We recently published 10 Best SaaS Stocks Trading at a Discount.  Strategy Inc (NASDAQ:MSTR) is one of the best SaaS stocks trading at a discount. Strategy Inc (NASDAQ:MSTR) is an enterprise analytics firm that operates in the SaaS industry via its Strategy One platform. Bernstein discussed the firm’s shares on December 8th when it lowered the share price target to $450 from $600 and kept an Outperform rating. As part of its coverage, the financial firm commented that Strategy Inc (NASDAQ:MSTR) has 21 mon ...

HOUSTON--(BUSINESS WIRE)--PROS Holdings, Inc., a leading provider of AI-powered SaaS pricing and selling solutions, today announced it has been named a Leader in the IDC MarketScape: Worldwide B2B Revenue and Profit Optimization Platforms 2025-2026 Vendor Assessment (doc # US52034524, December 2025). We believe this recognition builds on PROS strong reputation in the price management and optimization market, reinforcing its unique position as part of a unified commercial platform with advanced AI and real-t ...

Wix and Stripe now offer local payments options in 11 countries, providing businesses a seamless way to accept and manage payments across online and in-person channels NEW YORK – Wix.com Ltd. (NASDAQ: WIX), a leading global SaaS platform for creating, managing, and growing a complete digital presence, today announced that Wix Payments now offers more local payments options across Europe through its ongoing collaboration with programmable financial services company Stripe. Wix Payments has been operating in ...

报告核心观点 - 2025年SaaS行业表面趋稳，但内部正经历深刻变革，AI原生公司增长远超传统SaaS，同时行业效率战争加剧，毛利率受到挤压，人效要求显著提升 [1][5][7] 调研概况与基准指标 - 报告基于对超过800家私营B2B软件公司的调研，创下新纪录，典型受访公司总部位于美国，ARR在500万至2000万美元之间 [2][3] - 报告提供了不同发展阶段公司的核心SaaS指标基准，包括“良好”（第50百分位）和“优秀”（第75百分位）标准 [3] - 初创阶段（ARR < 100万美元）的优秀增长率为300%，优秀人均ARR为10万美元 [5] - 早期成长阶段（100万-500万美元ARR）的优秀增长率为100%，优秀人均ARR为20万美元 [5] - 成长阶段（500万-2000万美元ARR）的优秀增长率为70%，优秀人均ARR为22万美元 [5] - 规模扩张阶段（2000万-5000万美元ARR）的优秀增长率为40%，优秀人均ARR为35万美元，较2024年增加 [5] 高效增长矩阵 - 长期盈利性增长的两个最强预测指标是CAC回收期和净收入留存率(NRR) [6] - 结合这两个指标，可将公司分为四个区域：高NRR和低CAC回收期（13%受访者）为“现金牛区域”，平均增长率71% [6][14] - 高NRR和高CAC回收期（15%受访者）为“企业级服务区域”，平均增长率40% [14] - 低NRR和低CAC回收期（15%受访者）为“高周转区域”，平均增长率30% [14] - 低NRR和高CAC回收期（12%受访者）为“B2B SaaS危险区域”，平均增长率仅10% [14] - 成功将ARR提升至2000万美元的公司，其NRR在此过程中平均提高了12% [10] AI增长故事 - 70%的受访公司已在产品中推出AI功能，22%将其列入路线图 [11] - 36%的公司表示AI是其产品的核心，64%表示AI仅为辅助功能 [11] - 2022年或之后成立的初创公司中，四分之三以AI为核心 [11] - AI原生初创公司的增长速度是传统B2B SaaS公司的三倍，但毛利率低5个百分点 [15] - 在各个ARR区间，AI原生公司的增长率中位数均显著高于传统SaaS公司 [19] - ARR < 100万美元：100% (AI原生) vs. 75% (传统SaaS) - ARR 100万-500万美元：110% vs. 40% - ARR 500万-2000万美元：90% vs. 30% - ARR 2000万-5000万美元：60% vs. 35% - ARR > 5000万美元：40% vs. 15% AI对岗位与效率的影响 - 大型上市SaaS公司生产力大幅提升，前20大公司人均ARR超过58万美元，中位数超过39万美元，同比增长超10% [17][18] - Shopify员工数量比2022年减少30%，营收翻倍，人均ARR增至约130万美元 [18] - ARR超过5000万美元的公司中，76%表示因AI而缩减了人员编制 [18] - 受AI影响最大的岗位是工程研发（42%的公司因此缩减编制），其次是客户成功与支持（27%）和市场营销（26%） [21] - 过去两年，要求具备AI技能的B2B软件市场推广岗位数量增长了14倍 [21] 定价策略与增长 - 数据显示，交易规模在1万-2.5万美元或5万-10万美元区间的软件公司增长最快，留存率最好 [22] - 平均合同价值在1万-2.5万美元的B2B SaaS公司中，21%增长迅速（39%），且拥有高于平均的NRR（106%） [25] - 5万-10万美元的交易规模是另一个临界点，基于大客户的策略成为主流市场推广模式，且可能面临较少的审查流程 [26]

