I called out $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. $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. $MSFT $650 ATH was $538.
Bull case pushes past it as Copilot revenue becomes a material line item in Q4 FY2027 guidance.
3. $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. $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. $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. $DDOG $340 — already at an ATH today.
Bull target extrapolates the FedRAMP win + 32% revenue growth sustaining through 2027.
7. $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. $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. $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. $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. $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. $VEEV $330 — ATH was $310.
Analyst consensus is $262. Bull target assumes Vault CRM global adoption ($TEVA, $MRK both committed this week) drives a meaningful re-rating above prior highs.
The best SaaS ETF to get is $IGV and its the $SOXL for semi-conductors and $DRAM for memory.
♻️ RESHARE this post and write 1 comment, I'll share with you my $IBM play and I don't own it yet so I need to add it.
