SaaS: Is There Opportunity In The Destruction?

SaaS: Is There Opportunity In The Destruction? Authored by Lance Roberts via RealInvestmentAdvice.com, A specter is haunting Wall Street - the specter of the “SaaSpocalypse.” Since the iShares Expanded Tech-Software Sector ETF (IGV) peaked on September 19, 2025, it has fallen roughly 30%. For context, the broad technology indexes like XLK and QQQ are essentially flat over the same period, and the semiconductor ETF (SMH) is up 30%. Between mid-January and mid-February 2026 alone,...

By Tyler Durden