U.S. Software Top Stock Picks from Analysts

Viant Technology

Market Cap: US$874.8m

Operates as an advertising technology company.

Blend Labs

Market Cap: US$851.7m

Provides a cloud-based software platform for financial services firms in the United States.

BigBear.ai Holdings

Market Cap: US$841.0m

Provides artificial intelligence-powered decision intelligence solutions.

PROS Holdings

Market Cap: US$831.7m

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.

Pagaya Technologies

Market Cap: US$821.5m

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.

BitFuFu

Market Cap: US$685.0m

Engages in the provision of digital asset mining solutions in Singapore, North America, Asia, and Europe.

Similarweb

Market Cap: US$632.0m

Provides digital data and analytics for power critical business decisions in the United States, Europe, the Asia Pacific, the United Kingdom, Israel, and internationally.

Rezolve AI

Market Cap: US$615.8m

Provides AI solutions for commerce.

Consensus Cloud Solutions

Market Cap: US$378.6m

Provides information delivery services with a software-as-a-service platform worldwide.

Mitek Systems

Market Cap: US$375.5m

Provides mobile image capture and digital identity verification solutions worldwide.

Bit Digital

Market Cap: US$372.8m

Engages in the bitcoin mining business.

Gorilla Technology Group

Market Cap: US$353.2m

Provides solutions in security, network, business intelligence, and Internet of Things (IoT) technology in the Asia Pacific region, the Americas, Cayman Islands, and internationally.

Xperi

Market Cap: US$331.8m

Operates as a consumer and entertainment technology company worldwide.

Rackspace Technology

Market Cap: US$329.9m

Operates as a cloud and artificial intelligence solutions company in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.

Ooma

Market Cap: US$325.7m

Engages in communications services and related technologies for businesses and consumers in the United States and Canada.

Materialise

Market Cap: US$312.5m

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

Rimini Street

Market Cap: US$296.7m

Provides enterprise software products, services, and support.

Agora

Market Cap: US$293.6m

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.

Unisys

Market Cap: US$288.5m

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

Digimarc

Market Cap: US$284.6m

Provides digital watermarking solutions in the United States and internationally.

Arteris

Market Cap: US$270.7m

Provides semiconductor system intellectual property solutions in the United States, rest of the Americas, China, Korea, the rest of the Asia Pacific, Europe, and the Middle East.

Allot

Market Cap: US$246.1m

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

Backblaze

Market Cap: US$245.3m

A storage cloud platform, provides businesses and consumers cloud services to store, use, and protect data in the United States and internationally.

8x8

Market Cap: US$230.5m

Provides voice, video, chat, contact center, and enterprise-class application programmable interface (API) Software-as-a-Service solutions for small business, mid-market, enterprise customers, government agencies, and other organizations worldwide.

Abaxx Technologies

Market Cap: US$225.8m

Engages in developing software tools which enable commodity traders and finance professionals to communicate, trade, and transact in Canada.

CS Disco

Market Cap: US$218.6m

Provides cloud-native and artificial intelligence-powered legal products for legal hold, legal request, ediscovery, legal document review, and case management in the United States and internationally.

Telos

Market Cap: US$202.9m

Provides cyber, cloud, and enterprise security solutions in the United States and internationally.

ON24

Market Cap: US$198.1m

Provides a cloud-based intelligent engagement platform that offers interactive and personalized digital experience products to create and capture data from professionals to provide businesses with buying signals and behavioral insights to convert prospects into customers worldwide.

Perfect

Market Cap: US$193.5m

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.

Arqit Quantum

Market Cap: US$188.8m

Provides cybersecurity services through satellite and terrestrial platforms in the United Kingdom.

WM Technology

Market Cap: US$187.3m

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

RADCOM

Market Cap: US$176.0m

Provides cloud-native and 5G-ready network intelligence solutions for communication service providers (CSPs).

Silvaco Group

Market Cap: US$149.2m

Provides technology computer aided design (TCAD) software, electronic design automation (EDA) software, and semiconductor intellectual property (SIP) solutions in the United States and internationally.

AudioEye

Market Cap: US$148.1m

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

eGain

Market Cap: US$137.8m

Develops, licenses, implements, and supports customer service infrastructure software solutions in North America, Europe, the Middle East, Africa, and the Asia Pacific.

Crexendo

Market Cap: US$131.7m

Provides cloud communication platform software and unified communications as a service in the United States and internationally.