Software Stocks Are Surging. Why the Gains Should Keep Coming. - Barron's
1. Software sector gains 9% from January lows, led by IGM. 2. Despite trade war, enterprise demand for software remains strong. 3. Analysts expect software sales to grow 10% annually through 2027. 4. AI integrations are set to enhance revenue growth and profit margins. 5. CRM and peers are well-positioned despite market challenges from startups.