U.S. Software Top Stock Picks from Analysts

Shopify

Market Cap: US$108.7b

A commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

MicroStrategy

Market Cap: US$81.2b

Provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally.

AppLovin

Market Cap: US$78.1b

Engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally.

Atlassian

Market Cap: US$53.8b

Through its subsidiaries, designs, develops, licenses, and maintains various software products worldwide.

Datadog

Market Cap: US$31.3b

Operates an observability and security platform for cloud applications in the United States and internationally.

Twilio

Market Cap: US$13.1b

Offers customer engagement platform solutions in the United States and internationally.

MongoDB

Market Cap: US$13.0b

Provides general purpose database platform worldwide.

SailPoint

Market Cap: US$9.4b

SailPoint, Inc. delivers solutions to enable identity security for the enterprise in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

EPAM Systems

Market Cap: US$8.3b

Provides digital platform engineering and software development services worldwide.

Elastic

Market Cap: US$8.2b

A search artificial intelligence (AI) company, delivers hosted and managed solutions designed to run in hybrid, public or private clouds, and multi-cloud environments in the United States and internationally.

Confluent

Market Cap: US$7.2b

Operates a data streaming platform in the United States and internationally.

Klaviyo

Market Cap: US$7.1b

A technology company, provides a software-as-a-service platform in the United States, other Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

GitLab

Market Cap: US$6.9b

Develops software for the software development lifecycle in the United States, Europe, and the Asia Pacific.

Clearwater Analytics Holdings

Market Cap: US$5.9b

Develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities in the United States and internationally.

Nebius Group

Market Cap: US$5.0b

Operates as a technology company that engages in building full-stack infrastructure to service the global AI industry.

SPS Commerce

Market Cap: US$4.9b

Provides cloud-based supply chain management solutions in the United States.

Globant

Market Cap: US$4.7b

Provides technology services worldwide.

OneStream

Market Cap: US$4.6b

OneStream, Inc. delivers a unified, AI-enabled, and extensible software platform in the United States and internationally.

MARA Holdings

Market Cap: US$4.3b

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

BILL Holdings

Market Cap: US$4.2b

Provides financial operations platform for small and midsize businesses worldwide.

GDS Holdings

Market Cap: US$3.9b

Develops and operates data centers in the People's Republic of China.

Workiva

Market Cap: US$3.8b

Provides cloud-based reporting solutions in the Americas and internationally.

Freshworks

Market Cap: US$3.8b

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

SoundHound AI

Market Cap: US$3.1b

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

Braze

Market Cap: US$3.0b

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

Zeta Global Holdings

Market Cap: US$2.7b

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

DXC Technology

Market Cap: US$2.7b

Provides information technology services and solutions in the United States, the United Kingdom, rest of Europe, Australia, and internationally.

C3.ai

Market Cap: US$2.6b

Operates as an enterprise artificial intelligence (AI) software company in North America, Europe, the Middle East, Africa, the Asia Pacific, and internationally.

Alkami Technology

Market Cap: US$2.6b

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

DigitalOcean Holdings

Market Cap: US$2.6b

Through its subsidiaries, operates a cloud computing platform in North America, Europe, Asia, and internationally.

Kingsoft Cloud Holdings

Market Cap: US$2.5b

Provides cloud services to businesses and organizations primarily in China.

Riot Platforms

Market Cap: US$2.2b

Operates as a Bitcoin mining company in the United States.

RingCentral

Market Cap: US$2.0b

Provides cloud business communications, contact center, video, and hybrid event solutions in North America and internationally.

CleanSpark

Market Cap: US$2.0b

Operates as a bitcoin mining company in the Americas.

DoubleVerify Holdings

Market Cap: US$2.0b

Provides media effectiveness platforms in the United States and internationally.

Core Scientific

Market Cap: US$1.9b

Provides digital asset mining services in the United States.