{"id":47514,"date":"2026-02-08T11:35:32","date_gmt":"2026-02-08T11:35:32","guid":{"rendered":"https:\/\/quickassetsmarket.com\/index.php\/2026\/02\/08\/wedbush-buy-these-two-still-overvalued-stocks-amidst-software-rout\/"},"modified":"2026-02-08T11:35:32","modified_gmt":"2026-02-08T11:35:32","slug":"wedbush-buy-these-two-still-overvalued-stocks-amidst-software-rout","status":"publish","type":"post","link":"https:\/\/quickassetsmarket.com\/index.php\/2026\/02\/08\/wedbush-buy-these-two-still-overvalued-stocks-amidst-software-rout\/","title":{"rendered":"Wedbush: buy these two \u2018still overvalued\u2019 stocks amidst software rout"},"content":{"rendered":"
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The software sector is currently weathering a violent storm, characterized by a rapid sell-off that some are calling a \u201cSaaSapocalypse.\u201d<\/p>\n

The panic intensified this week as AI startup \u201cAnthropic\u201d introduced advanced capabilities to its Claude Cowork agent<\/a>, fueling fears that traditional software-as-a-service models are on the brink of obsolescence.<\/p>\n

However, Wedbush\u2019s senior analyst Dan Ives is standing firm against the tide of pessimism.<\/p>\n

He argues that the market is overreacting to a \u201cdoomsday scenario\u201d that ignores the deep structural moats surrounding established players.<\/p>\n

While acknowledging that AI presents a near-term headwind, Ives insists the magnitude of the rout is a \u201cmajor head scratcher.\u201d<\/p>\n

He maintains that enterprise customers are far too entrenched in their existing digital architectures to abandon them for unproven AI models that currently lack the capacity to handle massive data structures or guarantee absolute security.<\/p>\n

Palantir stock: the \u201cMessi of AI\u201d remains unmatched<\/h2>\n

Palantir Technologies (NASDAQ: PLTR) has found itself caught in a broader software downdraft<\/a>, yet Dan Ives remains remarkably bullish, famously labeling the company the \u201cMessi of AI.\u201d<\/p>\n

Despite the stock\u2019s premium valuation (nearly 200x forward earnings) and recent volatility, Ives maintains an \u201coutperform\u201d rating and a robust $230 price target.<\/p>\n

According to him, Palantir\u2019s Artificial Intelligence Platform (AIP) is not just another software tool but a \u201cfoundational moat\u201d that competitors cannot easily replicate.<\/p>\n

While skeptics worry about the high cost of entry, Ives believes the \u201cSoftware Armageddon\u201d narrative misses the mark regarding PLTR stock\u2019s unique position in the Department of War and large-scale commercial sectors.<\/p>\n

\u201cPalantir is helping lead the AI Revolution into the use case phase,\u201d the Wedbush analyst noted \u2013  emphasizing that as enterprises move from mere experimentation to actual production, Palantir\u2019s speed-to-deployment and outcome-driven ROI will make it more relevant than ever.<\/p>\n

CrowdStrike stock: the gold standard for the AI era<\/h2>\n

In the cybersecurity realm, CrowdStrike Holdings (NASDAQ: CRWD) is facing its own trial by fire, with shares sliding significantly as part of the sector-wide retreat.<\/p>\n

Nevertheless, Ives views this as a \u201ctable pounder\u201d buying opportunity, reiterating an \u201coutperform\u201d rating and a $600 price target.<\/p>\n

He views CRWD stock as the \u201cgold standard\u201d and the likely \u201coperating system\u201d for security in the AI age. <\/p>\n

The fear that AI agents will bypass existing security frameworks is, in Ives\u2019 view, a bit too \u201coverblown.\u201d<\/p>\n

He contends that new AI players \u201cdon\u2019t have the current capacity to hold all enterprise data\u201d or the proven track record to protect organizational structures from sophisticated malware.<\/p>\n

For Dan Ives, the current sell-off is a temporary disconnect from reality as CrowdStrike\u2019s platform<\/a> is too deeply ingrained in the global enterprise ecosystem to be displaced by the current wave of AI disruption, making it a primary winner when the dust finally settles.<\/p>\n

The post Wedbush: buy these two ‘still overvalued’ stocks amidst software rout<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

The software sector is currently weathering a violent storm, characterized by a rapid sell-off that some are calling a \u201cSaaSapocalypse.\u201d The panic intensified this week as AI startup \u201cAnthropic\u201d introduced advanced capabilities to its Claude Cowork agent, fueling fears that traditional software-as-a-service models are on the brink of obsolescence. However, Wedbush\u2019s senior analyst Dan Ives <\/p>\n","protected":false},"author":1,"featured_media":47515,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":{"0":"post-47514","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investing"},"_links":{"self":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/47514","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/comments?post=47514"}],"version-history":[{"count":0,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/47514\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media\/47515"}],"wp:attachment":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media?parent=47514"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/categories?post=47514"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/tags?post=47514"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}