The Market Is Green… So Why Are Software Stocks Crashing?

Software stocks are crashing while much of the broader market is holding up surprisingly well. In today’s video, I break down why software names like Salesforce, Intuit, ServiceNow, Adobe, Palantir, CrowdStrike, Palo Alto, Microsoft, and FICO have been under such heavy pressure — and more importantly, which ones now look undervalued, which ones still look too expensive, and how I’d rank them right now. This is no longer a market where you can just buy “software” as a basket. Some names have seen their valuations reset enough to become attractive. Others still look expensive even after sharp drawdowns. So in this video, I walk through the key fear driving the selloff, what the market may be getting right, where I think it may be overreacting, and which stocks I believe now offer the best risk/reward. In this video: Why software stocks are crashing while semis and other parts of tech are holding up The AI disruption fear hitting enterprise software Which software stocks now look undervalued Which names I’m still avoiding at current prices My final tier ranking of the best software stocks to buy now If you enjoy these deeper stock breakdowns and valuation-focused market videos, make sure to subscribe. 🔥 Dividend Talks Exclusive Resources & Bonuses: 📩 Core Free Resources FREE Weekly Newsletter – Stay on top of dividend investing trends: 👉 Subscribe now - https://www.dividendtalks.com/subscribe Stock Valuation Model – Make smarter investment decisions: 👉 Get it here - https://www.buymeacoffee.com/dividendtalks/extras Join the Community (Discord) – Connect with investors: 👉 Click here - https://www.patreon.com/DividendTalks 💰 Free Money / Bonuses FREE Shares (up to £100) – Trading212 – Claim yours today: 👉 Sign up here - https://www.trading212.com/invite/Gux0x99S 🔍 Premium Investing Tools (Discounts) $30 OFF Seeking Alpha Premium – Claim here https://www.sahg6dtr.com/29N4DP9/R74QP/ 15% OFF Fiscal AI – Get it here https://fiscal.ai/dividendtalks/?

Added 11 Apr 2026