No qualifying author-owned investment thesis was confirmed in this post.
generic question no thesis
Score137
Comments147
▶ Full Post Text
2026 has not been a good start for software stocks in general with a lot of them being down over 10% ytd and some being down over 20% from their highs. My question is are people looking at this as an opportunity and if so what are you picking up? Here are some examples of stocks that have been getting pulverized.
1. Microsoft (MSFT): Down 14% ytd
2. Sap (SAP): Down 18% ytd
3. Oracle (ORCL): Down 21% ytd
4. Salesforce (CRM): Down 24% ytd
5. Adobe (ADBE): Down 20% ytd
6. Snowflake (SNOW): Down 18% ytd
All of these stocks are also down even more from their highs and are basically in a bearish trend. Anyway are you buying any of these stocks above and are there any other software stocks that you’re currently watching?