Global Software Top Stock Picks from Analysts

AppLovin

Market Cap: US$85.4b

Engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally.

MongoDB

Market Cap: US$13.2b

Provides general purpose database platform worldwide.

Horizon Robotics

Market Cap: HK$73.9b

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

SailPoint

Market Cap: US$9.1b

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

Elastic

Market Cap: US$8.1b

A search artificial intelligence (AI) company, delivers hosted and managed solutions designed to run in hybrid, public or private clouds, and multi-cloud environments in the United States and internationally.

Klaviyo

Market Cap: US$7.2b

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.

GitLab

Market Cap: US$7.0b

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

Clearwater Analytics Holdings

Market Cap: US$5.7b

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.

Nebius Group

Market Cap: US$5.4b

Operates as a technology company that engages in building full-stack infrastructure to service the global AI industry.

China National Software & Service

Market Cap: CN¥37.3b

Operates as a software company in China.

Globant

Market Cap: US$4.9b

Provides technology services worldwide.

MARA Holdings

Market Cap: US$4.9b

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

NEXTDC

Market Cap: AU$7.1b

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

GDS Holdings

Market Cap: US$4.4b

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.

SoundHound AI

Market Cap: US$3.2b

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.

Beijing Ultrapower Software

Market Cap: CN¥22.3b

Provides software and information technology solutions in China, Hong Kong, Macao, Taiwan, and internationally.

SUNeVision Holdings

Market Cap: HK$23.6b

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

Presight AI Holding

Market Cap: د.إ11.2b

Operates as a big data analytics company powered by generative artificial intelligence (AI) in the United Arab Emirates and internationally.

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.

Alkami Technology

Market Cap: US$2.7b

Provides cloud-based digital banking solutions in the United States.

Riot Platforms

Market Cap: US$2.6b

Operates as a Bitcoin mining company in the United States.

Shenzhen Intellifusion Technologies

Market Cap: CN¥18.6b

Shenzhen Intellifusion Technologies Co., Ltd.

CleanSpark

Market Cap: US$2.5b

Operates as a bitcoin mining company in the Americas.

Hyundai Autoever

Market Cap: ₩3.2t

Provides information and communication technology services in South Korea and internationally.

Core Scientific

Market Cap: US$2.1b

Provides digital asset mining services in the United States.

Qt Group Oyj

Market Cap: €1.8b

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

Taiji Computer

Market Cap: CN¥14.5b

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

Agilysys

Market Cap: US$2.0b

Operates as a developer and marketer of software-enabled solutions and services to the hospitality industry in North America, Europe, the Asia-Pacific, and India.

Bitdeer Technologies Group

Market Cap: US$1.9b

Operates as a technology company for blockchain and computing.

Pony AI

Market Cap: US$1.9b

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

Northern Data

Market Cap: €1.6b

Develops and operates high-performance computing (HPC) and artificial intelligence (AI) solutions to businesses and research institutions worldwide.

Five9

Market Cap: US$1.7b

Provides intelligent cloud software for contact centers in the United States and internationally.

Fujian Boss Software

Market Cap: CN¥11.1b

Provides software products and services in China.

Rapid7

Market Cap: US$1.5b

Provides cybersecurity software and services under the Rapid7, Nexpose, and Metasploit brand names.