Microsoft is a top pick for AI monetization and cloud growth, offering a safer entry after recent underperformance.
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Software Stocks are CRASHING...I Bought These 4 Stocks
Mark Roussin, CPAMar 3, 2026
Mark Roussin highlights four software stocks that have experienced significant price pullbacks, presenting what he views as historically attractive entry points based on valuation and fundamental strength.
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Tickers discussed in this post
Data Dog is a buy as its valuation has compressed by 50% despite record revenue and free cash flow.
Toast is an attractive buy-the-dip candidate as it scales profitability and trades at a record low EV/Sales multiple.
ServiceNow is a buy due to its mission-critical software and a historically low valuation of 25x forward earnings.