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 ...

Mid-cap software and services have staged a sharp—but uneven—recovery since the 2022 bear market. Using mid-cap tech proxies, the S&P MidCap 400 Information Technology sector shows roughly ~22% ...

Goldman Sachs analysts said they see pockets of opportunities within several software stocks, while the group is suffering double-digit declines. Analysts said they see a “trough-on-trough” narrative ...

The Osterweis Opportunity Fund beat the Russell 2000 in 2024 by finding overlooked tech stocks. Small-cap software stocks will benefit from the next wave of AI, says Bryan Wong, a PM of the fund. Here ...

AOT Invest believes that not all software exposure should be based on market cap, and that profitability is important. AOTS follows the AOT VettaFi Software Platform Index, which ranks companies using ...