Goldman Sachs Says These 2 Software Stocks Could Surge at Least 60% From Current

AI has become the defining theme across the tech sector, accounting for much of the industry's focus while helping drive strong earnings growth over the past few years. At the same time, it is also transforming the software industry, where the rise of AI agents has raised concerns that some traditional software-as-a-service (SaaS) products could become less valuable or even unnecessary as AI takes over tasks that once required dedicated applications. Those concerns have given rise to what analysts have dubbed the "SaaSpocalypse."

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However, Goldman Sachs' Gabriela Borges sees a potential path toward a software recovery, arguing that some companies stand to benefit as AI reshapes the industry and creates new product opportunities. In particular, the analyst believes the customer experience software market offers attractive near- to mid-term opportunities.

"The customer experience market is in an AI-driven evolution, with significant disruption to incumbents in p

Fuente original: Yahoo Finance (https://finance.yahoo.com/markets/stocks/articles/goldman-sachs-says-2-software-175500464.html)