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    Verdict: Invest

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    Software

    Explore the software companies we cover.

    Companies

    9 companies
    Quality and price

    Oracle

    NYSE · ORCL
    Software
    InvestableTimely Buy
    $128.23
    Close
    Oct 16, 2026
    -4.64%

    Oracle provides databases, business applications and cloud infrastructure to companies.

    Why we like it

    Oracle connects the everyday work of large companies with the computing power behind AI. We like that combination. Its databases handle high volumes of transactions, while its cloud infrastructure supports AI training and use. Rising sales and better operating margins give this mix of established software and exciting computing opportunities real momentum.

    Analyst target potential
    +85.1%$237.36

    Palo Alto Networks

    NASDAQ · PANW
    Software
    InvestableTimely Buy
    $342.00
    Close
    Oct 16, 2026
    -7.63%

    Palo Alto Networks sells cybersecurity products, subscriptions and support to enterprises.

    Why we like it

    We like the ambition of putting network, cloud and security operations under a broad platform. Its global enterprise footprint gives that ambition real commercial muscle. The exciting opportunity is to become a deeper security partner as existing customers add protection across more of their technology.

    Analyst target potential
    +16.5%$398.52

    Microsoft

    NASDAQ · MSFT
    Software
    High QualityWait
    $529.05
    Close
    Oct 16, 2026
    -1.93%

    Microsoft provides workplace software, cloud infrastructure, security and computing products to businesses and consumers.

    Why we like it

    Microsoft has an enviable place inside everyday enterprise work. Productivity, collaboration, security and cloud services strengthen the same customer relationships, giving new capabilities a ready-made route to users. We like the profitable software foundation and the opportunity to earn more as customers expand subscriptions and digital workloads.

    Analyst target potential
    +13.3%$599.24

    Shopify

    NASDAQ · SHOP
    Software
    High QualityWait
    $169.52
    Close
    Oct 16, 2026
    -4.84%

    Shopify provides a commerce platform primarily for small and medium-size businesses.

    Why we like it

    We like Shopify’s ambition to be the merchant’s working toolkit, not just a place to build a storefront. Bringing online selling, physical retail, payments and shipping into the same commercial relationship is a compelling opportunity. Its strongest opening is to become more useful as merchants run more of their business through the platform.

    Analyst target potential
    +3.7%$175.71

    Palantir

    NASDAQ · PLTR
    Software
    High QualityWait
    $186.03
    Close
    Oct 16, 2026
    -7.22%

    Palantir provides AI and data-analysis software to businesses and governments through its Foundry and Gotham platforms.

    Why we like it

    Palantir turns data into action. Foundry and Gotham give businesses and governments tools to analyze information and put AI to work. We like how directly the business connects software with decisions that matter. Fast-growing sales, stronger operating results and real cash generation give that story serious momentum.

    Analyst target potential
    +11%$206.43

    Salesforce

    NYSE · CRM
    Software
    InvestableWait
    $240.70
    Close
    Oct 16, 2026
    -2.45%

    Salesforce sells cloud software that helps companies manage customer relationships.

    Why we like it

    We like Salesforce’s ambition to turn scattered customer information into useful action. Its strongest opportunity is to connect selling, customer support and commerce inside the tools people already use, then bring conversational agents into that work. This is a vivid, practical platform story: help teams serve customers without constantly switching systems.

    Analyst target potential
    +18.7%$285.68

    CrowdStrike Holdings

    NASDAQ · CRWD
    Software
    InvestableWait
    $227.39
    Close
    Oct 16, 2026
    -7.02%

    CrowdStrike provides cloud-native cybersecurity through its Falcon platform.

    Why we like it

    We like Falcon’s ambition to become the shared security workspace for an enterprise. Bringing endpoint, cloud workload, identity and security operations together is a powerful opportunity. Integration with customers’ existing tools makes that opportunity especially compelling: CrowdStrike can broaden its role without asking customers to abandon their entire security setup.

    Analyst target potential
    +8.3%$246.15

    International Business Machines

    NYSE · IBM
    Software
    InvestableWait
    $232.14
    Close
    Oct 16, 2026
    -0.85%

    IBM sells software, consulting services and hardware that help businesses modernize their technology.

    Why we like it

    We like IBM’s position where enterprise ambition meets essential infrastructure. Red Hat, watsonx and mainframes give it a compelling toolkit for bringing cloud and AI into the workloads customers depend on. Its industry knowledge and broad partner network make that opportunity especially exciting.

    Analyst target potential
    +4.5%$242.65

    SAP

    NYSE · SAP
    Software
    Quality pendingAttractive potential
    $224.29
    Close
    Oct 16, 2026
    -0.32%

    SAP sells software that helps businesses manage their operations.

    Why we like it

    We like SAP's position at the heart of enterprise work. Its resource-planning software anchors a portfolio that reaches into purchasing, supply chains, employee expenses and customer relationships. That gives SAP a compelling stage for useful AI: tools embedded where customers already run their businesses.

    Analyst target potential
    +16.4%$261.17