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Goldman Sachs Initiates Coverage on U.S. Software Stocks with Microsoft and Oracle as Top Picks

Goldman Sachs Initiates Coverage on U.S. Software Stocks with Microsoft and Oracle as Top Picks

Author:

Global Cryptocurrency

Published:

2026-01-13 13:25:02

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BTCCSquare news:

Goldman Sachs analyst Gabriela Borges has launched coverage of the U.S. software sector with a bullish stance on Microsoft, Oracle, and ServiceNow. Microsoft emerges as the firm's highest-conviction pick, with projected upside in Azure revenue by 2026 driven by its scale and disciplined margin strategy. Oracle secures a Buy rating amid improving spending visibility and anticipated profit recovery, while ServiceNow is highlighted for its leadership in workflow automation and AI integration.

Adobe and Datadog, however, face Sell ratings due to mounting competitive pressures and pricing headwinds. The report frames the sector as entering a 'decade of agentic workflow,' where automation and AI adoption will redefine enterprise software economics.

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