Software valuations signal opportunities in the sector

T. Rowe’s Tony Wang says software valuations (IGV, XSW) look attractive as AI shifts to revenue proof.

Software (IGV), (XSW) valuations have become "a lot more attractive," according to Tony Wang, portfolio manager at T. Rowe Price, signaling potential opportunities in a sector that has faced recent pressure. Wang shared his outlook on the tech landscape in To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.

Please disable your ad-blocker and refresh. Entering text into the input field will update the search result below Entering text into the input field will update the search result below Quick Insights Yes, valuations in software ETFs like IGV and XSW have become more attractive due to recent pressure in the sector. Hyperscaler earnings and evidence of revenue acceleration from AI investments will be critical for the next phase.

Investors should be selective, focusing on entrenched enterprise software players and watching for sector narrative shifts as AI productization advances.

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