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

The "SaaSpocalypse" narrative has gripped Wall Street, dragging the software and tech sector down roughly 22% this year. The fear driving this sell-off is singular, terrifying, and easy to understand: ...

Leaked API keys are nothing new, but the scale of the problem in front-end code has been largely a mystery - until now. Intruder's research team built a new secrets detection method and scanned 5 ...

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

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 ...

ServiceNow is pivoting to be an artificial intelligence (AI) first company, and its generative AI suite of solutions, Now Assist, continues to be a growth driver, reaching a $600 million annual ...