Generative AI, Agents Seen Helping Enterprise Software Rally 'Grind Higher' Into 2025

Investor's & Business Daily - Dec 18th, 2024

Evercore analysts anticipate that enterprise software stocks will rise in 2025, driven by generative AI. Highlighting the durability of software business models and a shift towards digital, they predict steady investment in the software ecosystem. Despite a challenging first half of 2024, the iShares Expanded Tech-Software Sector ETF is now outperforming the S&P 500. Top picks include Salesforce, expected to benefit from its AI agent tool, Agentforce, and Oracle, which is projected to see growth in its cloud business. Microsoft is also expected to bounce back with increased Azure revenue growth. The rise of 'Agentic AI' is seen as a significant trend, potentially representing a $61 billion market opportunity for enterprise AI adoption.

Enterprise Software

Story submitted by Fairstory

RATING

5.6

Moderately Fair

Read with skepticism

The article provides a predictive analysis of the enterprise software market for 2025, focusing on AI-driven growth. However, it lacks complete information and relies heavily on a single source, Evercore, which may affect its balance and transparency.

Accuracy

The article appears to accurately present Evercore's analysis and predictions. However, it lacks specific data points and complete names for stocks, which affects its factual completeness.

Balance

The article heavily relies on the viewpoint of Evercore analysts without presenting contrasting opinions from other experts or firms, leading to potential bias.

Clarity

The article is generally clear but contains incomplete sentences and missing information, affecting its overall readability and logical flow.

Source quality

The article cites Evercore, a well-known financial services firm, which adds credibility. However, it doesn't reference any additional sources or provide external validation of the claims.

Transparency

There is a lack of transparency regarding the affiliations or potential conflicts of interest for Evercore's analysts. The article also omits some important context, like the full names of certain stocks.