Fortitude says AI agents drive US$2 trillion SaaS selloff, pressure seat-based pricing model

Reuters2026/08/04 04:32

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Fortitude Investment Partners analysis flagged a structural repricing in listed software as AI agents undermine per-seat SaaS economics.
Late Jan to mid-March 2026 selloff erased about USD 2 trillion; IGV fell over 20%; S&P/ASX Technology Index nearly halved in six months.
Report tied the sharpest leg to Jan. 29, 2026 agent releases; one estimate put losses at about USD 285 billion in 48 hours.
Forward software P/E fell to 22.7x in March 2026 from 84.1x at the 2020–2022 peak; later partial rebound left the reset intact.
Fortitude sees capital rotating toward data infrastructure, DevOps, vertical AI, regulated vertical workflows; away from headcount-linked horizontal tools.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Fortitude Investment Partners Pty Ltd published the original content used to generate this news brief on August 04, 2026, and is solely responsible for the information contained therein.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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Fortitude says AI agents drive US$2 trillion SaaS selloff, pressure seat-based pricing model

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