B2B Buyers Shift Research to AI Platforms
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 26 2026
0mins
Source: Yahoo Finance
- Shift in B2B Buying Journey: Gartner's research indicates that approximately 67% of B2B buyers prefer a rep-free experience, highlighting that decisive impressions are formed through independent digital research before any vendor contact, which significantly impacts sales effectiveness.
- AI as a Primary Research Source: Forrester's 2026 study reveals that generative AI is viewed as the most important research source by twice as many buyers compared to other options, indicating that B2B brands must be recommended in AI answers to stand out in the competitive landscape.
- Challenges for Traditional B2B Marketing: Brands can rank well in traditional search yet still be absent from AI answers, suggesting that B2B brands need to reassess their marketing strategies to ensure visibility in an AI-driven environment.
- NEWMEDIA.COM's Strategic Response: The company optimizes B2B SEO and AI search through RankOS™, ensuring the transition of brands from being cited to being recommended, emphasizing the importance of AI recommendations in a rep-free buying journey.
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Analyst Views on IT
Wall Street analysts forecast IT stock price to rise
11 Analyst Rating
4 Buy
6 Hold
1 Sell
Moderate Buy
Current: 140.800
Low
150.00
Averages
190.70
High
240.00
Current: 140.800
Low
150.00
Averages
190.70
High
240.00
About IT
Gartner, Inc. delivers actionable, objective business and technology insights. Its segments include Business and Technology Insights (Insights), Conferences, and Consulting. The Insights segment delivers independent, objective insight to leaders across an enterprise through subscription services that include on-demand access to published research content, data and benchmarks, and direct access to a network of research experts located around the globe. The Conferences segment is designed for information technology (IT) and business executives as well as decision-makers looking to adapt and evolve their organizations through disruption and uncertainty, navigate risks and prioritize investments. The Consulting segment serves chief information officers and other senior executives to optimize technology investments and drive business impact. It also provides solutions for a range of IT-related priorities, including IT cost optimization, digital transformation, and IT sourcing optimization.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Massive Contract Expansion: CoreWeave expanded its agreement with Meta in April 2023 to provide cloud computing capacity through 2032, valued at $21 billion, while Nebius announced in March it would provide $12 billion in cloud capacity, showcasing the strong collaborative potential in the AI data center sector.
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- Shift in B2B Buying Journey: Gartner's research indicates that approximately 67% of B2B buyers prefer a rep-free experience, highlighting that decisive impressions are formed through independent digital research before any vendor contact, which significantly impacts sales effectiveness.
- AI as a Primary Research Source: Forrester's 2026 study reveals that generative AI is viewed as the most important research source by twice as many buyers compared to other options, indicating that B2B brands must be recommended in AI answers to stand out in the competitive landscape.
- Challenges for Traditional B2B Marketing: Brands can rank well in traditional search yet still be absent from AI answers, suggesting that B2B brands need to reassess their marketing strategies to ensure visibility in an AI-driven environment.
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See More
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See More
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- Stock Price Volatility: Following news of Meta's plans to enter the cloud computing market, CoreWeave's stock plummeted nearly 14% in a single day, while Nebius dropped 17%, reflecting market concerns about the future prospects of both companies, especially with Meta as a customer.
- Massive Contract Expansion: CoreWeave expanded its agreement with Meta in April 2023 to provide cloud computing capacity through 2032, valued at $21 billion, while Nebius announced in March it would provide $12 billion in cloud capacity, showcasing the strong collaborative potential in the AI data center sector.
- Sustained Demand Growth: Despite the competitive threat from Meta, demand for AI data centers from CoreWeave and Nebius remains robust, with CoreWeave noting that its 2026 capacity is largely sold out and 30% of its $99.4 billion revenue backlog comes from foundational AI labs, indicating urgent market demand for their services.
- Investment Opportunity Emerges: Although Meta's plans could impact CoreWeave and Nebius, the demand for AI data centers far exceeds supply, making the current stock price pullback a buying opportunity, particularly as CoreWeave's price-to-sales ratio is only 6.6, indicating potential investment value.
See More
Meta Enters AI Data Center Market, Impact on CoreWeave and Nebius
- Increased Competition: Meta's plan to enter the AI data center market led to a 14% and 17% drop in CoreWeave and Nebius shares respectively, indicating market concerns over new competition that could impact future revenue growth for both companies.
