JP Morgan's note to investors on software companies: You are over reacting; we believe ...

2026-02-11 - 07:25

JPMorgan strategists suggest the recent sharp fall in software stocks may be an overreaction to AI disruption fears. They believe markets are pricing in unrealistic near-term impacts, creating an opportunity for higher-quality software companies to rebound. Recent quarterly results and earnings forecasts indicate solid fundamentals, with many firms poised to benefit from AI rather than be replaced.