- The "AI-created SaaS" market is projected to hit $770 billion by 2031, growing at a 40.2% CAGR, with Hyperscalers expected to triple their annual capex to over $500 billion in 2026
- With 1,000+ companies now suing to recover $165B in unlawful tariffs, the tech sector is eyeing a potential influx in cash as federal refunds coincide with a 2025 +10% increase in SaaS pricing
- AI optimism has given way to a more selective market. Software companies with clear AI upside are being rewarded, while narrative laggards face multiple compression, resulting in a ~10%reset to 2026 EPS expectations across the S&P North American Software Index.
Connect with Our Team
- Christopher Park, Managing Director, Head of Software & Services, CPark@IntrepidIB.com
- Jeff Becker, Managing Director, Software & Services, JBecker@IntrepidIB.com
- Josh Moses, Managing Director, Software & Services, JMoses@IntrepidIB.com
- Terry Jiang, Managing Director, Software & Services, TeJiang@IntrepidIB.com
- Ryan Makis, Director, Software & Services, RMakis@IntrepidIB.com