Dec. 21 at 4:42 PM
SOFTWARE STOCKS THAT ARE NOT ACTUALLY BEING DISRUPTED BY AI
$DUOL 185.96 | -65.9% FROM ATH
The brand, data advantage, and gamified engagement moat are extremely hard to replicate. AI lowers content costs and accelerates product velocity instead of disrupting demand.
$NOW 155.31 | -35.2% FROM ATH
Deeply embedded in mission-critical IT and enterprise workflows. AI expands efficiency and use cases without threatening the core platform.
$CRM 259.91 | -29.2% FROM ATH
Still owns the system of record for enterprise customer data. AI copilots sit on top of sticky workflows that are costly and risky to replace.
$ADBE 355.86 | -23.6% FROM ATH
Creative Cloud remains the industry standard with strong enterprise lock-in. AI features are additive, not cannibalistic, and reinforce pricing power.
