How do AI agents affect software stocks?

They reduce the need for traditional software that requires human interaction, putting pressure on software companies' revenues.

Which companies are affected?

Companies like Salesforce (CRM) and ServiceNow (NOW) are among those affected.

Should investors sell software stocks?

There is no sell recommendation, but it is advisable to monitor companies' strategies in adopting AI.

AI Agent Shake-Up: Which Software Stocks Survive?

Software stocks are under pressure this year due to the rise of AI agents. This analysis examines the impact on companies like Salesforce and ServiceNow.

July 9, 2026

2 min read

Source: Trefis

According to a report by Trefis, software stocks are facing headwinds this year due to the emergence of AI agents—intelligent programs capable of automating complex tasks without human intervention. This development threatens traditional business models of companies like Salesforce (CRM) and ServiceNow (NOW), raising questions about which firms will adapt.

Details

AI agents are software programs that can independently execute multi-step tasks, reducing the need for traditional software that requires human interaction. This shift is putting pressure on software companies that rely on subscriptions and licenses.

Context

Tech stocks have experienced volatility this year, with investors focusing on companies investing in AI. While Salesforce and ServiceNow are integrating AI into their products, the question remains how quickly they can adapt.

What This Means for Investors

Investors should monitor software companies' strategies in adopting AI. Firms that innovate quickly may emerge stronger, while laggards could face difficulties. Diversifying portfolios and focusing on companies with strong fundamentals is advisable.

Frequently Asked Questions

AI agents are intelligent programs that can execute complex tasks independently without human intervention.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.