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Morgan Stanley lists 5 top software ideas post its TMT conference

Fri, 13 Mar 2026 12:00:00 -0400

Morgan Stanley came away from its recent Technology, Media and Telecom (TMT) conference with a more positive view on parts of the infrastructure software sector, highlighting five companies it believes are particularly well positioned as the industry adapts to an AI-driven environment.

The bank said discussions with management teams reinforced its confidence that several infrastructure software platforms remain resilient to potential disruption from AI agents.

As such, Morgan Stanley analysts named five key software ideas after the conference: Snowflake (NYSE: SNOW), Akamai (NASDAQ: AKAM), Datadog (NASDAQ: DDOG), JFrog (NASDAQ: FROG) and MongoDB (NASDAQ: MDB).

A key takeaway from the conference was how software

Morgan Stanley lists 5 top software ideas post its TMT conference

Fri, 13 Mar 2026 12:00:00 -0400

The bank said discussions with management teams reinforced its confidence that several infrastructure software platforms remain resilient to potential disruption from AI agents.

A key takeaway from the conference was how software

Morgan Stanley lists 5 top software ideas post its TMT conference

Fri, 13 Mar 2026 12:00:00 -0400

The bank said discussions with management teams reinforced its confidence that several infrastructure software platforms remain resilient to potential disruption from AI agents.

A key takeaway from the conference was how software

Morgan Stanley lists 5 top software ideas post its TMT conference

Fri, 13 Mar 2026 12:00:00 -0400

The bank said discussions with management teams reinforced its confidence that several infrastructure software platforms remain resilient to potential disruption from AI agents.

A key takeaway from the conference was how software

Morgan Stanley lists 5 top software ideas post its TMT conference

Fri, 13 Mar 2026 12:00:00 -0400

The bank said discussions with management teams reinforced its confidence that several infrastructure software platforms remain resilient to potential disruption from AI agents.

A key takeaway from the conference was how software

Morgan Stanley lists 5 top software ideas post its TMT conference

Fri, 13 Mar 2026 12:00:00 -0400

The bank said discussions with management teams reinforced its confidence that several infrastructure software platforms remain resilient to potential disruption from AI agents.

A key takeaway from the conference was how software

Morgan Stanley lists 5 top software ideas post its TMT conference

Fri, 13 Mar 2026 12:00:00 -0400

The bank said discussions with management teams reinforced its confidence that several infrastructure software platforms remain resilient to potential disruption from AI agents.

A key takeaway from the conference was how software

Morgan Stanley lists 5 top software ideas post its TMT conference

Fri, 13 Mar 2026 12:00:00 -0400

The bank said discussions with management teams reinforced its confidence that several infrastructure software platforms remain resilient to potential disruption from AI agents.

A key takeaway from the conference was how software

Morgan Stanley lists 5 top software ideas post its TMT conference

Fri, 13 Mar 2026 12:00:00 -0400

The bank said discussions with management teams reinforced its confidence that several infrastructure software platforms remain resilient to potential disruption from AI agents.

A key takeaway from the conference was how software

Morgan Stanley lists 5 top software ideas post its TMT conference

Fri, 13 Mar 2026 12:00:00 -0400

The bank said discussions with management teams reinforced its confidence that several infrastructure software platforms remain resilient to potential disruption from AI agents.

A key takeaway from the conference was how software

SNOW Shareholder Alert: April 27, 2026 Lead Plaintiff Deadline in Snowflake Inc. Securities Class Action Lawsuit — The Gross Law Firm

Fri, 13 Mar 2026 09:00:00 -0400

NEW YORK, March 13, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Snowflake Inc. (NYSE: SNOW).

Shareholders who purchased shares of SNOW during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.

https://securitiesclasslaw.com/securities/snowflake-inc-loss-submission-form/?id=184374&from=3

CLASS PERIOD: June 27, 2023 to February 28, 2024

ALLEGATIONS: The complaint alleges that during the class period, Defendants issued materially false and/or misleading statements and/or failed

SNOW Shareholder Alert: April 27, 2026 Lead Plaintiff Deadline in Snowflake Inc. Securities Class Action Lawsuit — The Gross Law Firm

Fri, 13 Mar 2026 09:00:00 -0400

NEW YORK, March 13, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Snowflake Inc. (NYSE: SNOW).

https://securitiesclasslaw.com/securities/snowflake-inc-loss-submission-form/?id=184374&from=3

CLASS PERIOD: June 27, 2023 to February 28, 2024

ALLEGATIONS: The complaint alleges that during the class period, Defendants issued materially false and/or misleading statements and/or failed

SNOW Shareholder Alert: April 27, 2026 Lead Plaintiff Deadline in Snowflake Inc. Securities Class Action Lawsuit — The Gross Law Firm

Fri, 13 Mar 2026 09:00:00 -0400

NEW YORK, March 13, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Snowflake Inc. (NYSE: SNOW).

https://securitiesclasslaw.com/securities/snowflake-inc-loss-submission-form/?id=184374&from=3

CLASS PERIOD: June 27, 2023 to February 28, 2024

ALLEGATIONS: The complaint alleges that during the class period, Defendants issued materially false and/or misleading statements and/or failed

SNOW Shareholder Alert: April 27, 2026 Lead Plaintiff Deadline in Snowflake Inc. Securities Class Action Lawsuit — The Gross Law Firm

Fri, 13 Mar 2026 09:00:00 -0400

NEW YORK, March 13, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Snowflake Inc. (NYSE: SNOW).

https://securitiesclasslaw.com/securities/snowflake-inc-loss-submission-form/?id=184374&from=3

CLASS PERIOD: June 27, 2023 to February 28, 2024

ALLEGATIONS: The complaint alleges that during the class period, Defendants issued materially false and/or misleading statements and/or failed

Portnoy Law Firm Announces Class Action on Behalf of Snowflake, Inc. Investors

Thu, 12 Mar 2026 09:00:00 -0400

LOS ANGELES, March 12, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Snowflake, Inc., (“Snowflake” or the "Company") (NYSE: SNOW) investors off a class action on behalf of investors that bought securities between June 27, 2023, and February 8, 2024, inclusive (the “Class Period”). Snowflake investors have until April 27, 2026, to file a lead plaintiff motion.

Investors are encouraged to contact attorney Lesley F. Portnoy, by phone 844-767-8529 or email: lesley@portnoylaw.com, to discuss their legal rights, or join the case via

Portnoy Law Firm Announces Class Action on Behalf of Snowflake, Inc. Investors

Thu, 12 Mar 2026 09:00:00 -0400

Investors are encouraged to contact attorney Lesley F. Portnoy, by phone 844-767-8529 or email: lesley@portnoylaw.com, to discuss their legal rights, or join the case via

Portnoy Law Firm Announces Class Action on Behalf of Snowflake, Inc. Investors

Thu, 12 Mar 2026 09:00:00 -0400

Investors are encouraged to contact attorney Lesley F. Portnoy, by phone 844-767-8529 or email: lesley@portnoylaw.com, to discuss their legal rights, or join the case via

Portnoy Law Firm Announces Class Action on Behalf of Snowflake, Inc. Investors

Thu, 12 Mar 2026 09:00:00 -0400

Investors are encouraged to contact attorney Lesley F. Portnoy, by phone 844-767-8529 or email: lesley@portnoylaw.com, to discuss their legal rights, or join the case via