Top software analyst says industry sell-off is a buying opportunity — but be selective

February 5, 2026
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Tyler Radke of Citigroup Research sees the software stock sell-off as overdone, favoring Microsoft, MongoDB, Snowflake, and ServiceNow for their AI strategies and hyperscale data exposure.

Top software analyst says industry sell-off is a buying opportunity — but be selective

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Top software analyst says industry sell-off is a buying opportunity — but be selective