ServiceNow, despite a down stock price, shows strong fundamentals with increasing revenue (up 21%) and a high 98% renewal rate, making it a consideration for adding to portfolios.
Source Post
Comment “stock” to join my investing / trading community! 5 software stocks investors are keeping a close e...
russellckaiJun 5, 2026
The creator highlights five software stocks that investors are watching closely: Microsoft, Oracle, CrowdStrike, Palantir, and ServiceNow. The reel discusses recent performance, growth metrics, and significant deals for each company, suggesting a positive outlook for the software sector, particularly in AI.
Linked Mentions
Tickers discussed in this post
Palantir shows strong growth with an 85% surge in revenue and a 133% increase in US commercial revenue, bolstered by an ongoing deal with Nvidia.
CrowdStrike beat analyst expectations with strong revenue growth and announced a 4-for-1 stock split, signaling management's confidence.
Oracle is becoming a major player in AI cloud infrastructure, with 84% year-over-year cloud revenue growth and a significant $300 billion deal with OpenAI.
Microsoft is a top pick due to its recovering stock price, strong Azure cloud growth, and significant AI infrastructure investment, with Morgan Stanley setting a $650 price target.