By Nauman Khan
Publication Date: 2025-12-22 18:00:00
This article first appeared on GuruFocus.
Evercore highlighted on Monday that Microsoft (NASDAQ:MSFT), Salesforce (NYSE:CRM) and Oracle (NYSE:ORCL) as its top enterprise software pick for 2026, citing continued AI adoption and infrastructure demand.
Shares of Oracle and Salesforce rose about 2% after the conference call, while Microsoft was little changed. Evercore said its software “infrastructure” trading should remain intact as AI adoption increases next year.
The company too highlighted Intuitive (NASDAQ:INTU), snowflake (NYSE: SNOW) and samsara (NYSE:IOT) as preferred ideas. Analysts said these names combine long-term AI commitment with clearer paths to sustained revenue.
Evercore pointed to Oracle’s more idiosyncratic risks, pointing to its increased debt and close ties to OpenAI as factors investors must weigh. Still, the bank said demand from hyperscalers should support Oracle adoption for enterprise AI.
At Salesforce, Evercore noted that the momentum of the company’s AI strategy is improving, saying…
