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- SaaS Resurgence: 30 Global Turnaround Plays for 2026
SaaS Resurgence: 30 Global Turnaround Plays for 2026
The 2026 software selloff was indiscriminate, and some interesting businesses were caught in the crossfire. This is a starting point for exploration, not a set of recommendations. Thirty SaaS names across the US, Europe, APAC, and Canada, each flagged for a catalyst worth investigating further. Do your own research and treat this as a map, not a destination.
Watching
30
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
QLYS Qualys US$148.1237.9% overvalued intrinsic discount 20.2%7D 67.6%3M | ||||||
PLNW Planisware SAS €21.704.3% undervalued intrinsic discount 19.6%7D 48.8%3M | ||||||
NCNO nCino US$17.7523.1% undervalued intrinsic discount 13.6%7D 3.8%3M | ||||||
KVYO Klaviyo US$16.9042.2% undervalued intrinsic discount 13.4%7D -11.7%3M | ||||||
LINK LINK Mobility Group Holding NOK 26.3824.2% undervalued intrinsic discount 13.4%7D 17.2%3M | ||||||
BRZE Braze US$23.8130.8% undervalued intrinsic discount 13.3%7D 0.5%3M | ||||||
VERX Vertex US$12.8530.7% undervalued intrinsic discount 13.0%7D 6.8%3M | ||||||
APPN Appian US$24.406.9% undervalued intrinsic discount 11.1%7D -0.3%3M | ||||||
PD PagerDuty US$9.989.2% overvalued intrinsic discount 9.8%7D 55.9%3M | ||||||
MNDY monday.com US$79.7726.2% undervalued intrinsic discount 9.2%7D 16.7%3M | ||||||
TMV TeamViewer €5.2160.9% undervalued intrinsic discount 8.4%7D 18.3%3M | ||||||
AGYS Agilysys US$110.8119.7% undervalued intrinsic discount 8.0%7D 55.9%3M | ||||||
TEMN Temenos CHF 69.6037.7% undervalued intrinsic discount 7.4%7D -3.1%3M | ||||||
ALRM Alarm.com Holdings US$49.6915.8% undervalued intrinsic discount 7.2%7D 13.8%3M | ||||||
RDY ReadyTech Holdings AU$1.6523.1% overvalued intrinsic discount 6.5%7D 41.0%3M | ||||||
SINCH Sinch SEK 39.803.0% overvalued intrinsic discount 5.6%7D 57.2%3M | ||||||
BOX Box US$27.8914.2% undervalued intrinsic discount 5.4%7D 16.1%3M | ||||||
ASAN Asana US$7.3419.6% undervalued intrinsic discount 5.3%7D 15.2%3M | ||||||
FRSH Freshworks US$10.3412.0% undervalued intrinsic discount 5.0%7D 24.3%3M | ||||||
PCOR Procore Technologies US$43.9736.6% undervalued intrinsic discount 4.9%7D -24.2%3M | ||||||
CXM Sprinklr US$5.4131.3% undervalued intrinsic discount 4.8%7D -10.7%3M | ||||||
WTC WiseTech Global AU$32.9656.2% undervalued intrinsic discount 4.5%7D -13.0%3M | ||||||
GTM ZoomInfo Technologies US$2.9942.1% undervalued intrinsic discount 3.5%7D -48.5%3M | ||||||
ESTC Elastic US$58.0422.1% undervalued intrinsic discount 3.2%7D 14.5%3M | ||||||
DSY Dassault Systèmes €18.5019.7% undervalued intrinsic discount 3.2%7D 5.0%3M | ||||||
SGE Sage Group UK£8.3422.7% undervalued intrinsic discount 2.0%7D -2.6%3M | ||||||
KNOS Kainos Group UK£7.8130.6% undervalued intrinsic discount 1.5%7D 2.7%3M | ||||||
KXS Kinaxis CA$156.2824.4% undervalued intrinsic discount 1.0%7D 9.1%3M | ||||||
MITK Mitek Systems US$19.213.8% overvalued intrinsic discount -0.4%7D 38.2%3M | ||||||
MP1 Megaport AU$19.1914.4% undervalued intrinsic discount -5.3%7D 178.1%3M |
Watching
30
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
QLYS Qualys 20.2%7D 67.6%3M | US$148.12 37.9% overvalued intrinsic discount | PE 25.9x | E 3.4% | US$108.91 | ||
