SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns:

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
Recommended by:
Return to Sender
From: Julius Wong1/1/2025 8:12:33 AM
1 Recommendation   of 8256
 
Microsoft, Salesforce, Oracle among Evercore's top software stocks for 2025

Dec. 31, 2024 9:44 AM ET
By: Chris Ciaccia, SA News Editor

tupungato

  • Microsoft (NASDAQ: MSFT), Salesforce (NYSE: CRM) and Oracle (NYSE: ORCL) are among Evercore ISI's top software stocks for 2025, the investment firm said in a recent note to clients.
  • "...[T]he bottom line is that we believe sticking with the core ‘compounders’ in 2025 is likely a good approach, especially with the Agentic discussion starting to gain momentum and the platform players best positioned to win in terms of ability to offer the quickest time to value for enterprise adoption of AI technology," analysts at the firm wrote in a note to clients.
  • In addition to the aforementioned trio, the analysts said Snowflake ( SNOW) is their favorite "growth" idea, while Workday ( WDAY) could be a potential "mean reversion" stocks. Lastly, Intuit ( INTU) is the firm's favorite contrarian idea.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext