SaaS names pitched as a buy

Investors on X are pitching a basket of beaten-down software stocks as a buy after a sharp April selloff hit ServiceNow, Intuit, Adobe and Salesforce. (x.com; google.com) The pitch rests on a simple split: stock prices fell hard, but recent company reports still showed revenue growth and cash generation. ServiceNow reported fourth-quarter 2025 subscription revenue up 21% year over year, while Salesforce said fiscal 2025 revenue rose 9% to $37.9 billion and free cash flow rose 31% to $12.4 billion. (investor.servicenow.com; investor.salesforce.com) Intuit said fiscal 2025 revenue grew 16%, and Adobe said fiscal 2024 revenue reached a record with Digital Experience revenue above $5.3 billion and remaining performance obligations up 16% year over year. Adobe then reported record first-quarter fiscal 2026 results on March 12, 2026. (investors.intuit.com; adobe.com; news.adobe.com) The backdrop is a market debate over whether generative artificial intelligence will help software companies sell more automation or strip away pricing power in mature products. That fear has been visible in analyst downgrades and headlines tied to software names in the past week. (google.com; google.com; google.com; google.com) By the April 10 close, Google Finance showed ServiceNow at $83.00, Intuit at $350.94, Adobe at $225.35 and Salesforce at $164.96. MarketBeat listed ServiceNow’s 52-week range as $81.24 to $211.48, underscoring how far some software valuations have reset. (google.com; google.com; google.com; google.com; marketbeat.com) A separate X post pointed to Zeta Global, a smaller marketing software company, as an “AI-native” name with first-party data and enterprise momentum. Zeta said in February that fourth-quarter 2025 results marked its 18th straight “beat and raise” quarter and that super-scaled customer count rose 24% year over year to 184. (x.com; investors.zetaglobal.com) Zeta’s investor page says it now serves more than 450 scaled enterprise customers that each generate at least $100,000 in trailing-12-month revenue. The company describes its product as software that uses customer data across email, text, web, connected television and other channels to target ads and messages. (investors.zetaglobal.com) The counterargument is that software stocks can stay cheap if growth slows faster than expected or if artificial intelligence shifts value to lower-cost tools and infrastructure vendors. That tension is already showing up in real-time research notes and price-target cuts attached to ServiceNow, Adobe, Intuit and Salesforce pages. (google.com; google.com; google.com; google.com) For now, the bull case on social media is not that these companies escaped the artificial intelligence shift. It is that the latest reported numbers still show growth, backlog and cash flow while the stocks trade much closer to their lows than their highs. (investor.servicenow.com; investor.salesforce.com; investors.intuit.com; news.adobe.com)