Finance

Software stocks are finally priced for a comeback, this veteran strategist says. He’s buying.

Fundstrat’s head of research Tom Lee says investors are underestimating how strong software companies will rise to the AI challenge.

M
MarketWatch
May 1, 2026·1 min read
Software stocks are finally priced for a comeback, this veteran strategist says. He’s buying.

Image: MarketWatch

Fundstrat’s head of research Tom Lee says investors are underestimating how strong software companies will rise to the AI challenge.

Original article

Software stocks are finally priced for a comeback, this veteran strategist says. He’s buying.

Published by MarketWatch

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