AI may crush SaaS pricing power even as Nvidia benefits. A new report warns software firms face structural risks from ...

ServiceNow's CEO is one of the first software execs buying shares in their own companies in the wake of the SaaS sell-off.

Tata Consultancy Services (TCS) has signed a multi-year partnership with ServiceNow to accelerate enterprise adoption of artificial intelligence across ...

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

AI firm Anthropic’s launch of an update to its Claude AI has led to a stock market drop, leaving AI investors worried.

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 ...

The SaaS sector dropped 30% in 90 days on AI generated obsolescence fears. Autodesk commands 70-80% of the global architecture market with prohibitively high switching costs. Palantir’s AI platform ...

New AI tools from Anthropic sparked a broad sell-off in software and data stocks. Executives say fears are overblown, but analysts warn of margin and pricing pressure. Investors are reassessing which ...

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 ...