The Financial News

The Financial News

3 Software Stocks To Love in the Agentic AI Era!!


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The market punished software all year on the fear that AI kills seat-based licensing. Jose Najarro and Rachel Warren argue the opposite: AI agents are customers of software, not replacements for it. They break down three enterprise giants positioned for the agentic era — Synopsys (SNPS), ServiceNow (NOW) and Oracle (ORCL) — covering the shift from flat seat pricing to consumption-based models, ServiceNow’s 25% subscription revenue growth, and Oracle’s record $630 billion backlog.

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