monday.com Ltd. (NASDAQ:MNDY) is one of the 11 best software application stocks to buy now. On March 11, monday.com Ltd. (NASDAQ:MNDY) unveiled new infrastructure that allows AI agents to register and function within the platform on behalf of people. The company revealed that they are now providing infrastructure that comprises both the infrastructure itself to enable AI agents from outside the platform to access the platform and work alongside its human users, as well as the onboarding of AI agents actin ...

Core Viewpoint - Intuit Inc. (NASDAQ:INTU) is recognized as one of the top large-cap growth stocks to consider for investment despite recent share price fluctuations and a decline in the broader Software Applications industry [1] Company Performance - Intuit's shares have decreased by more than 25% over the last six months, while the Software Applications industry has seen a decline of slightly over 20% during the same period [2] - As of March 6, 2026, Intuit's one-year drop was nearly 21%, compared to the industry's decline of approximately 26%, indicating relatively better long-term performance [2] Analyst Sentiment - The median price target for Intuit is set at $580, suggesting a potential increase of 20.5% from the current share price of $481.17, with about 79% of analysts maintaining a bullish outlook [2] - Northcoast Research upgraded Intuit from Neutral to Buy on March 6, 2026, setting a price target of $575, viewing the recent selloff as a buying opportunity [2] - Mizuho Financial Group reduced its price target from $675 to $600 while keeping an Outperform rating after the company's fiscal second-quarter results [2] Business Focus - Intuit specializes in financial management and tax software through platforms like TurboTax, QuickBooks, Credit Karma, and ProTax, serving consumers, self-employed individuals, small businesses, and accounting professionals in the U.S. and Canada [2]

Core Insights - Fair Isaac Corporation (NYSE:FICO) is recognized as one of the top software stocks to invest in according to billionaires [1] - Despite a cautious investor sentiment due to AI-related concerns, analyst sentiment remains strong with over 70% of covering analysts bullish on the stock [2][3] - The consensus price target for FICO is $1,922.00, indicating an upside potential of approximately 40% [3] Financial Performance - The company reported strong first-quarter results, with revenue, margins, and EPS exceeding analyst expectations [4] - Notably, there was a 60% year-over-year growth in mortgage origination revenue, which was driven by pricing strategies [4] - Analysts project over 20% EPS growth for the company, although the price target has been adjusted from $2,070 to $1,777 while maintaining a "Buy" rating [5] Business Overview - Fair Isaac Corporation operates as an analytics software company, providing credit scoring services and decision management solutions [6] - The business is segmented into Software and Scores, reflecting its focus on data-driven solutions [6]

Company Overview - Figma, Inc. (NYSE:FIG) is a cloud-based, AI-powered design software platform that facilitates real-time collaboration in product development through tools like Figma Design, FigJam, Dev Mode, and Figma Make [5] Stock Performance - Figma's shares have declined over 60% since its IPO in July 2025, which is significantly worse than the 30% decrease in the applications industry overall [2] - As of March 4, 2026, the consensus price target for Figma is $35.00, indicating a potential upside of slightly more than 10% [2] Analyst Insights - RBC Capital noted solid fundamentals and strong gross margins for Figma, raising its price target from $31 to $38 while maintaining a "Sector Perform" rating [3] - Despite positive fourth-quarter results, RBC Capital remains cautious and is waiting for a more attractive entry point, while other analysts like Morgan Stanley, Goldman Sachs, and Stifel have lowered their price targets due to a cautious outlook [4] Market Sentiment - Overall sentiment towards Figma remains weak amid ongoing industry challenges, leading to divided opinions among investors regarding the sustainability of Figma's AI-driven growth narrative [4][8]

Company Overview - Manhattan Associates is a technology company that specializes in advanced software solutions for supply chain and omni-channel commerce management, supporting complex logistics, inventory, and fulfillment operations for large enterprise customers globally [5] - The company generates revenue primarily through software licensing, maintenance, professional services, and hardware resales, serving clients in various industries including grocery, retail, manufacturing, pharmaceuticals, third-party logistics, and wholesale [8] Financial Performance - As of February 20, 2026, Manhattan Associates reported a revenue of $1.08 billion and a net income of $219.95 million [4] - The share price was $144.27, reflecting a one-year price change of -28.4%, underperforming the S&P 500 by 42 percentage points [3][4] Recent Transactions - Brown Capital Management sold 232,073 shares of Manhattan Associates during the fourth quarter of 2025, with an estimated transaction value of $42.42 million [1] - This sale reduced Brown Capital's stake in Manhattan Associates to 2.67% of reportable AUM, down from 3.54% before the quarter [2] Investment Insights - The sale by Brown Capital is not seen as a cause for concern among investors, as the firm has been gradually reducing its position in Manhattan Associates over the last nine quarters while still maintaining it as the 14th-largest position in its portfolio [9]

Core Insights - The AI infrastructure buildout is accelerating across multiple sectors, including semiconductors, cloud computing, and software applications [1] Group 1: Semiconductor Industry - Significant investments are being made in semiconductor manufacturing to support AI applications [1] - Companies are focusing on enhancing chip performance and efficiency to meet the growing demand for AI technologies [1] Group 2: Cloud Computing - Cloud service providers are expanding their capabilities to offer more robust AI solutions [1] - The competition among cloud providers is intensifying as they seek to capture a larger share of the AI market [1] Group 3: Software Applications - There is a surge in the development of software applications that leverage AI for various business functions [1] - Companies are increasingly integrating AI into their existing software solutions to improve functionality and user experience [1]