The software industry continues to offer unique investment opportunities, especially for companies that fly under Wall Street’s radar. While big tech dominates the headlines, these five non-consensus software stocks present themselves as exciting opportunities for 2025. Each of them is poised to benefit from transformative technological advancements and offers substantial upside potential according to InvestingPro fair value models.
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The software industry is rife with opportunities as businesses embrace artificial intelligence (AI), cloud computing and advanced digital tools to drive growth.
Some of the less talked about but promising names include Zoom Video Communications (NASDAQ:), Teradata (NYSE:), Dropbox (NASDAQ:), DocuSign (NASDAQ:), and Twilio (NYSE:), all of which stand out for their potential to capitalize on. on transformation trends such as AI and cloud technology.
These companies not only have significant growth potential, but also rate highly in InvestingPro’s Health Scores. Additionally, each stock has substantial upside potential, as determined by InvestingPro’s AI-driven quantitative models.
Here’s why these stocks deserve attention in 2025.
1. Focus on video communications
Sector: Communications technology
Current price: $80.45
Fair value price target: $118.55 (+47.4% increase)
Market capitalization: $24.7 billion
Main activity: Zoom is a global leader in video communications, offering a suite of collaboration tools for businesses and individuals. Known for its user-friendly platform, the San Jose, California-based video conferencing specialist is synonymous with remote working and virtual meetings.
Outlook 2025: Zoom continues to expand beyond its traditional video conferencing domain, focusing on AI integration. The strong awareness of its brand allows it to develop in adjacent markets.
The upcoming launch of Zoom’s AI Companion 2.0 is expected to boost user productivity and engagement, reinforcing the company’s role as a leader in communications tools. Additionally, its push toward contact center as a service…
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