Investors are scared of artificial intelligence (AI) disruption, which is presenting an opportunity to buy some high-quality ...
A bear market for software stocks translates into an opportunity for value-seeking, long-term-minded investors.
The Thoma Bravo co-founder called attention to a lack of profits for many software companies and said the stocks are oversold.
Enterprise software stocks are starting to look tempting again, at least on a chart. Adobe Inc. (NASDAQ: ADBE) is trading at November 2022 lows and has lost 55% of its value since its February 2024 ...
Caleb John (left), an investor with Pioneer Square Labs, and Lucas Dickey, a longtime entrepreneur, helped host the Claude Code Meetup in Seattle on Thursday. (GeekWire Photos / Taylor Soper) Claude ...
Leaders in technology like to believe that modern tools and AI have rewritten the rules of software development, but one rule refuses to die. You can optimize for good, fast or cheap, but you still ...
Rural departments have long relied on cheap software solutions to keep their operations running. But fire chiefs report sharp price increases as investors have entered the market. By Mike Baker The ...
Black Friday weekend isn’t just for discounts on appliances and clothing. Analysts at Baird also see an opportunity to search for cheap software stocks. In the lagging software sector, they’ve ...
The software sector has been a meaningful laggard this year, and Baird analysts say plenty of stocks are now on sale Zoom's free-cash-flow multiple lands it on Baird's list of discount software stocks ...
"The miser pays twice" is an old but gold saying. But in software engineering, the miser pays exponentially. Recall CrowdStrike’s case in July 2024, which affected an estimated 8.5 million Windows ...