Palantir Technologies (NASDAQ:PLTR) and Salesforce (NYSE:CRM) are Wedbush's top software picks for the AI Revolution in 2025, with analysts highlighting their strong positioning in enterprise AI adoption.

The firm also pointed to other well-positioned vendors, including Oracle (NYSE:ORCL), IBM (NYSE:IBM), Innodata (NASDAQ:INOD), Snowflake (NYSE:SNOW), MongoDB (NASDAQ:MDB), Elastic (NYSE:ESTC), and Pegasystems (NASDAQ:PEGA), as companies benefiting from AI-driven growth.

Palantir's AI Platform (AIP) is expected to fuel major expansion in its U.S. Commercial business over the next 12 to 18 months, with analysts suggesting the company could evolve into the next Oracle.

Wedbush estimates AI spending now makes up 10% to 15% of IT budgets, with $2 trillion in AI capital expenditures projected over the next three years.

Tech giants like Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), and Google (NASDAQ:GOOG) (NASDAQ:GOOGL) continue to lead in AI hyperscale deployments, as enterprise AI adoption accelerates.

Palantir (NASDAQ:PLTR) shares closed at $116.65 on Monday, up 5.23%, but slipped 0.91% pre-market Tuesday to $115.59 as of 9:17 a.m. ET.

This article first appeared on GuruFocus.

View Comments