24 members · 17 US-listed
Best AI Software stocks
+2.5%3-month median
- The AI Software theme has 24 members; their median 3-month return is +2.5%, behind the S&P 500 (+4.7%).
- The 3-month leader is PLTR (Palantir) at +63.5%.
- 42% of members trade above their 200-day average; analysts made 94 estimate raises and 56 cuts in 30 days.
Top 10 by 3-month return
Members ranked by price return. Stocks the batch flags for extreme price moves are left out.
| # | Stock | Market cap | 1M | 3M | 12M | Above 200-day |
|---|---|---|---|---|---|---|
| 1 | PLTR Palantir | $484.7B | +9.0% | +63.5% | +11.1% | Yes |
| 2 | MSFT Microsoft | $3.96T | +7.0% | +39.7% | +3.6% | Yes |
| 3 | CRWD CrowdStrike | $245.1B | −4.3% | +30.5% | −52.5% | Yes |
| 4 | IGV iShares Expanded Tech-Software Sector ETF · Cboe BZX | — | +1.9% | +24.9% | −4.5% | Yes |
| 5 | NET Cloudflare · NYSE | $109.4B | −13.0% | +17.1% | +44.2% | Yes |
| 6 | META Meta Platforms | $1.78T | −5.3% | +15.1% | −4.6% | Yes |
| 7 | AMZN Amazon | $2.83T | +2.9% | +12.3% | +21.2% | Yes |
| 8 | DDOG Datadog | $98.1B | +10.4% | +11.7% | +74.7% | Yes |
| 9 | AAPL Apple | $5.02T | +1.2% | +6.9% | +31.4% | Yes |
| 10 | PANW Palo Alto Networks | $284.1B | −7.3% | +6.6% | +63.9% | Yes |
How broad is the move
Share of members above their moving averages, and analyst estimate changes across the theme.
Above 50-day average33%
Above 200-day average42%
Estimate raises (30d) 94Estimate cuts (30d) 56
Theme median vs S&P 500
Track this theme every day
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