U.S. Software Top Stock Picks from Analysts

Workiva

Market Cap: US$2.8b

Provides cloud-based reporting solutions in the United States and internationally.

Kingsoft Cloud Holdings

Market Cap: US$2.6b

Provides cloud services to businesses and organizations primarily in China.

Braze

Market Cap: US$2.4b

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

NextNav

Market Cap: US$2.3b

Provides positioning, navigation, and timing (PNT) solutions in the United States.

VNET Group

Market Cap: US$2.2b

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

Wix.com

Market Cap: US$1.8b

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.

BigBear.ai Holdings

Market Cap: US$1.7b

Provides artificial intelligence-powered decision intelligence solutions for national security, supply chain management, and digital identity markets.

BlackLine

Market Cap: US$1.7b

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

Via Transportation

Market Cap: US$1.4b

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.

Pagaya Technologies

Market Cap: US$1.3b

A product-focused technology company, deploys data science and proprietary artificial intelligence-powered technology for financial services, their customers, and institutional or sophisticated investors in the United States, Israel, and the Cayman Islands.

Globant

Market Cap: US$1.3b

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

Sprinklr

Market Cap: US$1.2b

Provides enterprise cloud software products worldwide.

Braiin

Market Cap: US$1.2b

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.

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.

Viant Technology

Market Cap: US$772.6m

Operates a cloud-based demand side platform (DSP) that enables the programmatic purchase of digital advertising across multiple channels, including connected TV (CTV), streaming audio, digital out-of-home, mobile, and desktop.

American Bitcoin

Market Cap: US$763.2m

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

PAR Technology

Market Cap: US$697.1m

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

Bit Digital

Market Cap: US$694.9m

Engages in the institutional grade ethereum treasury and staking business.

N-able

Market Cap: US$666.9m

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

Digi Power X

Market Cap: US$505.5m

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

Gorilla Technology Group

Market Cap: US$483.4m

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

Grid Dynamics Holdings

Market Cap: US$457.4m

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

CI&T

Market Cap: US$430.6m

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

Blend Labs

Market Cap: US$418.9m

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

Arqit Quantum

Market Cap: US$402.3m

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

Allot

Market Cap: US$382.1m

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

Duos Technologies Group

Market Cap: US$360.0m

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

Gloo Holdings

Market Cap: US$358.0m

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

Telos

Market Cap: US$336.7m

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

TSS

Market Cap: US$317.8m

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

Hackett Group

Market Cap: US$284.4m

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