Published:
Black Friday weekend isn’t just for discounts on appliances and clothing. Analysts at Baird also see an opportunity to search for cheap software stocks.
In the lagging software sector, they’ve certainly found options. As the S&P 500
SPX has advanced 16.5% so far in 2025, the iShares Expanded Tech Software ETF IGV has risen only about 4%, reflecting a mixture of concerns around artificial-intelligence disruption and interest-rate uncertainty, plus a preference for semiconductor stocks seen as clearer financial beneficiaries of AI spending.
