Investor Says 2026 Software Selloff Offers Biggest Chance; Freshworks Ups Revenue Guidance
A prominent investor labelled the broad decline in software stocks through early 2026 the biggest buying opportunity to date, highlighting depressed multiples for enterprise names like Salesforce. Freshworks meanwhile raised its full-year revenue guidance above consensus on accelerating AI-driven bookings, signalling robust enterprise demand in its latest forecast.
1. Software Selloff Opportunity
A noted investor described the broad decline in software stocks through early 2026 as the largest buying opportunity in the sector to date, pointing to single-digit forward P/E multiples for leading enterprise names including Salesforce. Depressed valuations across customer relationship management and infrastructure software providers, combined with healthy cash flows, underpin the thesis that the pullback has created attractive entry points.
2. Freshworks Raises Annual Revenue Guidance
Freshworks lifted its full-year revenue forecast above consensus estimates, citing accelerating AI-driven software bookings across its customer engagement and support platform. The company noted sequential quarter-over-quarter growth in AI usage metrics and expects sustained enterprise spending to drive revenue beyond previously guided ranges.