Global Software Top Stock Picks from Analysts

Core Scientific

Market Cap: US$4.6b

Provides digital asset mining services in the United States.

Zeta Global Holdings

Market Cap: US$4.2b

Operates an omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software in the United States and internationally.

MARA Holdings

Market Cap: US$3.8b

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

Hut 8

Market Cap: US$3.7b

Operates as a vertically integrated operator of energy infrastructure and Bitcoin miners in North America.

Varonis Systems

Market Cap: US$3.7b

Provides software products and services that continuously discover and classify critical data, remediate exposures, and detect advanced threats with AI-powered technology in North America, Europe, APAC, and rest of world.

Kingsoft Cloud Holdings

Market Cap: US$3.6b

Provides cloud services to businesses and organizations primarily in China.

Freshworks

Market Cap: US$3.3b

A software development company, provides software-as-a-service products in North America, Europe, the Middle East, Africa, Asia Pacific, and internationally.

Beijing Fourth Paradigm Technology

Market Cap: HK$24.2b

An investment holding company, provides platform-centric artificial intelligence (AI) solutions in the People's Republic of China.

Braze

Market Cap: US$3.0b

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

Via Transportation

Market Cap: US$2.9b

Provides a digital public transportation system platform in the United States, Germany, and internationally.

Sopra Steria Group

Market Cap: €2.5b

Provides consulting, digital, and software development services in France and internationally.

AvePoint

Market Cap: US$2.8b

Provides cloud-native data management software platform in North America, Europe, the Middle East, Africa, and the Asia Pacific.

CleanSpark

Market Cap: US$2.7b

Operates as a bitcoin mining company in the Americas.

SUNeVision Holdings

Market Cap: HK$20.5b

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

Bitdeer Technologies Group

Market Cap: US$2.4b

Operates as a technology company for blockchain and high-performance computing (HPC) in Singapore, the United States, Bhutan, and Norway.

Northking Information Technology

Market Cap: CN¥16.3b

Northking Information Technology Co., Ltd.

Alkami Technology

Market Cap: US$2.3b

Provides cloud-based digital banking solutions in the United States.

VNET Group

Market Cap: US$2.3b

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

Taiji Computer

Market Cap: CN¥14.8b

Operates as a software and information technology service company in China.

Shenzhen Kingdom Sci-Tech

Market Cap: CN¥14.1b

Provides Fintech services in China.

Phoenix Group

Market Cap: د.إ6.4b

Provides crypto and cloud mining services in the United Arab Emirates, Oman, CIS, Canada, the United States, and internationally.

Progress Software

Market Cap: US$1.7b

Develops, deploys, and manages artificial intelligence (AI) powered applications and digital experiences in the United States and internationally.

Pagaya Technologies

Market Cap: US$1.7b

A product-focused technology company, deploys data science and proprietary artificial intelligence-powered technology for financial services and other service providers, their customers, and asset investors in the United States, Israel, and the Cayman Islands.

Sprinklr

Market Cap: US$1.7b

Provides enterprise cloud software products worldwide.

SHIFT

Market Cap: JP¥266.8b

Provides software quality assurance and testing solutions in Japan.

NextNav

Market Cap: US$1.6b

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

Fujian Boss Software

Market Cap: CN¥10.5b

Provides software products and services in China.

Five9

Market Cap: US$1.5b

Provides intelligent cloud software for contact centers in the United States and internationally.

Bitfarms

Market Cap: CA$2.0b

Operates integrated bitcoin data centers in Canada, the United States, Paraguay, and Argentina.

Topsec Technologies Group

Market Cap: CN¥10.3b

Provides network security and intelligent cloud solutions for basic networks, industrial internet, internet of vehicles, and internet of things in China.

Vobile Group

Market Cap: HK$10.9b

An investment holding company, provides software as a service for digital content asset protection and transaction in the United States, Mainland China, and internationally.

NCR Voyix

Market Cap: US$1.4b

Provides digital commerce solutions for retail stores and restaurants in the United States, the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

JST Group

Market Cap: HK$10.7b

JST Group Corporation Limited, with its subsidiaries, engages in the providing e-commerce SaaS ERP service.

PAR Technology

Market Cap: US$1.4b

Provides omnichannel cloud-based hardware and software solutions to the worldwide.

UCAP Cloud Information TechnologyLtd

Market Cap: CN¥9.7b

UCAP Cloud Information Technology Co.,Ltd.

Amplitude

Market Cap: US$1.3b

Provides a digital analytics platform that analyzes customer behavior in the United States and internationally.