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

THE stock market can’t make up its mind. On the one hand, it is fretting over the hundreds of billions of dollars being spent on artificial intelligence (AI) infrastructure. Tech giants such as Amazon ...

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 ...

Anthropic has updated Cowork with tools that lets its AI assistant Claude go beyond chat and actively handle everyday workplace tasks. Alongside, the company introduced 11 plug-ins that allow Claude ...

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 ...

Concerns that AI tools like Anthropic’s Claudebot could effectively execute enterprise processes and weaken the SaaS business model appear to be spooking investors, with major US-based SaaS companies ...

Anthropic's AI upgrade automates workflows, raising SaaS disruption concerns US software stocks lost $285B as investors fear AI may replace SaaS tools. Salesforce, Adobe, Infosys, and Accenture shares ...