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Bonus Article from MarketBeat Amid the "SaaS Apocalypse", These 3 Names Are Boosting BuybacksReported by Leo Miller. Posted: 2/16/2026. 
Key Points - The massive decline in software stocks, dubbed the "SaaS Apocalypse," has left many names deeply in the red during 2026.
- However, three software names are expressing confidence going forward, increasing their buyback capacity.
- Two names now have buyback authorizations equal to 9% or more of their market caps.
- Special Report: [Sponsorship-Ad-6-Format3]
To the dismay of many investors, the rout in software stocks has yet to ease. The iShares Expanded Tech-Software Sector ETF (BATS: IGV), a common proxy for the industry, is down nearly 22% in 2026. Amid this prolonged weakness, several software companies are taking a vote of confidence: announcing share buyback authorizations. For these beaten-down names, management teams are signaling that they believe the market is undervaluing their shares. DT: Keeping a Lid on 2026 Losses and Boosting Buyback Capacity I Met Elon Musk "Face-to-Face"
During a private gathering of Wall Street elites, I was one of two people selected to speak with Elon personally.
As a result, my research now leads me to believe Elon will announce the SpaceX IPO on this date:
March 26, 2026. Circle it on your calendar.
I'm sharing an "access code" that lets anyone grab a pre-IPO stake before it happens. This is your invitation to the biggest wealth-building event of the decade. Click Here to See how to Get Your "SpaceX Access Code" First up is observability-platform provider Dynatrace (NYSE: DT). Its software helps customers monitor critical applications, identify bottlenecks and other issues, and resolve performance problems. Dynatrace has held up better than many peers in 2026, off roughly 14%. That resilience followed its latest earnings report, in which it beat estimates on sales and adjusted EPS. The stock climbed about 7% after the results, though shares remain roughly 40% below their 52-week high. Notably, Dynatrace announced a $1 billion share-repurchase authorization — roughly 9% of its ~ $11 billion market capitalization. That is double the size of its prior authorization from May 2024, when the stock traded at higher levels. The company said the program underscores “the view that our shares are undervalued.” PEGA's Buyback Capacity Soars Above 10% of Its Market Cap Pegasystems (NASDAQ: PEGA) has not been as fortunate in 2026, with shares down about 26% year to date. Pegasystems offers business process management software that helps clients automate workflows, and its GenAI Blueprint helps companies build or improve tools with minimal coding. Despite beating estimates on sales and adjusted EPS in its most recent quarter, the stock sold off nearly 12% after the report as the company's 2026 guidance left some investors wanting more. Pega also announced an additional $1 billion buyback authorization — about 13.5% of its roughly $7.4 billion market capitalization. The company said the program “reflects our confidence in the durability of our cash flows and our commitment to disciplined capital allocation,” and the size of the authorization relative to market cap suggests management sees meaningful undervaluation. Down 30% in 2026, SHOP Announces $2 Billion Buyback Plan Finally, e-commerce platform Shopify (NASDAQ: SHOP) has been a larger loser in 2026, down roughly 30%. Shopify's tools enable businesses to build and operate direct-to-consumer e-commerce platforms, and the company has delivered consistent growth. Revenue has risen at least 20% year over year for 14 consecutive quarters. Shopify also beat estimates on sales and earnings in its latest report, but the stock fell more than 6% on each of the next two trading days. Alongside earnings, Shopify announced a $2 billion buyback authorization. While larger in absolute terms than the DT and PEGA programs, it represents only about 1.4% of Shopify's ~$146 billion market capitalization. Still, it is a notable move — there appears to be no record of Shopify previously launching a share-repurchase plan. Buybacks: One Positive Indicator Amid Software's Stumble Share-repurchase programs are a constructive signal that managements believe their stock is attractive at current prices. But investors should remain mindful of the broader headwinds facing the software industry. Markets are clearly concerned that incumbents' growth could be limited by the rapid emergence of new artificial intelligence (AI) tools. As those tools proliferate, the pressure on traditional software models could persist. Investors attempting to buy the dip in software should be selective and weigh company-specific fundamentals alongside these industry risks.
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