4 Software Stocks Just Got Downgraded — And Jefferies Says These Are the Ones to Watch Instead

TLDR Jefferies downgraded Workday, DocuSign, Monday.com, and Freshworks to Hold over AI disruption risks Software stocks are down 30–55% in 2026, worse than the IGV index’s 24% decline Jefferies favors Intuit, Procore, Atlassian, and Salesforce as better placed for the AI shift The iShares software ETF has fallen 31% but is sitting at a price [...]

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