Markets

Insider Trading

Hedge Funds

Retirement

Opinion

13 Best Enterprise Software Stocks to Buy According to Analysts

Page 1 of 12

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.

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.

Page 1 of 12

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!

A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…