SaaS Stocks Go on Sale After Repricing Wave
TL;DR Summary
S&P 500 software names trading near 52-week lows may offer selective, durable opportunities for long-term investors; a screen highlights large-cap SaaS names with strong ROA and improving valuation, with Adobe and FICO standing out under a modified framework, while AI disruption risks and ongoing volatility require patient, well-sized positioning.
- 10 Cheapest S&P 500 Software Stocks Ranked After The Recent Repricing Seeking Alpha
- Vibe-Coding in Gas Town? A Guide to the Software Selloff With 4 SaaSy Stock Picks. Barron's
- AI-driven stock rout could become 'unstoppable,' Barclays warns qz.com
- Salesforce and Friends Deserve This AI Squeeze Bloomberg.com
- SaaS isn’t dead, the market is just becoming more hybrid cio.com
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