{
  "id": 10474577,
  "title": "Piper Sandler Names Top Industrial Software Stocks Amid Market Shift",
  "url": "https://urgent.news/2026/09/28/piper-sandler-names-top-industrial-software-stocks-amid-market-shift",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-28T15:35:54.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/stock-market-news/piper-sandler-names-top-industrial-software-stocks-amid-market-shift-4920834"
  },
  "original_language": "en",
  "account": "Piper Sandler has identified three industrial software companies, assigning them an Overweight rating due to their robustness in the current market climate. The firm highlights their focus on mission-critical workflows, domain expertise, and proprietary data, which offer a degree of protection from market disruptions.\n\nTyler Software stands out with its mission-critical workflows utilized across various public sector entities, including courts, justice, public safety, local government, and schools. Its reliability, compliance, security, and long-term customer relationships give it an edge. The company benefits from a large and fragmented customer base, ongoing cloud migration, cross-sell opportunities, and significant switching costs once its products are integrated into government operations. Piper Sandler forecasts a price target of $450 for Tyler Software.\n\nConstruction remains a significant, under-digitized market, and Procore's capability to connect various stakeholders in the construction industry creates network effects that support expansion. Its position as a system-of-record, along with the breadth of its proprietary project data and integration into mission-critical processes, provides a buffer against AI disruption. Piper Sandler envisions a path to revenue growth acceleration in fiscal year 2026, coupled with meaningful margin expansion, and has set a price target of $300 for Procore.\n\nAutodesk boasts one of the strongest franchises in design and engineering software, backed by deeply embedded workflows, proprietary design data, and high switching costs across various sectors like architecture, engineering, construction, manufacturing, and media. The company's shift towards flexible subscriptions, enhanced monetization, and broader platform capabilities are expected to drive durable recurring revenue growth. Although Piper Sandler acknowledges potential AI-related disruptions, it believes Autodesk's valuable context will remain crucial in the future.",
  "summary": null,
  "key_points": [
    "Piper Sandler names Tyler Software, Procore, and Autodesk as top industrial software stocks",
    "Tyler Software's mission-critical workflows and proprietary data protect against market disruptions",
    "Autodesk's embedded workflows and proprietary design data support durable recurring revenue growth"
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}