Global Software Top Stock Picks from Analysts

Datadog

Market Cap: US$48.4b

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

Strategy

Market Cap: US$46.9b

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

CoreWeave

Market Cap: US$38.1b

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

Nebius Group

Market Cap: US$21.7b

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

Circle Internet Group

Market Cap: US$19.1b

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

Figma

Market Cap: US$18.7b

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

Elm

Market Cap: ر.س57.4b

Provides information security services for government entities, individuals, and private sector companies in Saudi Arabia.

WiseTech Global

Market Cap: AU$22.7b

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.

IREN

Market Cap: US$12.9b

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

Xero

Market Cap: AU$19.1b

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

Bitmine Immersion Technologies

Market Cap: US$12.2b

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

Topicus.com

Market Cap: CA$10.5b

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

monday.com

Market Cap: US$7.5b

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

Aurora Innovation

Market Cap: US$7.5b

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

Netskope

Market Cap: US$7.1b

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

Applied Digital

Market Cap: US$7.1b

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

NICE

Market Cap: ₪22.4b

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

Pony AI

Market Cap: US$6.5b

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

Cipher Mining

Market Cap: US$6.0b

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

Jiangsu Hoperun Software

Market Cap: CN¥40.4b

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$5.7b

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

Commvault Systems

Market Cap: US$5.7b

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

NEXTDC

Market Cap: AU$8.1b

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

Life360

Market Cap: AU$7.9b

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$7.1b

Offers develops, installs, and customizes of software worldwide.

TeraWulf

Market Cap: US$4.9b

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

Riot Platforms

Market Cap: US$4.9b

Operates as a Bitcoin mining company in the United States.

Core Scientific

Market Cap: US$4.7b

Provides digital asset mining services in the United States.

SoundHound AI

Market Cap: US$4.4b

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.

Intsig Information

Market Cap: CN¥30.1b

Research and develops text recognition and commercial big data core technologies in China.

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.

MARA Holdings

Market Cap: US$3.6b

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

Kingsoft Cloud Holdings

Market Cap: US$3.2b

Provides cloud services to businesses and organizations primarily in China.

Tenable Holdings

Market Cap: US$2.9b

Provides cyber exposure management solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.

CleanSpark

Market Cap: US$2.8b

Operates as a bitcoin mining company in the Americas.

Beijing Fourth Paradigm Technology

Market Cap: HK$21.6b

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