What Happened? A number of stocks jumped in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software se...
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and...
What Happened? Shares of work management platform monday.com (NASDAQ:MNDY) jumped 3.2% in the afternoon session after investors continued to buy the dip desp...
A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face c...
What Happened? Shares of work management platform monday.com (NASDAQ:MNDY) jumped 5.5% in the afternoon session after markets benefited from a "risk-on" sent...
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient...
What Happened? A number of stocks jumped in the morning session after investors moved to buy the dip in high-quality SaaS names that had become significantly...
What Happened? Shares of work management platform monday.com (NASDAQ:MNDY) fell 7.6% in the afternoon session after a UBS downgrade of ServiceNow (NOW) sent ...
Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market va...
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a...
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a...
In the first quarter of 2026, the global financial markets witnessed a tectonic shift in the technology sector, colloquially dubbed the "SaaSpocalypse." What began as a cautious reassessment of software valuations in late 2025 accelerated into a sharp 15-20% correction across the B2B software and technology landscape. By mid-March 2026,
The "SaaSpocalypse" has arrived. Over the first quarter of 2026, the B2B software sector has faced a brutal and unprecedented correction, with the iShares Expanded Tech-Software ETF (BATS: IGV) plunging more than 21% year-to-date. This massive selloff, which has erased nearly $2 trillion in market capitalization, marks a fundamental shift
From commerce to culture, software is digitizing every aspect of our lives. Companies bringing it to life have been rewarded with high valuation multiples th...
What Happened? Shares of work management platform monday.com (NASDAQ:MNDY) jumped 5.9% in the afternoon session after positive analyst commentary from Morgan...
monday.com has gotten torched over the last six months - since September 2025, its stock price has dropped 60% to $72.97 per share. This was partly due to it...
What Happened? A number of stocks jumped in the afternoon session after investors appeared to buy the dip amid heightened uncertainty triggered by resurgent ...
We look back at stories of companies that were disrupted to better understand how disruption emerges and whether history can be a guide for disruption during the AI paradigm shift.
As of March 2, 2026, Asana, Inc. (NYSE: ASAN) finds itself at a critical juncture in the enterprise software landscape. Once a high-flying darling of the "work-from-home" era, the company has spent the last two years reinventing itself from a pure-play project management tool into an AI-driven "Work Management" platform. In an era where corporate [...]
The sell-off at Zoom (NASDAQ: ZM) is not an isolated event; it is the latest tremor in a broader structural realignment known as the "SaaSpocalypse." As of February 27, 2026, over $2 trillion in market capitalization has been wiped from the software-as-a-service (SaaS) sector since the start of the year.
