Global Software Top Stock Picks from Analysts

Oracle

Market Cap: US$502.5b

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

ServiceNow

Market Cap: US$136.7b

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$52.2b

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

Constellation Software

Market Cap: CA$56.2b

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

Atlassian

Market Cap: US$35.2b

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$24.6b

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

Samsara

Market Cap: US$17.6b

Provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.

HubSpot

Market Cap: US$16.7b

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$16.5b

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

WiseTech Global

Market Cap: AU$20.2b

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.

Figma

Market Cap: US$14.1b

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

GoDaddy

Market Cap: US$14.0b

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

Guidewire Software

Market Cap: US$13.6b

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

Bitmine Immersion Technologies

Market Cap: US$13.3b

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

Rubrik

Market Cap: US$12.5b

Provides data security solutions to individuals and businesses worldwide.

Xero

Market Cap: AU$16.6b

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

Nutanix

Market Cap: US$11.2b

Provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa.

DocuSign

Market Cap: US$11.1b

Provides electronic signature solution in the United States and internationally.

Nemetschek

Market Cap: €8.8b

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

SailPoint

Market Cap: US$10.3b

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

D-Wave Quantum

Market Cap: US$9.1b

Develops and delivers quantum computing systems, software, and services worldwide.

Aurora Innovation

Market Cap: US$8.4b

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

Klaviyo

Market Cap: US$7.7b

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.

NICE

Market Cap: ₪21.6b

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

Topicus.com

Market Cap: CA$9.2b

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

Pony AI

Market Cap: US$6.8b

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

Riot Platforms

Market Cap: US$6.5b

Operates as a Bitcoin mining company in the United States.

monday.com

Market Cap: US$6.5b

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

Netskope

Market Cap: US$6.2b

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

NEXTDC

Market Cap: AU$8.5b

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

Kyndryl Holdings

Market Cap: US$5.4b

Operates as a technology services company and IT infrastructure services provider in the United States, Japan, and internationally.

Wix.com

Market Cap: US$4.8b

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

Life360

Market Cap: AU$6.8b

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

Lumine Group

Market Cap: CA$6.0b

Offers develops, installs, and customizes of software worldwide.

SoundHound AI

Market Cap: US$4.2b

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.

Cellebrite DI

Market Cap: US$4.1b

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