Top software analyst says industry sell-off is a buying opportunity — but be selective
Published on 05/02/2026 06:58 AM
Top software analyst says industry sell-off is a buying opportunity — but be selectiveTyler Radke of Citigroup Research sees the software stock sell-off as overdone, favoring Microsoft, MongoDB, Snowflake, and ServiceNow for their AI strategies and hyperscale data exposure.By CNBC Pro | Lisa Kailai Han |CNBC February 5, 2026, 6:58:59 AM IST (Published)The broad sell-off in software stocks may be creating opportunities for investors willing to be more selective, according to Tyler Radke, U.S. software equity research co-head at Citigroup Research .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