Negative Sentiment a Silver Lining for Software Stocks -- Market Talk

Dow Jones

Feb 09

1012 GMT - Universally negative sentiment toward European software stocks is the sector's one silver lining, Jefferies analyst Charles Brennan writes. "Given this one-sided positioning, I'd like to think we are nearing the bottom," suggesting the sector doesn't have further to fall, Brennan says. Last week "was an incredibly challenging week for the sector, with a string of news adding to already bruised investor sentiment," the analyst writes. Software stocks pare back some losses in early trade, as the Europe-wide Stoxx Software and Computer Services index gains 1%. The sector remains down around 16% year-to-date, against gains for the whole-of-market Stoxx 600 of 4.4%. Experian and London Stock Exchange Group are among the biggest risers of stocks which sold off heavily last week, with both gaining around 1.5%.(josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

February 09, 2026 05:12 ET (10:12 GMT)

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Last week \"was an incredibly challenging week for the sector, with a string of news adding to already bruised investor sentiment,\" the analyst writes. Software stocks pare back some losses in early trade, as the Europe-wide Stoxx Software and Computer Services index gains 1%. The sector remains down around 16% year-to-date, against gains for the whole-of-market Stoxx 600 of 4.4%. Experian and London Stock Exchange Group are among the biggest risers of stocks which sold off heavily last week, with both gaining around 1.5%.(josephmichael.stonor@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 09, 2026 05:12 ET (10:12 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>Negative Sentiment a Silver Lining for Software Stocks -- 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\">\nNegative Sentiment a Silver Lining for Software Stocks -- 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 18:12</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1012 GMT - Universally negative sentiment toward European software stocks is the sector's one silver lining, Jefferies analyst Charles Brennan writes. \"Given this one-sided positioning, I'd like to think we are nearing the bottom,\" suggesting the sector doesn't have further to fall, Brennan says. Last week \"was an incredibly challenging week for the sector, with a string of news adding to already bruised investor sentiment,\" the analyst writes. Software stocks pare back some losses in early trade, as the Europe-wide Stoxx Software and Computer Services index gains 1%. The sector remains down around 16% year-to-date, against gains for the whole-of-market Stoxx 600 of 4.4%. Experian and London Stock Exchange Group are among the biggest risers of stocks which sold off heavily last week, with both gaining around 1.5%.(josephmichael.stonor@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 09, 2026 05:12 ET (10:12 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":"EXPGY","symbol_name":"Experian plc","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2610263648","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2610263648","pubTimestamp":1770631920,"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":"Copyright (c) 2026 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"EXPGY":"Experian plc","BK4123":"调查和咨询服务"},"translate_title":"负面情绪是软件股的一线希望——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EXPGY":0.9},"content_text":"1012 GMT - Universally negative sentiment toward European software stocks is the sector's one silver lining, Jefferies analyst Charles Brennan writes. \"Given this one-sided positioning, I'd like to think we are nearing the bottom,\" suggesting the sector doesn't have further to fall, Brennan says. Last week \"was an incredibly challenging week for the sector, with a string of news adding to already bruised investor sentiment,\" the analyst writes. Software stocks pare back some losses in early trade, as the Europe-wide Stoxx Software and Computer Services index gains 1%. The sector remains down around 16% year-to-date, against gains for the whole-of-market Stoxx 600 of 4.4%. Experian and London Stock Exchange Group are among the biggest risers of stocks which sold off heavily last week, with both gaining around 1.5%.(josephmichael.stonor@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 09, 2026 05:12 ET (10:12 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":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}