depend heavily on large enterprise or government contracts. Delays, cancellations or losses of major contracts can create noticeable revenue volatility.

Factors to Consider Before Investing in US Infrastructure Stocks

Recurring Revenue

Annual recurring revenue and net revenue retention indicate how effectively an infrastructure company grows recurring sales and expands spending within its existing customer base.

AI Infrastructure Exposure

Exposure to AI-related infrastructure demand differs significantly across companies, which can materially influence revenue growth expectations, order pipelines and valuation multiples.

Profitability Profile

Profitability and free cash flow vary widely across the sector, from established cash-generating companies to high-growth businesses still prioritising expansion over near-term earnings.

Competitive Positioning

Companies on an infrastructure stocks list can operate across cloud computing, cybersecurity, data infrastructure and enterprise software, making competitive strength and pricing power important company-specific performance drivers.

Key Growth Drivers for US Infrastructure Stocks

Enterprise AI Demand

Enterprise AI adoption is increasing demand for cloud computing, data infrastructure and security systems needed to build, train and deploy AI applications at scale.

Cloud Migration

Enterprises continue shifting workloads from on-premises systems to cloud infrastructure, with cloud infrastructure services projected to grow at over 13% CAGR through 2034.

Cybersecurity Spending

Rising cyberattack frequency and sophistication are pushing businesses towards unified, AI-powered cybersecurity platforms, supporting continued spending on modern security software and infrastructure.

Zero Trust Adoption

Zero Trust security and cloud-native application protection are becoming standard enterprise requirements, increasing demand for platforms that secure users, applications, workloads and cloud environments.

How to Track the Best US Infrastructure Stocks from India on Tickertape?

You can track US infrastructure stocks and ETFs from India on Tickertape's US Stocks & ETFs platform.

  1. Log in: Visit Tickertape and sign in to your account.
  2. Search infrastructure stocks: Look up companies involved in infrastructure, or explore infrastructure-focused ETFs.
  3. Use the screener: Filter US stocks and ETFs by infrastructure sectors.
  4. Compare metrics: Review live prices, market capitalisation, returns, valuation ratios, profitability, financial health, risk indicators and ETF holdings.
  5. Create a watchlist: Add selected infrastructure stocks and ETFs to monitor their prices, financial performance and company developments over time.

Conclusion

US infrastructure stocks offer exposure to the cloud computing, cybersecurity and data infrastructure layers that underpin enterprise digital transformation and AI adoption across the US economy. Their performance is shaped by enterprise IT spending cycles, competitive dynamics, valuation levels and the pace of AI-related infrastructure investment. As with any technology-sector allocation, high valuations and rapid competitive shifts are worth weighing carefully. Investors looking to analyse infrastructure companies can use the Tickertape US Stock Screener to compare stocks using 60+ unique filters across valuation, profitability, growth, financial health and other key metrics.

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Frequently Asked Questions on US Infrastructure Stocks

  1. What are US Infrastructure Stocks?

    US infrastructure stocks are shares of US-listed companies that build, operate, or secure the cloud computing platforms, enterprise software, and cybersecurity systems that other businesses depend on, including cloud infrastructure, data platforms, and network/endpoint security solutions.

  2. Which top companies are included in US Infrastructure Stocks?

    As of August 2026, the infrastructure stocks list covered in this article includes major companies such as:

    1. Microsoft Corporation
    2. Oracle Corporation
    3. Palantir Technologies Inc.
    4. Palo Alto Networks Inc
    5. Crowdstrike Holdings Inc


    Disclaimer: Please note that the above US Infrastructure stocks list is for educational purposes only, and is not recommendatory. Please conduct your own research or consult with your financial advisor before investing.

  3. What is the outlook for US Infrastructure Stocks in 2026?

    The outlook is closely tied to enterprise cloud migration, AI infrastructure buildout and rising cybersecurity spending. Fortune Business Insights projects the global cloud infrastructure services market to grow from around $178 bn in 2026 to roughly $493 bn by 2034, though high valuations and competitive shifts remain factors that could affect share price performance. Disclaimer: Market outlooks can change due to economic conditions, regulations and company-specific factors. This information is for educational purposes only and should not be considered investment advice.

  4. Are Infrastructure US Stocks considered risky for Indian investors?

    Like any technology-sector investment, US infrastructure stocks carry risks, including high valuations, competitive pressures, dependence on enterprise IT spending cycles, and currency risk for Indian investors. Disclaimer: Risk levels vary across companies and depend on individual financial circumstances. Investors should conduct their own research before making investment decisions.

  5. What is the difference between individual US Infrastructure stocks and Infrastructure-focused ETFs?

    Individual infrastructure stocks provide exposure to one company’s performance and risks. Infrastructure-focused ETFs may hold multiple companies across technology infrastructure and, depending on the ETF mandate, traditional areas such as utilities and industrial equipment, spreading company-specific exposure.

  6. How can I compare US Infrastructure Stocks on Tickertape?

    You can use the Tickertape US Stock Screener to compare infrastructure stocks across valuation, profitability, growth, financial health and other metrics, and create a watchlist to track your shortlisted companies.

  7. Can beginners invest in US Infrastructure Stocks?

    Yes, beginners can invest in US infrastructure stocks from India through platforms like Tickertape, which allow fractional-share investing starting with a small amount, making it easier to build exposure gradually. Disclaimer:Whether an investment is suitable depends on an investor’s financial goals, risk appetite and research. This content is for educational purposes only.

  8. How to invest in US Infrastructure Stocks?

    Investors can invest in US Infrastructure stocks from India through a regulated platform like Tickertape. The process generally involves:

    1. Create a US investing account: Log in to Tickertape, visit the US Stocks section and start the account-opening process.
    2. Select Infrastructure stocks: Explore Infrastructure-related companies and compare available stocks.
    3. Complete KYC: Complete digital verification using DigiLocker or submit the required documents.
    4. Connect your bank account: Link an eligible bank account for remittances under the Liberalised Remittance Scheme (LRS).
    5. Add funds: Transfer money to your US investing account.
    6. Invest: Select a Infrastructure stock and place an order. Some platforms may allow fractional investing from $1.

  9. What metrics are commonly used to evaluate US Infrastructure Stocks?

    Commonly used metrics include revenue growth, annual recurring revenue (ARR), net revenue retention, price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, free cash flow margin and operating margin.

    Disclaimer: The metrics mentioned are for educational purposes only and do not indicate the quality or suitability of any stock. Investors should evaluate companies based on their individual financial goals and risk profile.

  10. Do US Infrastructure stocks pay dividends?

    Some do. Established players like Microsoft and Oracle pay regular dividends, while growth-focused companies such as Palantir, Palo Alto Networks and CrowdStrike typically reinvest cash flow into growth rather than paying dividends.

    Disclaimer: Dividend payments are not guaranteed and may change based on company decisions and market conditions. Past dividend history does not indicate future dividend payments.

Disclaimer: This article is for informational purposes only. The content of the article, including securities/investment products mentioned, if any, should not in any manner be construed as investment advice, recommendation, offer, or solicitation to buy/hold/sell any securities/investment products. The securities quoted, if any, are for illustration only and are not recommendatory. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered financial advisor before investing.