Get all your news in one place.
100's of premium titles.
One app.
Start reading
Barchart
Barchart
Sristi Suman Jayaswal

Software Stocks Are in a Bear Market. Should You Buy the Dip in ServiceNow?

Software has been a crucial component of the modern economy, powering enterprises, automating decisions, and anchoring predictable, subscription-led revenues. For years, the sector earned a premium for its durability. That confidence has now cracked.

In early 2026, software stocks slid deeper into a sharp sell-off as markets began to question whether artificial intelligence (AI) strengthens incumbents or threatens to hollow them out. Valuations built on steady renewal cycles suddenly look fragile as fears grow that AI-native tools could compress pricing, disrupt workflows, and reset long-term growth assumptions.

Sign up to read this article
Read news from 100's of titles, curated specifically for you.
Already a member? Sign in here
Related Stories
Top stories on inkl right now
One subscription that gives you access to news from hundreds of sites
Already a member? Sign in here
Our Picks
Fourteen days free
Download the app
One app. One membership.
100+ trusted global sources.