<div id="readability-page-1"><div>Microsoft and Salesforce are heading into 2026 with strong backing from Evercore, which says investors are not ready to walk away from big, infrastructure-led software names just yet.In a note to clients, Evercore said the software rally should broaden next year, but the core AI infrastructure trade is still very much alive. Microsoft, Snowflake , and Oracle remain top picks, supported by steady AI spending from hyperscalers. Oracle, in particular, has faced questions around debt and its ties to OpenAI, but Evercore said demand for enterprise AI continues to outweigh those worries.Salesforce also stood out as a comeback story. Analysts said it checks many boxes of a washed-out software name, with improving momentum tied to its AI push and the potential for revenue growth to re-accelerate. Its relatively low free cash flow multiple was seen as making the risk-reward more attractive.Elsewhere, Evercore likes Intuit as small businesses adopt AI, Samsara as a smaller-cap standout, and Palo Alto Networks as its top cybersecurity pick as recent acquisitions begin to show results. Evercore's picks suggest AI is moving from hype to durable fundamentals as investors look toward 2026.</div></div>

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Evercore backs Microsoft, Salesforce, Snowflake, and Oracle for 2026, citing strong AI infrastructure spending. Salesforce is highlighted for its AI-driven comeback and potential revenue growth. Intuit, Samsara, and Palo Alto Networks are also favored for their AI adoption and cybersecurity advancements.

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Microsoft, Salesforce Lead Evercore's 2026 Picks