Workday, Inc. (NASDAQ:WDAY) is one of the Best SaaS Stocks to Buy Right Now. The share price of Workday, Inc. (NASDAQ:WDAY) fell by more than 7.85% a day after its fiscal Q3 2026 earnings release on November 25. The stock also remains down by 10.73% on a year-to-date basis. On December 1, Robert Simmons, CFA from Rosenblatt Securities, initiated a Hold rating on the stock with a price target of $45. Analyst Simmons maintained a cautiously optimistic outlook on the stock based on the company’s future pros ...

Datadog, Inc. (NASDAQ:DDOG) is one of the Best SaaS Stocks to Buy Right Now. Wall Street maintains a positive outlook on Datadog, Inc. (NASDAQ:DDOG) despite a 21.49% decrease in share price over the past month. Analysts’ 12 month price target reflects more than 46% upside from the current level. Recently, on December 3, Datadog, Inc. (NASDAQ:DDOG) announced the expansion of its partnership with AWS and also launched a series of products at AWS re:Invent. Management unveiled more than a dozen new product f ...

​ServiceNow, Inc. (NYSE:NOW) is one of the Best SaaS Stocks to Buy Right Now. On December 2, ServiceNow, Inc. (NYSE:NOW) announced its intent to acquire Veza, which is a leader in Identity Security. The share price has risen by around 5% since the announcement. However, the stock remains down 17.95% year-to-date. ​Management noted that this acquisition targets a critical cybersecurity gap between managing access permissions for humans, machines, and AI agents with the rise of AI-powered threats. With the ...

UiPath Inc. (NYSE:PATH) is one of the AI Stocks Analysts Are Watching Closely.  On December 10, RBC Capital raised its price target on the stock to $19.00 from $16.00 while maintaining a “Sector Perform” rating on the stock. The rating affirmation follows post-Q3 FY26 investor meetings with the management, with analysts expressing confidence regarding PATH’s potential for continued stabilization in net new annual recurring revenue (NNARR) and better profitability metrics. However, execution remains critic ...

公司业绩表现 - 内容分发网络提供商Fastly公司在11月公布的第三财季业绩超预期 营收和利润均超出市场预期 [1] - 业绩超预期主要得益于更强劲的增长 [1] 分析师持仓披露 - 分析师披露其通过股票、期权或其他衍生品持有Fastly公司的多头头寸 [1] - 该文章表达分析师个人观点 且未从所提及公司获得报酬 [1]

CHICAGO, Dec. 12, 2025 (GLOBE NEWSWIRE) -- CCC Intelligent Solutions Holdings Inc. (“CCC” or the “Company”) (NASDAQ: CCC), a leading SaaS platform provider for the multi-trillion-dollar insurance economy, today announced that its Board of Directors has authorized a new share repurchase program of up to $500 million of the Company’s outstanding common stock. This new authorization follows the $300 million program announced in December 2024, which has been fully utilized. Under this authorization, the Company ...