U.S. Software Top Stock Picks from Analysts

VTEX

Market Cap: US$585.3m

Provides software-as-a-service digital commerce platform for enterprise brands and retailers.

Bit Digital

Market Cap: US$522.7m

Engages in the institutional grade ethereum treasury and staking business.

American Bitcoin

Market Cap: US$505.4m

A Bitcoin accumulation platform company, focuses on building a Bitcoin infrastructure platform.

CI&T

Market Cap: US$459.5m

Provides strategy, design, and software engineering services in North America, Europe, Latin America, Asia Pacific, and worldwide.

i3 Verticals

Market Cap: US$424.8m

Provides enterprise software and services solutions to public sector entities in the United States and Canada.

Gorilla Technology Group

Market Cap: US$420.3m

Provides solutions in security, network, business intelligence, and Internet of Things (IoT) technology in Taiwan and the United Kingdom.

Allot

Market Cap: US$385.0m

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

DSC Holdings

Market Cap: US$370.5m

Develops an artificial intelligence application infrastructure for the used car industry in China.

Duos Technologies Group

Market Cap: US$364.1m

Designs, develops, deploys, and operates intelligent technology solutions in North America.

Blend Labs

Market Cap: US$342.9m

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

Telos

Market Cap: US$328.8m

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

Digi Power X

Market Cap: US$326.1m

An energy infrastructure company, develops data centers to drive the expansion of energy assets in the United States.

Xperi

Market Cap: US$315.6m

Operates as a media and entertainment technology company worldwide.

CS Disco

Market Cap: US$286.9m

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.

Soluna Holdings

Market Cap: US$286.2m

Engages in the mining of cryptocurrency through data centres.

Gloo Holdings

Market Cap: US$266.9m

Designs and develops a vertical technology platform for the faith and flourishing ecosystem.

TSS

Market Cap: US$266.4m

Engages in the planning, design, deployment, maintenance, and refresh of end-user and enterprise systems in the United States.

Hackett Group

Market Cap: US$261.5m

Operates as an intellectual property platform-based generative artificial intelligence strategic consulting and executive advisory digital transformation in the United States, Europe, and internationally.

Kaltura

Market Cap: US$254.8m

Provides various software-as-a-service (SaaS) products and solutions and a platform-as-a-service (PaaS) in the United States, Europe, the Middle East, Africa, and internationally.

Silvaco Group

Market Cap: US$230.4m

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

QumulusAI

Market Cap: US$221.5m

Operates as a cloud infrastructure company.

Crexendo

Market Cap: US$218.8m

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

BitFuFu

Market Cap: US$215.0m

Provides digital asset mining solutions in North America, Asia, Africa, Oceania, Europe, and internationally.

eGain

Market Cap: US$197.4m

Engages in the development, license, implementation, and support of its customer service infrastructure software solutions in North America, Europe, the Middle East, Africa, and the Asia Pacific.

Unisys

Market Cap: US$194.0m

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

Perfect

Market Cap: US$191.5m

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.

Exodus Movement

Market Cap: US$191.2m

Operates as a financial technology for blockchain and digital asset industry in the United States.

Commerce.com

Market Cap: US$171.5m

Provides artificial intelligence-driven commerce ecosystem in the United States, Europe, the Middle East, Africa, the Asia Pacific, and internationally.

Zapata Quantum

Market Cap: US$159.2m

Operates as a pure-play hardware-agnostic quantum software company.

Endava

Market Cap: US$158.5m

Provides technology services in North America, Europe, the United Kingdom, and internationally.

ZenaTech

Market Cap: US$158.3m

An enterprise software technology company, develops cloud-based software applications in Canada, South Korea, the United Kingdom, North America, Europe, Taiwan, and the United Arab Emirates.

Digimarc

Market Cap: US$156.5m

Provides digital identity and authentication solutions in the United States and internationally.

ReposiTrak

Market Cap: US$147.6m

A software-as-a-service provider, operates a business-to-business, e-commerce, compliance and traceability, and supply chain management platform in North America.

Roadzen

Market Cap: US$131.2m

Operates an Insurtech company in India, the United States, the United Kingdom, and Europe.

Veritone

Market Cap: US$100.0m

Engages in the provision of artificial intelligence (AI) computing solutions and services in the United States, the United Kingdom, France, Australia, Israel, and India.

AIB Data Centers

Market Cap: US$94.2m

Develops and operates digital infrastructure for AI hosting and computing workloads.