Global Software Top Stock Picks from Analysts

Strategy

Market Cap: US$54.3b

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

Atlassian

Market Cap: US$42.5b

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$24.3b

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

HubSpot

Market Cap: US$20.2b

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

Circle Internet Group

Market Cap: US$19.8b

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

Figma

Market Cap: US$19.1b

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

IREN

Market Cap: US$13.3b

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

Xero

Market Cap: AU$19.9b

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$8.9b

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

Topicus.com

Market Cap: CA$10.3b

Provides vertical market software and vertical market platforms in the Netherlands and internationally.

NICE

Market Cap: ₪21.6b

Provides AI-powered cloud platforms for customer engagement, and financial crime and compliance worldwide.

Pony AI

Market Cap: US$6.2b

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

Wix.com

Market Cap: US$5.8b

Operates a cloud-based web development platform for registered users and creators worldwide.

Riot Platforms

Market Cap: US$5.8b

Operates as a Bitcoin mining company in the United States.

Jiangsu Hoperun Software

Market Cap: CN¥39.6b

Engages in financial technology, intelligent Internet of Things, and smart energy businesses in China, Japan, the United States, Singapore, and internationally.

Core Scientific

Market Cap: US$5.4b

Provides digital asset mining services in the United States.

Commvault Systems

Market Cap: US$5.4b

Provides a cyber resilience platform for protecting and recovering data and cloud-native applications in the Americas and internationally.

Lumine Group

Market Cap: CA$7.2b

Offers develops, installs, and customizes of software worldwide.

Zeta Global Holdings

Market Cap: US$4.7b

Operates an omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software in the United States and internationally.

MARA Holdings

Market Cap: US$4.6b

Operates as a digital asset technology company in the United States and Europe.

CCC Intelligent Solutions Holdings

Market Cap: US$4.6b

Operates as a software as a service (SaaS) company for the property and casualty insurance economy in the United States and China.

OneStream

Market Cap: US$4.5b

OneStream, Inc. delivers a unified, AI-enabled, and extensible software platform in the United States and internationally.

Varonis Systems

Market Cap: US$3.8b

Provides software products and services that continuously discover and classify critical data, remediate exposures, and detect advanced threats with AI-powered technology in North America, Europe, APAC, and rest of world.

CleanSpark

Market Cap: US$3.8b

Operates as a bitcoin mining company in the Americas.

Kingsoft Cloud Holdings

Market Cap: US$3.6b

Provides cloud services to businesses and organizations primarily in China.

Beijing Fourth Paradigm Technology

Market Cap: HK$22.6b

An investment holding company, provides platform-centric artificial intelligence (AI) solutions in the People's Republic of China.

Bitdeer Technologies Group

Market Cap: US$2.9b

Operates as a technology company for blockchain and high-performance computing (HPC) in Singapore, the United States, Bhutan, and Norway.

Via Transportation

Market Cap: US$2.6b

Provides a digital public transportation system platform in the United States, Germany, and internationally.

SUNeVision Holdings

Market Cap: HK$20.4b

An investment holding company, provides data centre and information technology (IT) facility services in Hong Kong.

VNET Group

Market Cap: US$2.6b

An investment holding company, provides hosting and related services in China.

Northking Information Technology

Market Cap: CN¥16.4b

Northking Information Technology Co., Ltd.

Longshine Technology Group

Market Cap: CN¥16.4b

Operates technology company in China.

Taiji Computer

Market Cap: CN¥15.0b

Operates as a software and information technology service company in China.

Shenzhen Kingdom Sci-Tech

Market Cap: CN¥14.9b

Shenzhen Kingdom Sci-Tech Co., Ltd is mainly engaged in the provision of financial technology services, full technology stack and full product line solutions in China.

Pagaya Technologies

Market Cap: US$2.0b

A product-focused technology company, deploys data science and proprietary artificial intelligence-powered technology for financial services and other service providers, their customers, and asset investors in the United States, Israel, and the Cayman Islands.

Progress Software

Market Cap: US$1.9b

Develops, deploys, and manages artificial intelligence (AI) powered applications and digital experiences in the United States and internationally.