Global Software Top Stock Picks from Analysts

Aurora Innovation

Market Cap: US$9.7b

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

GitLab

Market Cap: US$6.8b

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

Clearwater Analytics Holdings

Market Cap: US$6.3b

Develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities in the United States and internationally.

China National Software & Service

Market Cap: CN¥37.7b

Operates as a software company in China.

GDS Holdings

Market Cap: US$5.1b

Develops and operates data centers in the People's Republic of China.

BILL Holdings

Market Cap: US$4.3b

Provides financial operations platform for small and midsize businesses worldwide.

Pony AI

Market Cap: US$4.2b

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

Cellebrite DI

Market Cap: US$3.8b

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

Workiva

Market Cap: US$3.7b

Provides cloud-based reporting solutions in the Americas and internationally.

Core Scientific

Market Cap: US$3.5b

Provides digital asset mining services in the United States.

Riot Platforms

Market Cap: US$3.5b

Operates as a Bitcoin mining company in the United States.

Braze

Market Cap: US$3.0b

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

Zeta Global Holdings

Market Cap: US$2.9b

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

CleanSpark

Market Cap: US$2.6b

Operates as a bitcoin mining company in the Americas.

Bitdeer Technologies Group

Market Cap: US$2.5b

Operates as a technology company for blockchain and computing.

IREN

Market Cap: US$2.4b

Owns and operates bitcoin mining data centers.

Shenzhen Intellifusion Technologies

Market Cap: CN¥16.5b

Shenzhen Intellifusion Technologies Co., Ltd.

Taiji Computer

Market Cap: CN¥14.3b

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

Phoenix Group

Market Cap: د.إ7.1b

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

Northern Data

Market Cap: €1.7b

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

TeamViewer

Market Cap: €1.6b

Develops and distributes remote connectivity solutions worldwide.

NextNav

Market Cap: US$1.7b

Provides positioning, navigation, and timing (PNT) solutions in the United States.

Qt Group Oyj

Market Cap: €1.4b

Offers cross-platform solutions for the software development lifecycle in Finland, rest of Europe, the Asia Pacific, and North America.

TeraWulf

Market Cap: US$1.5b

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

Fujian Boss Software

Market Cap: CN¥10.9b

Provides software products and services in China.

Tuya

Market Cap: US$1.5b

Engages in the business of Internet of Things (IoT) related products and service offerings in the People’s Republic of China and internationally.

VNET Group

Market Cap: US$1.5b

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

Cipher Mining

Market Cap: US$1.4b

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

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 11.9b

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

Jamf Holding

Market Cap: US$1.2b

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

Topsec Technologies Group

Market Cap: CN¥8.2b

Provides safety services and big data products in China.

Dmall

Market Cap: HK$8.1b

An investment holding company, provides retail digitalization solutions to retailers in China, Hong Kong, Macau, the Philippines, Malaysia, Singapore, Poland, and internationally.

Verint Systems

Market Cap: US$1.0b

Provides customer engagement solutions worldwide.

Vobile Group

Market Cap: HK$7.8b

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

Grid Dynamics Holdings

Market Cap: US$970.6m

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