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$ZETA · 7 SaaS Stocks Too Cheap to Pass Up
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$ZETA···bullish· high· posunknown
Zeta Global undervalued at 3.2x sales with 30%+ revenue growth and AI-powered Athena platform
Zeta Global trades at a steep discount to peers despite 25%+ revenue growth, expanding operating margins, and an AI-powered marketing platform that makes it critical infrastructur…
$AXON···bullish· high· posunknown
Axon Enterprise: law enforcement infrastructure with 30%+ growth, 10-year contracts, SaaS-hardware moat
Axon's 31% YTD drop ignores its unique SaaS-hardware model locked in via 10-year law enforcement contracts globally. Revenue compounds at 30%+ like a metronome. The 47x forward P/…
$DUOL···bullish· high· posunknown
Duolingo at 12x forward P/FCF with AI-driven platform expansion, management targeting 2.5B revenue
Duolingo trades at 12x forward free cash flow with 39% revenue growth and an enterprise value of just $3.6B. MAU/DAU growth has slowed, but management is focused on reaccelerating…
$INTU···bullish· mediumunknown
Intuit down 42% YTD despite accelerating growth, 80% gross margins, and 14.8x forward P/E
Intuit's 42% YTD drop creates a compelling entry at 14.8x forward P/E for a business with accelerating 16.5% CAGR, 80% gross margins, and rising operating margins. The tax and acc…
$ADSK···bullish· mediumunknown
Autodesk at 18x forward P/E with 90%+ gross margins and sticky engineering/construction moat
Autodesk trades at 18x forward earnings with accelerating 17.5% revenue growth, 90%+ gross margins, and mission-critical software across architecture, construction, and media that…
$WDAY···bullish· mediumunknown
Workday at 10.5x forward P/E used by AI labs, critical HR/finance infrastructure hard to rip out
Workday shares down 48% YTD trade at just 10.5x forward P/E despite 13% growth, 75% gross margins, and rising operating margins. Its HCM/finance software is embedded in enterprise…
$ADBE···bullish· mediumunknown
Adobe at 11x forward P/E with 90% gross margins, AI integration not yet hurting financials
Adobe has fallen 31% YTD to 11x forward P/E (14x trailing) with 11% revenue growth, 90% gross margins, and 36% operating margins. AI tools are being integrated without financial d…