- Shifting Customer Dynamics: CoreWeave's agreement with Meta has been extended to 2032, valued at $21 billion, while Nebius has committed to providing $12 billion in cloud computing capacity, highlighting the importance of their business relationships despite increased competition.
- Strong Demand Continues: CoreWeave's AI cloud platform demand is nearing saturation for 2026, with 30% of its $99.4 billion revenue backlog coming from foundational AI labs, showcasing its robust market position and growth potential.
- Optimistic Industry Outlook: According to Goldman Sachs, U.S. data center power demand is projected to double to 66GW by 2027, indicating that the demand for AI data centers will continue to grow, positioning CoreWeave and Nebius to benefit from this trend.
See More
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- Stock Surge: Tenable Holdings shares rose 6.7% on Monday, extending a remarkable 100% gain since April, indicating strong market confidence in its growth potential, particularly in the AI-driven cybersecurity sector.
- Analyst Upgrade: Scotiabank analysts nearly doubled Tenable's price target from $26 to $50, reflecting optimistic expectations for increased cybersecurity spending, which is likely to drive revenue growth for the company.
- Positive Market Outlook: Gartner predicts a 14.5% increase in cybersecurity spending, with analysts suggesting this estimate is conservative, potentially prompting companies to boost their cybersecurity budgets and creating more opportunities for Tenable.
- Attractive Valuation: Despite the recent doubling in stock price, Tenable's market cap remains at $4.5 billion, with a forward P/E ratio of just 20 based on 2026 adjusted earnings estimates, indicating that the valuation of this profitable software company remains appealing.
See More
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- Industry Growth Forecast: According to Gartner, the semiconductor industry's revenue is expected to surge by 64% to $1.32 trillion in 2026, and exceed $1.55 trillion in 2027, which will significantly enhance the profitability of related companies.
- TSMC Market Share Increase: TSMC's foundry market share rose from 68% to 73% in Q1 2023, driven by strong demand for its advanced 5nm, 3nm, and 2nm process nodes, with revenue expected to grow at over 20% going forward.
- ASML Equipment Demand Surge: ASML raised its 2026 revenue guidance to €36 billion to €40 billion, reflecting robust demand for its extreme ultraviolet (EUV) machines, with a forecasted 25% increase in low-NA EUV shipments this year, followed by a 33% jump in 2027.
- Investor Confidence Boost: With strong performances from TSMC and ASML, analysts are optimistic about both companies' future growth potential, as TSMC's stock has soared 111% over the past year and ASML's by 148%, indicating strong market confidence in the semiconductor sector.
See More
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- Shift in B2B Buying Journey: Gartner's research indicates that approximately 67% of B2B buyers prefer a rep-free experience, highlighting that decisive impressions are formed through independent digital research before any vendor contact, which significantly impacts sales effectiveness.
- AI as a Primary Research Source: Forrester's 2026 study reveals that generative AI is viewed as the most important research source by twice as many buyers compared to other options, indicating that B2B brands must be recommended in AI answers to stand out in the competitive landscape.
- Challenges for Traditional B2B Marketing: Brands can rank well in traditional search yet still be absent from AI answers, suggesting that B2B brands need to reassess their marketing strategies to ensure visibility in an AI-driven environment.
- NEWMEDIA.COM's Strategic Response: The company optimizes B2B SEO and AI search through RankOS™, ensuring the transition of brands from being cited to being recommended, emphasizing the importance of AI recommendations in a rep-free buying journey.
See More
Dell's Stock Soars 231% in 2026 Amid AI Demand
- AI Market Driving Growth: Dell's stock surged 231% in 2026, primarily fueled by skyrocketing demand for AI-driven servers, positioning the company to potentially enter the trillion-dollar market cap club within the next three years, indicating robust growth potential.
- Earnings Beat Expectations: In its fiscal Q1 2027, Dell reported revenue of $29 billion, up 181% year-over-year, with AI server sales skyrocketing 757% to $16.1 billion, surpassing analyst expectations and prompting an upward revision of its full-year guidance.
- Expansive Market Outlook: According to Goldman Sachs, the AI server market is projected to reach $1.24 trillion by 2030, with Dell anticipating $60 billion in AI server revenue for fiscal 2027, highlighting significant growth opportunities in this burgeoning market.
- PC Business Growth: Dell's Client Solutions Group revenue rose 17% year-over-year to $14.6 billion, with a projected 20% increase in the current quarter, reflecting rising demand for generative AI PCs and further solidifying its position in the PC market.
See More
