Dit softwareaandeel is volgens Dan Ives dé koopkans van dit moment - debelegger.nl

debelegger.nl — Apr 26, 20:20 ★★★★★

Dan Ives is naming a software stock as a buying opportunity in an AI-disrupted market, assuming the market has finished repricing SaaS downward.

debelegger.nl reports Ives' software stock pick for the current market; published 26 April 2026. Ives is betting that AI-induced repricing has created entry points for resilient software vendors; the thesis assumes the stock is now priced for agent competition.

Oliver's take: Ives is early or right, depending on whether that software vendor can actually compete with agents. Most will not. The buy signal is premature.

Original source

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#SaaS #Market repricing #Enterprise

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