DUG's Investment Case Intact Despite Global Software Selloff -- Market Talk

Dow Jones
02/09

2119 GMT - The global selloff in software stocks has created a buying opportunity in DUG Technology, says Euroz Hartleys. DUG's share price has fallen 25% over the past two weeks. That's despite no specific news from the company or a deterioration in the stock's fundamentals. To analyst Declan Bonnick, DUG's share-price weakness "reflects an amplification of a broader market/U.S. software/software-as-a-service stock AI threat selloff." Euroz Hartleys considers the DUG investment case to be intact ahead of the company's 1H result on Feb. 26. It is grounded in contracted revenues. "Improving oil price sentiment could provide additional tailwinds, given DUG's exposure to oil and gas activity," Euroz Hartleys says. It retains a speculative buy call and A$3.10/share price target on DUG, which ended last week at A$1.61. (david.winning@wsj.com; @dwinningWSJ)

 

(END) Dow Jones Newswires

February 08, 2026 16:19 ET (21:19 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

應版權方要求,你需要登入查看該內容

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10