Oppenheimer Analysts Pin Software Stocks MSFT, NOW, and BRZE as Top AI Winners

Analysts at Oppenheimer believe software stocks are poised for growth driven by AI revenue increases. They have identified three companies that stand out as 'AI winners': Microsoft, ServiceNow, and Braze.

The Oppenheimer analysts see these companies as having the potential to benefit from AI-driven upside due to their pricing models and ability to serve as a system of record for enterprise clients' data.

Microsoft is highlighted for its unmatched distribution across a massive installed base, while ServiceNow combines best-in-class growth with durable automation and security tailwinds. Braze, which has seen its stock lose nearly a third of its value this year, offers an attractive risk-reward ratio according to the analysts.