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 ...

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 ...

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 ...

Wall Street market participants have turned optimistic about interest rate cuts by the Fed following the recently released soft economic readings. The CME FedWatch tool currently shows a 100% ...

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 ...

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 ...