Global Software Top Stock Picks from Analysts

Hundsun Technologies

Market Cap: CN¥40.1b

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

GDS Holdings

Market Cap: US$5.9b

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

Shanghai Baosight SoftwareLtd

Market Cap: CN¥39.7b

Provides industrial solutions in 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$7.5b

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

NICE

Market Cap: ₪15.7b

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.

Pegasystems

Market Cap: US$5.1b

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.

Shenzhen Xunce Technology

Market Cap: HK$39.3b

Engages in providing real-time data infrastructure and data analytics services in asset management and other diversified industries in China.

Klaviyo

Market Cap: US$4.5b

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.

EPAM Systems

Market Cap: US$4.2b

Provides digital platform engineering and software development services worldwide.

Wuhan Dameng Database

Market Cap: CN¥27.7b

Provides database product development services in China.

Lumine Group

Market Cap: CA$5.6b

Develops, installs, and customizes software, and related professional and support services worldwide.

Reply

Market Cap: €3.4b

Provides consulting, system integration, and digital services based on communication channels and digital media in Italy and internationally.

Intsig Information

Market Cap: CN¥22.2b

Research and develops text recognition and commercial big data core technologies in China.

TOTVS

Market Cap: R$16.5b

Develops and sells management software, and productivity and collaboration platforms in Brazil and internationally.

Pony AI

Market Cap: US$3.0b

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

Q2 Holdings

Market Cap: US$3.0b

Provides digital solutions to financial institutions, financial technology companies, FinTechs, and alternative finance companies (Alt-FIs) in the United States.

Guangdong Aofei Data Technology

Market Cap: CN¥19.9b

Guangdong Aofei Data Technology Co., Ltd.

Beijing Shiji Information Technology

Market Cap: CN¥19.7b

Beijing Shiji Information Technology Co., Ltd.

CCC Intelligent Solutions Holdings

Market Cap: US$2.9b

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

SoundHound AI

Market Cap: US$2.8b

Provides independent voice artificial intelligence (AI) solutions that enables businesses across the automotive, TV, IoT, and customer service industries to deliver conversational experiences to customers in the United States, Korea, France, Japan, Germany, and internationally.

Workiva

Market Cap: US$2.7b

Provides cloud-based reporting solutions in the United States and internationally.

Kingsoft Cloud Holdings

Market Cap: US$2.7b

Provides cloud services to businesses and organizations primarily in China.

Kingdee International Software Group

Market Cap: HK$20.9b

An investment holding company, engages in the subscription and sale of software worldwide.

Beijing Haizhi Technology Group

Market Cap: HK$20.5b

Beijing Haizhi Technology Group Co., Ltd.

State Grid Information & Communication

Market Cap: CN¥17.5b

State Grid Information & Communication Co., Ltd.

Manycore Tech

Market Cap: HK$19.6b

Provides software-as-a-service platform that offers users with computer-aided design and modeling capabilities for residential, commercial, and industrial spaces in the People’s Republic of China and internationally.

NextNav

Market Cap: US$2.4b

Provides positioning, navigation, and timing (PNT) solutions in the United States.

Servyou Software Group

Market Cap: CN¥16.2b

Provides financial and tax information services in China.

Braze

Market Cap: US$2.4b

Operates a customer engagement platform that provides interactions between consumers and brands worldwide.

Matrix IT

Market Cap: ₪7.0b

Provides information technology (IT) solutions and services in Israel, the United States, and Europe.

HAND Enterprise Solutions

Market Cap: CN¥15.6b

Provides ERP implementation and services, smart factory solutions, B2B e-commerce, robotic process automation, IOT solutions, consultancy services, Yan cloud services, expense management system, and supplier relationship management services and solutions in China.

SUNeVision Holdings

Market Cap: HK$17.8b

An investment holding company, provides data centre and information technology (IT) facility services in Hong Kong.

Beijing Ultrapower Software

Market Cap: CN¥15.4b

Provides software and information technology services in China, Hong Kong, Macao, Taiwan, and internationally.

VNET Group

Market Cap: US$2.1b

An investment holding company, provides data center hosting and related services in China.

Posco Dx

Market Cap: ₩3.3t

Provides ICT solutions to construction and materials industry in South Korea and internationally.