Top Software Stocks to Own: Microsoft, Palantir, CrowdStrike Lead the Way

Thursday, Feb 5, 2026 1:25 pm ET1min read
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Wedbush has identified Microsoft, Palantir, CrowdStrike, Snowflake, and Salesforce as top software stocks to own despite recent sector declines. Analysts Dan Ives say the market is exaggerating fears of AI disruption, as most enterprises won't overhaul existing systems. AI entrants like OpenAI and Anthropic are not equipped to handle enterprise-scale data securely, limiting their impact. Wedbush keeps Outperform ratings on all five companies, citing long-term growth potential.

Top Software Stocks to Own: Microsoft, Palantir, CrowdStrike Lead the Way

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