Software outlook cautious for 2026 despite expanding AI adoption, Jefferies says

Jefferies analysts are advising investors to remain cautious on the software sector heading into 2026, arguing that growth is likely to continue lagging other technology segments even as artificial intelligence adoption expands across enterprises. The analysts recommend that investors stay underweight software as overall growth decelerates and trails faster-moving areas such as semiconductors.

Proactive Investors • Jan 5, 2026

Atlassian: Strong Fundamentals, Temporary Market Skepticism

Atlassian Corporation continues robust growth in Q1 2026, with accelerating growth in remaining performance obligations to $3.3B. TEAM's AI-driven product suite, including Teamwork Graph and recent acquisitions, positions it for next-generation enterprise productivity leadership. Despite a premium 7.8x P/S valuation, TEAM offers superior growth compared to peers and significant free cash flow margins.

Seeking Alpha • Dec 31, 2025

2 Overlooked AI Stocks to Buy Before They Soar Up to 100% in 2026, According to Wall Street Analysts

Shares of Upstart and Atlassian have dramatically underperformed the S&P 500 this year, but Wall Street analysts generally view the stocks as undervalued. Upstart hopes to disrupt the lending industry with artificial intelligence, and new products (auto, home, and small-dollar loans) are gaining traction.

The Motley Fool • Dec 26, 2025

Bet on These 5 Top-Ranked Stocks With Rising P/E

Five stocks with rising P/E ratios spotlight an alternative strategy, featuring Allbirds, Ardagh Metal Packaging, Atlassian, Alarm.com and Workhorse.

Zacks Investment Research • Dec 23, 2025

Wall Street Analysts See a 44.75% Upside in Atlassian (TEAM): Can the Stock Really Move This High?

The mean of analysts' price targets for Atlassian (TEAM) points to a 44.8% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Zacks Investment Research • Dec 22, 2025

3 Artificial Intelligence Stocks With as Much as 88% Upside in 2026, According to Select Wall Street Analysts

Investor excitement around artificial intelligence (AI) has led many stocks to climb faster than their fundamentals support. These three stocks still offer compelling value, with growth driven by advancements in artificial intelligence across software and hardware.

The Motley Fool • Dec 21, 2025

The Zacks Analyst Blog Amazon, Atlassian and Cloudflare

Cloud computing demand is surging, and Amazon, Atlassian and Cloudflare stand out with strong growth drivers, rising estimates and solid rankings before 2026.

Zacks Investment Research • Dec 19, 2025

3 Cloud Computing Stocks That Investors Can Opt to Buy Before 2026

Cloud computing stocks AMZN, TEAM and NET show strong fundamentals and growth potential heading into 2026.

Zacks Investment Research • Dec 18, 2025

Atlassian's Cloud Bet: Short-Term Loss, Big Upside

Atlassian is rated a Buy at $162, with the stock down 26% despite strong cloud and AI-driven growth. TEAM posted 21% revenue growth, 26% cloud revenue growth, and beat EPS estimates by $0.20, yet market skepticism persists over losses and R&D intensity. Gross margins are robust at 83.5%, with over 300,000 customers and a highly recurring subscription base driving future profitability potential.

Seeking Alpha • Dec 17, 2025

Buy 5 AI Laggards of 2025 to Tap Their Growth Potential in 2026

MRVL, TEAM, ADBE, WDAY and SNAP are five AI laggards with strong growth forecasts and rising earnings estimates for a 2026 rebound.

Zacks Investment Research • Dec 9, 2025