U.S. Software Top Stock Picks from Analysts

Microsoft

Market Cap: US$2.6t

Develops and supports software, services, devices, and solutions worldwide.

Oracle

Market Cap: US$401.7b

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

AppLovin

Market Cap: US$125.5b

Provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.

ServiceNow

Market Cap: US$104.0b

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

Snowflake

Market Cap: US$52.8b

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

Strategy

Market Cap: US$43.6b

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

Datadog

Market Cap: US$40.5b

Operates an observability and security platform for cloud applications in the United States and internationally.

CoreWeave

Market Cap: US$39.3b

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

Nebius Group

Market Cap: US$25.5b

A technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel.

Fair Isaac

Market Cap: US$24.0b

Provides analytics software in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Zscaler

Market Cap: US$21.4b

Operates as a cloud security company worldwide.

MongoDB

Market Cap: US$18.9b

Provides general purpose database platform worldwide.

Atlassian

Market Cap: US$17.2b

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

Guidewire Software

Market Cap: US$12.2b

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

HubSpot

Market Cap: US$12.2b

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

IREN

Market Cap: US$11.7b

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

Gen Digital

Market Cap: US$11.1b

Engages in the provision of cyber safety solutions for individuals, families, and small businesses.

Figma

Market Cap: US$10.5b

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

Rubrik

Market Cap: US$9.3b

Provides data security solutions to individuals and businesses worldwide.

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.

Bitmine Immersion Technologies

Market Cap: US$8.4b

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

Aurora Innovation

Market Cap: US$8.0b

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

InterDigital

Market Cap: US$7.7b

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

Manhattan Associates

Market Cap: US$7.6b

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

Applied Digital

Market Cap: US$6.6b

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

SailPoint

Market Cap: US$6.6b

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

TeraWulf

Market Cap: US$6.3b

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

ServiceTitan

Market Cap: US$5.8b

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

Klaviyo

Market Cap: US$5.7b

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.

AppFolio

Market Cap: US$5.6b

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

Cipher Digital

Market Cap: US$5.6b

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

Open Text

Market Cap: US$5.4b

Designs, develops, markets, and sells information management software and solutions in North, Central, and South America, Europe, the Middle East, Africa, Australia, Japan, Singapore, India, and China.

Hut 8

Market Cap: US$5.3b

Operates as an energy infrastructure platform that integrates power, digital infrastructure, and compute at scale to fuel energy-intensive use cases in the United States and Canada.

JFrog

Market Cap: US$5.2b

Provides software supply chain platform in the United States, Israel, India, and internationally.

D-Wave Quantum

Market Cap: US$5.1b

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

Elastic

Market Cap: US$5.0b

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.