AI Disruption Overblown! 4 Software Stocks to Buy on the Dip
Software stocks got hammered in 2025 and early 2026 because of AI disruption fears. However, as legitimate as the concern may be, the corresponding sell-off was driven by emotions.
Salesforce: Buy The Fear In Enterprise SaaS Durability
Salesforce is a Strong Buy, with the recent -45% selloff creating a rare sentiment-driven value opportunity. CRM's durable SaaS moat, $59.5B RPO, double-digit subscription growth, and robust AI monetization underpin a forecasted 18-month price target of $330 (+70%). Short-term risks from agentic AI and open-source competition are real but over-discounted; large enterprises remain anchored to CRM's scale and governance.
Salesforce employees call on CEO Benioff to cancel ICE 'opportunities'
Over 1,400 Salesforce employees have signed a letter calling on CEO Marc Benioff to drop potential business with the U.S. Immigration and Customs Enforcement agency, CNBC confirmed. Earlier on Tuesday, Benioff reportedly joked that ICE agents were on site at an employee gathering in Las Vegas.
Software companies' business models are 'under assault' from AI
Software stocks have been pummeled on worries that AI will start eating into their business. EMJ Capital founder and president Eric Jackson says he is "very bullish" on AI, but that the sell-off in legacy software stocks is "real" with the space seeing a "repricing.
Salesforce Stock Down 17% in Six Months: Should Investors Buy the Dip?
CRM slides nearly 17% in six months, but AI-driven growth, rising recurring revenues and a discounted valuation can make the pullback worth a look.
Why Salesforce Stock Is Primed For A Major Rebound
Salesforce stock (NYSE: CRM) has shown notable rally potential, achieving over 30% gains in less than two months on several occasions, particularly in 2010 and 2023. It experienced two instances of surging more than 50% within comparable timeframes, underscoring its ability for rapid appreciation.
Salesforce cuts less than 1,000 jobs, Business Insider reports
Salesforce made cuts to its workforce at the beginning of this month, with the reduction involving fewer than 1,000 roles, Business Insider reported on Monday, citing a person familiar with the matter.
Salesforce quietly laid off workers in a new round of cuts
Salesforce cut part of its workforce earlier this month. Staff in teams across marketing, product, and data were let go.
Salesforce appoints 6 new leaders in an executive shake-up after 5 high-profile departures
Salesforce has appointed new leaders in an executive shake-up. Six new hires and promoted executives will lead businesses like Agentforce and Slack.
CRM & NOW Added to IVES ETF, ORCL Upgrade, Bad Monday for MNDY
Salesforce (CRM) and ServiceNow (NOW) are two stocks getting added to the Dan Ives Wedbush AI Revolution ETF (IVES). Diane King Hall notes the news isn't helping either stock, even with Dan pounding the table that both are heavily oversold.
Stockbroker bullish on Salesforce and ServiceNow with "software Armageddon" trade said to be overdone
Wedbush has moved to re-plant its flag in battered enterprise software, arguing the recent sell-off in Salesforce Inc and ServiceNow Inc has overshot reality as investors fret about AI disrupting traditional SaaS economics. The broker said the pair of big-cap enterprise software stocks were caught in what it views as an exaggerated “software Armageddon” trade, with the market “baking in a doomsday scenario” for software names.
Salesforce Inc. (CRM) Is a Trending Stock: Facts to Know Before Betting on It
Recently, Zacks.com users have been paying close attention to Salesforce.com (CRM). This makes it worthwhile to examine what the stock has in store.
