Upcoming Webinar -
The SaaSpocalypse and Moats: Separating Hype from Reality
Webinar details
April 14, 2026
11:00 US ET
Duration
The rapid rise of generative AI has rattled the software sector, sparking what many are calling the “SaaSpocalypse” — a sweeping reassessment of whether today’s leading SaaS companies can defend their competitive advantages. With software stocks down sharply in early 2026, Morningstar’s equity research team conducted an in-depth review of economic moat ratings across 132 companies globally to separate the real threats from the market overreaction.
Hear directly from the analysts behind this research as they discuss implications for moat investing strategies. We’ll highlight:
- What’s driving the SaaSpocalypse and whether the selloff is justified
- Morningstar’s updated moat ratings framework for evaluating software companies in an AI world
- A deep dive of moat rating reviews for select software names
An on demand replay will be available immediately after the live webinar.
