U.S. Software Top Stock Picks from Analysts

Strategy

Market Cap: US$68.2b

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

Atlassian

Market Cap: US$41.1b

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

Circle Internet Group

Market Cap: US$23.1b

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

Figma

Market Cap: US$22.8b

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

HubSpot

Market Cap: US$20.7b

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

Rubrik

Market Cap: US$14.1b

Provides data security solutions to individuals and businesses worldwide.

Bitmine Immersion Technologies

Market Cap: US$10.6b

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

Aurora Innovation

Market Cap: US$8.2b

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

Wix.com

Market Cap: US$7.6b

Operates a cloud-based web development platform for registered users and creators worldwide.

Riot Platforms

Market Cap: US$6.4b

Operates as a Bitcoin mining company in the United States.

Pony AI

Market Cap: US$6.4b

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

MARA Holdings

Market Cap: US$6.0b

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

TeraWulf

Market Cap: US$5.8b

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

Commvault Systems

Market Cap: US$5.5b

Provides a cyber resilience platform for protecting and recovering data and cloud-native applications in the Americas and internationally.

CCC Intelligent Solutions Holdings

Market Cap: US$4.9b

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

Zeta Global Holdings

Market Cap: US$4.7b

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

Clearwater Analytics Holdings

Market Cap: US$4.7b

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.

Bitdeer Technologies Group

Market Cap: US$4.5b

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

CleanSpark

Market Cap: US$4.3b

Operates as a bitcoin mining company in the Americas.

Varonis Systems

Market Cap: US$4.0b

Provides software products and services that continuously discover and classify critical data, remediate exposures, and detect advanced threats with AI-powered technology in North America, Europe, APAC, and rest of world.

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.

Kingsoft Cloud Holdings

Market Cap: US$3.5b

Provides cloud services to businesses and organizations primarily in China.

Intapp

Market Cap: US$3.2b

Through its subsidiary, Integration Appliance, Inc., provides AI-powered solutions in the United States, the United Kingdom, and internationally.

Freshworks

Market Cap: US$3.1b

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

Braze

Market Cap: US$3.0b

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

AvePoint

Market Cap: US$3.0b

Provides cloud-native data management software platform in North America, Europe, the Middle East, Africa, and the Asia Pacific.

Globant

Market Cap: US$2.6b

Provides technology services worldwide.

Alkami Technology

Market Cap: US$2.0b

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

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.

Pagaya Technologies

Market Cap: US$1.8b

A product-focused technology company, deploys data science and proprietary artificial intelligence-powered technology for financial services and other service providers, their customers, and asset investors in the United States, Israel, and the Cayman Islands.

Five9

Market Cap: US$1.7b

Provides intelligent cloud software for contact centers in the United States and internationally.

NextNav

Market Cap: US$1.6b

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

PAR Technology

Market Cap: US$1.3b

Provides omnichannel cloud-based hardware and software solutions to the worldwide.

Tuya

Market Cap: US$1.3b

Provides AI cloud platform services in the People’s Republic of China.

Amplitude

Market Cap: US$1.3b

Provides a digital analytics platform that analyzes customer behavior in the United States and internationally.

Opera

Market Cap: US$1.2b

Provides mobile and PC web browsers and related products and services in Norway and internationally.