Analyst Gabriela Borges identifies customer experience software firms poised to benefit from AI-driven industry disruption.
Goldman Sachs analyst Gabriela Borges highlights two software stocks with potential upside of at least 60% as artificial intelligence reshapes the sector. The shift has sparked concerns over traditional SaaS models, dubbed the ‘SaaSpocalypse,’ but Borges sees opportunities in customer experience software amid AI-driven evolution.
The software industry has faced volatility as AI adoption accelerates, raising questions about the durability of legacy products. Borges argues that firms leveraging AI to enhance customer service and experience could outperform, citing industry conversations and fundamental analysis as support.
While broader SaaS valuations have come under pressure, the report suggests select companies may capitalize on AI disruption, particularly in customer service segments where incumbents face challenges.