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$396.5b

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

SAP

Market Cap: €162.3b

Provides enterprise application and business solutions worldwide.

Salesforce

Market Cap: US$157.7b

Provides customer relationship management technology services that connect companies and customers together in the United States, Europe, and the Asia Pacific.

AppLovin

Market Cap: US$132.0b

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

Intuit

Market Cap: US$100.0b

Provides financial management, payments and capital, compliance, and marketing products and services in the United States.

ServiceNow

Market Cap: US$93.1b

Provides cloud-based solution for digital workflows in the North America, Europe, the Middle East and Africa, Asia Pacific, and internationally.

Autodesk

Market Cap: US$47.5b

Engages in the provision of 3D design, engineering, and entertainment technology solutions worldwide.

Snowflake

Market Cap: US$45.7b

Provides a cloud-based data platform for various organizations in the United States and internationally.

Strategy

Market Cap: US$44.6b

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

Datadog

Market Cap: US$38.6b

Operates an observability and security platform for cloud applications in the United States and internationally.

Constellation Software

Market Cap: CA$50.0b

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

NEC

Market Cap: JP¥5.1t

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

Workday

Market Cap: US$29.1b

Provides enterprise cloud applications in the United States and internationally.

Fair Isaac

Market Cap: US$25.4b

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

Capgemini

Market Cap: €17.0b

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.

Zscaler

Market Cap: US$19.7b

Operates as a cloud security company worldwide.

MongoDB

Market Cap: US$18.4b

Provides general purpose database platform worldwide.

Beijing Kingsoft Office Software

Market Cap: CN¥109.3b

Provides office software products and services in China and internationally.

Samsara

Market Cap: US$15.6b

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

Atlassian

Market Cap: US$15.6b

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

CGI

Market Cap: CA$20.7b

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.

Horizon Robotics

Market Cap: HK$105.2b

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

IREN

Market Cap: US$12.3b

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

Okta

Market Cap: US$12.0b

Operates as an identity partner in the United States and internationally.

Gen Digital

Market Cap: US$11.1b

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

Elm

Market Cap: ر.س41.4b

Provides information security services in Saudi Arabia.

HubSpot

Market Cap: US$10.8b

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

Guidewire Software

Market Cap: US$10.5b

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

Bentley Systems

Market Cap: US$10.5b

Provides infrastructure engineering software solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Dynatrace

Market Cap: US$10.1b

Engages in the advancement of observability for digital businesses, which transforms the complexity of modern digital ecosystems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Figma

Market Cap: US$10.0b

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

Nutanix

Market Cap: US$9.8b

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

Bitmine Immersion Technologies

Market Cap: US$9.6b

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

Rubrik

Market Cap: US$9.3b

Provides data security solutions to individuals and businesses worldwide.

WiseTech Global

Market Cap: AU$12.5b

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.