GitLab, Freshworks, Guidewire Software, Bandwidth, and Asure Software Shares Are Soaring, What You Need To Know

What Happened?

A number of stocks jumped in the afternoon session after investors appeared to buy the dip amid heightened uncertainty triggered by resurgent inflation fears and escalating geopolitical tensions. 

When an entire sector gets beaten down, even modest buying pressure can create outsized moves as short sellers cover and value buyers step in. Following double-digit declines across most names, the rebound suggests investors are shifting from blind fear to a more nuanced view as they monitor the market for "AI Winners.".

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Developer Operations company GitLab (NASDAQ:GTLB) jumped 2.5%. Is now the time to buy GitLab? Access our full analysis report here, it’s free.
• Sales Software company Freshworks (NASDAQ:FRSH) jumped 3.2%. Is now the time to buy Freshworks? Access our full analysis report here, it’s free.
• Vertical Software company Guidewire Software (NYSE:GWRE) jumped 3.1%. Is now the time to buy Guidewire Software? Access our full analysis report here, it’s free.
• Communications Platform company Bandwidth (NASDAQ:BAND) jumped 4%. Is now the time to buy Bandwidth? Access our full analysis report here, it’s free.
• HR Software company Asure Software (NASDAQ:ASUR) jumped 2.5%. Is now the time to buy Asure Software? Access our full analysis report here, it’s free.

Zooming In On Bandwidth (BAND)

Bandwidth’s shares are very volatile and have had 20 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 5 days ago when the stock gained 7.3% on the news that Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector. High-growth names like Zscaler (ZS) and CrowdStrike (CRWD) saw significant rebounds as investors reassessed the "AI headwind" narrative that had previously weighed on valuations. Huang's comments acted as a powerful catalyst, signaling that the intersection of generative AI and established software platforms is a symbiotic relationship rather than a zero-sum game. During a CNBC appearance, Huang argued that the market "got it wrong," specifically defending the indispensable role of platforms like ServiceNow. He emphasized that these companies are uniquely positioned to deploy fine-tuned AI agents that utilize their existing specialized tools.

Bandwidth is up 9.3% since the beginning of the year, but at $15.54 per share, it is still trading 15% below its 52-week high of $18.29 from September 2025. Investors who bought $1,000 worth of Bandwidth’s shares 5 years ago would now be looking at an investment worth $118.33.

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