Global Software Top Stock Picks from Analysts

Oracle

Market Cap: US$516.9b

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

Intuit

Market Cap: US$147.2b

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

ServiceNow

Market Cap: US$130.1b

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$51.5b

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

Datadog

Market Cap: US$41.0b

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

Constellation Software

Market Cap: CA$56.6b

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

Zscaler

Market Cap: US$32.9b

Operates as a cloud security company worldwide.

Atlassian

Market Cap: US$31.1b

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$25.0b

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$18.5b

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

IREN

Market Cap: US$17.8b

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

Circle Internet Group

Market Cap: US$17.1b

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

HubSpot

Market Cap: US$16.0b

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

GoDaddy

Market Cap: US$14.0b

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

WiseTech Global

Market Cap: AU$20.7b

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$13.8b

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

Guidewire Software

Market Cap: US$13.2b

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

Rubrik

Market Cap: US$13.0b

Provides data security solutions to individuals and businesses worldwide.

Bitmine Immersion Technologies

Market Cap: US$12.8b

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

Nutanix

Market Cap: US$11.7b

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

Xero

Market Cap: AU$16.8b

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

DocuSign

Market Cap: US$11.2b

Provides electronic signature solution in the United States and internationally.

Nemetschek

Market Cap: €8.6b

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$9.7b

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

Aurora Innovation

Market Cap: US$8.7b

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

Pegasystems

Market Cap: US$8.7b

Develops, markets, licenses, hosts, and supports enterprise software in the United States, rest of the Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and the Asia-Pacific.

ServiceTitan

Market Cap: US$8.4b

Provides an end-to-end cloud-based software platform in the United States and Canada.

Klaviyo

Market Cap: US$7.3b

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.

Cipher Mining

Market Cap: US$7.1b

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

NICE

Market Cap: ₪22.0b

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

Riot Platforms

Market Cap: US$6.7b

Operates as a Bitcoin mining company in the United States.

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$6.6b

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

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$5.9b

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

NEXTDC

Market Cap: AU$8.3b

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