MarketPulse

SaaS valuations

2 articles
The Motley FoolThe Motley Fool··Anders Bylund

AI Software Reckoning Opens Door for Long-Term Investors

Enterprise software stocks have fallen 50%+ amid AI disruption fears, but companies integrating AI into their platforms possess durable competitive advantages likely to prevail.
MUSOUNSOUNWAITEAM+1long-term investingsoftware stocks
The Motley FoolThe Motley Fool··Eric Trie

Insight Holdings Dumps AppFolio Stake as SaaS Market Turns Selective

Insight Holdings cuts AppFolio stake by 70%, cutting position from 2.6% to 0.78% of assets as property software underperforms market by 34 percentage points.
NVDAMSFTGOOGGOOGLAPPFreal estatecloud-based solutions