The software industry is evolving with the rise of AI, debunking fears of business-killing impact. Analysts identify key players driving recovery with infrastructure foundations. Stocks like Commvault, Manhattan Associates, and Zeta Global show promising growth potential. Analysts highlight the shift towards consumption-based pricing benefiting companies like ServiceNow, JFrog, and Snowflake. Wall Street’s interest in software is driven by rational valuations and increased customer confidence.

Read more at Yahoo Finance: Why Wall Street is buying software stocks in 2026