Artificial intelligence is no longer a buzzword—it’s a growth engine reshaping the software industry. From cybersecurity to workflow automation and mobile advertising, AI is being woven into platforms that power the global economy. Based on earnings forecasts, revenue growth, and analyst expectations, five companies stand out as leaders in AI-driven software heading into 2025.
CrowdStrike (CRWD)
CrowdStrike tops the list with a staggering 4,778% EPS growth forecast. The company’s AI-powered security platform has become a go-to solution for real-time threat detection, reflected in its five-year revenue CAGR of 52.4%.
The stock has already delivered a 70% return over the past year, though analysts suggest it may be temporarily overvalued, with a projected downside of about 9%. Still, CrowdStrike’s dominance in AI-driven cybersecurity makes it a long-term player to watch.
ServiceNow (NOW)
ServiceNow has carved out a strong position in AI-powered workflow automation. With projected EPS growth of 150% and a five-year revenue CAGR of 26%, the company is well-positioned to benefit from enterprises automating more of their operations.
Shares slipped 2.2% over the past year, but analysts see a 27% upside, underscoring confidence in ServiceNow’s ability to expand its AI-driven solutions across industries.
Palo Alto Networks (PANW)
Palo Alto Networks continues to strengthen its role in AI-enhanced cybersecurity. The company is projected to deliver 154% EPS growth and maintains a five-year revenue CAGR of 22%.
The stock has returned 20% over the past year, and analysts see a modest 2.9% upside from current levels. While not as explosive as some peers, Palo Alto’s steady growth and entrenched market position make it a reliable AI security play.
AppLovin (APP)
AppLovin has been one of the most dramatic performers, with its stock soaring 318% in the past year. The company’s AI-powered mobile advertising platform has captured investor attention, and the numbers back it up: EPS growth of 137% and a five-year revenue CAGR of 36.5%.
What’s more, analysts project a jaw-dropping 253% upside, suggesting that AppLovin’s AI-driven ad optimization could continue to fuel outsized gains.
Salesforce (CRM)
Salesforce remains a cornerstone of enterprise software, now supercharged with AI. The company projects EPS growth of 81% and a five-year revenue CAGR of 17.3%.
Despite a 14% decline in share price over the past year, analysts forecast a 41% upside, reflecting confidence in Salesforce’s ability to integrate AI into its workflow automation, sales, and customer insights tools.
The Bottom Line
These five companies—CrowdStrike, ServiceNow, Palo Alto Networks, AppLovin, and Salesforce—are at the forefront of AI adoption in software. Each is leveraging artificial intelligence to sharpen its competitive edge, expand market share, and drive revenue growth.
For investors, the message is clear: AI isn’t just a trend—it’s a structural shift. Whether through cybersecurity, automation, or advertising, these stocks highlight where the next wave of software growth may come from in 2025.