Global Software Top Stock Picks from Analysts

Adeia

Market Cap: US$1.3b

Operates as a media and semiconductor intellectual property licensing company in the United States, Asia, Canada, Europe, the Middle East, and internationally.

Tuya

Market Cap: US$1.3b

Provides AI cloud platform services in the People’s Republic of China.

Vitec Software Group

Market Cap: SEK 12.0b

Develops and delivers vertical market software solutions in Sweden, Denmark, Finland, Norway, the Netherlands, the United States, and internationally.

Marketingforce Management

Market Cap: HK$9.4b

Provides software as a service (SaaS) solution in China.

Shenzhen Farben Information TechnologyLtd

Market Cap: CN¥8.5b

Shenzhen Farben Information Technology Co.,Ltd.

Guo Tai Epoint SoftwareLtd

Market Cap: CN¥8.4b

Offers software and information technology solutions in China.

Opera

Market Cap: US$1.2b

Provides mobile and PC web browsers and related products and services in Norway and internationally.

innoscripta

Market Cap: €985.0m

Provides software-as-a-service for managing research and development (R&D) tax incentives and project management consulting in Germany.

Beijing CTJ Information Technology

Market Cap: CN¥7.3b

Beijing CTJ Information Technology Co., Ltd.

Inspur Digital Enterprise Technology

Market Cap: HK$7.8b

An investment holding company, engages in management software development, cloud services, and sale of Internet of Things (IoT) solutions in the People’s Republic of China.

Northern Data

Market Cap: €870.5m

Develops and operates high-performance computing (HPC) and artificial intelligence (AI) solutions in Europe and North America.

Asiainfo Security TechnologiesLtd

Market Cap: CN¥7.1b

Provides network security software in China and internationally.

TeamViewer

Market Cap: €846.8m

Provides remote connectivity solutions worldwide.

Porch Group

Market Cap: US$960.5m

Operates a vertical software and insurance platform in the United States.

Digital Garage

Market Cap: JP¥149.4b

Operates as a context company in Japan.

AsiaInfo Technologies

Market Cap: HK$7.3b

An investment holding company, offers telecom software products and related services in the People’s Republic of China.

Rezolve AI

Market Cap: US$903.2m

Provides generative AI solutions for the retail and e-commerce sectors in the United Kingdom and the United States.

Truecaller

Market Cap: SEK 8.5b

Develops and publishes mobile caller ID applications for individuals and business in India, the Middle East, Africa, and internationally.

Catapult Sports

Market Cap: AU$1.4b

A sports science and analytics company, development and supply of technologies that improve the performance of athletes and sports teams in Australia, Europe, the Middle East, Africa, the Asia Pacific, and the Americas.

Dmall

Market Cap: HK$6.7b

An investment holding company, provides retail digitalization solutions to retailers in China, Hong Kong, Macau, the Philippines, Malaysia, Singapore, Poland, and internationally.

LINK Mobility Group Holding

Market Cap: NOK 8.1b

Provides mobile and communication-platform-as-a-service solutions.

Blend Labs

Market Cap: US$781.8m

Provides a cloud-based software platform for financial services firms in the United States.

Mensch und Maschine Software

Market Cap: €677.6m

Provides computer aided design, manufacturing, and engineering, product data management, and building information modeling/management solutions in Germany, Austria, Switzerland, the United Kingdom, Italy, France, Hungary, and internationally.

WingArc1st

Market Cap: JP¥121.7b

Develops and sells software and services in Japan.

GB Group

Market Cap: UK£548.1m

Provides identity data intelligence products and services in the United Kingdom, the United States, Australia, and internationally.

Appier Group

Market Cap: JP¥110.7b

Operates as AI-native SaaS company in Japan and internationally.

VTEX

Market Cap: US$677.0m

Provides software-as-a-service digital commerce platform for enterprise brands and retailers.

Bit Digital

Market Cap: US$676.2m

Engages in the institutional grade ethereum treasury and staking business.

Shanghai Newtouch Software

Market Cap: CN¥4.7b

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

WhiteFiber

Market Cap: US$663.4m

Designs, develops, and operates data centers and provides artificial intelligence (AI) infrastructure solutions.

Similarweb

Market Cap: US$645.4m

Provides digital data and analytics for power critical business decisions in the United States, Europe, the Asia Pacific, the United Kingdom, Israel, and internationally.

Digital Arts

Market Cap: JP¥97.4b

Develops and markets internet security software and appliances in Japan, the United States, Europe, and the Asia Pacific.

Docebo

Market Cap: CA$855.1m

Develops and provides a learning management platform for training in North America and internationally.

Digital China Holdings

Market Cap: HK$4.6b

An investment holding company, provides big data products and solutions for government and enterprise customers in Mainland China.

Beisen Holding

Market Cap: HK$4.5b

An investment holding company, provides cloud-based human capital management (HCM) solutions for enterprises in the People’s Republic of China.

Sprout Social

Market Cap: US$577.1m

Designs, develops, and operates a web-based social media management platform in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.