http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Fri, 16 Oct 2026 17:23:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13GA++Braze%2C+Inc.++++++++++++++++++++++++++++Filed+by%3A+INTEGRATED+CORE+STRATEGIES+%28US%29+LLC/27198746.html si-local-file:///var/storage/secattach/20261016/27198746.html http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13GA++Braze%2C+Inc.++++++++++++++++++++++++++++Filed+by%3A+INTEGRATED+CORE+STRATEGIES+%28US%29+LLC/27198746.html Fri, 16 Oct 2026 17:23:00 -0400 BRZE http://www.streetinsider.com/SEC+Filings/Form++144++++++++Braze%2C+Inc.++++++++++++++++++++++++++++Filed+by%3A+Hyman+Jonathan/27193657.html si-local-file:///var/storage/secattach/20261015/27193657.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++Braze%2C+Inc.++++++++++++++++++++++++++++Filed+by%3A+Hyman+Jonathan/27193657.html Thu, 15 Oct 2026 16:21:00 -0400 BRZE http://www.streetinsider.com/Analyst+Comments/Braze+%28BRZE%29+Reiterated+at+Market+Outperform+by+Citizens+After+Braze+Forge+Event/27144705.html <p>Citizens analyst Patrick Walravens reiterated a Market Outperform rating and $35.00 price target on Braze Inc (NASDAQ: BRZE).</p><p>The analyst commented, "We maintain our Market Outperform rating and $35 price target on Braze after attending Braze Forge at the Fontainebleau in Las Vegas last Tuesday, which attracted nearly 1,600 in-person attendees, up from 1,500 last year, and after the stock has fallen 21% year to date versus an 11% increase for the Russell 3000. Our two takeaways from the event were: 1) we spoke to seven customers and partners and asked if their spending would be up, down, or flat in http://www.streetinsider.com/Analyst+Comments/Braze+%28BRZE%29+Reiterated+at+Market+Outperform+by+Citizens+After+Braze+Forge+Event/27144705.html Mon, 05 Oct 2026 04:20:01 -0400 BRZE http://www.streetinsider.com/Analyst+Comments/DA+Davidson+Reiterates+Buy+Rating+on+Braze+Inc+%28BRZE%29+as+Company+%27Winning+Where+It+Matters+Most%27/27133003.html <p>DA Davidson analyst Clark Wright reiterated a Buy rating and $40.00 price target on Braze Inc (NASDAQ: BRZE).</p><p>The analyst commented, "Over the past two days we attended Braze Forge, the company's annual user conference where we heard constructive commentary from both customers and partners around displacement and consolidation trends. We see this dynamic supporting upside to the company's FY27 revenue guide which implies 23% Y/ Y and remain positive on Braze's ability to gain share LT. Our stance remains that Braze is winning where it matters most today, replacing incumbent platforms and strengthening its position as the orchestration layer for http://www.streetinsider.com/Analyst+Comments/DA+Davidson+Reiterates+Buy+Rating+on+Braze+Inc+%28BRZE%29+as+Company+%27Winning+Where+It+Matters+Most%27/27133003.html Thu, 01 Oct 2026 09:32:36 -0400 BRZE http://www.streetinsider.com/Investing/Needham+names+top+SaaS+picks+amid+Meta+Enterprise+Platform+concerns/27127398.html <p>Investing.com -- Needham analyst Scott Berg identified three software stocks as top picks following a recent market selloff triggered by Meta&amp;#39;s Enterprise Platform announcement, noting that the new offering does not directly compete with enterprise software vendors in his coverage universe.</p> <p>Meta announced yesterday morning a new Enterprise Platform integrating the company&amp;#39;s coding agents, models and infrastructure, which drove another decline in AI and enterprise software stocks. Berg views the announcement as the final step in Meta&amp;#39;s year-long shift from consumer AI to enterprise AI, accelerated by the company&amp;#39;s transition to proprietary models.</p> <p>The analyst expects Meta&amp;#39;s new platform will compete directly http://www.streetinsider.com/Investing/Needham+names+top+SaaS+picks+amid+Meta+Enterprise+Platform+concerns/27127398.html Wed, 30 Sep 2026 11:56:06 -0400 BRZE META NAVN TTAN http://www.streetinsider.com/General+News/Needham+names+top+SaaS+picks+amid+Meta+Enterprise+Platform+concerns/27127398.html <p>Investing.com -- Needham analyst Scott Berg identified three software stocks as top picks following a recent market selloff triggered by Meta&amp;#39;s Enterprise Platform announcement, noting that the new offering does not directly compete with enterprise software vendors in his coverage universe.