U.S. Software Top Stock Picks from Analysts

Aurora Innovation

Market Cap: US$9.4b

Operates as a self-driving technology company in the United States.

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$5.8b

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.

GDS Holdings

Market Cap: US$5.5b

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

Pony AI

Market Cap: US$4.5b

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

Globant

Market Cap: US$3.9b

Provides technology services worldwide.

Cellebrite DI

Market Cap: US$3.7b

Develops solutions for legally sanctioned investigations in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.

Workiva

Market Cap: US$3.7b

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

Riot Platforms

Market Cap: US$3.6b

Operates as a Bitcoin mining company in the United States.

Core Scientific

Market Cap: US$3.5b

Provides digital asset mining services in the United States.

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$3.0b

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

CleanSpark

Market Cap: US$2.6b

Operates as a bitcoin mining company in the Americas.

IREN

Market Cap: US$2.4b

Owns and operates bitcoin mining data centers.

Bitdeer Technologies Group

Market Cap: US$2.3b

Operates as a technology company for blockchain and computing.

TeraWulf

Market Cap: US$1.5b

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

VNET Group

Market Cap: US$1.5b

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

Cipher Mining

Market Cap: US$1.4b

Develops and operates industrial-scale data centers in the United States.

Semrush Holdings

Market Cap: US$1.3b

Develops an online visibility management software-as-a-service platform in the United States, the United Kingdom, and internationally.

Jamf Holding

Market Cap: US$1.2b

Provides management and security solutions for Apple platforms in the Americas, Europe, the Middle East, India, Africa, and the Asia Pacific.

Verint Systems

Market Cap: US$988.4m

Provides customer engagement solutions worldwide.

Grid Dynamics Holdings

Market Cap: US$987.5m

Provides technology consulting, platform and product engineering, and analytics services in North America, Europe, and internationally.

Exodus Movement

Market Cap: US$870.2m

Operates as a financial technology for blockchain and digital asset industry in the United States.

Endava

Market Cap: US$862.2m

Provides technology services in North America, Europe, the United Kingdom, and internationally.

Blend Labs

Market Cap: US$832.4m

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

Viant Technology

Market Cap: US$817.7m

Operates as an advertising technology company.

PROS Holdings

Market Cap: US$689.1m

Provides software solutions that optimize the processes of selling and shopping in the digital economy in Europe, the Asia Pacific, the Middle East, Africa, and internationally.

Weave Communications

Market Cap: US$624.8m

Provides a customer experience and payments software platform for small and medium-sized healthcare businesses in the United States and Canada.

Similarweb

Market Cap: US$605.7m

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

BitFuFu

Market Cap: US$518.7m

Engages in the provision of digital asset mining solutions in Singapore, North America, Asia, and Europe.

Bit Digital

Market Cap: US$502.2m

Engages in the bitcoin mining business.

Rezolve AI

Market Cap: US$499.7m

Provides generative AI solutions for the retail and e-commerce sectors.

BigCommerce Holdings

Market Cap: US$393.3m

Operates a software-as-a-service ecommerce platform for brands and retailers in the United States, North and South America, Europe, the Middle East, Africa, and the Asia Pacific.

Gorilla Technology Group

Market Cap: US$354.3m

Provides solutions in security, network, business intelligence, and Internet of Things (IoT) technology in Taiwan and the United Kingdom.

Xperi

Market Cap: US$354.1m

Operates as a consumer and entertainment technology company worldwide.

Agora

Market Cap: US$347.9m

Engages in the operation of a real-time engagement platform-as-a-service in the United States, the People’s Republic of China, and internationally.