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StocksMedium•11 February 2026•

1 min read

JP Morgan: Software Stock Sell-Off Overdone, Recommends AI-Resilient Firms

Satya Nadella above an Xbox Game Pass sign showing a price drop from $16.99 to $6.99. Game covers and silhouetted people below.

JP Morgan strategists assert that the recent sharp decline in software stock prices represents an overreaction to unrealistic fears regarding AI disruption. The bank advises investors to consider increasing their exposure to high-quality software companies demonstrating resilience to AI-driven changes. Specific companies like Microsoft and CrowdStrike were highlighted as potential beneficiaries of this strategy. JP Morgan also provided a list of 19 "AI resistant" software stocks. This recommendation comes amidst prevailing market concerns that artificial intelligence could negatively impact the sector, with JP Morgan's analysis aiming to counter this negative sentiment and offer a more nuanced investment approach.