Post by SEB

Agentic artificial intelligence is changing how investors value business‑to‑business software, according to a new SEB research report. The technology raises questions about long‑held market assumptions and contributes to broader volatility in the sector. “AI introduces a level of unpredictability that challenges how we calculate long‑term value. The old assumptions do not always hold when technology can rapidly alter customer needs and cost structures,” says Erik Larsson, equity analyst at SEB. ➡️ Read the full article via the link below.