Anthropic’s new Mythos model hit SaaS hard.
With valuations now near cycle lows, it may be a good time to look at the names where analysts still expect the strongest NTM revenue growth.
Top 10 fastest-growing SaaS names based on NTM estimates:
$PLTR +62.3%
$APP +38.5%
$ZETA +34.7%
$AXON +29.2%
$FIG +29.2%
$NET +28.8%
$ORCL +28.3%
$PANW +28.1%
$SNOW +26.2%
$FICO +26.1%
Why forward revenue growth matters:
It helps investors focus on where the business may be going, not just where it has been.
It also makes peer comparisons much cleaner, especially in software, where market leadership can change fast and current earnings often understate future operating leverage.
Forward revenue expectations help test whether the narrative still has support.
Which name on this list looks most interesting here?
With valuations now near cycle lows, it may be a good time to look at the names where analysts still expect the strongest NTM revenue growth.
Top 10 fastest-growing SaaS names based on NTM estimates:
$PLTR +62.3%
$APP +38.5%
$ZETA +34.7%
$AXON +29.2%
$FIG +29.2%
$NET +28.8%
$ORCL +28.3%
$PANW +28.1%
$SNOW +26.2%
$FICO +26.1%
Why forward revenue growth matters:
It helps investors focus on where the business may be going, not just where it has been.
It also makes peer comparisons much cleaner, especially in software, where market leadership can change fast and current earnings often understate future operating leverage.
Forward revenue expectations help test whether the narrative still has support.
Which name on this list looks most interesting here?
Top 24 Market Leading Industry Groups by 1-Month Relative Strength
$SOXX – Broad Semiconductors
$SPMO – S&P 500 Momentum
$XSD – Semiconductors (Equal Weight)
$SMH – Semiconductor Giants
$GRID – Infrastructure & Electrical Equipment
$PAVE – U.S. Infrastructure
$EWZ – Brazilian Equities
$ILF – Latin America 40
$IDGT – Digital Infrastructure & Data Centers
$DRIV – EV & Autonomous Vehicles
$SLX – Steel
$BAI – AI & Tech Active
$QTUM – Quantum / AI
$WGMI – Crypto Mining
$COPX – Copper Miners
$FDRV – EV & Future Transport
$XTL – Telecom
$ROBO – Robotics & Automation
$REMX – Rare Earths
$LIT – Lithium & Battery
$XTN – Trucking
$KRE – Regional Banks
$XHB – Homebuilders (Equal Weight)
$GDX – Gold Miners
$SOXX – Broad Semiconductors
$SPMO – S&P 500 Momentum
$XSD – Semiconductors (Equal Weight)
$SMH – Semiconductor Giants
$GRID – Infrastructure & Electrical Equipment
$PAVE – U.S. Infrastructure
$EWZ – Brazilian Equities
$ILF – Latin America 40
$IDGT – Digital Infrastructure & Data Centers
$DRIV – EV & Autonomous Vehicles
$SLX – Steel
$BAI – AI & Tech Active
$QTUM – Quantum / AI
$WGMI – Crypto Mining
$COPX – Copper Miners
$FDRV – EV & Future Transport
$XTL – Telecom
$ROBO – Robotics & Automation
$REMX – Rare Earths
$LIT – Lithium & Battery
$XTN – Trucking
$KRE – Regional Banks
$XHB – Homebuilders (Equal Weight)
$GDX – Gold Miners
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
The world's largest company outside the US is an oil firm.
And it's sitting right next to a blocked strait.
🛢️ Energy giants in the top 30 non-US companies:
🇸🇦 Saudi Aramco $1.78T n.1 in the world
🇨🇳 PetroChina $336B n.10
🇬🇧 Shell $265B n.19
Combined over $2.3 trillion in market cap.
All 3 directly exposed to Hormuz.
All three bleeding every day the strait stays closed.
Aramco: 700K bpd knocked offline by Iranian strikes
PetroChina: buying sanctioned Russian LNG through backdoors
Shell: rerouting tankers around Africa at 2x the cost
The Hormuz crisis isn't just a geopolitical story.
It's a $2.3 trillion balance sheet problem
And it's sitting right next to a blocked strait.
🛢️ Energy giants in the top 30 non-US companies:
🇸🇦 Saudi Aramco $1.78T n.1 in the world
🇨🇳 PetroChina $336B n.10
🇬🇧 Shell $265B n.19
Combined over $2.3 trillion in market cap.
All 3 directly exposed to Hormuz.
All three bleeding every day the strait stays closed.
Aramco: 700K bpd knocked offline by Iranian strikes
PetroChina: buying sanctioned Russian LNG through backdoors
Shell: rerouting tankers around Africa at 2x the cost
The Hormuz crisis isn't just a geopolitical story.
It's a $2.3 trillion balance sheet problem
🇨🇭 Global One SI - Prompt
$RKLB/USD H2 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI 📈 Trading Analysis Report 🔍 Summary Insights: • Trend: Range-Bound • Volatility: Medium • Volume: Medium • Market Sentiment: Neutral • Confidence Score: 0.75 🎯 Game Plan: Chart…
Cantor reiterates Overweight on $RKLB Rocket Lab with a $85 price target.
Analyst cites a record $1.85B backlog and 100% mission success as a dominant moat. With a $474M cash injection and Mynaric deal, Rocket Lab is scaling the global space supercycle.
Analyst cites a record $1.85B backlog and 100% mission success as a dominant moat. With a $474M cash injection and Mynaric deal, Rocket Lab is scaling the global space supercycle.
🇨🇭 Global One SI - Prompt
$ONDS/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Ondas $ONDS secures a $68M initial order for its $140M defense program.
Partnering with INDO Earth Moving, Ondas is deploying AI driven autonomous heavy vehicles for multi domain combat. Deliveries start Q4 2026.
Partnering with INDO Earth Moving, Ondas is deploying AI driven autonomous heavy vehicles for multi domain combat. Deliveries start Q4 2026.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
$BATL $COP $OXY $XOM $CVX | Oil price tops $100 a barrel as U.S. Navy begins a blockade of Iranian ports following failed peace talks in Islamabad.
U.S. Central Command is interdicting vessels paying tolls to Iran, while Trump warns of "overwhelming retaliation."
U.S. Central Command is interdicting vessels paying tolls to Iran, while Trump warns of "overwhelming retaliation."
🇨🇭 Global One SI - Prompt
$UNH/USDT H2 #Indicator #Signal #Trading #GlobalOneAI
RBC reiterates Outperform on UnitedHealth $UNH with a $361 price target.
Analyst sees a strong setup for Q1 earnings as pricing discipline and the better than expected CMS 2027 rate update signal a margin recovery. UnitedHealth is rebaselining for the next cycle.
Analyst sees a strong setup for Q1 earnings as pricing discipline and the better than expected CMS 2027 rate update signal a margin recovery. UnitedHealth is rebaselining for the next cycle.
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