Goldman says these software stocks have 'moats' that can thwart AI disruption
Published on 18/02/2026 07:00 AM
Goldman says these software stocks have 'moats' that can thwart AI disruptionGoldman Sachs highlights Snowflake, MongoDB, Shopify, and CrowdStrike as resilient software picks amid AI disruption fears, with Shopify and MongoDB showing strong analyst support for future gains.By CNBC Pro | Pia Singh |CNBC February 18, 2026, 7:00:36 AM IST (Published)Not all software stocks appear to be losers after the sector's recent carnage, according to Goldman Sachs.Continue Reading with CNBC-TV18 Access MembershipPriority Access and Networking: CNBC-TV18's flagship events Interaction with CNBC-TV18's journalists Webinars & LIVE Q&As with India Inc. Leaders Exclusive CNBC-TV18 studio & newsroom tours Premium business insights, expert opinions & analysis Curated lifestyle privileges & offers