What are the best software stocks in 2026?

Based on AI conviction analysis, the top best software stocks include CDNS, GRAB, PATH, DSGX, ADSK. Each stock is scored on quality, fair value, and risk-reward asymmetry.

How are best software stocks ranked?

Stocks are ranked by AI conviction score (1-10) using fundamental analysis: DCF valuation, earnings quality, Monte Carlo scenarios, and risk-reward asymmetry. Each stock also receives a quality grade (A-F) and a rating from Strong Buy to Avoid.

All categories

Best Software Stocks

Leading software and SaaS stocks ranked by conviction score, fair value, and quality. Recurring-revenue compounders scored on fundamentals.

70 stocks

#	Ticker	Company	Rating	Convex Score	Fair Value	Upside	Quality
1	CDNS	Cadence Design Systems, Inc.	Score B	10/10	$248	-25.4%	A	View
2	GRAB	Grab Holdings Limited	Score A	10/10	$6	+50.7%	C	View
3	PATH	UiPath Inc.	Score A	10/10	$18	+17.1%	C	View
4	DSGX	The Descartes Systems Group Inc.	Score A	10/10	$124	+55.0%	B	View
5	ADSK	Autodesk, Inc.	Score B	10/10	$378	+47.6%	A	View
6	SHOP	Shopify Inc.	Score B	10/10	$86	-44.6%	B	View
7	ADP	Automatic Data Processing, Inc.	Score A+	10/10	$328	+19.8%	A	View
8	CRM	Salesforce, Inc.	Score A	10/10	$335	+69.5%	C	View
9	FICO	Fair Isaac Corporation	Score A	10/10	$1,275	+21.5%	A	View
10	CPAY	Corpay, Inc.	Score A	10/10	$728	+81.7%	C	View
11	FTNT	Fortinet, Inc.	Score B	10/10	$80	-51.5%	A	View
12	GDDY	GoDaddy Inc.	Score A	10/10	$117	+27.5%	A	View
13	FFIV	F5, Inc.	Score A	10/10	$382	-6.9%	A	View
14	GEN	Gen Digital Inc.	Score A	10/10	$53	+81.1%	C	View
15	CHKP	Check Point Software Technologies Ltd.	Score A	10/10	$218	+68.9%	B	View
16	FLT	FLEETCOR Technologies, Inc.	Score A	10/10	$479	+57.8%	C	View
17	PAYC	Paycom Software, Inc.	Score A+	10/10	$322	+50.9%	A	View
18	TYL	Tyler Technologies, Inc.	Score B	10/10	$394	+23.6%	C	View
19	VRSN	VeriSign, Inc.	Score A+	10/10	$420	+43.2%	A	View
20	TOST	Toast, Inc.	Score A	10/10	$59	+66.3%	B	View
21	OKTA	Okta, Inc.	Score A	10/10	$133	-10.3%	A	View
22	DLO	Dlocal Limited	Score A+	10/10	$38	+165.0%	A	View
23	NTAP	NetApp, Inc.	Score A+	10/10	$248	+30.9%	A	View
24	MQ	Marqeta, Inc.	Score B	10/10	$16	-2.5%	B	View
25	SAP	SAP SE	Score A	10/10	$196	-6.2%	B	View
26	FLYW	Flywire Corp	Score A	10/10	$29	+69.3%	B	View
27	RELY	Remitly Global, Inc.	Score A+	10/10	$55	+138.9%	A	View
28	EEFT	Euronet Worldwide, Inc.	Score A	10/10	$142	+100.0%	C	View
29	UBER	Uber Technologies, Inc.	Score B	10/10	$131	+68.2%	B	View
30	MSFT	Microsoft Corporation	Score A+	10/10	$737	+45.7%	A	View
31	PTC	PTC Inc.	Score A+	10/10	$231	+52.6%	A	View
