U.S. Software Top Stock Picks from Analysts

Oracle

Market Cap: US$449.7b

Offers products and services that address enterprise information technology environments worldwide.

Salesforce

Market Cap: US$173.7b

Provides customer relationship management technology that connects companies and customers together worldwide.

AppLovin

Market Cap: US$132.2b

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

Intuit

Market Cap: US$110.7b

Provides financial management, payments and capital, compliance, and marketing products and services in the United States.

ServiceNow

Market Cap: US$108.0b

Provides cloud-based solution for digital workflows in the North America, Europe, the Middle East and Africa, Asia Pacific, and internationally.

Adobe

Market Cap: US$107.8b

Operates as a technology company worldwide.

Snowflake

Market Cap: US$59.2b

Provides a cloud-based data platform for various organizations in the United States and internationally.

Autodesk

Market Cap: US$47.3b

Provides 3D design, engineering, and entertainment technology solutions worldwide.

Strategy

Market Cap: US$40.9b

Operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally.

Workday

Market Cap: US$37.9b

Provides enterprise cloud applications in the United States and internationally.

Zscaler

Market Cap: US$27.3b

Operates as a cloud security company worldwide.

Atlassian

Market Cap: US$22.8b

Provides a collaboration software that enables organizations to connect all teams through a system of work that unlocks productivity at scale worldwide.

Samsara

Market Cap: US$15.4b

Provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.

IREN

Market Cap: US$14.1b

Operates in the vertically integrated data center business in Australia and Canada.

Circle Internet Group

Market Cap: US$13.3b

Operates as a platform, network, and market infrastructure for stablecoin and blockchain applications.

Tyler Technologies

Market Cap: US$12.4b

Provides integrated software and technology management solutions for the public sector.

HubSpot

Market Cap: US$12.0b

Provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific.

GoDaddy

Market Cap: US$11.9b

Engages in the design and development of cloud-based products in the United States and internationally.

Nutanix

Market Cap: US$11.1b

Provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa.

Figma

Market Cap: US$10.9b

Develops a browser-based tool for designing user interfaces that helps design and development teams build various products.

Bentley Systems

Market Cap: US$10.7b

Provides infrastructure engineering software solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Guidewire Software

Market Cap: US$10.7b

Provides a platform for property and casualty (P&C) insurers worldwide.

Rubrik

Market Cap: US$10.6b

Provides data security solutions to individuals and businesses worldwide.

Bitmine Immersion Technologies

Market Cap: US$9.0b

Operates as a blockchain technology company primarily in the United States.

DocuSign

Market Cap: US$8.8b

Provides electronic signature solution in the United States and internationally.

SailPoint

Market Cap: US$8.5b

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

Unity Software

Market Cap: US$8.5b

Operates a platform to develop, deploy, and grow games and interactive experiences for mobile phones, PCs, consoles, and extended reality devices in the United States, China, Hong Kong, Taiwan, Europe, the Middle East, Africa, the Asia Pacific, Canada, and Latin America.

Manhattan Associates

Market Cap: US$8.2b

Develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omni-channel operations.

Aurora Innovation

Market Cap: US$8.2b

Engages in the self-driving technology business in the United States.

D-Wave Quantum

Market Cap: US$7.0b

Develops and delivers quantum computing systems, software, and services worldwide.

Cipher Mining

Market Cap: US$6.5b

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

Elastic

Market Cap: US$6.4b

A search artificial intelligence (AI) company, provides software platforms to run in hybrid, public or private clouds, and multi-cloud environments in the United States and internationally.

AppFolio

Market Cap: US$6.3b

Provides cloud-based platform for the real estate industry in the United States.

Pony AI

Market Cap: US$6.2b

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

ServiceTitan

Market Cap: US$5.7b

Provides an end-to-end cloud-based software platform in the United States and Canada.

Klaviyo

Market Cap: US$5.6b

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.