尽管市场悲观, 但Thoma Bravo认为SaaS股有着代购的机会. Thoma Bravo sees a generational buying opportunity in SaaS stocks despite market pessimism.

股票的近期抛售可能是代购机会. Private equity firm Thoma Bravo says the recent sell-off in SaaS stocks could be a generational buying opportunity. 尽管市场悲观, 但这些公司的基本面表现强,收入增长率往往是其他行业的三倍. Despite market pessimism, these companies show strong fundamentals, with revenue growth often three times that of other industries. 服务现在,销售人员和工作日是突出选择. ServiceNow, Salesforce, and Workday are highlighted as standout picks. 这些公司正在利用人工智能深入整合到客户的工作流程中, 与其历史标准相比提供了有吸引力的估值. These firms are leveraging AI to integrate deeper into customer workflows, offering attractive valuations compared to their historical standards.