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 ...

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 ...

The Internet Software and Services space is gathering momentum owing to robust IT spending on solutions that support hybrid operating environments. Outstanding penetration of mobile devices among ...

Elastic offers a compelling buying opportunity as AI-driven bearishness creates value in mid-cap software stocks. Elastic recently reported strong Q3 results and raised full-year guidance, yet shares ...

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here. During the quarter, the ...

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% ...

After a rough start to the year, small- and mid-cap software stocks may be finding their footing. Goldman Sachs analyst Adam Hotchkiss says first-quarter results across his coverage were better than ...

Smaller software stocks have been on a tear this year, and the sector broadly stands to benefit from lower costs for AI Move over, semiconductor stocks. After a hot run for big software stocks, now ...

AOT Invest believes that not all software exposure should be based on market cap, and that profitability is important. AOTS follows the AOT VettaFi Software Platform Index, which ranks companies using ...