Global Software Top Stock Picks from Analysts

Oracle

Market Cap: US$472.9b

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

SAP

Market Cap: €198.6b

Provides enterprise application and business solutions worldwide.

Salesforce

Market Cap: US$198.9b

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

AppLovin

Market Cap: US$159.9b

Engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally.

Intuit

Market Cap: US$138.8b

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

ServiceNow

Market Cap: US$122.4b

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

Strategy

Market Cap: US$48.4b

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

Workday

Market Cap: US$46.2b

Provides enterprise cloud applications in the United States and internationally.

Datadog

Market Cap: US$45.3b

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

Constellation Software

Market Cap: CA$53.3b

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

Zscaler

Market Cap: US$31.9b

Operates as a cloud security company worldwide.

Atlassian

Market Cap: US$31.1b

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

Nebius Group

Market Cap: US$21.5b

A technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel.

IREN

Market Cap: US$17.6b

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

Samsara

Market Cap: US$16.2b

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

Tyler Technologies

Market Cap: US$15.9b

Provides integrated software and technology management solutions for the public sector.

Circle Internet Group

Market Cap: US$15.1b

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

HubSpot

Market Cap: US$14.7b

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

GoDaddy

Market Cap: US$13.6b

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

WiseTech Global

Market Cap: AU$19.3b

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.

Figma

Market Cap: US$12.8b

Develops a browser-based tool for designing user interfaces that helps design and development teams build various products.

Unity Software

Market Cap: US$12.5b

Operates a platform to create and grow games and interactive experiences for mobile phones, PCs, consoles, and extended reality devices in the United States, China, Hong Kong, Taiwan, Europe, the Middle East, Africa, the Asia Pacific, Canada, and Latin America.

Guidewire Software

Market Cap: US$12.0b

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

Dynatrace

Market Cap: US$11.5b

Engages in the advancement of observability for digital businesses, which transforms the complexity of modern digital ecosystems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Bitmine Immersion Technologies

Market Cap: US$11.4b

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

Rubrik

Market Cap: US$11.2b

Provides data security solutions to individuals and businesses worldwide.

Xero

Market Cap: AU$15.9b

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

Bentley Systems

Market Cap: US$11.0b

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

Nutanix

Market Cap: US$10.6b

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

DocuSign

Market Cap: US$10.5b

Provides electronic signature solution in the United States and internationally.

Nemetschek

Market Cap: €8.5b

Provides software solutions for architecture, engineering, construction, operation, and media industries in Germany, the rest of Europe, the Americas, the Asia Pacific, and internationally.

SailPoint

Market Cap: US$8.8b

SailPoint, Inc. delivers solutions to enable identity security for the enterprise in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Procore Technologies

Market Cap: US$8.8b

Provides a cloud-based construction management platform and related products and services in the United States and internationally.

Aurora Innovation

Market Cap: US$8.1b

Operates as a self-driving technology company in the United States.

D-Wave Quantum

Market Cap: US$7.8b

Develops and delivers quantum computing systems, software, and services worldwide.

Pegasystems

Market Cap: US$7.4b

Develops, markets, licenses, hosts, and supports enterprise software in the United States, rest of the Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and the Asia-Pacific.