Paycom's revenue growth has decelerated. But it's still solid, in the high single digits. Management is guiding to about 9% total revenue growth in 2025. With the stock far below its 2021 peak, share ...

The software maker's own numbers keep contradicting the fear that crushed its stock.

The software sector is lagging artificial intelligence stocks by an ever-widening margin, even as the AI trade has cooled. Morningstar senior equity research analyst Dan Romanoff attributes the steep ...

In early June 2026, Guidewire Software reported third-quarter results with revenue of US$372.54 million and nine‑month net income of US$107.89 million, and raised its full-year 2026 guidance for total ...

Bill Baruch, head of Blue Line Capital, sees significant opportunity in the software sector (IGV), (IGPT), (XSW) after recent market turbulence, identifying names like ServiceNow (NOW), Oracle (ORCL), ...

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. This result seems to violate one of my basic rules of investing: ...

Anthropic's Claude plug-ins sparked a panic that wiped nearly $1 trillion from software stocks in six trading days, but the selloff went too far. JPMorgan identified software firms with proprietary ...

Shares of software companies have taken a beating in 2026 as investors reassess valuations and the potential risks introduced by artificial intelligence (AI). Three software stocks worth calling out ...

Software Stocks have taken a beating since the launch of Claude Opus 4.6 on February 5. The writing was on the wall for software stocks ever since the launch of Claude Code in February last year. Dan ...