U.S. Software Top Stock Picks from Analysts

Strategy

Market Cap: US$98.5b

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

Atlassian

Market Cap: US$44.3b

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

Aurora Innovation

Market Cap: US$11.2b

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

Clearwater Analytics Holdings

Market Cap: US$5.2b

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.

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.

Alkami Technology

Market Cap: US$2.6b

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

Globant

Market Cap: US$2.5b

Provides technology services worldwide.

Progress Software

Market Cap: US$1.8b

Develops, deploys, and manages artificial intelligence (AI) powered applications and digital experiences in the United States and internationally.

Bit Digital

Market Cap: US$1.0b

Engages in the bitcoin mining business.

Exodus Movement

Market Cap: US$848.2m

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

Sprout Social

Market Cap: US$837.5m

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

VTEX

Market Cap: US$824.3m

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

PROS Holdings

Market Cap: US$789.4m

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.

Grid Dynamics Holdings

Market Cap: US$637.6m

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

BitFuFu

Market Cap: US$631.9m

Provides digital asset mining solutions in North America, Asia, Europe, and internationally.

Gorilla Technology Group

Market Cap: US$616.1m

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

Weave Communications

Market Cap: US$586.2m

Provides a customer experience and payments software platform for small and medium-sized healthcare businesses.

Viant Technology

Market Cap: US$572.2m

Operates as an advertising technology company.

Endava

Market Cap: US$501.4m

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

Allot

Market Cap: US$464.2m

Develops, sells, and markets network intelligence and security solutions in Israel, Europe, Asia, Oceania, the Americas, the Middle East, and Africa.

TON Strategy

Market Cap: US$413.5m

Through its subsidiaries, operates as an interactive video-based social commerce company.

Veritone

Market Cap: US$375.0m

Engages in the provision of artificial intelligence (AI) computing solutions and services in the United States, the United Kingdom, France, Australia, Israel, and India.

Agora

Market Cap: US$349.3m

Through its subsidiaries, 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.

ReposiTrak

Market Cap: US$322.2m

A software-as-a-service provider, designs, develops, and markets proprietary software products in North America.

Materialise

Market Cap: US$312.5m

Provides additive manufacturing and medical software tools, and 3D printing services in the Americas, Europe, Africa, and the Asia-Pacific.

Unisys

Market Cap: US$286.6m

Operates as an information technology solutions company in the United States, the United Kingdom, and internationally.

Xperi

Market Cap: US$282.6m

Operates as a consumer and entertainment technology company worldwide.

Kaltura

Market Cap: US$258.0m

Provides various software-as-a-service (SaaS) products and solutions and a platform-as-a-service (PaaS) in the United States, Europe, the Middle East, Africa, and internationally.

Digimarc

Market Cap: US$226.0m

Provides digital watermarking solutions in the United States and internationally.

Rekor Systems

Market Cap: US$225.6m

Provides infrastructure solutions for public safety, urban mobility, and transportation management markets in the United States and internationally.

WM Technology

Market Cap: US$213.8m

An online cannabis marketplace, provides ecommerce and compliance software solutions to retailers and brands in cannabis market in the United States and internationally.

Perfect

Market Cap: US$199.6m

An artificial intelligence software as a service company, provides artificial intelligence (AI)- and augmented reality (AR)-powered solutions for beauty, fashion, and skincare industries worldwide.

Airship AI Holdings

Market Cap: US$187.0m

Provides artificial intelligence (AI)-driven data management surveillance platforms in the United States.

ZenaTech

Market Cap: US$184.4m

An enterprise software technology company, develops cloud-based software applications in Canada.

Expensify

Market Cap: US$180.7m

Provides a cloud-based expense management software platform in the United States and internationally.

AudioEye

Market Cap: US$164.2m

Provides Internet content publication and distribution software and related services to Internet and other media to people regardless of their device, location, or disabilities in the United States and Europe.