CrowdStrike and Salesforce Show Which AI Software Stocks Are Winning in 2026

TLDR

• CrowdStrike shares rose 20% after earnings, with annual recurring revenue up 25% to $5.8 billion
• Salesforce stock jumped 23% post-earnings after CEO Marc Benioff pushed back on AI disruption fears
• Agentforce software revenue hit $1.5 billion annual recurring revenue, up 240% year over year
• Intuit stock has fallen 56% from its 2025 high after cutting prices and posting weak guidance
• CrowdStrike sees its total addressable market growing from $149 billion in 2026 to $325 billion by 2030

AI software stocks have been under pressure for months. The bear case is simple: AI agents will replace human users of cloud software and duplicate what expensive enterprise tools do. But last week’s earnings gave investors a clearer picture of which companies are winning and which are losing.

CrowdStrike came out on top. The cybersecurity company beat Wall Street estimates on every key metric. Its annual recurring revenue grew 25% year over year to $5.8 billion as of July 31. The stock jumped 20% the day after results came out.

… Continue reading the full article at the original source below.