Which software companies are expected to see big gains in 2026?

Microsoft, Oracle, and ServiceNow are highlighted as key infrastructure software companies predicted to perform well in 2026.

What is infrastructure software?

Infrastructure software manages hardware and data, forming the backbone of digital operations for businesses.

Why are analysts optimistic about software in 2026?

Analysts believe the software sector, particularly infrastructure software, will attract significant investor attention and gains in 2026.

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Software Sector Poised for 2026 Gains

13 Jan

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Summary

Infrastructure software companies may offer significant investment opportunities in 2026.
Analysts from Goldman Sachs and Deutsche Bank highlight this sector's potential.
Microsoft, Oracle, and ServiceNow are identified as key players in this space.

The software sector is anticipated to be a significant area for investor gains in 2026, shifting focus from artificial intelligence infrastructure stocks. Companies specializing in infrastructure software, responsible for managing hardware and data, are now presenting a compelling investment proposition.

Analysts at both Goldman Sachs and Deutsche Bank have identified this segment as a prime opportunity. Their insights suggest a potential boom for businesses that provide the foundational software enabling digital operations and data management.

Prominent companies such as Microsoft, Oracle, and ServiceNow are among those recognized as leaders in this infrastructure software category. Their established positions and services make them key entities to watch as the market anticipates this projected growth in 2026.