Home › Stock screens › enterprise software stocks
Best enterprise software stocks
Seat-based software is being repriced by AI in both directions: it is the upsell story and the disruption story at the same time.
The screen: 9 US exchange-listed companies in Technology, 5 of which pay a dividend. Size mix: 3 mega-cap, 5 large-cap, 1 mid-cap.
What separates the winners from the losers here
- Seat growth versus price increases as the source of growth
- Whether AI features are monetised or given away to defend renewals
- Free cash flow margin, since these businesses should be extremely cash-generative
The full list
| Ticker | Company | What it is |
|---|---|---|
| MSFT | Microsoft | Enterprise software plus Azure, with AI sold as a seat-priced add-on. |
| AVGO | Broadcom | Custom silicon and networking, bolted to acquired software franchises. |
| ORCL | Oracle | Database incumbency being converted into AI-era cloud capacity. |
| CRM | Salesforce | CRM suite selling AI agents as a per-seat upsell. |
| ADBE | Adobe | Creative and document software with generative features embedded. |
| NOW | ServiceNow | Workflow automation platform inside large IT organisations. |
| INTU | Intuit | Tax and small-business accounting software with pricing power. |
| DDOG | Datadog | Observability across cloud infrastructure and applications. |
| MDB | MongoDB | Document database sold as a managed cloud service. |
Where to buy them
To hold these as real shares you need a stockbroker rather than a CFD provider. If you only want exposure to the price movement, a share CFD does that with leverage — and without ownership.
Compare every broker for US stocks →
Frequently asked questions
How many enterprise software stocks are in this list?
9, drawn from our US exchange-listed universe and spread across 1 sector. 5 of them pay a dividend.
Is this a list of enterprise software stocks to buy?
No. It is a screen — a defined, reproducible filter over a stated universe. A screen tells you which companies share a characteristic; it says nothing about whether the price you would pay today is a sensible one. Nothing here is investment advice.
What is the main risk with enterprise software stocks?
If AI reduces the number of seats a customer needs, per-seat pricing is a structurally impaired model.
How do I actually buy these from outside the US?
You need a broker that accepts your country of residence and gives you access to US exchanges. To own the shares outright, that usually means an international stockbroker plus a W-8BEN form to claim your treaty rate on dividend withholding.
Screen definition reviewed August 2026. Universe: US exchange-listed securities tracked by InvestingTrading. This page is information, not investment advice.