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Analyst Reverses Course on Software Stocks | Business and Finance News
Description
Big-name analyst John DiFucci just upgraded Salesforce and ServiceNow to “Buy,” arguing AI fears have crushed their prices unfairly — and the market may have priced in the worst-case scenarios already. This ripple effect could revive investor confidence across enterprise software, even as AI threatens traditional subscription models. While giants like Accenture cut forecasts, companies like Salesforce are actively adapting — buying back stock and building AI revenue streams. Stocks like Atlassian are swinging wildly, but smart money sees value where fear sells.
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