Global Software Top Stock Picks from Analysts

Oracle

Market Cap: US$554.1b

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

ServiceNow

Market Cap: US$156.5b

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

Datadog

Market Cap: US$49.6b

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

Strategy

Market Cap: US$49.3b

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

Atlassian

Market Cap: US$42.3b

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

CoreWeave

Market Cap: US$38.8b

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

Nebius Group

Market Cap: US$24.2b

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$20.9b

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$19.0b

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

Figma

Market Cap: US$18.5b

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

GoDaddy

Market Cap: US$15.9b

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

Rubrik

Market Cap: US$15.4b

Provides data security solutions to individuals and businesses worldwide.

WiseTech Global

Market Cap: AU$22.7b

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.

IREN

Market Cap: US$14.3b

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

Bitmine Immersion Technologies

Market Cap: US$13.8b

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

Xero

Market Cap: AU$18.6b

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

Klaviyo

Market Cap: US$9.0b

A technology company, provides a software-as-a-service platform in the United States, other Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Aurora Innovation

Market Cap: US$8.9b

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

monday.com

Market Cap: US$7.7b

Develops software applications in the United States, Europe, the Middle East, Africa, the United Kingdom, and internationally.

Topicus.com

Market Cap: CA$10.7b

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

NICE

Market Cap: ₪23.0b

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

Netskope

Market Cap: US$6.9b

A cybersecurity company, provides security, networking, and analytics solutions to largest enterprises to mid-sized companies worldwide.

Cipher Mining

Market Cap: US$6.9b

Develops and operates industrial-scale data centers in the United States.

Riot Platforms

Market Cap: US$5.7b

Operates as a Bitcoin mining company in the United States.

Commvault Systems

Market Cap: US$5.7b

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

NEXTDC

Market Cap: AU$8.2b

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

Wix.com

Market Cap: US$5.5b

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

TeraWulf

Market Cap: US$5.2b

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

Life360

Market Cap: AU$7.8b

Operates a technology platform to locate people, pets, and things in North America, Europe, the Middle East, Africa, and internationally.

Core Scientific

Market Cap: US$5.2b

Provides digital asset mining services in the United States.

Lumine Group

Market Cap: CA$6.7b

Offers develops, installs, and customizes of software worldwide.

SoundHound AI

Market Cap: US$4.7b

Develops independent voice artificial intelligence (AI) solutions that enables businesses across automotive, TV, and IoT, and to customer service industries to deliver high-quality conversational experiences to their customers in the United States, Korea, France, Japan, Germany, and internationally.

MARA Holdings

Market Cap: US$3.8b

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

Braze

Market Cap: US$3.6b

Operates a customer engagement platform that provides interactions between consumers and brands worldwide.

Freshworks

Market Cap: US$3.4b

A software development company, provides software-as-a-service products in North America, Europe, the Middle East, Africa, Asia Pacific, and internationally.

Kingsoft Cloud Holdings

Market Cap: US$3.2b

Provides cloud services to businesses and organizations primarily in China.