BlackLine: The Kind Of Entrenched Software That Won't Get Replaced (Upgrade)

2026-05-15 11:21:28 ET

Though the stock market continues to touch new all-time highs seemingly every day, it’s still open season on the software sector, with virtually all software names sitting in a deep bear market. Valuation gaps have widened considerably between the software stocks that drove much of the stock market’s pandemic rally and the semiconductor and infrastructure hardware names that are driving the S&P 500 today. In my view, it’s a good time to prioritize diversification and buying value....

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