BNP Paribas Equity Research analyzed SaaS valuations using stock-based compensation in the terminal value framework.

ServiceNow reported strong growth in the 2025 fourth quarter. It serves a network of more than 8,000 clients globally who rely on its workflow automation software. Investors are down on ...

Shares of several leading software companies were hammered this past week amid increased concern that AI will erode their businesses. Louis Gerard: I believe that there is a structural threat, mainly ...

After the “SaaSpocalypse” that shook AI-susceptible software companies earlier this week, things are starting to look up for the sector—but only to a point. Some stocks showed signs of improvement on ...

Jeffries termed the SaaS selloff ‘SaaSapocalypse’ as Asana fell 59% and DocuSign fell 52% over one year. BDCs hold roughly 20% exposure to SaaS companies through direct equity investments and debt ...

Frontier gives agents the same skills people need, creating AI coworkers that work across the business to close the AI opportunity gap between early leaders and everyone else, the company says.

The two-decade reign of the seat-based software-as-a-service (SaaS) model is facing a major threat from AI agents—and software stocks are already feeling the pain. Customers paid for a software ...

ServiceNow shares sank despite strong results and guidance. Investors continue to fret over the impact AI will have on SaaS businesses. The stock now trades at an attractive price. 10 stocks we like ...