AI SaaS Comeback? 12 Software Stocks Bulls Believe Could Be the Next Big Winners
I called out $ServiceNow(NOW)$ at $85 → $135 up 160% already.
It's going to triple by 2027 and Trump's favorite stock too.
Right now, these 10 SaaS plays have 1000% potential:
target $260 back to its 52-week high.
Agentic AI adoption + Q1's 22% subscription growth with 97% retention makes this a re-rating story, not a recovery story.
$650 ATH was $538.
Bull case pushes past it as Copilot revenue becomes a material line item in Q4 FY2027 guidance.
$400 52-week high was $345.
The $30B US government cloud deal plus AI infrastructure buildout makes $400 the natural re-test of prior highs with a new catalyst.
4. $Palantir Technologies Inc.(PLTR)$
$260 — back to its ATH.
Q1 revenue beat of 85% YoY with 104% US growth; at this rate the valuation conversation changes entirely by mid-2027.
$370 — ATH was $364 in Dec 2024.
Agentforce commercial traction is the re-rating catalyst; Salesforce's own 12-month consensus sits at $255 bull case blows past that.
$340 — already at an ATH today.
Bull target extrapolates the FedRAMP win + 32% revenue growth sustaining through 2027.
$420 — ATH was around $229 (post-split era).
Snowflake's best day ever on May 28 was a signal. Cortex AI + Iceberg momentum makes $420 the 12-month bull ceiling.
$500 — ATH was $444.
Q1 FY2027 blew past estimates; Morgan Stanley just raised to $380. $500 is the full bull re-rate on Atlas cloud reacceleration.
$650 — ATH was $813.
Down 60%+ from peak. At $331 this is the most dislocated name on the list; bull case is a partial recovery to historical fair value as AI Intuit products ramp.
10. $Adobe(ADBE)$
$480 — ATH was $638.
Down 60%+ from peak. Firefly AI monetization is early innings; bull case assumes the market stops pricing in disruption and starts pricing in dominance.
$65 the biggest upside.
ATH was $91. Currently at $21 absolutely wrecked from peak. A single strong quarter + CTV ad spend recovery could triple this from current levels. Highest risk, highest reward on the list.
12. $Veeva(VEEV)$
$330 — ATH was $310.
Analyst consensus is $262. Bull target assumes Vault CRM global adoption ( $Teva Pharmaceutical(TEVA)$ $Merck(MRK)$ both committed this week) drives a meaningful re-rating above prior highs.
The best SaaS ETF to get is $iShares Expanded Tech-Software Sector ETF(IGV)$ and its the $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ for semi-conductors and $Roundhill Memory ETF(DRAM)$ for memory.
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- Random investor·06-02 17:36great analysisLikeReport