SaaS: Is There Opportunity In The Destruction?

2026-03-02 10:39:00 ET

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, approximately one trillion dollars was wiped from the collective value of software stocks, with the S&P North American Software Index posting its worst monthly decline since the 2008 financial crisis....

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