U.S. Software Potentially Undervalued Companies

PTC

Market Cap: US$13.1b

Operates as software company in the Americas, Europe, and the Asia Pacific.

Workiva

Market Cap: US$2.7b

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

Pegasystems

Market Cap: US$5.0b

Develops, markets, licenses, hosts, and supports enterprise software in the United States, rest of the Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and the Asia-Pacific.

Blackbaud

Market Cap: US$1.3b

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

Xperi

Market Cap: US$397.3m

Operates as a media and entertainment technology company worldwide.

Computer Modelling Group

Market Cap: US$279.2m

A software and consulting technology company, engages in the development and licensing of reservoir simulation and seismic interpretation software and related services.

Zoom Communications

Market Cap: US$25.3b

Provides an Artificial Intelligence-first open work platform for human connection in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Cognyte Software

Market Cap: US$660.4m

A software-driven technology company, focuses on investigative analytics solutions worldwide.

Opera

Market Cap: US$1.8b

Provides mobile and PC web browsers and related products and services in Ireland, Singapore, the United States, and internationally.

Microsoft

Market Cap: US$2.8t

Develops and supports software, services, devices, and solutions worldwide.

Roper Technologies

Market Cap: US$34.1b

Designs and develops vertical software and technology enabled products in the United States, Canada, Europe, Asia, and internationally.

CI&T

Market Cap: US$429.3m

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

Tuya

Market Cap: US$1.1b

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

BitFuFu

Market Cap: US$218.3m

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

i3 Verticals

Market Cap: US$608.4m

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

Trimble

Market Cap: US$11.9b

Offers technology solutions and platform that enable office professionals and field workers to connect workflows and industry lifecycles in North America, Europe, the Asia Pacific, and internationally.

Sage Group

Market Cap: US$7.6b

Offers technology solutions and services for small and medium businesses in North America, Europe, the United Kingdom, Ireland, Africa and Asia-Pacific.

Smith Micro Software

Market Cap: US$13.7m

Develops and sells software solutions to simplify and enhance the mobile experience to wireless and cable service providers in the Americas, Europe, the Middle East, and Africa.

SAP

Market Cap: US$164.6b

Provides enterprise application and business solutions worldwide.

Similarweb

Market Cap: US$537.0m

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

Appian

Market Cap: US$1.7b

Operates as a software company in the United States, Australia, Canada, France, Germany, India, Italy, Japan, Mexico, the Netherlands, Portugal, Singapore, Spain, Sweden, Switzerland, the United Kingdom, and internationally.

ACI Worldwide

Market Cap: US$5.1b

Develops, markets, installs, and supports software products and services for facilitating electronic payments in the United States and worldwide.

Thryv Holdings

Market Cap: US$174.7m

Provides digital marketing solutions and cloud-based tools to the small-to-medium-sized businesses in the United States.

Procore Technologies

Market Cap: US$6.1b

Provides a cloud-based construction management platform and related products and services in the United States and internationally.

LiveRamp Holdings

Market Cap: US$2.3b

A technology company, operates a data collaboration platform in the United States, Europe, the Asia-Pacific, and internationally.

Dropbox

Market Cap: US$6.4b

Provides a content collaboration platform in the United States and internationally.

Enghouse Systems

Market Cap: US$873.2m

Develops enterprise software solutions worldwide.

Gen Digital

Market Cap: US$15.0b

Engages in the provision of cyber safety and trust-based solutions for individuals, families, and small businesses.

dotdigital Group

Market Cap: US$136.5m

Engages in the provision of intuitive software as a service (SaaS) and managed services to digital marketing professionals worldwide.

NTG Clarity Networks

Market Cap: US$36.0m

Provides network, telecom, IT, and infrastructure solutions to medium and large network service providers in Canada, North America, Iraq, Saudi Arabia, Egypt, and Oman.

Zscaler

Market Cap: US$22.8b

Operates as a cloud security company worldwide.

Pagaya Technologies

Market Cap: US$1.5b

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.

DocuSign

Market Cap: US$8.5b

Provides electronic signature solution in the United States and internationally.

EPAM Systems

Market Cap: US$4.1b

Provides digital platform engineering and software development services worldwide.

Endava

Market Cap: US$149.5m

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

GoDaddy

Market Cap: US$11.2b

Engages in the design and development of cloud-based products in the United States and internationally.