Economy Bloomberg 1h ago

Goldman’s Snider Says Analysts Turn Positive on Software Profits

Market Intelligence Analysis

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Why This Matters

Goldman Sachs analysts are optimistic about software stocks, despite recent concerns over AI disruption, and are increasing earnings estimates for the sector.

Market Impact

Market impact analysis based on bullish sentiment with 90% confidence.

Sentiment
Bullish
AI Confidence
90%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Analysts are lifting earnings estimates for software stocks, undeterred by the selloff over artificial intelligence disruption worries, according to Goldman Sachs Group Inc. strategists.

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Original article published by Bloomberg on February 16, 2026.
Analysis and insights provided by AnalystMarkets AI.