Braze, Procore Technologies, PTC, Samsara, and Zeta Global Stocks Trade Up, What You Need To Know

What Happened?

A number of stocks jumped in the afternoon session after quarterly earnings and upbeat corporate commentary signaled that artificial intelligence is driving growth across enterprise software rather than threatening legacy business models. 

Shares across the enterprise software and software-as-a-service (SaaS) space advanced significantly following stronger-than-expected quarterly results from major technology firms. The sector-wide surge eased long-standing investor fears that artificial intelligence could disrupt traditional software platforms. Instead, quarterly reports and executive remarks highlighted that generative AI is acting as a catalyst for software adoption, allowing enterprise platforms to expand product capabilities and drive tangible monetization. 

This dynamic was vividly illustrated by recent results from Salesforce, CrowdStrike, and Okta. At Salesforce, AI-powered Agentforce and Slack offerings saw rapid growth, with Agentforce annual recurring revenue (ARR) reaching $1.5 billion. 

Furthermore, Slackbot, the company’s AI assistant, became the fastest-adopted AI product in company history, surpassing 1 million active users just five months after launch. 

In the cybersecurity space, AI is simultaneously creating new threat vectors and driving urgent defense spending. CrowdStrike CEO George Kurtz attributed recent momentum to “the world’s adoption of AI rapidly expanding the attack surface,” which has intensified the need for advanced security solutions and driven increased uptake of AI security modules. 

Similarly, Okta reported that its new AI-focused identity offerings drove approximately 30% of new bookings during the quarter and increased average contract values by roughly 40% when included in deals. The broader rally, highlighted by a 20% surge in Salesforce, underscores growing market confidence that established enterprise software vendors are well-positioned to capture massive economic value from the ongoing deployment of AI technologies.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

Zooming In On Braze (BRZE)

Braze’s shares are extremely volatile and have had 49 moves greater than 5% over the last year. But moves this big are rare even for Braze and indicate this news significantly impacted the market’s perception of the business.

The previous big move we wrote about was 24 days ago when the stock gained 3.5% on the news that the software sector caught a massive tailwind, fueled by easing geopolitical tensions and a fresh wave of AI-driven M&A. President Trump had abruptly called off a planned military offensive against Iran. Yielding to pressure from Gulf allies, the administration shifted toward diplomatic talks to reopen the Strait of Hormuz. This critical de-escalation relieved pressure on global energy markets and inflation expectations, accelerating a drop in Treasury yields.For software, this shifting macro backdrop is the perfect catalyst. Lower interest rates reduce the discount rate applied to expected future cash flows, driving capital back into growth-oriented tech equities. Furthermore, a lower-yield environment provides cheaper borrowing costs to fund ongoing AI development and the aggressive acquisitions currently sweeping the industry. 

Braze is up 4.6% since the beginning of the year, and at $34.06 per share, it is trading close to its 52-week high of $36.19 from December 2025. 

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