Investors are starting to view artificial intelligence (AI) more as a double-edged sword than a panacea for improving earnings across every industry. Software stocks have been hit particularly hard and rather indiscriminately recently as analysts recalibrate their growth expectations across the sector with fears that AI tools will replace the need for various applications. Investors are decreasing the earnings multiples they’re willing to pay for software as future earnings growth becomes less certain.

But the sell-off may have created some great opportunities for patient, long-term investors. Two stocks stand out as maintaining strong competitive positions, and analysts see upside of as much as 100% for shares based on the median price target on Wall Street.

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Here’s why Intuit (NASDAQ: INTU) and Salesforce (NYSE: CRM) are worth buying now.

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Intuit is best known for its TurboTax tax-preparation software and QuickBooks accounting software. It also owns Credit Karma, which monitors credit and recommends new loan products for consumers, and Mailchimp, which provides email marketing tools.

Management expects revenue growth of 14% to 15% this year, fueled by its push to develop an online ecosystem for its software. The ecosystem integrates features from Intuit’s various software and services to promote cross-selling for small businesses. For example, QuickBooks customers might sign up for a package that integrates TurboTax for their business taxes at year-end. Online Ecosystem revenue accounted for 80% of Intuit’s business segment last quarter, growing 21% year over year.

This sort of land-and-expand approach should widen Intuit’s moat. Switching costs for small businesses are already high. Small business owners are usually more focused on growing their business than finding a cheaper or better solution for bookkeeping, tax filing, or email marketing.

Intuit’s lower-than-average retention rate for a SaaS business is more due to the high failure rate of small businesses than to any failure of its product to deliver for its customers. In fact, Intuit points out that small businesses using QuickBooks actually have a higher-than-average success rate.

Intuit’s also integrating its well-known consumer brands, TurboTax and Credit Karma, to strengthen retention and expand its revenue base. Furthermore, TurboTax has continued to grow despite efforts by the U.S. government to promote free alternatives. That points to how sticky its software is, with customers willing to pay more for its robust features and to maintain year-to-year consistency when filing taxes.

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