London, Feb 16, 2026, 10:24 GMT — Regular session
- Sage shares fell about 1.2% in morning trade, after sharp swings earlier in the session.
- Investors stayed wary on AI disruption risks even as the broader FTSE 100 edged higher.
- Focus turns to macro data this week and Sage’s next results update in May.
Sage Group shares were down 1.2% at 797.4 pence on Monday, after opening firmer and then sliding to an intraday low of 794.0 pence. The stock last closed at 807.4 pence. (Investing)
The move mattered because it kept Sage pinned near recent lows while London equities steadied, a reminder that investors are still picking through the fallout from the latest bout of AI-driven volatility across markets. (Reuters)
That caution has not been limited to smaller names. A fresh reset in expectations around artificial-intelligence spending has helped knock billions off the market value of the biggest technology stocks this year, pushing investors back toward near-term earnings and cash flow. (Reuters)
“The real challenge is that even by the end of this year we still won’t have enough evidence to identify the structural winners and losers with confidence,” Deutsche Bank analyst Jim Reid and colleagues wrote in a note, warning sentiment could keep swinging hard in both directions. (Reuters)
For Sage, which sells accounting, payroll and other business software, Monday’s dip left the shares hovering just above the 790.6 pence low for the past year and well below last summer’s 1,335 pence high. (Hargreaves Lansdown)
There was no fresh company statement on Monday, leaving traders to lean on the tape and the macro calendar. The next major company date on investors’ screens is Sage’s interim results on May 21. (Sage)
Some of the day’s action also looked mechanical, with early buying fading quickly as the stock failed to hold gains near 830 pence.
But the path is not clean. If AI fears flare again — or if investors decide software profits are more exposed than previously thought — Sage could struggle to build a durable rebound from the recent lows.
For now, the market is watching whether the shares can keep a floor near 790 pence and whether risk appetite holds into Sage’s May 21 interim results. (Sage)
