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Investing.com -- Jefferies analysts believe investors should be selective in vertical software, arguing that a re-rating of the group will require clearer evidence that AI can be monetized, even though fundamentals remain resilient. Our AI stock portfolio is beating the S&P 500 by 118%. Discover the stocks we're buying and the opportunities we're watching next. Exclusive for Yahoo! Finance readers: 55% off for Black Friday, plus an extra 10% at checkout. Subscribe today! » "We are equalweight verticals vs. underweight software overall," analysts led by Brent Thill wrote, initiating coverage of Guidewire and ServiceTitan at Hold. The analysts said they like the group's "durable AI moat, resilient growth and reasonable valuations.
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