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% ...

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 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 ...

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 ...

I'm initiating small-cap software stock Backblaze, which has fallen ~15% this year, at a buy rating. The company specializes in cloud storage and backups. Though a much smaller competitor to Amazon ...

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 ...

Software stocks have split into two camps in 2026. The winners are printing money with expanding margins and accelerating growth. The losers are treading water despite solid execution. What separates ...

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 ...

Move over, semiconductor stocks. After a hot run for big software stocks, now smaller ones are getting in on the party — and there could be more room for gains across the whole sector. While chip ...