Citi, 2names Palantir, Microsoft and Figma as AI beneficiaries ahead of the earnings season

Citi 7month 11day report singled out Palantir, Microsoft and Figma as key AI beneficiaries ahead of the 2quarter software earnings. The report says the three companies are likely to see results affected by their AI-related businesses.

The report specifically listed Palantir, Microsoft and Figma and said it was focusing on their positioning around AI demand. The original report notes that each company’s AI-linked businesses could be 2connected to quarterly results.

Citi made the point 2ahead of the quarterly software earnings season. The report says AI-related items in the companies’ quarterly results and guidance could become important points for investors to watch.

The report’s core claim focuses on company names and mentions of possible AI benefits. The original text of the report includes an explanation that classifies companies based on AI-related exposure rather than specific figures or outlooks for individual quarterly results.

The article was published on 2026year 7month 11day. This report is a memo that organizes companies investors may want to watch before 2quarter software earnings releases.