AI Upside Emerges for Microsoft and Cloudflare, Analysts Say
TL;DR Summary
Software stocks have fallen into bear market territory, but Wall Street analysts view Microsoft and Cloudflare as undervalued bets on AI. Median targets imply about 52% upside for Microsoft and 40% for Cloudflare, driven by AI integrations (Azure/OpenAI for Microsoft; fast, secure cloud network for Cloudflare) and solid fundamentals, with a cautious approach to position sizing and potential add-on on dips.
- Software Bear Market: 2 AI Stocks With 40% and 52% Upside to Buy Now, According to Wall Street The Motley Fool
- AI upheaval forces software industry to ask if this is an ‘adapt or die’ moment Financial Times
- Investors Are Dumping Software Stocks and Earnings Won’t Stop It Yahoo Finance
- Black Swan’s Taleb Warns on Software Bankruptcies, More Volatility Bloomberg.com
- The software split: Road builders vs. toll booths (ADBE:NASDAQ) Seeking Alpha
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