NeuroStocks
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SaaSpocalypse Buy-the-Dip
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Investors are panic-selling enterprise software stocks on fears AI will replace them, but the sell-off is irrational. Adobe is down 31% YTD trading at a forward P/E of 10.3 with 12.3% earnings growth. Salesforce is down 29.5% YTD at a forward P/E of 14.1 with a PEG of 1.0. These companies have deep enterprise switching costs, proprietary data moats, and are integrating AI into their own platforms. The market is pricing in doomsday while earnings are still growing. Buy oversold enterprise software with strong retention metrics and AI integration strategies.
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