Jun. 16 at 1:58 PM
D.A. Davidson highlighted four preferred software stocks following its 2nd Annual Technology & Consumer Conference in Nashville, where 14 software firms outlined growth strategies. The firm emphasized AI adoption, operating leverage, and enterprise product upgrades as key investment drivers.
Amplitude Optimism is rising on the long-term impact of the Statsig acquisition, with Davidson arguing the market underestimates growth potential and overweights cost concerns. The company is strengthening its position in product analytics while improving non-GAAP margins and execution. Q1 revenue beat expectations at
$93.5M, though EPS missed, and FY2026 revenue guidance was raised.
Box Strong pricing power is evident, with 30%–40% price increases on upgrades to Enterprise Advanced driving higher-value use cases and expanding license adoption. The company is positioned to benefit from AI agents that rely on document access and efficient model selection. .
$AMPL $BOX