Cantor Fitzgerald sees MongoDB (NASDAQ:MDB), Oracle (NYSE:ORCL), and monday.com (NASDAQ:MNDY) as top plays in AI software and infrastructure, giving all three an Overweight rating. MongoDB, with a $344 price target, leads in NoSQL databases, thanks to its fast-growing cloud service, MongoDB Atlas, now making up 71% of revenue.
Cantor believes AI-driven demand could push growth into the mid-20% range for FY25, beating Wall Street's 17% estimate. Oracle, set at $214, brings AI-powered cloud infrastructure into focus. Its OCI business could jump 60%+ in 2H FY25, as more AI workloads move to its platform. While rising capital expenses may weigh on margins short term, Cantor sees them fueling long-term gains. monday.com, with a $292 price target, stands out in workflow automation, turning $161M in 2023 into nearly $1B in 2024.
Analysts expect new products to boost recurring revenue by 10% in 2025, with ease of use driving more customer adoption.
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