Surviving the SaaS-Pocalypse: JPMorgan's 3 Top Cyber Stocks Ready to Surge

Surviving the SaaS-pocalypse: JPMorgan's 3 Top Cyber Stocks Ready to Surge

Quick Read JPMorgan identified CrowdStrike (CRWD), Palo Alto Networks (PANW) and Zscaler (ZS) as long-term winners amid AI-driven cyber threats. Palo Alto Networks reported 16% revenue growth to $2.47B in fiscal Q1. Operating margins exceeded 30% for two consecutive quarters. CrowdStrike’s Falcon Flex generated $1.35B in annual recurring revenue. Zscaler’s emerging products exceeded $1B in combined ARR. Are you ahead, or behind on retirement…

Has The SaaS-pocalypse Been Overblown?

As the gusts die down, the “SaaS-pocalypse” has been downgraded to a mere “Severe SaaS Weather Event.” That’s the thinking of Goldman Sachs CEO David Solomon at least, who said at a UBS conference in Key Biscayne, Florida on Tuesday that the end-times narrative over the past few weeks, as experienced in a massive software as a service stock selloff, has been “a little too broad.” It’s an optimistic opinion increasingly shared by Wall Street’s co…

5 reasons JPMorgan says the historic wipeout in software stocks is a buying opportunity

Wall Street traders work on the New York Stock Exchange floor.Spencer Platt/Getty ImagesThe software sell-off erased $2 trillion of market cap and dragged the broader market last week. JPMorgan analysts said the software meltdown is an opportunity to buy the dip.Strong fundamentals and earnings, as well as "extreme" low positioning, are bullish factors.The dramatic plunge in software stocks last week isn't a warning, but an opportunity. That's t…

JPMorgan says the historic software selloff has gone far enough. 10 stocks to buy on sale

The Wall Street bank called Snowflake and Microsoft high-quality stocks that are more resilient than others to artificial intelligence threats.

ServiceNow stock rebounds after software rout as JPMorgan flags “AI-resilient” names

ServiceNow shares rose 2.5% to $106.48 Tuesday, rebounding with other software stocks after a sharp selloff tied to AI disruption fears. JPMorgan and Morgan Stanley said recent declines were driven by sentiment, not fundamentals. UBS downgraded the U.S. tech sector to “Neutral,” citing ongoing risks. Traders are watching if the rally holds into Wednesday. The post ServiceNow stock rebounds after software rout as JPMorgan flags “AI-resilient” nam…