Given the backdrop, the bank urged investors to discriminate rather than buy the sector broadly, favouring U.S. names over Europe. UBS stated stocks that are “cheap on HOLT, have a P/E relative below ...

Cloudflare (NET) fell 26% from November highs. Cloudflare forecasted 2026 sales of $2.79-2.80B versus analyst estimates of $2.74B. Cloudflare secured a $130M five-year contract and a $42.5M annual ...

Salesforce (CRM) fell 28% year-to-date to $185.43. ServiceNow dropped 30% and Microsoft declined 17%. Dan Ives says software now represents a ‘generational buy’ opportunity. Salesforce trades at 14.2x ...

The software sell-off erased $2 trillion of market cap and dragged the broader market last week. JPMorgan analysts said the software meltdown is an opportunity to buy the dip. Strong fundamentals and ...

The S&P North American Technology Software Index, which tracks 111 software stocks, has fallen 30% from the all-time high it hit in September. The puts the index in bear market territory, and ...

The selloff in enterprise software stocks that crushed the market for most of last week was abating for the second straight session on Monday for some of the more established names. Is it time to buy?

Software stocks just suffered their worst relative selloff on record, but Goldman Sachs says investor fear around artificial intelligence disruption has gone too far, creating rare opportunities in ...

Software stocks have taken a beating, and now investors get a pause to assess the carnage and see whether some parts of the sector have been unfairly punished. The Shares Expanded Tech-Software Sector ...

Software stocks had a historically weak January, but does that mean the sector should be left for dead? Some analysts see selective ways to play the beaten-down sector, even in the face of bearish ...

Brad Gerstner, Altimeter Capital's Founder & CEO, joins CNBC's "Halftime Report to debate software's plunge this week and how he's trading the space. How old is too old to shovel snow? Here's what ...