Despite fears of AI disruption leading to significant sell-offs in 2025 and early 2026, the author argues that the market’s reaction to software stocks was overblown, creating a buying opportunity. The article highlights four software companies—Salesforce, Monday.com, Workday, and ServiceNow—that are poised for a rebound, citing strong underlying fundamentals, analyst sentiment, institutional accumulation, and sustained growth prospects. Investors are encouraged to consider these stocks as potential leaders in the eventual software market recovery.
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AI Disruption Overblown! 4 Software Stocks to Buy on the Dip
Despite fears of AI disruption leading to significant sell-offs in 2025 and early 2026, the author argues that the market’s reaction to software stocks was overblown, creating a buying opportunity. The article highlights four software companies—Salesforce, Monday.com, Workday, and ServiceNow—that are poised for a rebound, citing strong underlying fundamentals, analyst sentiment, institutional accumulation, and sustained growth prospects. Investors are encouraged to consider these stocks as potential leaders in the eventual software market recovery.