32	INTU	Intuit Inc.	Score A	10/10	$586	+75.6%	B	View
33	DAVE	Dave Inc.	Score A+	10/10	$606	+97.3%	A	View
34	NOW	ServiceNow, Inc.	Score A	10/10	$142	+11.8%	B	View
35	PLTR	Palantir Technologies Inc.	Score B	9/10	$75	-57.1%	A	View
36	PANW	Palo Alto Networks, Inc.	Score B	9/10	$160	-56.0%	A	View
37	SNPS	Synopsys, Inc.	Score B	9/10	$426	+3.4%	C	View
38	TENB	Tenable Holdings, Inc.	Score B	9/10	$47	+22.9%	B	View
39	ZS	Zscaler, Inc.	Score B	9/10	$187	+6.1%	C	View
40	STNE	StoneCo Ltd.	Score D	9/10	$16	+50.0%	F	View
41	BRZE	Braze, Inc.	Score A	9/10	$41	+41.9%	C	View
42	DAY	Dayforce Inc	Score B	8/10	$40	-43.1%	B	View
43	XYZ	Block, Inc.	Score B	8/10	$123	+56.1%	D	View
44	TWLO	Twilio Inc.	Score B	8/10	$157	-37.3%	C	View
45	PAGS	PagSeguro Digital Ltd.	Score B	8/10	$14	+50.0%	D	View
46	ORCL	Oracle Corporation	Score B	8/10	$182	+20.4%	D	View
47	AKAM	Akamai Technologies, Inc.	Score B	7/10	$198	+79.4%	D	View
48	BOX	Box, Inc.	Score B	7/10	$38	+12.4%	D	View
49	ROP	Roper Technologies, Inc.	Score B	7/10	$688	+71.1%	D	View
50	S	SentinelOne, Inc.	Score A	7/10	$22	-2.3%	C	View
51	FOUR	Shift4 Payments, Inc.	Score B	7/10	$110	+165.7%	D	View
52	DDOG	Datadog, Inc.	Score B	7/10	$134	-48.5%	A	View
53	CRWV	CoreWeave, Inc. Class A Common Stock	Score B (Speculative)	6/10	$348	+284.3%	B	View
54	GRRR	Gorilla Technology Group Inc.	Score B (Speculative)	6/10	$24	+79.7%	B	View
55	RKTO	Rocket One Inc.	Score D	4/10	$1	+50.6%	F	View
56	ADBE	Adobe Inc.	Score B	4/10	$482	+76.7%	B	View
57	RPD	Rapid7, Inc.	Score B	4/10	$14	+21.9%	D	View
58	SQ	Block, Inc.	Score B (Speculative)	3/10	$82	-1.6%	C	View
59	BB	BlackBerry Limited	Score D	3/10	$1	-85.1%	D	View
60	CYBR	CyberArk Software Ltd.	Score B (Speculative)	3/10	$412	+0.8%	B	View
61	CRWD	CrowdStrike Holdings, Inc.	Score D	3/10	$85	-62.0%	C	View
62	PARA	Paramount Global	Score D	3/10	$9	-21.1%	D	View
63	SNOW	Snowflake Inc.	Score D	2/10	$177	-47.2%	D	View
64	RBRK	Rubrik, Inc.	Score D	2/10	$50	-48.9%	D	View
65	MDB	MongoDB, Inc.	Score D	2/10	$239	-40.1%	D	View
66	KC	Kingsoft Cloud Holdings Limited	Score D (Speculative)	1/10	$11	-11.2%	D	View
67	AI	C3.ai, Inc.	Score D (Speculative)	1/10	$6	-42.3%	D	View
68	NET	Cloudflare, Inc.	Score D	1/10	$119	-61.8%	D	View
69	APPS	Digital Turbine, Inc.	Score D	0/10	$5	-62.4%	F	View
70	VRNS	Varonis Systems, Inc.	Score D	0/10	$24	-45.6%	D	View

Methodology

Stocks are selected using our 8-step AI conviction framework, which evaluates quality, fair value (PEG, FCF DCF, EV/EBITDA), scenario modeling, and risk/reward asymmetry. The list is updated regularly as new analyses are processed.