U.S. Software Top Stock Picks from Analysts

Oracle

Market Cap: US$635.3b

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

Strategy

Market Cap: US$57.4b

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

Atlassian

Market Cap: US$39.9b

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

CoreWeave

Market Cap: US$38.5b

Operates a cloud platform that provides scaling, support, and acceleration for GenAI.

Nebius Group

Market Cap: US$21.0b

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

Circle Internet Group

Market Cap: US$19.3b

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

Figma

Market Cap: US$19.1b

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

Rubrik

Market Cap: US$14.1b

Provides data security solutions to individuals and businesses worldwide.

IREN

Market Cap: US$13.1b

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

Bitmine Immersion Technologies

Market Cap: US$9.8b

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

Klaviyo

Market Cap: US$8.6b

A technology company, provides a software-as-a-service platform in the United States, other Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

ServiceTitan

Market Cap: US$8.3b

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

D-Wave Quantum

Market Cap: US$8.3b

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

Aurora Innovation

Market Cap: US$8.0b

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

Wix.com

Market Cap: US$7.0b

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

Applied Digital

Market Cap: US$6.8b

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

GDS Holdings

Market Cap: US$5.9b

Develops and operates data centers in the People's Republic of China.

Kyndryl Holdings

Market Cap: US$5.9b

Operates as a technology services company and IT infrastructure services provider in the United States, Japan, and internationally.

Cipher Mining

Market Cap: US$5.7b

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

Pony AI

Market Cap: US$5.6b

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

Commvault Systems

Market Cap: US$5.6b

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

Riot Platforms

Market Cap: US$5.2b

Operates as a Bitcoin mining company in the United States.

CCC Intelligent Solutions Holdings

Market Cap: US$4.7b

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

Core Scientific

Market Cap: US$4.6b

Provides digital asset mining services in the United States.

TeraWulf

Market Cap: US$4.6b

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

MARA Holdings

Market Cap: US$4.5b

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

Zeta Global Holdings

Market Cap: US$4.4b

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

Hut 8

Market Cap: US$4.0b

Operates as a vertically integrated operator of energy infrastructure and Bitcoin miners in North America.

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.

Freshworks

Market Cap: US$3.4b

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

Kingsoft Cloud Holdings

Market Cap: US$3.4b

Provides cloud services to businesses and organizations primarily in China.

Braze

Market Cap: US$3.2b

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

CleanSpark

Market Cap: US$3.1b

Operates as a bitcoin mining company in the Americas.

AvePoint

Market Cap: US$2.8b

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

VNET Group

Market Cap: US$2.4b

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

Bitdeer Technologies Group

Market Cap: US$2.2b

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