Our theme of Mid-Cap SaaS stocks has fallen by about 42% year-to-date, underperforming the broader Nasdaq-100, which remains down by roughly 33% over the same period. The initial leg of the sell-off ...
The Osterweis Opportunity Fund beat the Russell 2000 in 2024 by finding overlooked tech stocks. Small-cap software stocks will benefit from the next wave of AI, says Bryan Wong, a PM of the fund. Here ...
Microsoft Corporation (NASDAQ:MSFT) ranks among the best AI stocks to buy according to analysts. On December 17, Morgan ...
Goldman Sachs analysts said they see pockets of opportunities within several software stocks, while the group is suffering double-digit declines. Analysts said they see a “trough-on-trough” narrative ...
Our theme of Mid-Cap SaaS Stocks filters for software stocks that have a market cap of between $2 billion and $10 billion and have grown revenue by 50% or more over the last two years. These stocks ...
Investing.com -- Morgan Stanley maintained Microsoft as its Top Pick in large-cap software in a note on Wednesday, citing robust demand across business lines and strong prospects for operating margin ...
Some of the leading software services providers in the world include Salesforce Inc. (NYSE:CRM), Microsoft Corporation (NASDAQ:MSFT), and Oracle Corporation (NYSE:ORCL). Salesforce Inc. (NYSE:CRM) is ...
Mid-cap software and services have staged a sharp—but uneven—recovery since the 2022 bear market. Using mid-cap tech proxies, the S&P MidCap 400 Information Technology sector shows roughly ~22% ...
IGV has outperformed the S&P 500 by over 15 percentage points since my bullish call, driven by strong momentum and a solid technical setup. The ETF offers exposure to high-growth US large-cap software ...
Wall Street market participants have turned optimistic about interest rate cuts by the Fed following the recently released soft economic readings. The CME FedWatch tool currently shows a 100% ...
Rapid adoption of software solutions for business automation and to facilitate remote working are propelling the software industry’s growth. Similarly, emerging trends and breakthroughs in the ...
Our theme of Mid-Cap Software Stocks - which includes software players that have a market cap of between $2 billion and $10 billion, and have grown their revenues by at least 50% over the last two ...