Global Software Top Stock Picks from Analysts

SAP

Market Cap: €170.5b

Provides enterprise application and business solutions worldwide.

Salesforce

Market Cap: US$158.1b

Provides customer relationship management technology services that connect companies and customers together in the United States, Europe, and the Asia Pacific.

Intuit

Market Cap: US$101.4b

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

ServiceNow

Market Cap: US$91.0b

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$47.6b

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

Snowflake

Market Cap: US$46.8b

Provides a cloud-based data platform for various organizations 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.

Fair Isaac

Market Cap: US$23.9b

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

Zscaler

Market Cap: US$19.7b

Operates as a cloud security company worldwide.

Atlassian

Market Cap: US$15.7b

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$15.4b

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

Horizon Robotics

Market Cap: HK$105.0b

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

Gen Digital

Market Cap: US$11.5b

Engages in the provision of cyber safety solutions for individuals, families, and small businesses.

HubSpot

Market Cap: US$10.9b

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

Figma

Market Cap: US$10.6b

Develops and sells a collaborative, browser-based platform for designing, prototyping, building digital experiences, and subscriptions for access to its platform.

Guidewire Software

Market Cap: US$10.6b

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

Bitmine Immersion Technologies

Market Cap: US$9.8b

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

Rubrik

Market Cap: US$9.7b

Provides data security solutions to individuals and businesses worldwide.

WiseTech Global

Market Cap: AU$13.3b

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.

Xero

Market Cap: AU$12.8b

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

Aurora Innovation

Market Cap: US$9.2b

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

Applied Digital

Market Cap: US$9.0b

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

Nemetschek

Market Cap: €6.9b

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

D-Wave Quantum

Market Cap: US$7.7b

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

Manhattan Associates

Market Cap: US$7.5b

Develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omni-channel operations.

Cipher Digital

Market Cap: US$7.5b

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

SailPoint

Market Cap: US$6.3b

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

NICE

Market Cap: ₪18.3b

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.

ServiceTitan

Market Cap: US$5.5b

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

JFrog

Market Cap: US$5.4b

Provides software supply chain platform in the United States, Israel, India, and internationally.

AppFolio

Market Cap: US$5.4b

Provides cloud-based platform for the real estate industry in the United States.

Klaviyo

Market Cap: US$5.2b

Provides a cloud-based software-as-a-service platform in the United States, rest of the Americas, the Asia-Pacific, the United Kingdom, rest of Europe, the Middle East, and Africa.

China National Software & Service

Market Cap: CN¥35.1b

Provides independent software products and industry solutions in China.

Elastic

Market Cap: US$4.9b

A search artificial intelligence (AI) company, provides software platforms to run in hybrid, public or private clouds, and multi-cloud environments in the United States and internationally.

Pony AI

Market Cap: US$4.8b

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

FPT

Market Cap: ₫126.2t

Provides information technology (IT) and telecommunication products and services in Vietnam and internationally.