Global Software Top Stock Picks from Analysts

Microsoft

Market Cap: US$2.6t

Develops and supports software, services, devices, and solutions worldwide.

Oracle

Market Cap: US$439.2b

Offers products and services that build, run and support enterprise information technology frameworks worldwide.

Palantir Technologies

Market Cap: US$257.2b

Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally.

SAP

Market Cap: €157.8b

Provides enterprise application and business solutions worldwide.

Salesforce

Market Cap: US$123.0b

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

Intuit

Market Cap: US$69.8b

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

Autodesk

Market Cap: US$40.1b

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

NEC

Market Cap: JP¥5.0t

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

Strategy

Market Cap: US$30.0b

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

Atlassian

Market Cap: US$19.0b

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

Cognizant Technology Solutions

Market Cap: US$18.6b

A professional services company, provides consulting and technology, and outsourcing services in North America, Europe, and internationally.

Capgemini

Market Cap: €15.2b

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.

Circle Internet Group

Market Cap: US$17.1b

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

MiniMax Group

Market Cap: HK$133.9b

Engages in research and development of an artificial intelligence (AI) foundation model.

IREN

Market Cap: US$17.1b

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

iFLYTEKLTD

Market Cap: CN¥94.0b

Provides intelligent speech and technology solutions and services in China and internationally.

Beijing Kingsoft Office Software

Market Cap: CN¥92.7b

Provides office software products and services in China and internationally.

PTC

Market Cap: US$13.0b

Operates as software company in the Americas, Europe, and the Asia Pacific.

Aurora Innovation

Market Cap: US$12.2b

Engages in the self-driving technology business in the United States.

Trimble

Market Cap: US$11.7b

Offers technology solutions and platform that enable office professionals and field workers to connect workflows and industry lifecycles in North America, Europe, the Asia Pacific, and internationally.

Applied Digital

Market Cap: US$11.7b

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

Guidewire Software

Market Cap: US$9.2b

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

Bentley Systems

Market Cap: US$9.0b

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

Figma

Market Cap: US$8.9b

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

Xero

Market Cap: AU$11.8b

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

D-Wave Quantum

Market Cap: US$8.1b

Engages in the development and delivery of quantum computing systems, software, and services worldwide.

Bitmine Immersion Technologies

Market Cap: US$7.6b

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

WiseTech Global

Market Cap: AU$10.5b

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.

InterDigital

Market Cap: US$7.1b

Operates as a global research and development company focuses on wireless, visual, artificial intelligence (AI), and related technologies.

Nemetschek

Market Cap: €6.1b

Provides software solutions for architecture, engineering, construction, operation, and media industries in Germany, the rest of Europe, the Americas, the Asia Pacific, and internationally.

SenseTime Group

Market Cap: HK$54.0b

An investment holding company, research, develops and sells artificial intelligence software platforms in Mainland China, Northeast Asia, Southeast Asia, and internationally.

Horizon Robotics

Market Cap: HK$52.6b

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

Oracle Corporation Japan

Market Cap: JP¥1.0t

Provides software, hardware, and cloud products and solutions in Japan.

ServiceTitan

Market Cap: US$6.0b

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

GDS Holdings

Market Cap: US$5.9b

Engages in the development and operation of data centers in the People's Republic of China.

Hundsun Technologies

Market Cap: CN¥39.7b

Operates as a financial technology company in the People’s Republic of China.