Software Stock Outlook: BofA Says It’s the Sector’s ‘Time to Shine’

• Bank of America says software stocks are set for a breakout moment.
• The analysts point to a rising potential for agentic AI, continued cloud migration, and normalizing IT spending.
• They name three top stocks in the sector, each with over 20% upside.

Software stocks are about to have a breakout moment, according to Bank of America analysts.