Morningstar

Software stocks are finally priced for a comeback, this veteran strategist says. He's buying.

Fundstrat managing partner Tom Lee says software bounce could lower private-credit risk Tom Lee says investors are underestimating how software companies will adapt to the AI challenge. A war ...
CNBC

Software stock dogs have joined market rally. There's a classic investing lesson in the rebound

Cybersecurity and software stocks have had a terrible start to the year due to fears of AI disruption amid high valuations, but they surged last week. With enterprise software stocks as blue-chip as ...
Morningstar

This Top Value Investor Likes Software Stocks Despite AI Threat

Can software stocks survive the threats posed by artificial intelligence? It could be a tough ride, but Sarah Ketterer, winner of Morningstar’s 2026 Investing Excellence award for equity portfolio ...
Insider Monkey

8 Oversold Software Stocks to Buy According to Wall Street Analysts

In this article, we will discuss the 8 Oversold Software Stocks to Buy According to Wall Street Analysts. Orlando Bravo, founder and managing partner of Thoma Bravo, sat down with CNBC’s Scott Wapner ...