- Jefferies warns of a "SaaSapocalypse" as fears of software companies losing relevance grow. Panic selling sees North American Tech-Software ETF (IGV) drop 24.6% YTD.
- Wedbush’s Dan Ives dismisses software sector fears as overblown. Picks Palantir (PLTR) as a winner, with Q4 2025 revenues up 70.5% YoY.
- Microsoft (MSFT) revenue grows 16.7% YoY in Q4, cloud business up 26%. Analysts rate stock a "Strong Buy" with 53% upside potential.
- CrowdStrike (CRWD) beats revenue estimates, net cash from operations up 6.7% YoY. Stock rated "Moderate Buy" with 48% upside potential.
- Snowflake (SNOW) reports 28.5% revenue growth in Q3, 75% EPS increase. Analysts rate stock a "Strong Buy" with 77% upside potential.
- Salesforce (CRM) revenue up 9% YoY in Q3, earnings beat estimates. Stock rated "Strong Buy" with 73% upside potential.
Read more at Barchart: Stop Worrying About the Software Armageddon and Buy These 5 Stocks Now