Global Software Top Stock Picks from Analysts

Oracle

Market Cap: US$566.6b

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

Strategy

Market Cap: US$49.0b

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

Atlassian

Market Cap: US$38.5b

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

CoreWeave

Market Cap: US$35.7b

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

Nebius Group

Market Cap: US$21.0b

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

HubSpot

Market Cap: US$18.6b

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

Figma

Market Cap: US$17.0b

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

Circle Internet Group

Market Cap: US$16.8b

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

WiseTech Global

Market Cap: AU$21.9b

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.

Okta

Market Cap: US$13.9b

Operates as an identity partner in the United States and internationally.

Horizon Robotics

Market Cap: HK$106.1b

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

Rubrik

Market Cap: US$13.1b

Provides data security solutions to individuals and businesses worldwide.

Xero

Market Cap: AU$19.7b

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

IREN

Market Cap: US$12.0b

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

Klaviyo

Market Cap: US$8.3b

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.

ServiceTitan

Market Cap: US$8.1b

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

monday.com

Market Cap: US$7.6b

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

Topicus.com

Market Cap: CA$10.6b

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

Elastic

Market Cap: US$7.4b

A search artificial intelligence (AI) company, provides software platforms to run in hybrid, public or private clouds, and multi-cloud environments in the United States and internationally.

Bitmine Immersion Technologies

Market Cap: US$7.4b

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

Aurora Innovation

Market Cap: US$7.3b

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

D-Wave Quantum

Market Cap: US$7.1b

Develops and delivers quantum computing systems, software, and services worldwide.

GDS Holdings

Market Cap: US$6.2b

Develops and operates data centers in the People's Republic of China.

NICE

Market Cap: ₪20.3b

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

Applied Digital

Market Cap: US$6.0b

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

Kyndryl Holdings

Market Cap: US$5.6b

Operates as a technology services company and IT infrastructure services provider in the United States, Japan, and internationally.

Cipher Mining

Market Cap: US$5.6b

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

NEXTDC

Market Cap: AU$8.7b

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

Commvault Systems

Market Cap: US$5.3b

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

Wix.com

Market Cap: US$5.2b

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

Lumine Group

Market Cap: CA$6.9b

Offers develops, installs, and customizes of software worldwide.

Pony AI

Market Cap: US$4.9b

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

TeraWulf

Market Cap: US$4.7b

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

Riot Platforms

Market Cap: US$4.7b

Operates as a Bitcoin mining company in the United States.

SoundHound AI

Market Cap: US$4.7b

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.

CCC Intelligent Solutions Holdings

Market Cap: US$4.6b

Operates as a software as a service (SaaS) company for the property and casualty insurance economy in the United States and China.