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Median Indexed Share Price for Software Companies With and Without AI Tailwinds

Median Indexed Share Price for Software Companies With and Without AI Tailwinds
Chart by Meritech Capital. Source: meritech.substack.com

The chart illustrates the median indexed share price trajectory of software companies with AI tailwinds compared to other software companies from Jan-24 to Mar-26. Companies with AI tailwinds significantly outperformed, reaching a current index change of 44% versus (30%) for other software.

LabelValue shown on the chart
AI Tailwinds Median Current44%
Other Software Median Current(30%)

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View the original on meritech.substack.com

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