Software Stocks: Navigating The SaaSpocalypse [zero hedge]
ServiceNow, Inc. (NOW)
Last servicenow, inc. earnings: 4/29 04:10 pm
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US:NYSE Investor Relations:
servicenow.com/company/investor-relations.html
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Source: zero hedge
Software Stocks: Navigating The SaaSpocalypse Authored by Michael Lebowitz via RealInvestmentAdvice.com, The recent rotation from growth to value is well documented. While the return divergences between, for instance, technology stocks and materials or industrials stocks are significant, they do not tell the whole story. There are also extreme return differentials between broad industries and their sub-industries. In this article, we address one such divergence between the broad technology sector and the software-as-a-service (SaaS) sub-industry. The graph below shows the wide gap in returns between software, technology, the Nasdaq 100, and semiconductor stocks. Since the well-followed software ETF (IGV) peaked on September 19, 2025, it has fallen 30%. For context, the broad technology indexes (XLK and QQQ) are flat over the period, and the semiconductor ETF (SMH) is up 30%. Narratives Drive Passive Flows Behind every good stock or index move is a narrative. The narrative is the marke
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News
- Down 41%, Is This AI Stock a Buy? [Yahoo! Finance]Yahoo! Finance
- This SaaS Leader's CEO Just Announced Plans to Buy Stock. Should Investors Follow Suit? [Yahoo! Finance]Yahoo! Finance
- 5 industries that have gotten rocked by the AI 'scare trade' defining markets this year [Yahoo! Finance Canada]Yahoo! Finance Canada
- 5 industries that have gotten rocked by the AI 'scare trade' defining markets this year [Yahoo! Finance]Yahoo! Finance
- ServiceNow (NOW)'s CEO is Doing Everything He Can, Says Jim Cramer [Yahoo! Finance]Yahoo! Finance
NOW
Earnings
- 1/28/26 - Beat
NOW
Sec Filings
- 2/25/26 - Form 4
- 2/23/26 - Form 144
- 2/19/26 - Form 4
- NOW's page on the SEC website