Saaspocalypse; Catching A Falling Knife or Dip Buying Opportunity?: BI Replay

On Demand

Duration: 49 Minutes

Original Date: February 11, 2026

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The selloff in software stocks has quickly roiled what was a strong start to 2026 for US stocks. While multiples have quickly adjusted and near-term earnings estimates remain intact, concerns that AI might usurp existing SAAS businesses raise questions about long term cash flows. Join Senior US Equity Strategist Michael Casper and Senior Technology Analyst Anurag Rana for a look at what might help turn the tide for this struggling group.

Saaspocalypse; Catching A Falling Knife or Dip Buying Opportunity?: BI Replay

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