PLNW Planisware SAS 19.6%7D 48.8%3M | €21.70 4.3% undervalued intrinsic discount | PE 30.2x | E 12.2% | €22.67 | ||
NCNO nCino 13.6%7D 3.8%3M | US$17.75 23.1% undervalued intrinsic discount | PE 146.7x | E 54.7% | US$23.36 | ||
KVYO Klaviyo 13.4%7D -11.7%3M | US$16.90 42.2% undervalued intrinsic discount | PS 3.9x | E 82.4% | US$28.82 | ||
LINK LINK Mobility Group Holding 13.4%7D 17.2%3M | NOK 26.38 24.2% undervalued intrinsic discount | PE 56.2x | E 36.1% | NOK 34.80 | ||
BRZE Braze 13.3%7D 0.5%3M | US$23.81 30.8% undervalued intrinsic discount | PS 3.4x | E 31.8% | US$34.35 | ||
VERX Vertex 13.0%7D 6.8%3M | US$12.85 30.7% undervalued intrinsic discount | PS 2.7x | E 75.5% | US$18.00 | ||
APPN Appian 11.1%7D -0.3%3M | US$24.40 6.9% undervalued intrinsic discount | PS 2.3x | E 108.9% | US$26.20 | ||
PD PagerDuty 9.8%7D 55.9%3M | US$9.98 9.2% overvalued intrinsic discount | PE 4x | E -73.0% | US$9.14 | ||
MNDY monday.com 9.2%7D 16.7%3M | US$79.77 26.2% undervalued intrinsic discount | PE 29.3x | E -11.5% | US$108.13 | ||
TMV TeamViewer 8.4%7D 18.3%3M | €5.21 60.9% undervalued intrinsic discount | PE 6.9x | E 7.8% | €7.70 | ||
AGYS Agilysys 8.0%7D 55.9%3M | US$110.81 19.7% undervalued intrinsic discount | PE 80.2x | E 26.5% | US$127.33 | ||
TEMN Temenos 7.4%7D -3.1%3M | CHF 69.60 37.7% undervalued intrinsic discount | PE 20x | E 2.2% | CHF 84.13 | ||
ALRM Alarm.com Holdings 7.2%7D 13.8%3M | US$49.69 15.8% undervalued intrinsic discount | PE 19.2x | E 10.9% | US$60.00 | ||
RDY ReadyTech Holdings 6.5%7D 41.0%3M | AU$1.65 23.1% overvalued intrinsic discount | PS 1.6x | E 50.8% | AU$1.96 | ||
SINCH Sinch 5.6%7D 57.2%3M | SEK 39.80 3.0% overvalued intrinsic discount | PE 79.3x | E 37.9% | SEK 39.50 | ||
BOX Box 5.4%7D 16.1%3M | US$27.89 14.2% undervalued intrinsic discount | PE 40.5x | E 12.7% | US$32.50 | ||
ASAN Asana 5.3%7D 15.2%3M | US$7.34 19.6% undervalued intrinsic discount | PS 2.1x | E 57.8% | US$9.13 | ||
FRSH Freshworks 5.0%7D 24.3%3M | US$10.34 12.0% undervalued intrinsic discount | PE 15.9x | E -71.9% | US$11.75 | ||
PCOR Procore Technologies 4.9%7D -24.2%3M | US$43.97 36.6% undervalued intrinsic discount | PS 4.8x | E 115.1% | US$69.00 | ||
CXM Sprinklr 4.8%7D -10.7%3M | US$5.41 31.3% undervalued intrinsic discount | PE 44.2x | E 34.5% | US$7.88 | ||
WTC WiseTech Global 4.5%7D -13.0%3M | AU$32.96 56.2% undervalued intrinsic discount | PE 47x | E 26.2% | AU$74.11 | ||
GTM ZoomInfo Technologies 3.5%7D -48.5%3M | US$2.99 42.1% undervalued intrinsic discount | PE 7x | E 12.9% | US$5.17 | ||
ESTC Elastic 3.2%7D 14.5%3M | US$58.04 22.1% undervalued intrinsic discount | PE 16.4x | E -29.0% | US$74.26 | ||
DSY Dassault Systèmes 3.2%7D 5.0%3M | €18.50 19.7% undervalued intrinsic discount | PE 19.8x | E 6.1% | €22.82 | ||
SGE Sage Group 2.0%7D -2.6%3M | UK£8.34 22.7% undervalued intrinsic discount | PE 19.4x | E 12.7% | UK£10.79 | ||
KNOS Kainos Group 1.5%7D 2.7%3M | UK£7.81 30.6% undervalued intrinsic discount | PE 21.2x | E 14.9% | UK£11.42 | ||
KXS Kinaxis 1.0%7D 9.1%3M | CA$156.28 24.4% undervalued intrinsic discount | PE 35.6x | E 9.9% | CA$206.84 | ||
MITK Mitek Systems -0.4%7D 38.2%3M | US$19.21 3.8% overvalued intrinsic discount | PE 52.4x | E 26.6% | US$18.50 | ||
MP1 Megaport -5.3%7D 178.1%3M | AU$19.19 14.4% undervalued intrinsic discount | PS 13.3x | E 50.3% | AU$22.66 |