Microsoft’s filing seeks to protect its own business exposure while backing Anthropic’s fight against the Pentagon’s ...

It has been a difficult start to 2026 for the software industry. New artificial intelligence (AI) product releases from the likes of Anthropic have investors questioning whether AI agents will replace ...

Super Micro Computer (SMCI) delivered 123% quarterly revenue growth but gross margin compressed to 6.4%. Super Micro faces pricing pressure from both suppliers and hyperscale customers due to its ...

Analysts are lifting earnings estimates for software stocks, undeterred by the selloff over artificial intelligence disruption worries, according to Goldman Sachs Group Inc. strategists. Two-year ...

Software stocks have been hammered as fears of AI proliferation take hold. This provides a compelling opportunity for savvy investors. By Danny Vena, CPA – Feb 14, 2026 at 3:02AM EST AI start-up ...

Because of the recent plunge in the group, the average software stock in the Russell 1,000 needs to gain more than 50% to get back to its consensus analyst price target. The rapidity of the decline ...

The software and technology sectors pose one of the all-time great concentration risks to the speculative-grade credit market, according to Deutsche Bank AG analysts. They comprise $597 billion and ...

I/O Fund Lead Tech Analyst Beth Kindig discusses the shift in Big Tech's capital spending and the potential for disruption in the software layer due to AI automation on ‘Making Money.’ Justice ...

The broad sell-off in software stocks may be creating opportunities for investors willing to be more selective, according to Tyler Radke, U.S. software equity research co-head at Citigroup Research .

HubSpot, Inc.(NYSE:HUBS) is one of the 12 tech stocks with the biggest upside potential. On January 28, UBS analyst Taylor McGinnis lowered the firm’s price target for the HubSpot, Inc. (NYSE: HUBS) ...

In this article, we will look at the 14 Best Software Stocks to Buy According to Wall Street Analysts. On January 29, Michael Sansoterra, Silvant Capital CIO, appeared on a CNBC Television interview ...