Source Post

BEWARE: 8 SaaS Stocks Down HUGE - Not All Are Bargains | SaaSpocalypse 2026

Dividend DiplomatsMar 15, 2026

The Dividend Diplomats discuss the current "SaaS apocalypse" where many software stocks are down significantly. They analyze 8 SaaS companies (Microsoft, Oracle, Salesforce, Intuit, Adobe, Snowflake, Datadog, Zoom, and Atlassian) by comparing their current forward PE ratios to their 5-year averages and sector medians, cautioning viewers against blindly buying dips and highlighting specific companies they find potentially interesting.

Linked Mentions

Tickers discussed in this post

ASANNeutralLow ConvictionSignal-backedSecondary

Atlassian shows a substantial discount from its 5-year average and a moderate discount from the sector, but its AI integration is unclear, making it a less compelling option.

ZMNeutralLow ConvictionSignal-backedSecondary

Zoom is trading at a significant discount to its 5-year average and sector median, but the speaker is not recommending a buy due to its post-COVID performance.

DDOGBearishMedium ConvictionSignal-backedSecondary

Datadog, while having a significant discount from its 5-year average, still trades at a substantial premium to its sector, and the speaker suggests it might be a company to exit.

SNOWBearishHigh ConvictionSignal-backedSecondary

Snowflake, despite a large discount from its 5-year average, is trading at a significant premium to its sector and is not a company the speaker is considering buying.

ADBENeutralLow ConvictionSignal-backedSecondary

Adobe presents the lowest PE ratio on the list, offering a significant discount from its 5-year average and the sector, though the speaker expresses less personal familiarity.

INTUBullishMedium ConvictionSignal-backedPrimary

Intuit is a compelling investment due to its significant discount from its 5-year average and sector median, along with its dividend history and strong brands.

CRMBullishHigh ConvictionSignal-backedPrimary

Salesforce is a strong buy due to its significant discount from its 5-year average and sector median, coupled with strong growth metrics and AI implementation.

ORCLNeutralMedium ConvictionSignal-backedSecondary

Oracle is showing a slight discount to its 5-year average and the sector median, making it a company to consider despite recent volatility.

MSFTNeutralMedium ConvictionSignal-backedSecondary

Microsoft, trading at a 5% premium to the sector median, is considered a quality anchor stock, and a potential buy if it falls below $400.

Linked Signals

Tracked calls opened from this post

CRM
buy opened Mar 15, 2026
+4.15%
SNOW
sell opened Mar 15, 2026
-46.17%