3 Criminally Undervalued Software Stocks to Back Up the Truck On

The article argues AI fears have driven an oversell in SaaS stocks, creating buying opportunities in software businesses with durable, hard-to-replace offerings. The author highlights three names — Procore, dLocal and Intuit — as “criminally undervalued,” citing Procore’s strong cash position and analyst earnings growth expectations, dLocal’s rapid free-cash-flow and revenue growth and attractive FCF multiples, and Intuit’s deep moat despite a ~40% fall from highs and sub-15x forward earnings. The piece frames these moves as a market mispricing driven by broad AI anxiety rather than fundamentals, recommending investors buy the dip in software firms resistant to AI disruption. The tone is bullish for the named names and for selective software exposure.