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

Dow Jones

Feb 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)

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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) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 08, 2026 16:19 ET (21:19 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DUG's Investment Case Intact Despite Global Software Selloff -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDUG's Investment Case Intact Despite Global Software Selloff -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-09 05:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2119 GMT - The global selloff in software stocks has created a buying opportunity in DUG Technology, says <a href=\"https://laohu8.com/S/EZL.AU\">Euroz</a> 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) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 08, 2026 16:19 ET (21:19 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DUG.AU","symbol_name":"DUG TECHNOLOGY LTD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2610083075","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2610083075","pubTimestamp":1770585540,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"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. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"DUG.AU":"DUG TECHNOLOGY LTD","BK7016":"应用软件","DUG":"二倍做空石油与天然气ETF(ProShares)"},"translate_title":"尽管全球软件抛售，DUG的投资案例完好无损——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DUG":0.9,"DUG.AU":0.9},"content_text":"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) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 08, 2026 16:19 ET (21:19 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}