U.S. Software Top Stock Picks from Analysts

Oracle

Market Cap: US$404.0b

Offers products and services that build, run and support enterprise information technology frameworks worldwide.

Intuit

Market Cap: US$75.3b

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

CoreWeave

Market Cap: US$44.6b

Operates as a cloud infrastructure technology company in the United States.

Autodesk

Market Cap: US$43.8b

Engages in the provision of 3D design, engineering, and entertainment technology solutions worldwide.

Strategy

Market Cap: US$35.4b

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

Atlassian

Market Cap: US$21.3b

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

Cognizant Technology Solutions

Market Cap: US$19.9b

A professional services company, provides consulting and technology, and outsourcing services in North America, Europe, and internationally.

Circle Internet Group

Market Cap: US$16.1b

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

IREN

Market Cap: US$13.9b

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

Aurora Innovation

Market Cap: US$13.0b

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

Trimble

Market Cap: US$12.4b

Offers technology solutions and platform that enable office professionals and field workers to connect workflows and industry lifecycles in North America, Europe, the Asia Pacific, and internationally.

Figma

Market Cap: US$11.3b

Develops and sells a collaborative, browser-based platform for designing, prototyping, building digital experiences, and subscriptions for access to its platform.

Guidewire Software

Market Cap: US$11.2b

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

TeraWulf

Market Cap: US$10.5b

Owns, develops, operates digital infrastructure in the United States.

Applied Digital

Market Cap: US$9.4b

Designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America.

D-Wave Quantum

Market Cap: US$8.3b

Engages in the development and delivery of quantum computing systems, software, and services worldwide.

Cipher Digital

Market Cap: US$8.2b

Develops and operates industrial-scale data centers for bitcoin mining and high-performance compute (HPC) hosting in the United States.

Bitmine Immersion Technologies

Market Cap: US$8.2b

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

InterDigital

Market Cap: US$7.3b

Operates as a global research and development company focuses on wireless, visual, artificial intelligence (AI), and related technologies.

Core Scientific

Market Cap: US$6.8b

Provides infrastructure for high-density colocation services and digital asset mining in the United States.

Procore Technologies

Market Cap: US$6.6b

Provides a cloud-based construction management platform and related products and services in the United States and internationally.

GDS Holdings

Market Cap: US$6.0b

Engages in the development and operation of data centers in the People's Republic of China.

Amdocs

Market Cap: US$5.5b

Through its subsidiaries, provides software and services to communications, entertainment, media, and other service providers worldwide.

Pegasystems

Market Cap: US$5.2b

Develops, markets, licenses, hosts, and supports enterprise software in the United States, rest of the Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and the Asia-Pacific.

Klaviyo

Market Cap: US$5.1b

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.

Dolby Laboratories

Market Cap: US$4.8b

Engages in the design and manufacture of audio, imaging, accessibility, and other hardware and software solutions for television, broadcast, and live entertainment industries in the United States and internationally.

EPAM Systems

Market Cap: US$4.6b

Provides digital platform engineering and software development services worldwide.

Bitdeer Technologies Group

Market Cap: US$3.4b

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

CCC Intelligent Solutions Holdings

Market Cap: US$3.3b

Operates as a software as a service (SaaS) company for the property and casualty insurance economy in the United States and China.

CleanSpark

Market Cap: US$3.2b

Operates as a bitcoin mining company in the Americas.

Pony AI

Market Cap: US$3.0b

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

SoundHound AI

Market Cap: US$2.8b

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

Kingsoft Cloud Holdings

Market Cap: US$2.7b

Provides cloud services to businesses and organizations primarily in China.

VNET Group

Market Cap: US$2.3b

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

NextNav

Market Cap: US$2.2b

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

Wix.com

Market Cap: US$2.1b

Operates a cloud-based web development platform for registered users and creators in the United States, Europe, Israel, and internationally.