Branch2 Intelligence
Software stocks have rarely seen such divergent performances. Here’s how to pick winners.
Key takeaway
Evercore analyst flags divergence between infrastructure and application software stocks, with infrastructure outperforming.
- Step 11st-order: Evercore analyst highlights infrastructure vs application software divergence, boosting Salesforce sentiment.
- Step 22nd-order: Positive sentiment may lead to increased institutional buying of Salesforce, lifting its stock price.
- Step 33rd-order: Higher valuation could enable Salesforce to invest more in AI and product enhancements, potentially raising subscription costs for SMEs.
Source: MarketWatch
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