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Wall Street Analyst Warns of AI Bubble, Recommends SaaS Stocks
5 SaaS stocks to consider as AI bubble concerns rise
Mar. 21, 2026 at 7:05pm
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A prominent Wall Street analyst has warned of a potential artificial intelligence (AI) infrastructure bubble and is urging investors to shift their focus to beaten-down software-as-a-service (SaaS) stocks. The analyst cites the views of industry experts who believe fears over SaaS stocks are overdone and it's time to buy. The article examines five SaaS stocks that could benefit if the analyst's warning proves accurate.
Why it matters
The potential for an AI bubble has significant implications for the tech industry and the broader market. If the analyst's warning is correct, investors may be able to capitalize by shifting their focus to undervalued SaaS stocks, which could outperform if the AI hype cycle cools. This story provides valuable insights for investors looking to navigate the evolving landscape of AI and SaaS technologies.
The details
The article highlights five SaaS stocks that the analyst believes are worth considering: ServiceNow, Salesforce, Workday, UiPath, and Adobe. Each of these companies is leveraging AI and data capabilities to drive growth, and their stock prices have been beaten down in recent months. The article provides an overview of the key strengths and growth prospects for each of these SaaS players, making the case that they could be attractive investments if the analyst's AI bubble warning proves accurate.
- The article was published on March 21, 2026.
The players
Bill Gurley
A general partner at Benchmark, who recently warned investors about a potential AI infrastructure bubble in a CNBC interview.
Scott Galloway
A professor at NYU who has expressed similar views that fears over SaaS stocks are overdone and it's time to buy.
ServiceNow
A leading provider of workflow management software that serves as an important system of record for many organizations.
Salesforce
The dominant player in customer relationship management (CRM) software, which has been expanding its data integration capabilities to position itself as a master of records for AI agents.
Workday
The leader in human resources and finance data, which is tapping into AI agents and tools to drive growth.
UiPath
A leader in robotic process automation (RPA) that has developed an agentic AI orchestration platform to help customers save money by automating repetitive tasks.
Adobe
The leading platform for creative professionals, which has seen strong growth in its AI-powered offerings.
What they’re saying
“We must not let individuals continue to damage private property in San Francisco.”
— Robert Jenkins, San Francisco resident
“Fifty years is such an accomplishment in San Francisco, especially with the way the city has changed over the years.”
— Gordon Edgar, grocery employee
What’s next
The judge in the case will decide on Tuesday whether or not to allow Walker Reed Quinn out on bail.
The takeaway
This case highlights growing concerns in the community about repeat offenders released on bail, raising questions about bail reform, public safety on SF streets, and if any special laws to govern autonomous vehicles in residential and commercial areas.
