Barclays spotlights Oracle, DigitalOcean, Salesforce and Snowflake as its top AI‑software picks, citing strong growth momentum and AI demand.
Oracle's revenue backlog surged from $98bn FY2024 to over $550bn FY2026, driving projected revenue growth from ~9% FY2025 to >30% FY2027.
DigitalOcean reported Q1‑2026 revenue $258 million and EPS $0.44, beating expectations and prompting UBS to raise its price target.
Salesforce expects accelerated revenue in H2‑2027 after expanding AI partnership with Google Cloud; Snowflake sees AI‑driven revenue rise despite mixed analyst targets.