News & Insights

What's going on with software?

February 25, 2026

Time to Read: 2:27 mins

Walter Scott has been taking a close look at software companies. Client investment manager George Dent explains why.

Key points:

Software stocks have been volatile as AI shifts from capex-heavy buildout to questions of usage and monetisation.
The market has fixated on whether legacy software providers could be left behind by smaller upstarts.
Walter Scott is revisiting investment cases across owned and non-owned names to understand the risks, opportunities, and potential AI-driven winners.

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