Oppenheimer Sees Microsoft, Oracle and SAP as Potential AI Winners

John Kim

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Oppenheimer Sees Microsoft, Oracle and SAP as Potential AI Winners

The assessment pointed to results from a recent survey of 449 IT buyers.

By John Kim

Published Nov 10, 2026, 11:44 AM EST

Three glass prisms rise above a field of blank survey cards / TokenPost.ai

Oppenheimer sees Microsoft, Oracle and SAP among enterprise software companies that may benefit from artificial intelligence, pointing to results from a recent survey of 449 IT buyers. The assessment was made Monday, Nov. 9.

The view places the three companies among a broader group of enterprise software businesses that could benefit from AI.

John Kim

John Kim reports on the digital-asset business for TokenPost. Send corrections or tips to info@tokenpost.com.