Oct. 3 at 12:41 PM
Some of 2025’s biggest AI “loser” stocks may be poised for a comeback. Software names like Salesforce and Workday have sold off on fears that AI could disrupt their business models, but analysts see opportunities in AI-driven applications such as AI agents and automated tools. Salesforce, down 29% YTD, benefits from its “Agentforce” platform, while Workday is bolstered by its acquisition of AI startup Sana and Elliott Management’s $ 2B stake.
In consumer tech, Duolingo is leveraging AI in video-call language practice and adaptive Chess courses, offering specialized experiences that differentiate it from generic AI tools. Market-data provider FactSet , down over 40% YTD, is also viewed as undervalued due to its sticky client base and rapid AI integration. Analysts caution that adoption will take time but see significant potential upside for these beaten-down AI names.
$SPX $CRM $WDAY $DUOL $FDS