Investors need to be selective when playing the choppy software sector, but analysts see compelling opportunity in some high-profile stocks and under-the-radar plays Oracle's stock has been beaten ...

Quick Read Morgan Stanley set a $650 price target on Microsoft, implying over 35% upside from current levels. Azure AI margins have upside potential that could drive significant earnings growth.

Following a disappointing year for software stocks, investors still have to be choosy when playing the sector, analysts say. D.A. Davidson’s Gil Luria noted that “most software stocks were weighed ...