From AI Darlings To Bargains: 5 Tech Stocks Near Covid-Era Valuations

Benzinga_recent_news02-05

Wall Street spent 2024 worshiping artificial intelligence. In 2026, reality has set in. The S&P 500 is still steady, but software stocks have broken away to the downside in a move that feels less ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2609392037?lang=en_US&edition=fundamental","thumbnail":"https://cdn.benzinga.com/files/images/story/2026/02/04/Executive-Facing-A-Giant-Declining-Red-A.jpeg?optimize=medium&dpr=2&auto=webp&width=240","is_english":true,"pubTime":"2026-02-05 02:44","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2609392037","market":"sh","top_or_hot":-1,"title":"From AI Darlings To Bargains: 5 Tech Stocks Near Covid-Era Valuations","media":"Benzinga_recent_news","content":"<div>\n<p>Wall Street spent 2024 worshiping artificial intelligence. In 2026, reality has set in. \nThe S&P 500 is still steady, but software stocks have broken away to the downside in a move that feels less ...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/26/02/50388085/from-ai-darlings-to-bargains-5-tech-stocks-near-covid-era-valuations\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>From AI Darlings To Bargains: 5 Tech Stocks Near Covid-Era Valuations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFrom AI Darlings To Bargains: 5 Tech Stocks Near Covid-Era Valuations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-05 02:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/tech/26/02/50388085/from-ai-darlings-to-bargains-5-tech-stocks-near-covid-era-valuations><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street spent 2024 worshiping artificial intelligence. In 2026, reality has set in. \nThe S&P 500 is still steady, but software stocks have broken away to the downside in a move that feels less ...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/26/02/50388085/from-ai-darlings-to-bargains-5-tech-stocks-near-covid-era-valuations\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4551","symbol_name":"寇图资本持仓","start_time":0,"source_url":"https://www.benzinga.com/markets/tech/26/02/50388085/from-ai-darlings-to-bargains-5-tech-stocks-near-covid-era-valuations","article_id":"2609392037","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/02/04/Executive-Facing-A-Giant-Declining-Red-A.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/markets/tech/26/02/50388085/from-ai-darlings-to-bargains-5-tech-stocks-near-covid-era-valuations","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2609392037","pubTimestamp":1770230640,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Software multiples have collapsed ~30% toward Covid lows as five tech giants sink into rare drawdowns — but fundamentals look stronger than fear.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4551":"寇图资本持仓","BK4166":"消费信贷","BK4549":"软银资本持仓","SOFX":"2倍做多SOFI ETF-Defiance","BK4535":"淡马锡持仓"},"translate_title":"从人工智能宠儿到便宜货：5只科技股接近新冠时代估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SOFX":0.6},"content_text":"Wall Street spent 2024 worshiping artificial intelligence. In 2026, reality has set in. \nThe S&P 500 is still steady, but software stocks have broken away to the downside in a move that feels less like routine rotation and more like genuine panic — the kind of selloff that usually creates bargains, not last rites.\nAccording to Liz Thomas, Head of Investment Strategy at SoFi Technologies Inc (NASDAQ:SOFI), software's forward 12-month P/E has collapsed from 33.1x to 23.2x — a 30% contraction that pushes valuations back toward 2022 and Covid lows. \nIn other words, Wall Street isn't trimming exuberance; it is pricing risk as if growth has disappeared altogether. The irony: the sector is spending more on AI than ever.\nFive household names now sit in rare drawdown territory that resembles Covid-era stress rather than a normal tech pullback. \nWhat ties these moves together is sentiment, not substance. The market is extrapolating worst-case scenarios across software just as the industry's AI foundations are being laid. That creates a classic gap between price and reality.\nInvestor takeaway: When multiples compress this far and fear dominates this loudly, the real risk isn't buying too early — it's being late when the rebound arrives.\nImage: Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2609392037","isCrawlerRequest":true}