U.S. Software Top Stock Picks from Analysts

Oracle

Market Cap: US$349.6b

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

AppLovin

Market Cap: US$142.6b

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

Intuit

Market Cap: US$80.4b

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

Autodesk

Market Cap: US$46.0b

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

CoreWeave

Market Cap: US$39.9b

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

Strategy

Market Cap: US$34.9b

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

Atlassian

Market Cap: US$24.5b

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$16.3b

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

Quantinuum

Market Cap: US$15.0b

Manufactures and develops quantum computing hardware and software in United States and Internationally.

IREN

Market Cap: US$14.4b

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

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.

Aurora Innovation

Market Cap: US$11.9b

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

Bitmine Immersion Technologies

Market Cap: US$10.0b

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

TeraWulf

Market Cap: US$9.3b

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

Applied Digital

Market Cap: US$8.0b

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

ServiceTitan

Market Cap: US$7.6b

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

Procore Technologies

Market Cap: US$7.0b

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

InterDigital

Market Cap: US$6.7b

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

GDS Holdings

Market Cap: US$6.5b

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

D-Wave Quantum

Market Cap: US$6.2b

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

Amdocs

Market Cap: US$5.6b

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

Klaviyo

Market Cap: US$5.4b

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.

Pegasystems

Market Cap: US$5.3b

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.

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$4.7b

Provides digital platform engineering and software development services worldwide.

Kingsoft Cloud Holdings

Market Cap: US$3.0b

Provides cloud services to businesses and organizations primarily in China.

Pony AI

Market Cap: US$2.9b

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

Bitdeer Technologies Group

Market Cap: US$2.8b

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

SoundHound AI

Market Cap: US$2.7b

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.

VNET Group

Market Cap: US$2.2b

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

NextNav

Market Cap: US$1.8b

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

Via Transportation

Market Cap: US$1.5b

Provides a platform that transforms global transportation systems into digital networks in the United States, Germany, and internationally.

Blackbaud

Market Cap: US$1.5b

Engages in the providing AI-powered solutions in the United States and internationally.

SharonAI Holdings

Market Cap: US$1.5b

Operates as a computing company specializing in accelerated compute platforms, AI infrastructure, and cloud GPU environments.

Boost Run

Market Cap: US$1.4b

Provides artificial intelligence cloud infrastructure and high-performance computing solutions.

Pagaya Technologies

Market Cap: US$1.4b

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