A sharp sell-off in legal software stocks, triggered by an AI update, has reignited fears about the sector's vulnerability and raised questions about market-wide stability.
Oaktree Specialty Lending (OCSL) surpassed profit expectations in Q4 2025 despite a double-digit revenue decline, as management emphasizes disciplined underwriting and portfolio repositioning amid AI-driven disruption in software investments.
Shares of Q2 Holdings have tumbled over 38% in the past year, raising questions about whether the digital banking software provider's current valuation presents a buying opportunity. A deep dive into cash flow projections and market multiples reveals a complex picture.
A brutal selloff dubbed 'Software-mageddon' has wiped billions from the sector, forcing Wall Street to confront AI's disruptive reality. As investors rotate into long-overlooked market areas, some see value emerging from the wreckage.
Amid a brutal sell-off in software stocks fueled by fears of AI disruption, Nvidia CEO Jensen Huang offers a contrarian view, arguing AI will augment, not replace, existing platforms. We examine three major SaaS players now trading at significant discounts.
As AI fears trigger a steep decline in software stocks, market veterans point to Alphabet's dramatic recovery as a potential blueprint for navigating the current volatility.
Wall Street's once-bullish narrative on software faces a sharp reversal as AI advancements spark fears of obsolescence, wiping billions from the sector and putting giants like Salesforce under intense scrutiny ahead of key earnings.
Figma shares have tumbled sharply, caught in a broader sell-off of design software stocks fueled by analyst pessimism and mounting concerns over AI's disruptive potential. The sell-off raises questions about whether the market is overreacting or correctly pricing in new competitive risks.
CNBC's Jim Cramer singled out Intuit Inc. as a standout in the S&P 500, noting its resilience while broader software valuations face pressure. The commentary comes as investors scrutinize technical signals and sector business models.
CNBC's Jim Cramer highlighted ServiceNow's sharp decline as emblematic of the pressures facing software stocks, noting its nearly 24% pullback places it among the sector's worst performers recently.
A prolonged selloff in software stocks, now in its sixth consecutive session, is failing to attract the bargain hunters that have historically stepped in during tech downturns. Analysts note a defensive market posture and a pivot from AI-fueled optimism to fears of economic disruption as key drivers.
Bank of America has lowered its price target on Unity Software (NYSE: U) to $18, maintaining an Underperform rating and highlighting a significant valuation premium. The move contrasts with more bullish stances from other analysts who point to the company's AI-driven growth potential.
The launch of Anthropic's new multi-functional AI platform, Claude Cowork, has triggered a sharp sell-off in software stocks as investors fear widespread disruption to the SaaS business model.
IBM's latest quarterly results showcase robust revenue growth and expanding margins, reinforcing a bullish thesis centered on its strategic pivot to a software-first, AI-integrated platform. With disciplined execution and a clear growth trajectory, the tech giant is making a case for a sustained rerating.
Nvidia CEO Jensen Huang has labeled market fears of AI replacing software companies as 'illogical,' arguing for a collaborative future as sector ETFs face steep declines.
Bitcoin's price action is increasingly mirroring that of beleaguered software equities, with analysts pointing to shared vulnerabilities in the face of artificial intelligence's disruptive rise.
The cloud contact center specialist Five9 saw its shares tumble as a broad sell-off hit software stocks, fueled by investor concerns over AI's disruptive impact on traditional SaaS models. With its stock trading at a significant discount to analyst targets, the market is questioning whether this represents a buying opportunity or reflects deeper growth anxieties.
The software sector has plunged into a bear market, with Anthropic's latest AI tool triggering a fresh wave of panic selling. As valuations crumble, investors grapple with existential questions about the industry's future in an AI-dominated landscape.
Shares of business software provider Pegasystems have tumbled nearly 30% year-to-date, sparking debate among investors. While recent volatility has rattled the market, a closer look at cash flow and earnings models suggests the sell-off may have created a significant valuation gap.
A sharp selloff in software and professional services stocks rippled across global markets this week, fueled by investor fears that new AI agent capabilities from Anthropic could disrupt core business models. The downturn highlights growing market jitters over which traditional tech firms will survive the AI revolution.
