It is worth noting that C3.ai closed 51 agreements with government customers last year and also expanded its existing deals with current customers, which include the Army and the Navy. Meanwhile, the company's strategy of offering its generative AI applications through cloud computing giants such as Microsoft,

Investors can lean into that trend with Snowflake ( SNOW 2.06%) and Okta ( OKTA 1.56%). Both stocks handily beat the broader software industry through the first five months of 2025, and most Wall Street analysts anticipated more upside in the next year.