The company\u2019s revenues are slated to reach $67.2 billion. By fiscal 2028, they\u2019re expected to hit nearly $130 billion.<\/p>\n
There were nasty outflows for ORCL shares during the software meltdown earlier this year. However, note the recent green inflows \u2013 that\u2019s money being put to work:<\/p>\n
![\"Source:](\"https:\/\/www.europesays.com\/ai\/wp-content\/uploads\/2026\/06\/c9fe8fe06f4fc71eb5d13f006efc5274.jpeg\")
Source: www.moneyflows.com <\/p>\n
Big Money seems to have come back to its senses. Still, shares could be undervalued for this pillar AI name.<\/p>\n
The next agentic AI software stock to own is ServiceNow (NOW<\/a>). It\u2019s a $126 billion market cap digital workflow giant. It\u2019s becoming a key piece of how AI agents are assisted when handling tasks, including decision support and automation.<\/p>\n Shares have been pressured for a while. But rising earnings indicate they could be undervalued.<\/p>\n For instance, analysts expect NOW\u2019s annual per-share earnings to go from $4.15 this year to $5.06 next year and $6.20 in 2028.<\/p>\n The company is oversold and perhaps turning the corner:<\/p>\n Elite businesses bring in institutional capital, even if it takes a while. As the chart on the right above shows, NOW has been an institutional cornerstone for years.<\/p>\n The final agentic AI software stock to own is a familiar name \u2013 Microsoft (MSFT). The $3.3 trillion market cap company is all over the AI software stack. It has agents, business applications, data, cloud, and infrastructure.<\/p>\n Shares have been sold hard. But as has long been the case, the company has strong earnings.<\/p>\n EPS estimates call for $16.80 this year, $19.43 next year, and $22.83 in 2028. Also, the forward price-earnings ratio is 23.4, showing it\u2019s a value play right now.<\/p>\n Stocks follow earnings, so we would expect the downturn to end soon. And perhaps it already is:<\/p>\n As the chart shows, MSFT is the ultimate outlier. It has attracted institutional capital for decades. And with a fundamental score of 75%, it\u2019s clearly still generating serious cash.<\/p>\n Winners and Losers <\/p>\n In entire industries, there are always winners and losers, no matter the market conditions. The same is true in software.<\/p>\n But right now, it seems the companies that embrace AI are going to win over time. To find out which ones are attracting institutions, follow the flows!<\/p>\n If you are a Registered Investment Advisor (RIA) or a serious investor, take your investing to the next level and follow our free weekly MoneyFlows insights<\/a>.<\/p>\n Disclosure: at the time of publication, the author owns MSFT in personal accounts and holds no positions in ORCL or NOW.<\/p>\n Source: www.moneyflows.com <\/p>\n
Source: www.moneyflows.com <\/p>\n