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Goldman’s Snider Says Analysts Turn Positive on Software Profits

Bloomberg Markets
Monday, February 16, 2026 at 10:13 AM
~4 min read
Equities

Original Report

Analysts are lifting earnings estimates for software stocks, undeterred by the selloff over artificial intelligence disruption worries, according to Goldman Sachs Group Inc. strategists.

Glass House Analysis

Corporate decisions reverberate through local communities—a merger might mean headquarters relocating, a restructuring could eliminate jobs, and strategic shifts affect suppliers and service providers in countless towns. Behind quarterly earnings numbers are real employment decisions, investment choices, and community impacts that shape the economic landscape of regions across the country.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

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