Macquarie Equity Research recommends Autodesk, Datadog, and Zscaler as leading AI software stocks, citing AI‑driven cybersecurity demand.
Autodesk retains Outperform rating with a $310 price target, driven by greenfield construction AI adoption and FY2027 guidance above consensus.
Datadog upgraded to Buy after a Q4 top‑line beat and strong free cash flow; new product launch slated for the DASH conference June 9‑10.
Zscaler beats Q2 revenue guidance, raises FY2026 outlook, expands data‑sovereignty capabilities in Canada, though BTIG downgraded it to Neutral.