Global Software Top Stock Picks from Analysts

Horizon Robotics

Market Cap: HK$89.0b

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

Nebius Group

Market Cap: US$11.1b

Operates as a technology company that engages in building full-stack infrastructure to service the global AI industry.

Aurora Innovation

Market Cap: US$9.5b

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

GitLab

Market Cap: US$7.4b

Develops software for the software development lifecycle in the United States, Europe, and the Asia Pacific.

China National Software & Service

Market Cap: CN¥43.2b

Operates as a software company in China.

Pony AI

Market Cap: US$4.6b

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

Globant

Market Cap: US$3.9b

Provides technology services worldwide.

Intapp

Market Cap: US$3.8b

Through its subsidiary, Integration Appliance, Inc., provides AI-powered solutions in the United States, the United Kingdom, and internationally.

CleanSpark

Market Cap: US$3.6b

Operates as a bitcoin mining company in the Americas.

Cellebrite DI

Market Cap: US$3.5b

Develops solutions for legally sanctioned investigations in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.

Zeta Global Holdings

Market Cap: US$3.5b

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

Braze

Market Cap: US$3.1b

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

Phoenix Group

Market Cap: د.إ10.2b

Provides crypto and cloud mining services in the United Arab Emirates, Oman, CIS, Canada, the United States, and internationally.

Bitdeer Technologies Group

Market Cap: US$2.6b

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

Shenzhen Intellifusion Technologies

Market Cap: CN¥17.2b

Shenzhen Intellifusion Technologies Co., Ltd.

Applied Digital

Market Cap: US$2.3b

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

Taiji Computer

Market Cap: CN¥14.5b

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

VNET Group

Market Cap: US$1.9b

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

TeamViewer

Market Cap: €1.5b

Develops and distributes remote connectivity solutions worldwide.

Northern Data

Market Cap: €1.4b

Develops and operates high-performance computing (HPC) and artificial intelligence (AI) solutions in Europe and North America.

Fujian Boss Software

Market Cap: CN¥10.8b

Provides software products and services in China.

Semrush Holdings

Market Cap: US$1.3b

Develops an online visibility management software-as-a-service platform in the United States, the United Kingdom, and internationally.

Yubico

Market Cap: SEK 11.4b

Provides authentication solutions for use in computers, networks, and online services.

innoscripta

Market Cap: €1.0b

Provides software-as-a-service for managing research and development (R&D) tax incentives and project management consulting in Germany.

Vobile Group

Market Cap: HK$9.1b

An investment holding company, provides software as a service for digital content asset protection and transaction in the United States, Mainland China, and internationally.

Jamf Holding

Market Cap: US$1.1b

Provides management and security solutions for Apple platforms in the Americas, Europe, the Middle East, India, Africa, and the Asia Pacific.

Bytes Technology Group

Market Cap: UK£797.7m

Offers software, security, AI, and cloud services in the United Kingdom, Europe, and internationally.

Asiainfo Security TechnologiesLtd

Market Cap: CN¥7.5b

Provides network security software in China and internationally.

Bit Digital

Market Cap: US$983.4m

Engages in the bitcoin mining business.

Grid Dynamics Holdings

Market Cap: US$970.6m

Provides technology consulting, platform and product engineering, and analytics services in North America, Europe, and internationally.

Exodus Movement

Market Cap: US$917.8m

Operates as a financial technology for blockchain and digital asset industry in the United States.

Viant Technology

Market Cap: US$853.4m

Operates as an advertising technology company.

WingArc1st

Market Cap: JP¥124.1b

Develops and sells software and services in Japan.

Nagarro

Market Cap: €721.6m

Provides digital product engineering and technology solutions in Germany, the United States of America, and internationally.

Endava

Market Cap: US$836.7m

Provides technology services in North America, Europe, the United Kingdom, and internationally.

Shanghai Suochen Information TechnologyLtd

Market Cap: CN¥5.8b

Shanghai Suochen Information Technology Ltd.