Four Software Stocks Evercore Thinks Can Beat the Slowdown
Software is losing steam in 2025, but Evercore has singled out four names worth holding through year-end.
Software stocks are rolling over, and if you're sitting on a basket of SaaS names hoping for a broad recovery, you might be waiting a while. The sector is fading, and the market is not handing out charity to the whole group anymore. You need to be selective — full stop.
Evercore is doing the stock-picking work for you here. The firm is calling out four names it believes can push through the sector-wide pressure and still deliver through the rest of the year: Microsoft, ServiceNow, Salesforce, and Samsara. That's a mix of mega-cap stalwarts and a high-growth fleet-intelligence play, so there's something for different risk appetites.
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Microsoft and Salesforce are the defensive anchors of that list — massive installed bases, sticky enterprise contracts, and AI monetization stories that are already showing up in revenue. ServiceNow carries a similar enterprise-lock-in argument and has been one of the cleaner AI workflow plays among pure software names. Samsara is the wildcard, smaller and more volatile, but Evercore clearly sees enough fundamental momentum to keep it on the list despite the rough tape.
The broader message is straightforward: don't abandon software entirely, but stop treating it like a monolith. Evercore is drawing a clear line between names with durable demand drivers and everything else that's just riding on hope. In a market that's punishing mediocrity, that distinction matters more than ever right now.
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