JPMorgan says buy the dip in these 14 high-quality software stocks set to buck further AI disruption

• In the aftermath of the AI-fueled software plunge, JPMorgan makes the case for investors to buy the dip.
• Analysts named several top stock picks that are positioned for dip buyers after the sell-off.
• Microsoft, ServiceNow, and CrowdStrike are some of the stocks JPMorgan highlighted.

AI disruption fears sparked a tech sell-off last week, with the software sector getting slammed, but JPMorgan thinks the big drop has created an opportunity to buy the dip in a handful of stocks.

Analysts highlighted several software names they believe are well-positioned despite AI disruption concerns that have dragged the sector to "deeply pessimistic levels."

"Within Technology, this perceived risk of disruption has driven sell-offs in both Quality and Speculative Growth Software names indiscriminately," the analysts wrote.

The analysts say the reasons investors should buy the dip include:

• Worst-case scenario for AI disruption in software is unlikely
• There is a positive outlook for the broader tech space
• Software-sector positioning is at extreme lows
• Strong fundamentals, with valuations tumbling to the lows seen around last year's Liberation Day
• Software earnings are supportive

Here are some of JPMorgan's "AI-Resilient" software stock picks that could weather renewed disruption fears.