Software Stocks Catch Up to Chip Stocks in Rebound
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Source: Yahoo Finance
- Chip Stocks Surge: Since the March 30 bottom, the iShares Semiconductor ETF (SOXX) has surged over 30% in 12 trading days, indicating a strong recovery in the semiconductor sector and reflecting optimistic market expectations for semiconductor demand.
- Software Stocks Rebound: Over the last four trading days, the iShares Expanded Tech-Software Sector ETF (IGV) has jumped over 12%, marking the beginning of a rebound in software stocks, although their overall performance still lags behind chip stocks.
- Notable Individual Performers: In the software sector, Oracle (ORCL) has risen nearly 30% in four days, while other companies like Atlassian (TEAM) and Cloudflare (NET) have also posted double-digit gains, indicating a recovering market confidence in the software industry.
- Market Dynamics Shift: Despite the short-term rebound in software stocks, chip stocks continue to dominate the market, with Broadcom (AVGO) and Marvell (MRVL) up over 35% and 50%, respectively, suggesting that the recovery momentum in the semiconductor sector remains strong.
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Analyst Views on MSFT
Wall Street analysts forecast MSFT stock price to rise
34 Analyst Rating
32 Buy
2 Hold
0 Sell
Strong Buy
Current: 420.260
Low
500.00
Averages
631.36
High
678.00
Current: 420.260
Low
500.00
Averages
631.36
High
678.00
About MSFT
Microsoft Corporation is a technology company. The Company develops and supports software, services, devices, and solutions. The Company’s segments include Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment consists of products and services in its portfolio of productivity, communication, and information services. This segment primarily comprises: Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of server products and cloud services, including Azure and other cloud services, SQL Server, Windows Server, Visual Studio, System Center, and related Client Access Licenses (CALs), and Nuance and GitHub; and Enterprise Services, including enterprise support services, industry solutions and Nuance professional services. The More Personal Computing segment primarily comprises Windows, Devices, Gaming, and search and news advertising.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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