Software stocks rebound as EPS revisions hit 8-year high, driven by AI adoption and earnings growth
By
Nilanjana Basu
Needed another two minutes in the oven. A half-baked bagel.
Summary
Software stocks are regaining momentum after a volatile start to the year, driven by strengthening earnings growth, improving analyst sentiment (with EPS revisions hitting an 8-year high), and accelerating AI adoption across the sector. Societe Generale strategist Manish Kabra highlights the positive outlook for the software industry.
Key quotes
· 1 pulledAccording to Societe Generale strategist Manish Kabra, the software industry has
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