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:

1. $ServiceNow(NOW)$

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.

2. $Microsoft(MSFT)$

$650 ATH was $538.

Bull case pushes past it as Copilot revenue becomes a material line item in Q4 FY2027 guidance.

3. $Oracle(ORCL)$

$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.

5. $Salesforce.com(CRM)$

$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.

6. $Datadog(DDOG)$

$340 — already at an ATH today.

Bull target extrapolates the FedRAMP win + 32% revenue growth sustaining through 2027.

7. $Snowflake(SNOW)$

$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.

8. $MongoDB Inc.(MDB)$

$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.

9. $Intuit(INTU)$

$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.

11. $Trade Desk Inc.(TTD)$

$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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