Anthropic is continuing to aggressively expand into enterprise software by launching its new Opus 4.6 model, which it calls the company’s most capable system yet for enterprise and knowledge work. The release comes after a series of enterprise-focused plugins for Claude Cowork that are designed to handle productivity, legal, sales, and marketing tasks.
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Interestingly, Anthropic says that Opus 4.6 can handle complex tasks with fewer revisions, thereby delivering results that are closer to production-ready quality on the first try. Based on company benchmarks, the model outperforms competitors such as OpenAI’s GPT-5.2 and Google’s Gemini 3 Pro from Alphabet (GOOGL). It can also work with dozens of tools, analyze financial data like regulatory filings and market reports, and complete coding projects in hours rather than days.
In addition, Claude is coming to Microsoft’s PowerPoint in a research preview for select users, which increases Anthropic’s integration in Microsoft’s (MSFT) ecosystem. However, these updates have hammered software stocks due to fears that AI platforms could eventually replace software-as-a-service products. In fact, the iShares Expanded Tech-Software Sector ETF (IGV) is already down more than 20% year-to-date.
Is IGV Stock a Good Buy?
Turning to Wall Street, analysts have a Moderate Buy consensus rating on IGV stock based on 89 Buys, 24 Holds, and zero Sells assigned in the past three months, as indicated by the graphic below. Furthermore, the average IGV price target of $133.49 per share implies 65.1% upside potential.
