Apr. 11 at 2:28 PM
SaaS got absolutely wrecked in 2026… no sugarcoating it.
👉Click to view @NasdaqPulse for timely updates amid the volatility.
But here’s the part most people are missing
Price action ≠ business reality.
Under the surface, a handful of software names are quietly stabilizing fundamentals, improving margins, and setting up for potential re-ratings… while their stocks are still down BAD from peak hype levels.
My “washed out but not broken” watchlist starts with:
$PATH (UiPath)
Down ~80%+ from ATHs — sentiment destroyed, but automation + AI workflow demand isn’t going anywhere. If execution stabilizes, this is the kind of name that can surprise HARD off a low base.
This is the classic setup:
• Weak hands flushed
• Expectations reset to zero
• Fundamentals quietly turning
Not calling the bottom — but these are the asymmetrical spots worth stalking while everyone else chases crowded trades.
Pain creates opportunity… you just have to look where others stopped paying attention
