U.S. Software Top Stock Picks from Analysts

Bit Digital

Market Cap: US$1.0b

Engages in the institutional grade ethereum treasury and staking business.

Rapid7

Market Cap: US$929.8m

Provides cybersecurity software and services under the Rapid7, Nexpose, and Metasploit brand names.

Blend Labs

Market Cap: US$724.7m

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

Similarweb

Market Cap: US$712.9m

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

VTEX

Market Cap: US$696.5m

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

Exodus Movement

Market Cap: US$628.5m

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

Sprout Social

Market Cap: US$591.9m

Designs, develops, and operates a web-based social media management platform in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

CI&T

Market Cap: US$591.0m

Provides strategy, design, and software engineering services worldwide.

Viant Technology

Market Cap: US$541.4m

Operates as an advertising technology company.

BitFuFu

Market Cap: US$523.6m

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

Arqit Quantum

Market Cap: US$517.5m

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

Endava

Market Cap: US$505.2m

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

Hackett Group

Market Cap: US$503.8m

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

Weave Communications

Market Cap: US$498.6m

Provides a customer experience and payments software platform for small and medium-sized healthcare businesses.

Veritone

Market Cap: US$492.1m

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

Gorilla Technology Group

Market Cap: US$406.5m

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

Commerce.com

Market Cap: US$375.4m

Operates a software-as-a-service e-commerce platform for brands and retailers in the United States, North and South America, Europe, the Middle East, Africa, and the Asia Pacific.

Rimini Street

Market Cap: US$357.8m

Provides enterprise software products, services, and support.

Materialise

Market Cap: US$341.4m

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

Backblaze

Market Cap: US$334.5m

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

Ooma

Market Cap: US$316.8m

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

Agora

Market Cap: US$316.6m

Through its subsidiaries, 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.

Xperi

Market Cap: US$305.4m

Operates as a consumer and entertainment technology company worldwide.

Rekor Systems

Market Cap: US$281.1m

Provides infrastructure solutions for public safety, urban mobility, and transportation management markets in the United States and internationally.

ReposiTrak

Market Cap: US$274.6m

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

Kaltura

Market Cap: US$227.1m

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.

Cheetah Mobile

Market Cap: US$220.1m

Provides internet services, artificial intelligence (AI), and other services in the People’s Republic of China, Hong Kong, Japan, and internationally.

Perfect

Market Cap: US$196.6m

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.

TON Strategy

Market Cap: US$196.5m

Through its subsidiaries, operates as an interactive video-based social commerce company.

Unisys

Market Cap: US$194.0m

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

Digimarc

Market Cap: US$179.3m

Provides digital watermarking solutions in the United States and internationally.

AudioEye

Market Cap: US$165.7m

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

WM Technology

Market Cap: US$164.4m

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

BTCS

Market Cap: US$150.9m

A blockchain technology company, provides blockchain infrastructure services in the United States.

Silvaco Group

Market Cap: US$150.7m

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

Airship AI Holdings

Market Cap: US$145.9m

Provides artificial intelligence (AI)-driven data management surveillance platforms in the United States.