Global Software Top Stock Picks from Analysts

Oracle

Market Cap: US$420.0b

Offers products and services that address enterprise information technology environments worldwide.

SAP

Market Cap: €193.9b

Provides enterprise application and business solutions worldwide.

Salesforce

Market Cap: US$173.7b

Provides customer relationship management technology that connects companies and customers together worldwide.

AppLovin

Market Cap: US$132.6b

Provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.

Accenture

Market Cap: US$121.0b

Provides strategy and consulting, industry X, song, and technology and operation services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

ServiceNow

Market Cap: US$107.2b

Provides cloud-based solution for digital workflows in the North America, Europe, the Middle East and Africa, Asia Pacific, and internationally.

Adobe

Market Cap: US$104.7b

Operates as a technology company worldwide.

Intuit

Market Cap: US$99.8b

Provides financial management, payments and capital, compliance, and marketing products and services in the United States.

Snowflake

Market Cap: US$55.1b

Provides a cloud-based data platform for various organizations in the United States and internationally.

Autodesk

Market Cap: US$46.7b

Provides 3D design, engineering, and entertainment technology solutions worldwide.

Strategy

Market Cap: US$41.6b

Operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally.

Datadog

Market Cap: US$36.8b

Operates an observability and security platform for cloud applications in the United States and internationally.

Constellation Software

Market Cap: CA$50.2b

Acquires, builds, and manages vertical market software businesses to develop mission-critical software solutions for public and private sector markets.

NEC

Market Cap: JP¥5.0t

Provides information technology services and social infrastructure in Japan and internationally.

Fair Isaac

Market Cap: US$29.1b

Provides analytics software in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Zscaler

Market Cap: US$23.8b

Operates as a cloud security company worldwide.

Capgemini

Market Cap: €17.1b

Provides consulting, digital transformation, technology, and engineering services primarily in North America, France, the United Kingdom, Ireland, the rest of Europe, the Asia-Pacific, and Latin America.

Atlassian

Market Cap: US$18.8b

Provides a collaboration software that enables organizations to connect all teams through a system of work that unlocks productivity at scale worldwide.

IREN

Market Cap: US$15.1b

Operates in the vertically integrated data center business in Australia and Canada.

CGI

Market Cap: CA$20.6b

Provides information technology and business process services in Western and Southern Europe, the United States, Canada, Scandinavia, Northwest and Central-East Europe, the United Kingdom, Australia, Germany, Finland, Poland, Baltics, and the Asia Pacific.

Samsara

Market Cap: US$15.0b

Provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.

Circle Internet Group

Market Cap: US$14.5b

Operates as a platform, network, and market infrastructure for stablecoin and blockchain applications.

Nomura Research Institute

Market Cap: JP¥2.2t

Provides consulting, financial information technology (IT) solutions, industrial IT solutions, and IT platform services in Japan and internationally.

Elm

Market Cap: ر.س50.7b

Provides information security services for government entities, individuals, and private sector companies in Saudi Arabia.

Okta

Market Cap: US$12.6b

Operates as an identity partner in the United States and internationally.

GoDaddy

Market Cap: US$12.4b

Engages in the design and development of cloud-based products in the United States and internationally.

HubSpot

Market Cap: US$12.3b

Provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific.

WiseTech Global

Market Cap: AU$15.9b

Engages in the development and provision of software solutions to the logistics execution industry in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Guidewire Software

Market Cap: US$10.9b

Provides a platform for property and casualty (P&C) insurers worldwide.

Nutanix

Market Cap: US$10.2b

Provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa.

Rubrik

Market Cap: US$10.2b

Provides data security solutions to individuals and businesses worldwide.

Bentley Systems

Market Cap: US$10.2b

Provides infrastructure engineering software solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Sage Group

Market Cap: UK£7.5b

Offers technology solutions and services for small and medium businesses in North America, Europe, the United Kingdom, Ireland, Africa and Asia-Pacific.

Aurora Innovation

Market Cap: US$9.5b

Engages in the self-driving technology business in the United States.

Xero

Market Cap: AU$12.9b

Provides online business solutions for small businesses and their advisors in Australia, New Zealand, the United Kingdom, North America, and internationally.

Bitmine Immersion Technologies

Market Cap: US$8.8b

Operates as a blockchain technology company primarily in the United States.