Global Software Top Stock Picks from Analysts

Oracle

Market Cap: US$428.3b

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

ServiceNow

Market Cap: US$118.4b

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$44.6b

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

Constellation Software

Market Cap: CA$57.1b

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

Datadog

Market Cap: US$39.5b

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

CoreWeave

Market Cap: US$38.8b

Operates a cloud platform that provides scaling, support, and acceleration for GenAI.

NEC

Market Cap: JP¥5.6t

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

Zscaler

Market Cap: US$24.9b

Operates as a cloud security company worldwide.

Nebius Group

Market Cap: US$22.0b

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

Atlassian

Market Cap: US$20.7b

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

Samsara

Market Cap: US$16.7b

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

CGI

Market Cap: CA$21.3b

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.

Horizon Robotics

Market Cap: HK$110.6b

An investment holding company, provides automotive solutions for passenger vehicles in China.

Guidewire Software

Market Cap: US$12.9b

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

IREN

Market Cap: US$12.9b

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

Okta

Market Cap: US$12.9b

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

Elm

Market Cap: ر.س43.1b

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

Rubrik

Market Cap: US$10.8b

Provides data security solutions to individuals and businesses worldwide.

WiseTech Global

Market Cap: AU$14.8b

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.

Sage Group

Market Cap: UK£7.7b

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

Xero

Market Cap: AU$13.7b

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

DocuSign

Market Cap: US$9.4b

Provides electronic signature solution in the United States and internationally.

Nemetschek

Market Cap: €8.0b

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

Aurora Innovation

Market Cap: US$9.0b

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

Bitmine Immersion Technologies

Market Cap: US$8.9b

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

Unity Software

Market Cap: US$8.7b

Operates a platform to develop, deploy, 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.

SailPoint

Market Cap: US$8.0b

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

NICE

Market Cap: ₪23.3b

Provides AI-powered cloud platforms for customer engagement, and financial crime and compliance in the United States, Europe, the Middle East, Africa, and the Asia Pacific.

Oracle Corporation Japan

Market Cap: JP¥1.2t

Provides software, hardware, and cloud products and solutions in Japan.

Applied Digital

Market Cap: US$7.3b

Designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America.

ServiceTitan

Market Cap: US$7.1b

Provides an end-to-end cloud-based software platform in the United States and Canada.

D-Wave Quantum

Market Cap: US$6.7b

Engages in the development and delivery of quantum computing systems, software, and services worldwide.

TeraWulf

Market Cap: US$6.3b

Owns, develops, operates digital infrastructure in the United States.

Cipher Digital

Market Cap: US$6.0b

Develops and operates industrial-scale data centers for bitcoin mining and high-performance compute (HPC) hosting in the United States.

NEXTDC

Market Cap: AU$8.3b

Develops and operates data centers in Australia and the Asia-Pacific region.

Pony AI

Market Cap: US$5.9b

Through its subsidiaries, engages in the autonomous mobility business in the People’s Republic of China, the United States, and internationally.