Now, I reckon I’ve seen a few bubbles in my time. Gold rushes, railroad schemes, tulip manias…folks are always lookin’ for a shortcut to riches, and Wall Street is always happy to oblige. Just lately, it’s all been about this “artificial intelligence,” a contraption that some are claimin’ will usher in a new golden age. Seems to me it’s just another way to separate a fella from his hard-earned dollars, but a couple of learned men – Gurley and Galloway, if you please – are whisperin’ that even this particular bubble might be gettin’ a bit frothy. They suggest, and I don’t entirely disagree, that a shift toward more sensible investments might be in order. Specifically, these “SaaS” stocks, which, as near as I can figure, are just fancy software delivered over the telegraph wires.
Now, don’t go thinkin’ I’m suddenly a convert to this modern technology. I remain a skeptic, through and through. But a fella’s gotta admit, even a broken clock is right twice a day. So, let’s mosey on over and take a look at five of these “SaaS” companies, and see if there’s any real substance beneath all the hype. I’ll offer my observations, mind you, and you can decide for yourself if it’s worth gamblin’ your savings.
ServiceNow
This ServiceNow, it appears, is the fella who keeps the gears turnin’ in a lot of big organizations. They handle the paperwork, the schedules, the complaints…all the things that used to require an army of clerks. They claim it’s hard to replace, and I reckon that’s likely true. Folks get mighty attached to their systems, even if they’re inefficient. They’re dabblin’ in this AI business now, naturally, tryin’ to make their system even more indispensable. They’re down about 25% this year, which means folks are startin’ to wonder if they’re worth the price. At 7.5 times sales and 28 times earnings, it’s a steep price for a system that mostly just shuffles papers, even if those papers are digital.
Salesforce
Salesforce, they’re the fellas who keep track of customers. They collect every bit of information, every purchase, every complaint, and put it all in one place. They’ve got a new system called “Data 360″ that’s supposed to pull information from everywhere, even those old-fashioned systems that don’t talk to computers very well. It’s a clever idea, I’ll grant you that. They’re down over 25% this year, and at less than 4 times sales and 15 times earnings, it’s a bit more reasonable, but still a hefty price for keepin’ track of folks’ spendin’ habits.
Workday
Workday, they’re like Salesforce, but they focus on the inside of a company – the employees, the payroll, the finances. They’re collectin’ data on every worker, every expense, every benefit. They’re also jumpin’ on the AI bandwagon, naturally. They claim their AI solutions are doublin’ in value, but I reckon that’s just a way to justify the price. Down over 35% this year, and at less than 3.5 times sales and 13 times earnings, it’s startin’ to look like a bargain, but remember, a bargain isn’t always a good investment.
UiPath
UiPath, now this is a curious one. They build “robots” that do repetitive tasks. Not the metal kind, mind you, but software programs that mimic human actions. They’re callin’ it “robotic process automation,” which sounds mighty fancy for shufflin’ papers, but that’s what it is. They’re tryin’ to combine these robots with AI, which seems like a complicated way to avoid payin’ folks a decent wage. Down over 25% this year, and at just above 3.5 times sales and 15 times earnings, it’s a gamble, plain and simple.
Adobe
Adobe, they make the software that artists and designers use to create pretty pictures and fancy fonts. They’ve been around a while, and they’ve been growin’ steadily, which is more than I can say for most of these tech companies. They’re dabblin’ in AI now, naturally, tryin’ to make their software even more powerful. Down over 25% this year, and at 4 times sales and below 11 times earnings, it’s one of the more reasonable investments on this list, but don’t expect to get rich quick.
Now, I ain’t sayin’ you should run out and buy these stocks. I’m just sayin’ they might be a slightly less foolish investment than chasin’ after the next shiny object. Remember, the best investment is always a good dose of common sense. And a healthy skepticism, of course. A fella can’t be too careful in this world, especially when it comes to his money.
Read More
- Seeing Through the Lies: A New Approach to Detecting Image Forgeries
- Julia Roberts, 58, Turns Heads With Sexy Plunging Dress at the Golden Globes
- Staying Ahead of the Fakes: A New Approach to Detecting AI-Generated Images
- Gold Rate Forecast
- Palantir and Tesla: A Tale of Two Stocks
- TV Shows That Race-Bent Villains and Confused Everyone
- Smarter Reasoning, Less Compute: Teaching Models When to Stop
- Unmasking falsehoods: A New Approach to AI Truthfulness
- The Glitch in the Machine: Spotting AI-Generated Images Beyond the Obvious
- How to rank up with Tuvalkane – Soulframe
2026-03-21 21:42