Jefferies' top software stocks to own led by Microsoft, Meta [Yahoo! Finance]
Procore Technologies, Inc. (PCOR)
Company Research
Source: Yahoo! Finance
sectors like semis,” and recommending an underweight position until artificial intelligence monetisation becomes more visible. Analyst Brent Thill said “'26 will be another year of gradual AI monetization,” adding that more meaningful acceleration is needed to “ease AI disintermediation fears.” Jefferies' top mega-cap picks are Microsoft and Meta, alongside large-caps Intuit, Atlassian and Oracle. Mid-cap preferences include Procore, Unity and Wix, while Upwork leads its small-cap selections. The analyst added that he “remains confident that value will ultimately accrue to the software layer,” noting that with valuations back to historical averages there is “ample room for multiple expansion once AI monetization begins to lift growth.” The bank prefers infrastructure software in the first half of the year, but argues that “the universally negative application sentiment is not grounded in realities” and expects sentiment to improve later in 2026. In the same note, Jefferies u
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PCOR
News
- How One Tech Company Built An EQ-Based Leadership System [Forbes]Forbes
- 2 Cash-Heavy Stocks Worth Your Attention and 1 Facing Headwinds [Yahoo! Finance]Yahoo! Finance
- Procore: AI Monetization Is Coming [Seeking Alpha]Seeking Alpha
- Why Procore Technologies (PCOR) Stock Is Up Today [Yahoo! Finance]Yahoo! Finance
- Procore Technologies (NYSE:PCOR) was upgraded by analysts at Barclays PLC from an "equal weight" rating to an "overweight" rating.MarketBeat
PCOR
Earnings
- 11/5/25 - Beat
PCOR
Sec Filings
- 1/15/26 - Form 4
- 1/6/26 - Form 4
- 1/2/26 - Form 144
- PCOR's page on the SEC website