Last time software underperformed the S&P 500 so much? The dotcom bust

Market Intelligence Analysis

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Why This Matters

US software stocks have reached levels of underperformance not seen since the dotcom crash, sparking concerns among investors.

Market Impact

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

Sentiment
Bearish
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.

Investing.com -- The sharp downturn in U.S. software stocks has reached levels not seen since the aftermath of the dotcom crash, according to Jefferies analyst Desh Peramunetilleke.

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Full article on Yahoo Finance
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Original article published by Yahoo Finance on February 27, 2026.
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