Global Software Top Stock Picks from Analysts

Oracle

Market Cap: US$545.8b

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

Strategy

Market Cap: US$50.7b

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

Atlassian

Market Cap: US$42.6b

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$39.2b

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

Nebius Group

Market Cap: US$22.1b

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$19.7b

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$19.7b

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

Figma

Market Cap: US$17.9b

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

WiseTech Global

Market Cap: AU$23.6b

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.

Bitmine Immersion Technologies

Market Cap: US$13.4b

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

IREN

Market Cap: US$13.2b

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

Xero

Market Cap: AU$19.2b

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$8.5b

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

monday.com

Market Cap: US$8.1b

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

Applied Digital

Market Cap: US$8.0b

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

Topicus.com

Market Cap: CA$10.2b

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

NICE

Market Cap: ₪22.0b

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

Cipher Mining

Market Cap: US$6.7b

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

Pony AI

Market Cap: US$6.2b

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

NEXTDC

Market Cap: AU$8.7b

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

Riot Platforms

Market Cap: US$5.7b

Operates as a Bitcoin mining company in the United States.

Jiangsu Hoperun Software

Market Cap: CN¥39.5b

Engages in financial technology, intelligent Internet of Things, and smart energy businesses in China, Japan, the United States, Singapore, and internationally.

Wix.com

Market Cap: US$5.6b

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

Commvault Systems

Market Cap: US$5.4b

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

Lumine Group

Market Cap: CA$7.2b

Offers develops, installs, and customizes of software worldwide.

Core Scientific

Market Cap: US$5.1b

Provides digital asset mining services in the United States.

CCC Intelligent Solutions Holdings

Market Cap: US$4.9b

Operates as a software as a service (SaaS) company for the property and casualty insurance economy in the United States and China.

Zeta Global Holdings

Market Cap: US$4.6b

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

MARA Holdings

Market Cap: US$4.4b

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

OneStream

Market Cap: US$4.3b

OneStream, Inc. delivers a unified, AI-enabled, and extensible software platform in the United States and internationally.

Varonis Systems

Market Cap: US$4.0b

Provides software products and services that continuously discover and classify critical data, remediate exposures, and detect advanced threats with AI-powered technology in North America, Europe, APAC, and rest of world.

Newland Digital TechnologyLtd

Market Cap: CN¥26.1b

Engages in the design, development, sales, operation, and maintenance of financial POS terminal equipment in China.

CleanSpark

Market Cap: US$3.6b

Operates as a bitcoin mining company in the Americas.

Kingsoft Cloud Holdings

Market Cap: US$3.4b

Provides cloud services to businesses and organizations primarily in China.

Beijing Fourth Paradigm Technology

Market Cap: HK$22.6b

An investment holding company, provides platform-centric artificial intelligence (AI) solutions in the People's Republic of China.

SUNeVision Holdings

Market Cap: HK$20.2b

An investment holding company, provides data centre and information technology (IT) facility services in Hong Kong.