Software stocks underperformed the broader tech sector for a second straight year in 2025 as concerns about AI disruption ...
Despite a recent 10% dip in share price, we believe Salesforce’s investment thesis remains intact, even when the broader ...
Quick Read Adobe stock fell 55% from all-time highs to 18.2x trailing P/E. Oppenheimer and Jefferies downgraded Adobe citing ...
'We see 2026 as the year that investors begin to shift their focus from hardware to software positions,' an HSBC analyst writes Oracle's vectorized database will prove to be a key advantage as the AI ...
This software-as-a-service stock has gone from one of Wall Street's favorite compounders to a beaten-down software name. But ...