Want the full list of stocks Rob & Joel are buying and the ones they're steering clear of? Get access to their Hidden Alpha research here: https://www.marketbeat.com/y/hdn
Software stocks have been under pressure as AI disruption fears rattle the sector. But not every dip is a buying opportunity.
In this video, Joel Litman and Rob Spivey from Altimetry Research break down what's really happening in the software sell-off and explain why this may be more about narrative than fundamentals. They share three software stocks they believe are positioned to outperform as the dust settles and two names they think investors should avoid.
The key difference? Switching costs, proprietary data, AI integration, and valuation.
If you're thinking about buying the dip in software, this breakdown will help you separate durable platforms from companies that could struggle in an AI-driven world.
View Bridget's Watchlist here: https://www.marketbeat.com/bridget
📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks.
Video Chapters:
00:00 Intro: Is the Software Selloff a Buy or a Trap?
01:55 How Long Could a Recovery Take?
04:14 Stock #1
07:40 Stock #2
11:01 Stock #3
16:16 Stock #4
18:41 Stock #5
DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.
