AI Shifts Create Selective Opportunities for Beaten-Down Software
TL;DR Summary
Software stocks have been crushed, but analysts see selective opportunities as AI fears ease. Focus areas include infrastructure software, cybersecurity and HR/payroll software, which are viewed as more resilient to AI disruption. Analysts suggest a reset in valuations may create buying opportunities, with top picks including Zscaler, Okta and CrowdStrike (along with other names like SailPoint, Rubrik and SentinelOne) as investors hunt for durable exposure.
- Software stocks have been crushed. Here’s how to play the sector as the dust settles. MarketWatch
- There's a Rout in Tech Stocks. What's Going On? Yahoo Finance
- The Stock Market Just Got Shaky. Where to Find Solid Ground. The Wall Street Journal
- Top Wall Street analysts share strategies for investing during the software apocalypse Business Insider
- It’s not just a tech sell-off Financial Times
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