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Ever since the momentum stocks rolled over in March and got torched, with the exception of the truly big high-profile names, most have continued to languish and have trailed the overall market. The bottom line for investors with serious risk tolerance is which of these stocks still has best-in-class revenue growth? In a new research report, the chip analysts at Credit Suisse answer that question and more. In fact, they continue to expect sustained, robust growth across most of the high-growth software companies in their coverage universe,

Here are top “off-the-bottom” high-growth momentum chip names to buy now from Credit Suisse. All of these top names are rated Outperform.

Concur Technologies Inc.‘s (NASDAQ: CNQR) easy-to-use Web-based and mobile solutions help companies and their employees control costs and save time. Concur Connect is the platform that enables the entire travel and expense ecosystem of customers, suppliers and developers to access and extend Concur’s travel and entertainment cloud. The Credit Suisse team sees accelerating growth for the company and a strong market position. The Credit Suisse price target is $130. The Thomson/First Call consensus target is at $103.08. Concur closed Thursday at $86.94 a share. A trade to the Credit Suisse target would be over a 50% gain.

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NetSuite Inc. (NYSE: N) has been a top name to buy on Wall Street for the past year. The company provides cloud-based financials/enterprise resource planning (ERP) software suites in the United States and internationally. It offers NetSuite, a platform with financials/ERP, customer relationship management, professional services automation and e-commerce capabilities that automate processes across departments. The Credit Suisse target for the stock is $125, and consensus target is $95.24. NetSuite closed Thursday at $80.54. Hitting the Credit Suisse target from here would be a 55% gain.

Palo Alto Networks Inc. (NYSE: PANW) is leading a new era in cybersecurity by protecting thousands of enterprise, government and service provider networks from cyber threats. Unlike fragmented legacy products, its security platform safely enables business operations and delivers protection based on what matters most in today’s dynamic computing environments: applications, users and content. It does not have the massive salesforce that some of its competitors have. Palo Alto may be an acquisition target. Plus, with the Juniper litigation overhang out of the way, worried investors may come back to the stock. The Credit Suisse price target is $87.50, while the consensus target is $89.28. Palo Alto closed Thursday trading at $78.51.

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Salesforce.com Inc. (NYSE: CRM) has been the momentum stock trader’s dream over the past few years. The analysts at Credit Suisse say that while the stock trades in line with its fast organic SaaS peer group, they believe it should trade at a premium to the group owing to its dominant positioning in the powerful cloud, mobile and social computing waves, larger revenue run-rate compared to the group average, stronger cash generation and its TAM, which is substantially larger than the peer group average. The Credit Suisse price target is $75, and the consensus target is $68.05. Salesforce.com closed Thursday at $53.04. Hitting the Credit Suisse target would be a 42% gain from that close.

Splunk Inc. (NASDAQ: SPLK) reported total revenue of $99.9 million for the last quarter, up 53% year-over-year. The company’s guidance for the current quarter was also quite good. Splunk expects total revenue between $78 million and $80 million, a year-over-year jump of 40%. With those kinds of solid revenues, the company could start to look very attractive to aggressive investors. Credit Suisse has an $85 price. The consensus price target is $72.12. Splunk closed Thursday at $45.75. A trade up to the Credit Suisse target from the close would be a monster 85% gain.

Ultimate Software Group Inc. (NASDAQ: ULTI) is a leading cloud provider of people management solutions with more than 15 million people records in the cloud. Ultimate’s award-winning UltiPro delivers HR, payroll, talent, compensation and time and labor management solutions that seamlessly connect people with the information and resources they need to work more effectively. The Credit Suisse price target is $177, and the consensus target is at $152.35. Ultimate closed Thursday at $129.05. A move to the target would be a 37% gain.

Big data, cybersecurity, cloud computing and hosting should continue to be dominant themes on Wall Street for 2014 and far beyond. Companies that innovate and stay one-step ahead will prosper. Aggressive investors may be well served to add some of these top names to their portfolio now. A high risk tolerant account is the only one suitable for most of these stocks.

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