Adobe (ADBE), a pure software play with a consistent subscription model, is currently down 23% and is being added to by the creator, indicating a buy sentiment.
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3 Software Stocks - Intuit ($INTU) Applovin ($APP) Workday ($WDAY)
The RoseMar 15, 2026
The creator discusses three software stocks: Intuit (INTU), AppLovin (APP), and Workday (WDAY), highlighting their recent stock performance, business models, and future growth potential, particularly in the context of AI disruption. The creator suggests that these companies, despite market concerns about disruption, offer attractive valuations and potential for significant growth if their moats hold.
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Tickers discussed in this post
Workday (WDAY), a leader in HR and finance software, is seen as a less risky investment with consistent revenue growth and improving profitability, trading at an attractive valuation.
AppLovin (APP) is a high-growth opportunity with a potentially undervalued valuation, benefiting from AI and showing strong revenue and net income increases, despite a recent stock drop.
Intuit (INTU) is presented as a compelling buy due to its strong business segments, consistent revenue and EPS growth, and a significantly undervalued forward PE ratio, suggesting it's not easily disrupted.