Retail Traders Rush to Buy the Dip in Beaten-Down Software Stocks

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By Joel Leon

February 26, 2026 at 9:00 PM UTC

Updated on

February 26, 2026 at 10:55 PM UTC

Wall Street has been dumping software stocks over artificial intelligence disruption fears, but non-professional investors have been snapping them up.

Retail trading activity in the beaten-down software sector is approaching record levels, data compiled by JPMorgan Chase & Co. show, even as the S&P Composite 1500 Software & Services sub-index has slumped almost 20% since the beginning of the year.