European Software Companies Seen Growing Faster than Markets Expect

Dow Jones

Aug 03

1011 GMT - European software stocks are being excessively penalized by investors for their exposure to competition from artificial-intelligence agents, Deutsche Bank analysts write. Software shares rallied in July after heavy selling earlier in the year amid fears that AI agents would eat into incumbents' market share. Those concerns will continue to drag on sentiment around the sector, they say. However, markets' persistently gloomy terminal growth outlook for software companies is "potentially underappreciating the ability of incumbent software vendors to adapt" to AI. Elsewhere in technology, the analysts expect European semiconductor stocks to stabilize after a rocky July. U.S. hyperscalers' commitments to artificial-intelligence investments across earnings reports last week will support the sector, they say. Stoxx Europe Total Market Software and Computer Services index jumps 3.1%.

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Software shares rallied in July after heavy selling earlier in the year amid fears that AI agents would eat into incumbents' market share. Those concerns will continue to drag on sentiment around the sector, they say. However, markets' persistently gloomy terminal growth outlook for software companies is \"potentially underappreciating the ability of incumbent software vendors to adapt\" to AI. Elsewhere in technology, the analysts expect European semiconductor stocks to stabilize after a rocky July. U.S. hyperscalers' commitments to artificial-intelligence investments across earnings reports last week will support the sector, they say. 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