u/ksing_king ·
Reddit — r/ValueInvesting
· June 20, 2026 at 05:23
· ⬆ 16 pts
· 💬 50 comments
| View on Reddit ↗
AI Summary
Summary
The author asks when the prolonged downturn in SaaS stocks (the "SAASpocalypse") will end, noting many are down 50-75% but still growing revenues, earnings, and FCF at 15-20% annually.
No specific thesis or directional bet is offered; the post is a market-timing question about the rerating of software companies, with AI disruption as the key variable.
Quality assessment: This is noise / a discussion prompt, not a detailed DD. The author provides no original analysis or data.
Score16
Comments50
Upvote %91%
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Some of the companies will face minimal disruption from AI, some a decent amount, and some will essentially be gone from AI. Regardless of which cohort, when do you think the market will start to rerate the software companies? And how long could an uptrend go for if/when they start to recover?They've been taking a beating for well over a year now, with many names down 50-75%. Despite that, a decent portion are still growing fundamentally well, some at clips of 15-20% per year in terms of revenue, earnings, and free cash flow.