Global Software Top Stock Picks from Analysts

Oracle

Market Cap: US$405.1b

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

Intuit

Market Cap: US$75.2b

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

CoreWeave

Market Cap: US$45.5b

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

Strategy

Market Cap: US$33.3b

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

Range Intelligent Computing Technology Group

Market Cap: CN¥125.8b

Provides internet data center (IDC) and automatic identification and data capture (AIDC) services to telecom operators, internet companies, and cloud vendors in China.

Quantinuum

Market Cap: US$18.4b

Manufactures and develops quantum computing hardware and software in United States 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$16.4b

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

Beijing Kingsoft Office Software

Market Cap: CN¥105.1b

Provides office software products and services in China and internationally.

iFLYTEKLTD

Market Cap: CN¥100.6b

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

IREN

Market Cap: US$14.7b

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

Aurora Innovation

Market Cap: US$12.5b

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

Trimble

Market Cap: US$12.3b

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.

TeraWulf

Market Cap: US$10.9b

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

Cipher Digital

Market Cap: US$9.0b

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

MiniMax Group

Market Cap: HK$69.8b

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

Applied Digital

Market Cap: US$8.9b

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

Bitmine Immersion Technologies

Market Cap: US$8.5b

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

Xero

Market Cap: AU$12.0b

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

Horizon Robotics

Market Cap: HK$64.6b

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

WiseTech Global

Market Cap: AU$11.1b

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.

D-Wave Quantum

Market Cap: US$7.4b

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

Nemetschek

Market Cap: €6.5b

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$56.1b

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

InterDigital

Market Cap: US$6.8b

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

GDS Holdings

Market Cap: US$6.6b

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

Procore Technologies

Market Cap: US$6.5b

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

NICE

Market Cap: ₪18.1b

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.

Hundsun Technologies

Market Cap: CN¥39.3b

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

Amdocs

Market Cap: US$5.5b

Through its subsidiaries, provides software and services to communications, entertainment, media, and other service providers worldwide.

Topicus.com

Market Cap: CA$7.6b

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

Pegasystems

Market Cap: US$5.2b

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.

Klaviyo

Market Cap: US$5.1b

Provides a cloud-based software-as-a-service platform in the United States, rest of the Americas, the Asia-Pacific, the United Kingdom, rest of Europe, the Middle East, and Africa.

MARA Holdings

Market Cap: US$4.8b

Operates as an energy and digital infrastructure company in North America, the Middle East, Europe, and Latin America.

Dolby Laboratories

Market Cap: US$4.7b

Engages in the design and manufacture of audio, imaging, accessibility, and other hardware and software solutions for television, broadcast, and live entertainment industries in the United States and internationally.

LG CNS

Market Cap: ₩6.6t

Operates as an IT service company in South Korea and internationally.