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What are the best enterprise software stocks right now for investors?
We asked Seeking Alpha analyst Gary Alexander for his picks.
Gary Alexander: The best software stocks are those that score well across three dimensions: strong growth that hasn’t been dented by the macro situation, existing “profitable bones” and a commitment to efficiency amid a potential recession, and a reasonable valuation.
My top picks right now are Zeta (NYSE:ZETA), which trades at very low valuations and which has received inbound buyer interest; Twilio (NYSE:TWLO), which is throwing off healthy free cash flow as its retention rates in its communications business revive; and Atlassian (NASDAQ:TEAM), which has begun to release new agentic AI products that are driving strong growth despite macro headwinds.
More on Twilio , Atlassian, etc.
- Atlassian Corporation (TEAM) Bernstein 41st Annual Strategic Decisions Conference (Transcript)
- Zeta Global: Finding Opportunity In Risk
- Twilio: Prepare For Takeoff With 80%+ Potential Upside
- SA analyst upgrades: NVDA, MSFT, AMD, SBUX, ABNB, U, ADI
- Jefferies feels positive on Twilio’s conversational AI, multi-year Microsoft agreement