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13 Best Enterprise Software Stocks to Buy According to Analysts

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Grand View Research reported that the global enterprise software market size was estimated at $263.79 billion in 2024 and is projected to reach $517.26 billion by 2030, given that it grows at an expected compound annual growth rate of 12.1% from 2025 to 2030. The increasing preference for automated and integrated solutions is driving the growth of this market. The demand for enterprise software solutions continues to rise as more organizations look for reliable software to reduce reliance on human resources, automate routine tasks, and minimize manual errors.

North America held the dominant position in the market, accounting for a share of over 41% in 2024. The US enterprise software market specifically is predicted to grow at a significant CAGR of 11.6% from 2025 to 2030. However, the Asia Pacific region is slated to be the fastest-growing market, projected to expand at an even higher CAGR of 13.7% from 2025 to 2030. In terms of market segments, the cloud deployment model was the most popular, which accounted for the largest market share of over 55% in 2024. Regarding the size of enterprises, the large enterprise segment held the largest market share, with over 62% in 2024. Enterprise software is crucial across diverse industries, including BFSI, healthcare, retail, manufacturing, government, and education.

In an investor note posted earlier on July 14, Morgan Stanley analysts projected an acceleration in spending on front office software in 2025. The positive outlook was attributed to a combination of waning cyclical headwinds and the increasing interest enterprises are showing in GenAI. The bank’s 2Q25 CIO Survey indicated that overall software budgets are stable, but spending intentions for the front office have notably ticked up.

That being said, we’re here with a list of the 13 best enterprise software stocks to buy according to analysts.

Our Methodology

We sifted through ETFs and financial media reports to compile a list of the top enterprise software stocks. We then selected the 13 stocks with an upside potential of over 25% as of September 18. The stocks are ranked in ascending order of their upside potential. We have also added the hedge fund sentiment for each stock, as of Q2 2025, which was sourced from Insider Monkey’s database.

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).

13 Best Enterprise Software Stocks to Buy According to Analysts

13. Adobe Inc. (NASDAQ:ADBE)

Number of Hedge Fund Holders: 104

Average Upside Potential as of September 18: 25.18%

Adobe Inc. (NASDAQ:ADBE) is one of the best enterprise software stocks to buy according to analysts. On September 12, Piper Sandler lowered the firm’s price target on Adobe to $470 from $500, while keeping an Overweight rating on the shares. Piper Sandler cited lower growth assumptions based on AI uncertainty, although the firm did acknowledge that new product momentum across Firefly, AI Assistant, Express, and GenStudio contributed to a solid Q3 2025.

This sentiment followed the company’s Q3 2025 earnings report, which was also announced on the same day. Adobe announced a record total revenue of $5.99 billion, which marked a 10% year-over-year growth. The company also achieved a record cash flow from operations for Q3, which totaled $2.20 billion.

The Digital Media segment in particular generated revenue of $4.46 billion, which was up 11% year-over-year due to the demand for its AI-infused offerings. The Digital Media ARR reached $18.59 billion, growing 11.7%. The Digital Experience segment reported revenue of $1.48 billion, which was a 9% increase. Indicating strong adoption and integration of AI across its products, Adobe’s AI-influenced ARR surpassed $5 billion.

Adobe Inc. (NASDAQ:ADBE) is a technology company that offers products & services that enable individuals, teams, and enterprises to create, publish, and promote content. It also has a subscription service for using its creative products and applications integrated with cloud-delivered services.

12. Monday.com Ltd. (NASDAQ:MNDY)

Number of Hedge Fund Holders: 67

Average Upside Potential as of September 18: 27.80%

Monday.com Ltd. (NASDAQ:MNDY) is one of the best enterprise software stocks to buy according to analysts. On September 18, Piper Sandler lowered the firm’s price target on Monday.com to $275 from $300, while keeping an Overweight rating on the shares. Monday.com remains one of the firm’s top growth stocks on its coverage list.

Earlier for Q2 2025, Monday.com reported a total revenue of $299 million, which showed a strong year-over-year growth of 27%. The company’s Net Income for Q2 was $58.3 million, which translated to a Diluted Net Income Per Share of $1.09 based on 53.3 million shares. The company also showed significant positive momentum, particularly in its upmarket strategy and product adoption.

The enterprise segment was highlighted as the fastest-growing segment and achieved a record number of net new customers paying over $100K annually. Furthermore, the company’s multi-product strategy saw the Monday CRM platform reach $100 million in ARR. Customer adoption of AI capabilities accelerated, with users performing 46 million AI-driven actions since the feature’s launch.

Monday.com Ltd. (NASDAQ:MNDY) develops software applications in the US, Europe, the Middle East, Africa, the UK, and internationally. The company provides Work Operating System, which is a cloud-based visual work OS used to create software applications and work management tools.

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