Cloud SaaS

Update

Cloud SaaS

SaaS capitulation deepens further — INTU RSI 21, WDAY RSI 20, NOW RSI 21, ZS RSI 19, CRM RSI 28, ADBE RSI 28. SHOP recovered to RSI 47 (+13% week). NET pulled back from RSI 53 to 45.


Quick Snapshot

Signal Reading
Overall 🔴 DEEP CAPITULATION — Most names still at extreme oversold. ZS/NOW/WDAY worst. SHOP bouncing.
Key insight ZS dropped further to RSI 19 (-15% week, -24% 30D). NOW/WDAY/INTU stuck at RSI 20-21. SHOP only one recovering.

Action Matrix

Action Stocks Why
STRONG BUY INTU RSI 21, tax monopoly, -16% below SMA
STRONG BUY WDAY RSI 20, enterprise HR/finance, -15% below SMA
STRONG BUY NOW RSI 21, IT workflow monopoly, -19% below SMA
STRONG BUY ZS RSI 19, cybersecurity leader, -18% below SMA
BUY CRM RSI 28, #1 CRM, -8% below SMA
BUY ADBE RSI 28, creative cloud + AI, -10% below SMA
📈 ACCUMULATE SNOW RSI 39, below SMA — DCA opportunity
🔍 WATCH OKTA RSI 37, recovering from RSI 28
🔍 WATCH SHOP RSI 47, bouncing +13% — momentum building
🔒 HOLD CRWD RSI 46, at SMA
🔍 WATCH DDOG RSI 40, below SMA
🔍 WATCH NET RSI 45, pulled back from strength

Data (Validated 2026-02-22)

Stock Price 7D 30D 52wkHi RSI SMA20 vs SMA Status Action
INTU $380.55 +0.3% -27.5% $804.44 21 $452.20 -15.8% 🔴 Extreme capitulation ✅ Strong Buy
WDAY $137.81 -2.0% -24.9% $274.71 20 $161.94 -14.9% 🔴 Extreme capitulation ✅ Strong Buy
NOW $102.63 -10.3% -31.0% $208.94 21 $127.36 -19.4% 🔴 Extreme capitulation ✅ Strong Buy
ZS $169.39 -14.8% -23.7% $336.27 19 $206.75 -18.1% 🔴 Extreme capitulation ✅ Strong Buy
CRM $185.16 +0.9% -16.4% $307.79 28 $200.92 -7.8% 🔴 Deeply oversold ✅ Buy
ADBE $269.39 -5.8% -19.8% $464.11 28 $300.08 -10.2% 🔴 Deeply oversold ✅ Buy
OKTA $81.64 -11.0% -6.9% $127.30 37 $90.26 -9.6% 🔴 Oversold 🔍 Watch
SNOW $172.50 -0.2% -16.5% $277.14 39 $184.68 -6.6% 🔴 Below SMA 📈 Accumulate
DDOG $115.66 -4.1% -6.3% $199.72 40 $124.44 -7.1% 🟡 Below SMA 🔍 Watch
CRWD $429.64 +8.3% -6.7% $557.53 46 $433.80 -1.0% 🟡 At SMA 🔒 Hold
NET $177.14 -7.2% +4.2% $253.30 45 $182.31 -2.8% 🟡 Below SMA 🔍 Watch
SHOP $126.20 +13.3% -8.9% $179.01 47 $124.36 +1.5% 🟡 Bouncing 🔍 Watch

Key Changes vs 02/16

Stock 02/16 Price 02/22 Price Move RSI Change Note
ZS $169.39 $169.39 -14.8% wk 23→19 Deepened further
NOW $102.63 $102.63 -10.3% wk 24→21 Still at floor
SHOP $112.70 $126.20 +12.0% 35→47 Bouncing — relative strength
NET $195.85 $177.14 -9.6% 53→45 Lost leadership
OKTA $81.64 $81.64 -11% wk 28→37 Slight improvement
CRWD $429.64 $429.64 +8.3% wk 39→46 Recovering
INTU $399.40 $380.55 -4.7% 11→21 Still deep value
WDAY $144.42 $137.81 -4.6% 20→20 No improvement

Key Discoveries

Discovery Implication
ZS dropped -14.8% in a single week to RSI 19 Capitulation accelerating — could be final flush
SHOP +13% while sector collapses Relative strength signal — earnings catalyst?
NET lost leadership, now below SMA Even the sector leader is cracking

Mistakes (Don't Repeat)

Mistake Lesson
Buying SaaS "dips" too early Wait for RSI stabilization, not just low RSI

Open Questions

  • Is ZS RSI 19 the final flush or more pain ahead?
  • What drove SHOP +13% against the trend?
  • When does INTU/WDAY RSI 20-21 become actionable vs falling knife?
10 events

No direct external sources are attached to this read.