BNP Paribas Equity Research analyzed SaaS valuations using stock-based compensation in the terminal value framework.
We recently published 10 Stock Titans With Massive Losses. ServiceNow Inc. (NYSE:NOW) was one of the worst performers on Thursday. ServiceNow dropped for a third straight day on Thursday, shedding ...
There are many in the tech world — Satya Nadella, for one — suggesting that major SaaS platforms will face obsolescence because of the increasing maturity of generative AI and agentic applications.
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