Time Salesforce? Here's What the Numbers Say About Buying
Salesforce has long been a growth leader in cloud software, but recent performance has cooled. This guide dives into ...
SaaS
This page gathers four SaaS-focused articles to help you understand recent moves in Figma, Toast, Freshworks, and Clearwater Analytics, and how they could affect your software investments.
30 articlesFigma's Stock Trading Like AI Buzz: Is Risk Misread?
When AI dominates headlines, investors often fear every software stock will crumble. This piece digs into whether fig...
Oracle Agrees That Challenging AI Is Disrupting SaaS
Oracle has reframed the AI shift as a disruption to traditional SaaS growth. This article explains why that view matt...
Docusign (DOCU) 2026 Earnings Outlook and Strategy
DocuSign's 2026 earnings narrative centers on ARR expansion, margin discipline, and stronger cash flow in a competiti...
Blackline Stock Zoomed More as Buyback Boost Drives Rally
A larger stock buyback authorization sent BlackLine's shares higher, signaling confidence from management. This analy...
Waystar Stock Down This Year: Aggressive Fund Bets $11.5M
When a major fund buys more while a stock falls, it sets up a compelling investing puzzle. This piece explains what t...
This Longtime SaaS Bear Sees Value in Beaten-Down Software
Once-skeptical of SaaS valuations, this longtime saas bear now highlights real value in beaten-down software. He shar...
What Investors Should Know About a Digital Banking Stock Bet
A big bet on a digital banking stock can signal confidence in transformation, but a 30% drop demands careful scrutiny...
SaaS-Pocalypse: Anthropic Tool Triggers Legacy Death
Anthropic’s latest coding assistant is reshaping how enterprises buy software, potentially ending seat-based licenses...
Kettle Hill Bets Braze with 747,000-Share Initiation
A fresh take on a notable portfolio move: Kettle Hill Capital reveals a sizable Braze stake via a 747,715-share initi...
Second Thought, Don’t ‘Learn’: AI Rewrites SaaS Stocks
A new AI risk assessment shows programmers face high displacement risk, upending traditional SaaS models and pressuri...
Saas Firm with Nearly $1B ARR Faces Investor Exit Amid Slide
When a major investor exits a growing SaaS company, the move can shake confidence and the stock. This article examine...