Software stocks ( IGV ) are feeling the hit yet again, as Anthropic's launch of its Agentic platform called Cowork then sent related SaaS plays sprawling for cover. However, theJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well abo ...

Investors still need to be selective when playing the choppy software sector, but analysts see compelling opportunity in some high-profile stocks and under-the-radar plays. ...