</p> <p>Meta announced yesterday morning a new Enterprise Platform integrating the company&amp;#39;s coding agents, models and infrastructure, which drove another decline in AI and enterprise software stocks. Berg views the announcement as the final step in Meta&amp;#39;s year-long shift from consumer AI to enterprise AI, accelerated by the company&amp;#39;s transition to proprietary models.</p> <p>The analyst expects Meta&amp;#39;s new platform will compete directly http://www.streetinsider.com/General+News/Needham+names+top+SaaS+picks+amid+Meta+Enterprise+Platform+concerns/27127398.html Wed, 30 Sep 2026 11:56:06 -0400 BRZE META NAVN TTAN http://www.streetinsider.com/Investing/Needham+names+top+SaaS+picks+amid+Meta+Enterprise+Platform+concerns/27127398.html <p>Investing.com -- Needham analyst Scott Berg identified three software stocks as top picks following a recent market selloff triggered by Meta&amp;#39;s Enterprise Platform announcement, noting that the new offering does not directly compete with enterprise software vendors in his coverage universe.</p> <p>Meta announced yesterday morning a new Enterprise Platform integrating the company&amp;#39;s coding agents, models and infrastructure, which drove another decline in AI and enterprise software stocks. Berg views the announcement as the final step in Meta&amp;#39;s year-long shift from consumer AI to enterprise AI, accelerated by the company&amp;#39;s transition to proprietary models.</p> <p>The analyst expects Meta&amp;#39;s new platform will compete directly http://www.streetinsider.com/Investing/Needham+names+top+SaaS+picks+amid+Meta+Enterprise+Platform+concerns/27127398.html Wed, 30 Sep 2026 11:56:06 -0400 BRZE META NAVN TTAN http://www.streetinsider.com/General+News/Needham+names+top+SaaS+picks+amid+Meta+Enterprise+Platform+concerns/27127398.html <p>Investing.com -- Needham analyst Scott Berg identified three software stocks as top picks following a recent market selloff triggered by Meta&amp;#39;s Enterprise Platform announcement, noting that the new offering does not directly compete with enterprise software vendors in his coverage universe.</p> <p>Meta announced yesterday morning a new Enterprise Platform integrating the company&amp;#39;s coding agents, models and infrastructure, which drove another decline in AI and enterprise software stocks. Berg views the announcement as the final step in Meta&amp;#39;s year-long shift from consumer AI to enterprise AI, accelerated by the company&amp;#39;s transition to proprietary models.</p> <p>The analyst expects Meta&amp;#39;s new platform will compete directly http://www.streetinsider.com/General+News/Needham+names+top+SaaS+picks+amid+Meta+Enterprise+Platform+concerns/27127398.html Wed, 30 Sep 2026 11:56:06 -0400 BRZE META NAVN TTAN http://www.streetinsider.com/Investing/Needham+names+top+SaaS+picks+amid+Meta+Enterprise+Platform+concerns/27127398.html <p>Investing.com -- Needham analyst Scott Berg identified three software stocks as top picks following a recent market selloff triggered by Meta&amp;#39;s Enterprise Platform announcement, noting that the new offering does not directly compete with enterprise software vendors in his coverage universe.</p> <p>Meta announced yesterday morning a new Enterprise Platform integrating the company&amp;#39;s coding agents, models and infrastructure, which drove another decline in AI and enterprise software stocks. Berg views the announcement as the final step in Meta&amp;#39;s year-long shift from consumer AI to enterprise AI, accelerated by the company&amp;#39;s transition to proprietary models.</p> <p>The analyst expects Meta&amp;#39;s new platform will compete directly http://www.streetinsider.com/Investing/Needham+names+top+SaaS+picks+amid+Meta+Enterprise+Platform+concerns/27127398.html Wed, 30 Sep 2026 11:56:06 -0400 BRZE META NAVN TTAN http://www.streetinsider.com/General+News/Needham+names+top+SaaS+picks+amid+Meta+Enterprise+Platform+concerns/27127398.html <p>Investing.com -- Needham analyst Scott Berg identified three software stocks as top picks following a recent market selloff triggered by Meta&amp;#39;s Enterprise Platform announcement, noting that the new offering does not directly compete with enterprise software vendors in his coverage universe.