The Smart Money Is Buying the Tech Stocks Retail Investors Are Panic-Selling

5 hours ago 1

Keith Speights, The Motley Fool

Tue, March 24, 2026 astatine 4:04 AM CDT 3 min read

Remember the communicative astir Chicken Little? The young chickenhearted believes that the entity is falling and begins informing everyone. In the archetypal fable, though, Chicken Little really was deed successful the caput by an acorn. The morals of the communicative are: don't leap to conclusions and don't succumb to wide hysteria.

Some investors could beryllium modern-day versions of Chicken Little. Worries that artificial quality (AI) could regenerate bundle tools person led to a sell-off of SaaS stocks that was truthful extended it's been nicknamed the "SaaSpocalypse." However, portion galore retail investors person been panic-selling, the astute wealth is buying immoderate exceptional tech stocks astatine a discount.

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A airy bulb implicit 1 outstretched manus and a dollar motion made of wealth implicit different hand.

Salesforce (NYSE: CRM) ranks among the astir wide followed SaaS stocks. The institution pioneered cloud-based lawsuit narration absorption (CRM) systems and remains the manufacture leader. It besides owns fashionable squad collaboration level Slack and ocular analytics level Tableau.

This apical tech banal has plunged truthful acold this year. However, Salesforce generated grounds fourth-quarter results. Management projects double-digit gross maturation again successful the existent fiscal year.

Some judge AI volition wounded Salesforce's growth. But the radical with the astir cognition astir the institution -- its absorption squad -- deliberation otherwise. Salesforce initiated a $50 cardinal banal buyback programme successful February 2026. Earlier this month, the institution began repurchasing fractional that amount. CEO Marc Benioff said, "We are aggressively repurchasing shares due to the fact that we are truthful assured successful the aboriginal of Salesforce."

ServiceNow (NYSE: NOW) deed a location tally with its Q4 results. The concern workflow bundle institution reported full gross of $3.56 billion, up 20.5% twelvemonth implicit year. It besides provided beardown guidance for the afloat twelvemonth 2026. However, the sell-off successful SaaS stocks has contributed to ServiceNow's stock terms sinking successful caller months.

CEO Bill McDermott addressed the AI disruption concerns head-on successful ServiceNow's Q4 net call. He argued, "Enterprise AI volition beryllium the largest operator of instrumentality connected the multitrillion-dollar ace rhythm of concern successful AI infrastructure." McDermott added that ServiceNow's AI level is "more strategically applicable contiguous than ever."

Backing up this optimism, the company's committee approved an further $5 cardinal of banal buybacks. McDermott besides committed to ServiceNow's success, extending his declaration done astatine slightest 2030.

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