U.S. Software Top Stock Picks from Analysts

Gloo Holdings

Market Cap: US$442.3m

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

Blend Labs

Market Cap: US$433.4m

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

Yext

Market Cap: US$418.5m

Provides a platform that offers answers to consumer questions in North America and internationally.

Allot

Market Cap: US$399.2m

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

Rimini Street

Market Cap: US$361.9m

Provides enterprise software support, managed services, and Agentic AI ERP solutions.

Silvaco Group

Market Cap: US$315.8m

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

BitFuFu

Market Cap: US$310.0m

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

Hackett Group

Market Cap: US$290.4m

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

Arqit Quantum

Market Cap: US$273.7m

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

Soluna Holdings

Market Cap: US$269.7m

Engages in the mining of cryptocurrency through data centres.

Commerce.com

Market Cap: US$258.3m

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

CS Disco

Market Cap: US$255.9m

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.

Kaltura

Market Cap: US$230.1m

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.

Exodus Movement

Market Cap: US$212.3m

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

eGain

Market Cap: US$204.0m

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.

Veritone

Market Cap: US$197.0m

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

Domo

Market Cap: US$188.3m

Operates a cloud-based modern AI and data products platform in North America, Western Europe, Australia, Japan, and India.

ReposiTrak

Market Cap: US$187.7m

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

Perfect

Market Cap: US$176.2m

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.

Endava

Market Cap: US$170.2m

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

Roadzen

Market Cap: US$157.8m

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

Cheetah Mobile

Market Cap: US$143.4m

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

ZenaTech

Market Cap: US$125.7m

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.

Rekor Systems

Market Cap: US$114.1m

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

Airship AI Holdings

Market Cap: US$104.0m

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

SoundThinking

Market Cap: US$97.3m

A public safety technology company, provides data-driven solutions and strategic advisory services for law enforcement, security teams, and civic leadership.

Rank One Computing

Market Cap: US$95.6m

Provides advanced biometric, facial recognition, and vision AI solutions in United States.

AudioEye

Market Cap: US$95.5m

Provides patented, 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.

Intellicheck

Market Cap: US$89.5m

A technology company, provides on-demand digital identity validation solutions for KYC, fraud, and age verification needs in North America.

Castellum

Market Cap: US$80.2m

Operates as a technology company in the United States and internationally.

BTCS

Market Cap: US$78.1m

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

XTI Aerospace

Market Cap: US$69.6m

An aerospace company, provides unmanned aerial systems solutions for enterprise, public safety, government, and defense customers in the United States and Poland.

Research Solutions

Market Cap: US$69.5m

Through its subsidiaries, provides research cloud-based software-as-a-service software platform and related services to corporate, academic, government and individual researchers in the United States, Europe, and internationally.

NextTrip

Market Cap: US$29.8m

A technology-driven travel company, develops an integrated travel booking and media platform to connect leisure, group, and business travelers in the United States and internationally.

Beamr Imaging

Market Cap: US$28.4m

Engages in the content-adaptive video compression business in the United States, Israel, and internationally.

LivePerson

Market Cap: US$27.6m

Operates as a digital customer conversation in the United States, Canada, Latin America, South America, Europe, the Middle East, Africa, and the Asia-Pacific.