</p> <p>Meta announced yesterday morning a new Enterprise Platform integrating the company&amp;#39;s coding agents, models and infrastructure, which drove another decline in AI and enterprise software stocks. Berg views the announcement as the final step in Meta&amp;#39;s year-long shift from consumer AI to enterprise AI, accelerated by the company&amp;#39;s transition to proprietary models.</p> <p>The analyst expects Meta&amp;#39;s new platform will compete directly http://www.streetinsider.com/General+News/Needham+names+top+SaaS+picks+amid+Meta+Enterprise+Platform+concerns/27127398.html Wed, 30 Sep 2026 11:56:06 -0400 BRZE META NAVN TTAN http://www.streetinsider.com/Investing/Needham+names+top+SaaS+picks+amid+Meta+Enterprise+Platform+concerns/27127398.html <p>Investing.com -- Needham analyst Scott Berg identified three software stocks as top picks following a recent market selloff triggered by Meta&amp;#39;s Enterprise Platform announcement, noting that the new offering does not directly compete with enterprise software vendors in his coverage universe.</p> <p>Meta announced yesterday morning a new Enterprise Platform integrating the company&amp;#39;s coding agents, models and infrastructure, which drove another decline in AI and enterprise software stocks. Berg views the announcement as the final step in Meta&amp;#39;s year-long shift from consumer AI to enterprise AI, accelerated by the company&amp;#39;s transition to proprietary models.</p> <p>The analyst expects Meta&amp;#39;s new platform will compete directly http://www.streetinsider.com/Investing/Needham+names+top+SaaS+picks+amid+Meta+Enterprise+Platform+concerns/27127398.html Wed, 30 Sep 2026 11:56:06 -0400 BRZE META NAVN TTAN http://www.streetinsider.com/General+News/Needham+names+top+SaaS+picks+amid+Meta+Enterprise+Platform+concerns/27127398.html <p>Investing.com -- Needham analyst Scott Berg identified three software stocks as top picks following a recent market selloff triggered by Meta&amp;#39;s Enterprise Platform announcement, noting that the new offering does not directly compete with enterprise software vendors in his coverage universe.</p> <p>Meta announced yesterday morning a new Enterprise Platform integrating the company&amp;#39;s coding agents, models and infrastructure, which drove another decline in AI and enterprise software stocks. Berg views the announcement as the final step in Meta&amp;#39;s year-long shift from consumer AI to enterprise AI, accelerated by the company&amp;#39;s transition to proprietary models.</p> <p>The analyst expects Meta&amp;#39;s new platform will compete directly http://www.streetinsider.com/General+News/Needham+names+top+SaaS+picks+amid+Meta+Enterprise+Platform+concerns/27127398.html Wed, 30 Sep 2026 11:56:06 -0400 BRZE META NAVN TTAN http://www.streetinsider.com/Analyst+Comments/Braze+%28BRZE%29+Reiterated+at+Overweight+by+Cantor+Fitzgerald+on+Tremendous+Pipeline+Opportunity/27124999.html <p>Cantor Fitzgerald analyst Matthew VanVliet reiterated an Overweight rating and $38.00 price target on Braze Inc (NASDAQ: BRZE).</p><p>The analyst commented, "We attended Braze's annual Forge customer conference. The event included an analyst reception with mgmt. which helped shed more light on the tremendous pipeline opportunity in front of the company in the AI era. Marketing teams are not building their own capabilities and are instead turning to critical vendors like Braze to better operationalize key functions around customer segmentation and engagement with a greater velocity of automation. The rollout of Decisioning Studio Go greatly widens the aperture of the automated http://www.streetinsider.com/Analyst+Comments/Braze+%28BRZE%29+Reiterated+at+Overweight+by+Cantor+Fitzgerald+on+Tremendous+Pipeline+Opportunity/27124999.html Wed, 30 Sep 2026 06:56:35 -0400 BRZE http://www.streetinsider.com/Press+Releases/Braze+Announces+2026+Torchie+Award+Winners+Recognizing+the+Marketers+Who+Were+%E2%80%98Made+for+This%E2%80%99+Moment/27118735.html <p class="bwalignc"> <i>AB InBev, Compare the Market, Luxury Escapes, Nestlé Purina, Pizza Hut, Ridery, Wealthsimple and Wendy’s awarded for turning innovation into impact</i> </p> <p> LAS VEGAS--(BUSINESS WIRE)-- Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced the winners of its <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.braze.com%2Fresources%2Farticles%2F2026-torchie-awards-winners%3Futm_campaign%3Dfy27-q3-global-customer-customer-forge%26utm_medium%3Dpress-release%26utm_source%3Dbraze%26utm_content%3Dlp-forge&amp;esheet=54612078&amp;newsitemid=20260929322215&amp;lan=en-US&amp;anchor=2026+Torchie+Awards&amp;index=1&amp;md5=909f54a00b23158f9d31170493174323" shape="rect">2026 Torchie Awards</a>, recognizing brands and marketers setting a new standard for customer engagement through creativity, collaboration, AI, and measurable business impact. </p><p> The winners were unveiled Monday evening at Forge, Braze’s annual customer engagement conference in Las Vegas. This year’s winners bring the Forge theme, ‘Made for This,’ to http://www.streetinsider.com/Press+Releases/Braze+Announces+2026+Torchie+Award+Winners+Recognizing+the+Marketers+Who+Were+%E2%80%98Made+for+This%E2%80%99+Moment/27118735.html Tue, 29 Sep 2026 09:10:00 -0400 BRZE http://www.streetinsider.com/Business+Wire/Braze+Announces+2026+Torchie+Award+Winners+Recognizing+the+Marketers+Who+Were+%E2%80%98Made+for+This%E2%80%99+Moment/27118735.html <p class="bwalignc"> <i>AB InBev, Compare the Market, Luxury Escapes, Nestlé Purina, Pizza Hut, Ridery, Wealthsimple and Wendy’s awarded for turning innovation into impact</i> </p> <p> LAS VEGAS--(BUSINESS WIRE)-- Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced the winners of its <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.braze.com%2Fresources%2Farticles%2F2026-torchie-awards-winners%3Futm_campaign%3Dfy27-q3-global-customer-customer-forge%26utm_medium%3Dpress-release%26utm_source%3Dbraze%26utm_content%3Dlp-forge&amp;esheet=54612078&amp;newsitemid=20260929322215&amp;lan=en-US&amp;anchor=2026+Torchie+Awards&amp;index=1&amp;md5=909f54a00b23158f9d31170493174323" shape="rect">2026 Torchie Awards</a>, recognizing brands and marketers setting a new standard for customer engagement through creativity, collaboration, AI, and measurable business impact. </p><p> The winners were unveiled Monday evening at Forge, Braze’s annual customer engagement conference in Las Vegas. This year’s winners bring the Forge theme, ‘Made for This,’ to http://www.streetinsider.com/Business+Wire/Braze+Announces+2026+Torchie+Award+Winners+Recognizing+the+Marketers+Who+Were+%E2%80%98Made+for+This%E2%80%99+Moment/27118735.html Tue, 29 Sep 2026 09:10:00 -0400 BRZE http://www.streetinsider.com/Corporate+News/Braze+signs+strategic+collaboration+agreement+with+AWS/27118681.html <p>Braze (Nasdaq: BRZE) has signed a strategic collaboration agreement (SCA) with Amazon Web Services (AWS), the company announced at its annual Forge customer conference in Las Vegas.</p> <p>The agreement focuses on expanding generative AI capabilities and deepening industry-specific solutions. As part of the deal, Braze will integrate Amazon Bedrock into its BrazeAI Agent Console, an AI agent orchestration offering, giving brands additional options for building AI-powered customer engagement tools using AWS generative AI services.</p> <p>The collaboration also extends Braze's global infrastructure footprint, building on recent availability in AWS Asia Pacific Regions covering Japan and South Korea. According to the press release, the http://www.streetinsider.com/Corporate+News/Braze+signs+strategic+collaboration+agreement+with+AWS/27118681.html Tue, 29 Sep 2026 09:05:16 -0400 BRZE http://www.streetinsider.com/Press+Releases/Braze+Signs+Strategic+Collaboration+Agreement+with+AWS+to+Advance+AI-Powered+Customer+Engagement/27118670.html <p class="bwalignc"> <i>Collaboration will expand generative AI capabilities, deepen industry innovation and help brands get more value from their investments on AWS and in Braze</i> </p> <p> LAS VEGAS--(BUSINESS WIRE)-- Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced at Forge, its annual customer conference taking place September 28-30 at Fontainebleau Las Vegas, that it has signed a <b>strategic collaboration agreement (SCA) with Amazon Web Services (AWS)</b> to help brands accelerate innovation and deliver more relevant, personalized customer experiences at scale. </p><p> Through the SCA, Braze is deepening its collaboration with AWS across generative AI