Global Software Top Stock Picks from Analysts

Oracle

Market Cap: US$404.0b

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

SAP

Market Cap: €162.8b

Provides enterprise application and business solutions worldwide.

Intuit

Market Cap: US$75.3b

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

CoreWeave

Market Cap: US$44.6b

Operates as a cloud infrastructure technology company in the United States.

Autodesk

Market Cap: US$43.8b

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

Strategy

Market Cap: US$35.4b

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

Atlassian

Market Cap: US$21.3b

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$19.9b

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

Capgemini

Market Cap: €15.6b

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$16.1b

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

iFLYTEKLTD

Market Cap: CN¥99.7b

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

Beijing Kingsoft Office Software

Market Cap: CN¥97.9b

Provides office software products and services in China and internationally.

IREN

Market Cap: US$13.9b

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

MiniMax Group

Market Cap: HK$108.7b

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

Aurora Innovation

Market Cap: US$13.0b

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

Trimble

Market Cap: US$12.4b

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.

Figma

Market Cap: US$11.3b

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

Guidewire Software

Market Cap: US$11.2b

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

TeraWulf

Market Cap: US$10.5b

Owns, develops, operates digital infrastructure in the United States.

Applied Digital

Market Cap: US$9.4b

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

Horizon Robotics

Market Cap: HK$68.2b

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

Xero

Market Cap: AU$12.3b

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$8.3b

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

Cipher Digital

Market Cap: US$8.2b

Develops and operates industrial-scale data centers for bitcoin mining and high-performance compute (HPC) hosting in the United States.

Bitmine Immersion Technologies

Market Cap: US$8.2b

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

WiseTech Global

Market Cap: AU$11.0b

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.

SenseTime Group

Market Cap: HK$58.3b

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

Nemetschek

Market Cap: €6.4b

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

InterDigital

Market Cap: US$7.3b

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

NEXTDC

Market Cap: AU$10.2b

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

Core Scientific

Market Cap: US$6.8b

Provides infrastructure for high-density colocation services and digital asset mining in the United States.

Procore Technologies

Market Cap: US$6.6b

Provides a cloud-based construction management platform and related products and services in the United States and internationally.

GDS Holdings

Market Cap: US$6.0b

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

Hundsun Technologies

Market Cap: CN¥40.2b

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

NICE

Market Cap: ₪16.8b

Provides AI-powered cloud platforms for customer engagement, and financial crime and compliance in the United States, Europe, the Middle East, Africa, and the Asia Pacific.

Topicus.com

Market Cap: CA$7.9b

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