Global Software Top Stock Picks from Analysts

Microsoft

Market Cap: US$2.8t

Develops and supports software, services, devices, and solutions worldwide.

Oracle

Market Cap: US$420.0b

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

SAP

Market Cap: €168.9b

Provides enterprise application and business solutions worldwide.

AppLovin

Market Cap: US$147.3b

Provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.

ServiceNow

Market Cap: US$107.8b

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$46.0b

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

Constellation Software

Market Cap: CA$51.0b

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

NEC

Market Cap: JP¥5.2t

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

Nebius Group

Market Cap: US$29.1b

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

Fair Isaac

Market Cap: US$24.7b

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

Zscaler

Market Cap: US$22.4b

Operates as a cloud security company worldwide.

Capgemini

Market Cap: €16.3b

Provides consulting, digital transformation, technology, and engineering services primarily in North America, France, the United Kingdom, Ireland, the rest of Europe, the Asia-Pacific, and Latin America.

Atlassian

Market Cap: US$17.5b

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

Beijing Kingsoft Office Software

Market Cap: CN¥111.2b

Provides office software products and services in China 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.

IREN

Market Cap: US$13.8b

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

Horizon Robotics

Market Cap: HK$100.4b

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

Guidewire Software

Market Cap: US$12.7b

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

HubSpot

Market Cap: US$12.6b

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

Gen Digital

Market Cap: US$11.8b

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

Elm

Market Cap: ر.س42.6b

Provides information security services in Saudi Arabia.

Figma

Market Cap: US$11.0b

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

Bitmine Immersion Technologies

Market Cap: US$9.7b

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

SenseTime Group

Market Cap: HK$74.8b

An investment holding company, research, develops and sells artificial intelligence software platforms in Mainland China, Northeast Asia, Southeast Asia, and internationally.

Rubrik

Market Cap: US$9.5b

Provides data security solutions to individuals and businesses worldwide.

WiseTech Global

Market Cap: AU$12.8b

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.

Xero

Market Cap: AU$12.3b

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$8.4b

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

Nemetschek

Market Cap: €7.3b

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

InterDigital

Market Cap: US$8.0b

Operates as a global research and development company focuses on wireless, visual, artificial intelligence (AI), and related technologies.

Applied Digital

Market Cap: US$7.9b

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

Manhattan Associates

Market Cap: US$7.8b

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

Unity Software

Market Cap: US$7.7b

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.

TeraWulf

Market Cap: US$7.1b

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

SailPoint

Market Cap: US$7.0b

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

Oracle Corporation Japan

Market Cap: JP¥1.1t

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