Markets

Insider Trading

Hedge Funds

Retirement

Opinion

10 Best Performing Software Stocks to Buy According to Analysts

Page 1 of 9

The global software market has witnessed tremendous growth over the past few decades, emerging as a key driver of productivity, economic expansion, and technological advancement. Software, in its broadest sense, includes a diverse range of programs and applications that power computers and other digital devices, enabling them to perform specialized tasks. These range from basic operating systems to sophisticated enterprise solutions and even cutting-edge quantum computing technologies.

The rapid expansion of the software industry is driven by increasing digital transformation, the widespread adoption of mobile technology, and continuous innovations in fields like artificial intelligence (AI). Additionally, with cyber threats and data breaches becoming more frequent and sophisticated, businesses are placing greater emphasis on data security and privacy. This has fuelled the rising demand for cybersecurity solutions, including encryption technologies, compliance tools, and advanced security applications, as the software sector continues to evolve to address these critical concerns.

According to an August 2024 report by Precedence Research, the global software market was valued at approximately $737 billion in 2024. Their projections suggest that it will surge to $2.25 trillion by 2034, reflecting a compound annual growth rate (CAGR) of 11.8%. The U.S. software market, one of the largest globally, is expected to reach $676 billion by 2034, growing at a CAGR of 12% between 2024 and 2034.

To put the current software market in perspective, Michael Wilson, CIO & Chief U.S. Equity Strategist at Morgan Stanley, shared his insights in a February 11 CNBC interview, discussing the near- to mid-term equity market outlook. While he anticipates market volatility over the next 3–6 months, he highlighted that software stocks have recently outperformed semiconductors. He attributes this shift to the growing diffusion of AI and the expansion of the application layer, which have driven greater investor interest in software. Although the semiconductor sector has experienced a temporary slowdown, Wilson emphasizes that it remains a cyclical industry rather than one in permanent decline. He also noted that advancements such as the DeepSeek AI-model announcement could renew excitement in AI and shift the focus back to software infrastructure.

With AI and machine learning becoming integral to various industries, the software market presents a compelling investment opportunity. Companies that demonstrate strong innovation in AI applications and have the potential to disrupt traditional industries are particularly well-positioned for long-term success.

With that in mind, let’s take a look at the 10 best-performing software stocks to buy according to analysts.

An experienced software engineer working on a complex line of code in a programming suite.

Our Methodology

To determine the 10 best-performing software stocks to buy according to analysts, we began by screening all U.S.-listed software companies with a market capitalization above $300 million and a stock price over $10, eliminating smaller and more volatile stocks. Next, we identified companies with year-to-date (YTD) returns of at least 20%, refining the selection further to include only stocks with a potential upside of 10% or more. Finally, we ranked the top 10 stocks based on YTD returns, placing the highest-performing ones at the top. Additionally, we also included data on hedge fund holdings in these companies as of Q4 2024 to provide further insight into investor interest.

Note: All pricing data is as of market close on February 25.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

10 Best Performing Software Stocks to Buy According to Analysts

10. Amplitude Inc. (NASDAQ:AMPL)

YTD returns: 22%

Potential Upside: 25%

Number of Hedge Fund Holders: 18

Amplitude Inc. (NASDAQ: AMPL) is a digital analytics company that provides a Digital Analytics Platform designed to analyze behavioral data and deliver real-time, actionable insights to help businesses enhance their products and digital experiences.

Amplitude Inc. (NASDAQ: AMPL)’s stock has climbed ~22% YTD, reaching a 52-week high of $14.4 on February 20, 2025. Shares surged 22% following its Q4 2024 earnings report on February 19, which exceeded expectations. Additionally, company’s 2025 revenue and EPS guidance of $324.8–$330.8 million and $0.05–$0.10, respectively, came in ahead of analyst forecasts.

Analysts responded positively to the results and the guidance, leading to multiple upgrades and price target increases. One notable upgrade came from Baird analysts, who raised their rating from Neutral to Outperform and increased their price target from $12 to $17. They highlighted strong Q4 results, an encouraging 2025 outlook, and the company’s product and platform improvements as key factors driving potential growth acceleration. Additionally, they pointed to strategic go-to-market shifts and stronger execution as catalysts. With rising enterprise spending on analytics, analysts see Amplitude Inc. (NASDAQ:AMPL) well-positioned for growth and believe an improved valuation multiple is possible as momentum continues.

9. Asure Software Inc. (NASDAQ:ASUR)

YTD returns: 22%

Potential Upside: 13%

Number of Hedge Fund Holders: 8

Asure Software Inc. (NASDAQ:ASUR) is a provider of cloud-based human capital management (HCM) solutions designed to help businesses manage payroll, time tracking, benefits administration, and workforce management. The company’s Software platform is particularly focused on serving small and mid-sized businesses (SMBs), providing them with cost-effective HR solutions that improve efficiency and compliance.

Asure Software Inc. (NASDAQ: ASUR) experienced a lackluster performance in 2024, with its stock declining by 1.2%. However, in 2025, the stock has rebounded sharply, delivering a 22% year-to-date return. This surge has been driven largely by increasing optimism from analysts.

On January 6, analysts at Barrington included Asure Software Inc. (NASDAQ:ASUR) among their top stock picks for 2025. The following day, Lake Street analyst Eric Martinuzzi upgraded the stock from Hold to Buy, raising his price target from $9 to $13. His revised valuation was influenced by reports that Paychex (NASDAQ: PAYX) might acquire Paycor HCM (NASDAQ:PYCR), a development that strengthened his bullish outlook on Asure Software Inc. (NASDAQ: ASUR). Additionally, the analyst noted that the resilience of the U.S. job market could mean company’s 2025 guidance is overly conservative, further bolstering investor confidence.

Page 1 of 9

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

The best part? You can discover everything about this company and its groundbreaking technology right now.

I’ve compiled everything you need to know about this groundbreaking company in a detailed, members-only report.

Trust me — you’ll want to read this report before putting another dollar into any tech stock.

For a ridiculously low price of just $9.99 a month, you can unlock a year’s worth of in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Here’s why this is a deal you can’t afford to pass up:

• Access to our Detailed Report on this Game-Changing AI Stock: Our in-depth report dives deep into our #1 AI stock’s groundbreaking technology and massive growth potential.

• 11 New Issues of Our Premium Readership Newsletter: You will also receive 11 new issues and at least one new stock pick per month from our monthly newsletter’s portfolio over the next 12 months. These stocks are handpicked by our research director, Dr. Inan Dogan.

• One free upcoming issue of our 70+ page Quarterly Newsletter: A value of $149

• Bonus Reports: Premium access to members-only fund manager video interviews

• Ad-Free Browsing: Enjoy a year of investment research free from distracting banner and pop-up ads, allowing you to focus on uncovering the next big opportunity.

• 30-Day Money-Back Guarantee:  If you’re not absolutely satisfied with our service, we’ll provide a full refund within 30 days, no questions asked.

If you’re thinking about getting in, don’t wait – because once Wall Street catches wind of this story, the easy money will be gone.

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99 a month.

2. Enjoy a year of ad-free browsing, exclusive access to our in-depth report on the revolutionary AI company, and the upcoming issues of our Premium Readership Newsletter over the next 12 months.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!

No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!


No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!