Software stocks have sold off on ‘DOGE’ fears and more. Is it time to get back into the sector? - MarketWatch
1. ServiceNow shares down 21% YTD amidst tech sell-offs. 2. Analysts see potential long-term benefits despite short-term federal customer risks. 3. Many software firms may benefit from efficiency as fewer employees use software. 4. ServiceNow's stock seen as rare discount with 'next Microsoft' potential. 5. Bernstein cautious on Salesforce, citing slowing organic revenue growth.