PagerDuty: A Clear 'Sell' As Churn Issue Worsens (Downgrade)

2026-03-31 05:00:00 ET

As 2026 wears on, the enterprise software sector continues to face tremendous headwinds that we haven't seen in years, with fears of the “SaaSpocalypse” wiping out years of gains and crunching valuation multiples down to bargain-basement valuations. My overarching view on this trend is that the fears of an AI-driven takeover of the software industry are largely overblown, but in companies where we can see a meaningful slowdown in current earnings data, we should be far more careful....

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