Infrastructure Software's Long-Term AI Narratives Seen as Central for 1Q -- Market Talk

Dow Jones04-17 01:11

1310 ET - Truist says the "death of software" narrative has washed over the infrastructure software sector, but analysts still expect beat and raise quarters as major players begin to report next week. Still, they say "durable outperformance depends on companies' ability to put forth credible AI acceleration narratives." The analysts say they believe there are investable opportunities right now in companies that "can both survive and benefit from increased AI investments in the enterprise." They think JFrog is likely to deliver on both. "Partners that we spoke with following the quarter highlighted accelerating growth that exceeded their expectations and a healthy pipeline with diverse use cases." JFrog is up 1.4% at $43.45, and down 30% year-to-date. Truist has a $70 price target on the development platform. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

April 16, 2026 13:11 ET (17:11 GMT)

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Still, they say \"durable outperformance depends on companies' ability to put forth credible AI acceleration narratives.\" The analysts say they believe there are investable opportunities right now in companies that \"can both survive and benefit from increased AI investments in the enterprise.\" They think JFrog is likely to deliver on both. \"Partners that we spoke with following the quarter highlighted accelerating growth that exceeded their expectations and a healthy pipeline with diverse use cases.\" JFrog is up 1.4% at $43.45, and down 30% year-to-date. Truist has a $70 price target on the development platform. (elias.schisgall@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 16, 2026 13:11 ET (17:11 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"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>Infrastructure Software's Long-Term AI Narratives Seen as Central for 1Q -- Market Talk</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\">\nInfrastructure Software's Long-Term AI Narratives Seen as Central for 1Q -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-17 01:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1310 ET - Truist says the \"death of software\" narrative has washed over the infrastructure software sector, but analysts still expect beat and raise quarters as major players begin to report next week. Still, they say \"durable outperformance depends on companies' ability to put forth credible AI acceleration narratives.\" The analysts say they believe there are investable opportunities right now in companies that \"can both survive and benefit from increased AI investments in the enterprise.\" They think JFrog is likely to deliver on both. \"Partners that we spoke with following the quarter highlighted accelerating growth that exceeded their expectations and a healthy pipeline with diverse use cases.\" JFrog is up 1.4% at $43.45, and down 30% year-to-date. Truist has a $70 price target on the development platform. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"AGIX":"通用人工智能 ETF-AGIX","AIPO":"Defiance AI and Power Infrastructure ETF","ARTY":"ISHARES FUTURE AI & TECH ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF"},"translate_title":"基础设施软件的长期人工智能叙事被视为第一季度的核心——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AGIX":1.5,"ARTY":1.5,"AIPO":1.5,"CHAT":1.5},"content_text":"1310 ET - Truist says the \"death of software\" narrative has washed over the infrastructure software sector, but analysts still expect beat and raise quarters as major players begin to report next week. 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