Enterprise software has been one of 2026’s weakest-performing technology sectors as investors reassessed how generative AI could affect traditional subscription software business models. The result has been a sharp derating across many high-quality businesses, with several former market favourites trading 20-40% below recent highs despite continuing to generate strong cash flow. Analysts increasingly argue the … Continue reading Software stocks on sale? Where UK retail investors may find value after the 2026 sell-off