Global Software Top Stock Picks from Analysts

Oracle

Market Cap: US$378.9b

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

SAP

Market Cap: €160.0b

Provides enterprise application and business solutions worldwide.

Intuit

Market Cap: US$79.3b

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.

Autodesk

Market Cap: US$44.8b

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

Strategy

Market Cap: US$32.4b

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

Atlassian

Market Cap: US$24.4b

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

Capgemini

Market Cap: €15.3b

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.

Range Intelligent Computing Technology Group

Market Cap: CN¥116.2b

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

Circle Internet Group

Market Cap: US$15.7b

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

iFLYTEKLTD

Market Cap: CN¥98.9b

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

IREN

Market Cap: US$13.9b

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

Trimble

Market Cap: US$12.2b

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.

Aurora Innovation

Market Cap: US$11.9b

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

TeraWulf

Market Cap: US$10.4b

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

MiniMax Group

Market Cap: HK$72.1b

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

Xero

Market Cap: AU$12.1b

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

Bitmine Immersion Technologies

Market Cap: US$8.3b

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

Applied Digital

Market Cap: US$8.2b

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

Horizon Robotics

Market Cap: HK$64.6b

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

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.

WiseTech Global

Market Cap: AU$11.6b

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.

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.

Core Scientific

Market Cap: US$7.2b

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

SenseTime Group

Market Cap: HK$55.7b

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

D-Wave Quantum

Market Cap: US$6.9b

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

InterDigital

Market Cap: US$6.8b

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

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$6.6b

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

NICE

Market Cap: ₪17.9b

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¥38.8b

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

Amdocs

Market Cap: US$5.6b

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

Topicus.com

Market Cap: CA$7.7b

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

Pegasystems

Market Cap: US$5.3b

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$5.2b

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.

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.