U.S. Software Top Stock Picks from Analysts

Braze

Market Cap: US$2.4b

Operates a customer engagement platform that provides interactions between consumers and brands worldwide.

VNET Group

Market Cap: US$2.1b

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

Wix.com

Market Cap: US$1.9b

Operates a cloud-based web development platform for registered users and creators in the United States, Europe, Israel, and internationally.

Vertex

Market Cap: US$1.8b

Provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally.

BlackLine

Market Cap: US$1.6b

Provides cloud-based solutions to automate and streamline accounting and finance operations in the United States and internationally.

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.

Progress Software

Market Cap: US$1.4b

Provides software products that develops, deploys, and manages artificial intelligence (AI) powered applications and digital experiences in the United States and internationally.

Blackbaud

Market Cap: US$1.3b

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

Globant

Market Cap: US$1.3b

Provides technology services in the United States, rest of North America, Latin America, Europe, and internationally.

Braiin

Market Cap: US$1.3b

Operates as an agriculture and analytics services company that provides solutions to improve farming productivity using IoTs, Wireless Connectivity, Robotics, Software, and AI/ML in Australia and New Zealand.

Sprinklr

Market Cap: US$1.2b

Provides enterprise cloud software products worldwide.

Tuya

Market Cap: US$1.1b

Provides artificial intelligence (AI) cloud platform services in the People’s Republic of China.

NCR Voyix

Market Cap: US$1.1b

Provides digital commerce solutions for retail stores and restaurants in the United States, the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Rezolve AI

Market Cap: US$961.2m

Provides generative AI solutions for the retail and e-commerce sectors in the United Kingdom and the United States.

Everforth

Market Cap: US$767.5m

Provides information technology solutions for commercial and government sectors in the United States, Canada, and Europe.

American Bitcoin

Market Cap: US$759.7m

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

VTEX

Market Cap: US$717.7m

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

PAR Technology

Market Cap: US$711.9m

Provides omnichannel cloud-based software and hardware solutions for the restaurant and retail industries worldwide.

N-able

Market Cap: US$695.1m

Provides unified endpoint management, security operations, and data protection solutions worldwide.

Bit Digital

Market Cap: US$639.0m

Engages in the institutional grade ethereum treasury and staking business.

Gorilla Technology Group

Market Cap: US$519.3m

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

Digi Power X

Market Cap: US$491.0m

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

Grid Dynamics Holdings

Market Cap: US$454.9m

Provides enterprise artificial intelligence and digital transformation services in North America, Europe, and internationally.

Arqit Quantum

Market Cap: US$452.8m

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

CI&T

Market Cap: US$428.0m

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

Allot

Market Cap: US$424.2m

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

Blend Labs

Market Cap: US$409.2m

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

Gloo Holdings

Market Cap: US$370.3m

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

Duos Technologies Group

Market Cap: US$367.8m

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

Telos

Market Cap: US$336.7m

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

Hackett Group

Market Cap: US$276.8m

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

Unisys

Market Cap: US$276.3m

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

BitFuFu

Market Cap: US$250.0m

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

CS Disco

Market Cap: US$242.4m

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.

Commerce.com

Market Cap: US$240.1m

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

Soluna Holdings

Market Cap: US$220.8m

Engages in the mining of cryptocurrency through data centres.