Why IBM’s earnings beat helped spur a software stock slaughter

Investors appear to be treating any results that aren’t perfect as a confirmation of their worst fears about AI disruption.

AI fears keep hammering software stocks—even those reporting good earnings

IBM and ServiceNow beat earnings expectations, but investors remain pessimistic.

Why I'm Staying on the Sidelines Headed Into Microsoft's Earnings Report

Shares of Microsoft ( MSFT +2.11%) have rallied recently, rising about 14% over the last 30 days as of this writing. The move ...

Solid Earnings From IBM and ServiceNow Fail to Quell Artificial Intelligence Concerns, Sending Software Stocks Lower. Here's What Investors Need to Know

Both IBM and ServiceNow recently reported earnings results ahead of consensus Wall Street estimates. Yet, their stocks are ...

Tech Down as ServiceNow Earnings Weigh -- Tech Roundup

Business software maker ServiceNow warned that delayed closings of several large on-premise deals in the Middle East due to the war in Iran weighed on its earnings. Other software makers such as ...

SAP Stock Soars After Earnings. AI Hope Defies Software Slump.

Shares in the German tech company are rebounding after a tough session for the software sector.

SAP posts solid earnings results to shrug off latest software stock slaughter

Shares of the European enterprise software maker SAP SE registered solid gains in late trading today after the company ...

Vitec Software Group AB (OSTO:VIT B) Q1 2026 Earnings Report Preview: What To Expect

This article first appeared on GuruFocus. Vitec Software Group AB (OSTO:VIT B) is set to release its Q1 2026 earnings on Apr ...

Appfolio earnings on deck: Can AI platform shift restore growth?

Appfolio Inc. reports first-quarter earnings after the close Thursday, a crucial test of whether the property management software provider’s pivot toward an AI-native platform can reignite growth ...