http://www.streetinsider.com/Press+Releases/Braze+Signs+Strategic+Collaboration+Agreement+with+AWS+to+Advance+AI-Powered+Customer+Engagement/27118670.html Tue, 29 Sep 2026 09:05:00 -0400 BRZE http://www.streetinsider.com/Business+Wire/Braze+Signs+Strategic+Collaboration+Agreement+with+AWS+to+Advance+AI-Powered+Customer+Engagement/27118670.html <p class="bwalignc"> <i>Collaboration will expand generative AI capabilities, deepen industry innovation and help brands get more value from their investments on AWS and in Braze</i> </p> <p> LAS VEGAS--(BUSINESS WIRE)-- Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced at Forge, its annual customer conference taking place September 28-30 at Fontainebleau Las Vegas, that it has signed a <b>strategic collaboration agreement (SCA) with Amazon Web Services (AWS)</b> to help brands accelerate innovation and deliver more relevant, personalized customer experiences at scale. </p><p> Through the SCA, Braze is deepening its collaboration with AWS across generative AI http://www.streetinsider.com/Business+Wire/Braze+Signs+Strategic+Collaboration+Agreement+with+AWS+to+Advance+AI-Powered+Customer+Engagement/27118670.html Tue, 29 Sep 2026 09:05:00 -0400 BRZE http://www.streetinsider.com/Press+Releases/Braze+Accelerates+AI+Innovation%2C+Empowering+Marketers+to+Treat+Every+Customer+Like+Their+Only+Customer/27118399.html <p class="bwalignc"> <i>New launches of Decisioning Studio Go, Agentic Standards, Operator Connect and conversational AI deliver powerful capabilities to automate real-time customer journey decisioning</i> </p> <p> LAS VEGAS--(BUSINESS WIRE)-- Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today unveiled three major additions to its AI portfolio, alongside new conversational AI capabilities across messaging channels. Together, they help marketers bring 1:1 decisioning to more customer journeys, automate critical campaign quality assurance, and work with Braze directly from the AI tools they already use, all while engaging customers with interactive messaging and product experiences. </p><p> Last year at http://www.streetinsider.com/Press+Releases/Braze+Accelerates+AI+Innovation%2C+Empowering+Marketers+to+Treat+Every+Customer+Like+Their+Only+Customer/27118399.html Tue, 29 Sep 2026 09:00:00 -0400 BRZE http://www.streetinsider.com/Business+Wire/Braze+Accelerates+AI+Innovation%2C+Empowering+Marketers+to+Treat+Every+Customer+Like+Their+Only+Customer/27118399.html <p class="bwalignc"> <i>New launches of Decisioning Studio Go, Agentic Standards, Operator Connect and conversational AI deliver powerful capabilities to automate real-time customer journey decisioning</i> </p> <p> LAS VEGAS--(BUSINESS WIRE)-- Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today unveiled three major additions to its AI portfolio, alongside new conversational AI capabilities across messaging channels. Together, they help marketers bring 1:1 decisioning to more customer journeys, automate critical campaign quality assurance, and work with Braze directly from the AI tools they already use, all while engaging customers with interactive messaging and product experiences. </p><p> Last year at http://www.streetinsider.com/Business+Wire/Braze+Accelerates+AI+Innovation%2C+Empowering+Marketers+to+Treat+Every+Customer+Like+Their+Only+Customer/27118399.html Tue, 29 Sep 2026 09:00:00 -0400 BRZE http://www.streetinsider.com/Investing/Top+software+application+stocks+to+watch%2C+according+to+Oppenheimer/27114839.html <p>Investing.com -- Oppenheimer analysts say the artificial intelligence transition in software has moved beyond experimentation and into a phase where companies must demonstrate measurable returns on investment. Enterprise AI spending remains strong, but customers and investors now focus on business outcomes rather than adoption metrics alone. AI is becoming a recurring operating expense, with chief financial officers evaluating investments alongside labor costs and demanding clear returns.