MarketPulse

software stocks

63 articles
BenzingaBenzinga··Piero Cingari

Apple's Earnings Blowout Lifts S&P 500, Nasdaq to Records Amid Tech Rally

Apple's strong Q2 earnings powered U.S. equities to all-time highs Friday, with S&P 500 and Nasdaq 100 advancing on broad tech rally, though energy declined.
AMGNNVDAMSFTAMZNGOOG+19S&P 500software stocks
Investing.comInvesting.com··Jesse Cohen

Software Giants Flash Buy Signal as AI Monetization Drives 37-60% Upside Potential

Salesforce, Adobe, and HubSpot offer 37-60% upside potential from depressed valuations as AI monetization gains traction and analysts see strong earnings growth ahead.
QQQMXLKCRMADBEHUBSvaluation opportunitysoftware stocks
The Motley FoolThe Motley Fool··Jack Delaney

Adobe's $25B Buyback Fails to Inspire: Leadership Shift and AI Integration Cloud Stock's Rally

Adobe's $25B buyback through 2030 failed to move stock price, reflecting investor concerns over leadership transition and uncertain AI integration amid stiff competition.
ADBEvaluationrevenue growth
The Motley FoolThe Motley Fool··Anders Bylund

AI Software Reckoning Opens Door for Long-Term Investors

Enterprise software stocks have fallen 50%+ amid AI disruption fears, but companies integrating AI into their platforms possess durable competitive advantages likely to prevail.
MUSOUNSOUNWAITEAM+1long-term investingsoftware stocks
The Motley FoolThe Motley Fool··Cory Renauer

Conestoga Capital Exits 58% of CCC Intelligent Solutions Stake in $47.8M Sale

Conestoga Capital sells 7.3M shares of $CCC worth $47.75M, cutting position by 58% amid growth concerns and AI disruption fears.
CCCsoftware stocksinstitutional selling
The Motley FoolThe Motley Fool··Chris Neiger

Software Stocks Hit 3-Year Valuation Low: Morningstar Eyes Microsoft, Salesforce, Alphabet

Morningstar identifies Microsoft, Salesforce, and Alphabet as undervalued software plays at three-year pricing lows, despite AI disruption concerns.
MSFTGOOGGOOGLCRMvaluationenterprise software
The Motley FoolThe Motley Fool··Geoffrey Seiler

ServiceNow and Salesforce Poised for 70-85% Gains as AI Disruption Reshapes SaaS

ServiceNow and Salesforce offer 85% and 70% upside as AI infrastructure plays in beaten-down SaaS sector.
PLTRNOWCRMBABAagentic AIAI stocks
The Motley FoolThe Motley Fool··Daniel Sparks

Palantir Plunges 7% Amid Sector Selloff: Growth Metrics Meet Valuation Reality

Palantir stock fell 7.2% amid software sector weakness despite strong 70% revenue growth and $300M USDA contract, raising valuation concerns.
PLTRNOWmarket sell-offsoftware stocks
The Motley FoolThe Motley Fool··Jeremy Bowman

Enterprise Software Stocks Tumble as AI Disruption Fears Overshadow Solid Earnings

Software stocks plunged after ServiceNow and IBM met earnings despite margin pressures and flat guidance, reflecting investor fears about AI disruption in enterprise software markets.
NOWIBMIGVenterprise softwareAI disruption
The Motley FoolThe Motley Fool··Bram Berkowitz

Software Giants Stumble Despite Earnings Beats as AI Fears Dominate Market

IBM and ServiceNow missed investor expectations despite earnings beats, with stocks falling 9% and 18% respectively due to guidance concerns and AI-related worries.
NOWIBMIGVearningsmarket volatility
The Motley FoolThe Motley Fool··Brett Schafer

Palantir's Valuation Gap: Why Analysts See 80% Downside Despite Strong Growth

Palantir stock could fall 80% further as its 85x price-to-sales ratio far exceeds software industry norms, despite impressive revenue growth and profitability.
PLTRvaluation multipleshareholder dilution
The Motley FoolThe Motley Fool··Eric Volkman

Atlassian Slides on Barclays Price Cut Despite 'Overweight' Rating

Barclays cuts Atlassian price target by $65 to $100, citing AI disruption concerns, but maintains overweight rating citing Jira and Confluence's relative resilience.
TEAMBCScloud computingAI disruption
The Motley FoolThe Motley Fool··David Jagielski, Cpa

Microsoft Executive: AI Agents Will Fuel Software Demand, Not Destroy It

Microsoft argues AI agents require their own software licenses, potentially boosting per-seat licensing demand and creating growth opportunities despite sector pessimism.
MSFTIGVartificial intelligenceAI agents
The Motley FoolThe Motley Fool··Chris Neiger

Atlassian Surges 5% as Investors Pivot on AI-Driven Software Valuation

Atlassian stock rallied 5.17% amid sector reassessment. Investors gain confidence in software firms' AI integration despite no company-specific catalysts.
TEAMMORNartificial intelligencesoftware stocks
The Motley FoolThe Motley Fool··Parkev Tatevosian, Cfa

Snowflake Plunges Amid Sector Rout: Is the Data Cloud Pioneer a Bargain?

Snowflake stock declines amid broad software sector sell-off. AI infrastructure demand and data's role in AI development may support long-term opportunity despite near-term uncertainty.
SNOWSnowflakeartificial intelligence
BenzingaBenzinga··Erica Kollmann

Software Stocks Stage Strong Recovery as IGV ETF Surges 14.6% on Week

Software stocks surged this week with IGV ETF jumping 14.6%, led by ServiceNow (+16.5%) and Salesforce (+11%), signaling potential end to April's selloff.
NOWCRMADBEIGVinstitutional buyingsoftware stocks
Investing.comInvesting.com··Jesse Cohen

Software Giants $NOW, $ADSK, $ZS Offer Rebound Potential After AI-Fueled Selloff

ServiceNow, Autodesk, and Zscaler have plunged 18-40% YTD amid AI disruption fears, but strong fundamentals suggest attractive entry points for investors.
ZSSPYQQQNOWADSKenterprise softwareAI disruption
The Motley FoolThe Motley Fool··Parkev Tatevosian, Cfa

UiPath Stock Plunges Amid AI Disruption Concerns—Bargain or Value Trap?

$PATH plunges as AI advances threaten RPA market. Investors debate whether depressed valuation offers opportunity or signals genuine competitive disruption.
PATHstock crashsoftware stocks
The Motley FoolThe Motley Fool··Brett Schafer

Overlooked Software Giants Wix and Autodesk Offer Value Amid AI Disruption Fears

Wix and Autodesk trade at depressed valuations despite solid fundamentals, offering contrarian value as market misprices AI disruption risks to established software providers.
WIXADSKvaluationmarket rotation
The Motley FoolThe Motley Fool··Emma Newbery

Tech Stocks Surge as Market Shrugs Off Oil Disruptions

U.S. stocks rose April 13 as tech led gains: S&P 500 +1.02%, Nasdaq +1.23%, Dow +0.63%. Oracle surged 12.74% on AI announcement despite oil disruptions weighing on sentiment.
DELLGSGSpAGSpCGSpD+3stock marketsoftware stocks