Everything on Software M and A

The reported Silver Lake and Workday talks create a valuation catalyst for enterprise software. Workday's sub 20x earnings multiple, double digit growth, and high switching costs make it a benchmark for undervalued SaaS.

Impact: Buyers and sellers can reset pricing expectations for high retention software. It also supports a contrarian allocation to quality SaaS names depressed by AI disruption fears.

— from Berkshire, Nvidia, and Software Deals Signal AI Retail Shifts · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Aug 17, 2026