Morgan Stanley Direct Lending Fund trades at a 27% NAV discount amid exaggerated SaaS sector fears. Check out why MSDL stock is a hold.
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#saas / Page 3
Explore BDCs built to overcome SaaS credit risk amid bearish sentiment. Click for more on Main Street Capital and Capital Southwest and why I prefer MAIN over CSWC.
Autodesk delivered strong Q4 billings and a robust FY27 outlook, defying broader SaaS pessimism. Check out why ADSK stock is a hold.
SaaS companies are racing to ship AI features while churn quietly rises. Why retention is slipping, and what most teams fail to monitor?
Microsoft Corporation stock dips as AI-era fears hit software, with low-margin SaaS most vulnerable. Click for more on MSFT and why I am bullish.
Arlo projects $375M-$385M service revenue in 2026 as partnerships and SaaS model drive outlook
AVPT tops Q4 estimates with 29% revenue growth and a 350% EPS surge, as SaaS strength and an upbeat 2026 outlook signal sustained momentum.
Best Financial Reporting Tools for SaaS Companies: Compare platforms for MRR, churn, GAAP reporting, and growth insights.
Wall Street's so-called "SaaSpocalypse", that is, the sharp drop across traditional software companies in recent weeks, has been driven by one dominant fear: that artificial intelligence (AI) will automate away the very functions of these software .. ...
Trinity Capital is hit by the SaaS selloff, but its Q4 report shows why it's a unique BDC and a top 3 pick. Find out why I feel TRIN stock is a strong buy.