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Oppenheimer Names Software Stocks Most, Least Exposed to AI -- Market Talk

Dow Jones
3 hours ago

1320 ET - Oppenheimer analysts identify stocks they see as best- and worst-positioned to rebound from AI disruption, using a framework that benefits AI innovation, consumption-based pricing models, and sticky enterprise technology stacks, as well as favorable valuations. Within this framework, they see Oracle, Microsoft, and Agilysys as top picks. On the flip side, they name Adobe, Monday.com, Paycom Software, and Freshworks as most exposed to disruption, downgrading Freshworks to perform. "The suppliers whose solutions are more function-specific, primarily sell seat-based models, and limit AI revenue disclosures are most at risk of disruption from native AI and faster-moving competitors," they write. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

March 19, 2026 13:20 ET (17:20 GMT)

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