3 Software Stocks Down 15%+ While Earnings Keep Growing

Описание: Today we look at three software stocks. All are down more than 15% this year. But every single one of them reported growing earnings. The Free cash flow nearly doubled at one. AI customers are up 130% at another. We have record backlogs at all three. So why is the market pricing SAP, ServiceNow, and Constellation Software like their business model is dying? The Market made one mistake. And this gives rational investors a huge opportunity.


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0:00 Intro
0:47 Why are they down?
3:04 Stock 1
8:26 Stock 2
13:50 Stock 3



Disclaimer:
This video constitutes independent investment research and fundamental financial analysis.
The creator of the video is invested in long positions of these companies at the time of publishing: -

1. PERSONAL HOLDINGS & CONFLICT OF INTEREST: The producing analyst/creator of this content hereby discloses a personal financial interest via a long position in the financial instruments of Intercontinental Exchange (NYSE: ICE) analyzed in this video. This ownership represents a potential conflict of interest regarding the objectivity of the presentation.

2. TRADING RESTRICTIONS & MITIGATION: To manage this conflict and comply with strict financial research organizational requirements, the creator operates under a rigid Personal Account Dealing Policy. The creator is entirely prohibited from executing personal transactions in the covered financial instruments ahead of publication, and is subject to a strict "quiet period" lock-up of 48 hours post-publication. This ensures all viewers have a fair, simultaneous, and reasonable opportunity to process and act upon this information first.

3. CONTENT INTEGRITY: This analysis has been produced with complete independence. No corporate issuer has compensated the channel for this content, and no draft of this video, its quantitative conclusions, or its valuation models was shared with the target company prior to upload.
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This video is for educational and informational purposes only and does not constitute individual financial advice. Please perform your own due diligence before risking capital.

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