</p> <p>According to the firm, not all software companies are equally positioned to benefit from AI. The strongest setup exists among system-of-record vendors and businesses with seat-plus-consumption pricing models, which combine defensible customer relationships with direct http://www.streetinsider.com/Investing/Top+software+application+stocks+to+watch%2C+according+to+Oppenheimer/27114839.html Mon, 28 Sep 2026 16:27:27 -0400 BRZE MSFT NOW http://www.streetinsider.com/General+News/Top+software+application+stocks+to+watch%2C+according+to+Oppenheimer/27114839.html <p>Investing.com -- Oppenheimer analysts say the artificial intelligence transition in software has moved beyond experimentation and into a phase where companies must demonstrate measurable returns on investment. Enterprise AI spending remains strong, but customers and investors now focus on business outcomes rather than adoption metrics alone. AI is becoming a recurring operating expense, with chief financial officers evaluating investments alongside labor costs and demanding clear returns.</p> <p>According to the firm, not all software companies are equally positioned to benefit from AI. The strongest setup exists among system-of-record vendors and businesses with seat-plus-consumption pricing models, which combine defensible customer relationships with direct http://www.streetinsider.com/General+News/Top+software+application+stocks+to+watch%2C+according+to+Oppenheimer/27114839.html Mon, 28 Sep 2026 16:27:27 -0400 BRZE MSFT NOW http://www.streetinsider.com/Investing/Top+software+application+stocks+to+watch%2C+according+to+Oppenheimer/27114839.html <p>Investing.com -- Oppenheimer analysts say the artificial intelligence transition in software has moved beyond experimentation and into a phase where companies must demonstrate measurable returns on investment. Enterprise AI spending remains strong, but customers and investors now focus on business outcomes rather than adoption metrics alone. AI is becoming a recurring operating expense, with chief financial officers evaluating investments alongside labor costs and demanding clear returns.</p> <p>According to the firm, not all software companies are equally positioned to benefit from AI. The strongest setup exists among system-of-record vendors and businesses with seat-plus-consumption pricing models, which combine defensible customer relationships with direct http://www.streetinsider.com/Investing/Top+software+application+stocks+to+watch%2C+according+to+Oppenheimer/27114839.html Mon, 28 Sep 2026 16:27:27 -0400 BRZE MSFT NOW http://www.streetinsider.com/General+News/Top+software+application+stocks+to+watch%2C+according+to+Oppenheimer/27114839.html <p>Investing.com -- Oppenheimer analysts say the artificial intelligence transition in software has moved beyond experimentation and into a phase where companies must demonstrate measurable returns on investment. Enterprise AI spending remains strong, but customers and investors now focus on business outcomes rather than adoption metrics alone. AI is becoming a recurring operating expense, with chief financial officers evaluating investments alongside labor costs and demanding clear returns.</p> <p>According to the firm, not all software companies are equally positioned to benefit from AI. The strongest setup exists among system-of-record vendors and businesses with seat-plus-consumption pricing models, which combine defensible customer relationships with direct http://www.streetinsider.com/General+News/Top+software+application+stocks+to+watch%2C+according+to+Oppenheimer/27114839.html Mon, 28 Sep 2026 16:27:27 -0400 BRZE MSFT NOW http://www.streetinsider.com/Investing/Top+software+application+stocks+to+watch%2C+according+to+Oppenheimer/27114839.html <p>Investing.com -- Oppenheimer analysts say the artificial intelligence transition in software has moved beyond experimentation and into a phase where companies must demonstrate measurable returns on investment. Enterprise AI spending remains strong, but customers and investors now focus on business outcomes rather than adoption metrics alone. AI is becoming a recurring operating expense, with chief financial officers evaluating investments alongside labor costs and demanding clear returns.</p> <p>According to the firm, not all software companies are equally positioned to benefit from AI. The strongest setup exists among system-of-record vendors and businesses with seat-plus-consumption pricing models, which combine defensible customer relationships with direct http://www.streetinsider.com/Investing/Top+software+application+stocks+to+watch%2C+according+to+Oppenheimer/27114839.html Mon, 28 Sep 2026 16:27:27 -0400 BRZE MSFT NOW