- Goldman Sachs predicts that artificial intelligence will create new winners in the software industry, highlighting Twilio, Braze, and Klaviyo as top picks with buy ratings.
- Twilio is favored for its cloud software facilitating customer connections, with a price target of $300, indicating a potential 63% upside.
- Braze and Klaviyo are also forecasted to capture market share and achieve growth, with target prices of $34 and $26, suggesting upside potentials of 62% and 93%, respectively.