Overall, we think revenue and margin expansion are looking favorable for software firms in the coming years: We see total software revenue growing in excess of 11% annually through 2029. Our outlook ...

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 ...

Needham analyst Mike Cikos noted tariff exposure in his Infrastructure Software coverage is better insulated compared to other sectors due to the U.S.’ dominant position in Software and the vast, ...