Jun. 1 at 2:24 PM
Money is shifting out of overheated semis into beaten-down software names. Here are the 15 fastest-growing software stocks by YoY revenue growth. (3)
$NOW 22%
$CRWD 21.7%
$ESTC 21%
$MDB 20%
$HUBS 19%
These are companies with recurring revenue models, sticky enterprise demand, and pricing power that doesn’t depend on cycle peaks.
If flows rotate, it usually doesn’t happen evenly. It starts quietly in names like these before the broader market narrative catches up.
