BofA names top application software stocks heading into Q3 earnings
Published . Updated .
This report is about software.
Directly affected
- No company is named in this report.
Indirectly affected
- IGV iShares Expanded Tech-Software ETF+5.6% 9d
iShares Expanded Tech-Software ETF: it holds software companies. Linked by “software” (software) in this story.
- MSFT Microsoft+3.7% 30d
Microsoft (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.
- ORCL Oracle-12.8% 30d
Oracle (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.
- CRM Salesforce-4.2% 30d
Salesforce (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.
- CRWD CrowdStrike Holdings+18.7% 17d
CrowdStrike Holdings (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| IGV | -4.16% | -1.52% | base | +0.69% | after close | after close | after close |
| MSFT | +1.77% | +1.61% | base | +1.56% | after close | after close | after close |
| ORCL | +2.79% | +2.37% | base | -0.02% | after close | after close | after close |
| CRM | -2.47% | -2.71% | base | -0.36% | after close | after close | after close |
| CRWD | -11.43% | -7.09% | base | +1.66% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
BofA names top application software stocks heading into Q3 earnings Yahoo Finance
Source: Yahoo Finance
How far Ishares Tr (IGV) has moved since 26 Oct 2026
| Company | When | Move | Status |
|---|---|---|---|
| Salesforce (CRM) | that day | -0.36% | final price |
| Salesforce (CRM) | three days earlier | -2.71% | final price |
| Salesforce (CRM) | five days earlier | -2.47% | final price |
| CrowdStrike Holdings (CRWD) | that day | +1.66% | final price |
| CrowdStrike Holdings (CRWD) | three days earlier | -7.09% | final price |
| CrowdStrike Holdings (CRWD) | five days earlier | -11.43% | final price |
| Ishares Tr (IGV) | that day | +0.69% | final price |
| Ishares Tr (IGV) | three days earlier | -1.52% | final price |
| Ishares Tr (IGV) | five days earlier | -4.16% | final price |
| Microsoft (MSFT) | that day | +1.56% | final price |
| Microsoft (MSFT) | three days earlier | +1.61% | final price |
| Microsoft (MSFT) | five days earlier | +1.77% | final price |
| Oracle (ORCL) | that day | -0.02% | final price |
| Oracle (ORCL) | three days earlier | +2.37% | final price |
| Oracle (ORCL) | five days earlier | +2.79% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 26 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 28 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Microsoft (MSFT), worth $1,001 - $15,000 on 24 Sep 2026. That is 32 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a dependent child), worth $1,001 - $15,000 on 30 Sep 2026. That is 26 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 26 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 31 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Salesforce (CRM), worth $1,001 - $15,000 on 24 Sep 2026. That is 32 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Salesforce (CRM), worth $15,001 - $50,000 on 17 Aug 2026. That is 70 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Tony Wied bought Salesforce (CRM) (jointly held), worth $15,001 - $50,000 on 14 Aug 2026. That is 73 days before publication. Filed 2 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold CrowdStrike Holdings (CRWD), worth $100,001 - $250,000 on 21 Aug 2026. That is 66 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought CrowdStrike Holdings (CRWD), worth $1,001 - $15,000 on 7 Aug 2026. That is 80 days before publication. Filed 10 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Ishares Tr (IGV)
Companies mentioned with this story
- IGV Ishares Tr
In “BofA names top application software stocks heading into Q3 earnings,” Ishares Tr (IGV) is linked, with no stored direction, medium confidence. Reason on file: iShares Expanded Tech-Software ETF: it holds software companies. Linked by “software” (software) in this story
- MSFT Microsoft
For “BofA names top application software stocks heading into Q3 earnings,” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story
- ORCL Oracle
For “BofA names top application software stocks heading into Q3 earnings,” Oracle (ORCL) is linked, with no stored direction, medium confidence. Reason on file: Oracle (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story
- CRM Salesforce
Salesforce (CRM) is linked, with no stored direction, medium confidence in the 26 Oct 2026 story “BofA names top application software stocks heading into Q3 earnings.” Reason on file: Salesforce (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story
- CRWD CrowdStrike Holdings
For “BofA names top application software stocks heading into Q3 earnings,” CrowdStrike Holdings (CRWD) is linked, with no stored direction, medium confidence. Reason on file: CrowdStrike Holdings (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story
Ishares Tr (IGV)
On 26 Oct 2026, “BofA names top application software stocks heading into Q3 earnings” is the story that connects Ishares Tr (IGV) to this story.
The link for Ishares Tr (IGV) is this: iShares Expanded Tech-Software ETF: it holds software companies. Linked by “software” (software) in this story
A second company, Microsoft (MSFT), is listed for a different reason: Microsoft (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story
Price levels for Ishares Tr (IGV)
IGV traded between 103.07 and 112.61 across 9 sessions. The latest close on file is 112.59. MSFT traded between 502.26 and 551.08 across 20 sessions. The latest close on file is 524.38. ORCL traded between 122.78 and 146.94 across 20 sessions. The latest close on file is 126.10.
How strong the case is around Ishares Tr (IGV)
40 out of 100
“BofA names top application software stocks heading into Q3 earnings” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.