INTU surged +20.8% week to $433 (near 52wk high $445). WDAY recovered +10.3% week to $143.61. CRWD bounced +11.9% week. ZS/OKTA fresh prices. ADBE still stale 02/05. Most names making meaningful recoveries from Feb lows.
Quick Snapshot
| Signal |
Reading |
| Overall |
🟢 RECOVERING — Broad SaaS bounce underway. INTU +20.8% week is massive. WDAY recovering but still -15.6% 30D. CRWD bounced strongly. ZS/OKTA fresh but still deep. |
| Key insight |
INTU +20.8% week to $433 (was RSI 35 on 02/26). CRWD +11.9% week. WDAY +10.3% week — last laggard now recovering. ZS $154.67 (-16.8% 30D) and OKTA $72.52 (-13.1% 30D) still below prior highs. |
Action Matrix
| Action |
Stocks |
Why |
| ✅ BUY |
ADBE |
RSI 30 (stale 02/05), -19.8% 30D — creative cloud leader, verify current RSI |
| 📈 ACCUMULATE |
WDAY |
$143.61, -15.6% 30D — recovered +10.3% week but still lagging, enterprise HR monopoly |
| 📈 ACCUMULATE |
ZS |
$154.67, -16.8% 30D — cybersecurity, significant discount from $185 52wk high |
| 📈 ACCUMULATE |
OKTA |
$72.52, -13.1% 30D — identity security, -18.0% below 52wk high |
| 🔒 HOLD |
SNOW |
$165.51, +2.8% week — data cloud recovering |
| 🔒 HOLD |
DDOG |
$111.77, +7.0% week — observability bouncing |
| 🔒 HOLD |
NET |
$178.83, +9.2% week, +7.2% 30D — now outperforming |
| 🔒 HOLD |
SHOP |
$122.00, +4.3% week, +7.0% 30D — above prior lows |
| 🔒 HOLD |
CRWD |
$391.83, +11.9% week — strong bounce from -6.7% 30D |
| 🔒 HOLD |
CRM |
$198.15 (stale 02/26), RSI 57 — above SMA |
| 🔒 HOLD |
NOW |
$107.57 (stale 02/26), RSI 57 — recovery holding |
| ⚠️ WATCH |
INTU |
$433.35, +20.8% week — massive surge, verify thesis before chasing |
Data (Validated 2026-03-03)
| Stock |
Price |
7D |
30D |
52wkHi |
RSI |
SMA20 |
vs SMA |
Status |
Action |
| ADBE |
$269.39 |
-7.6% |
-19.8% |
$339.04 |
30 |
$300.08 |
-10.2% |
🔴 Oversold (stale 02/05) |
✅ Buy |
| OKTA |
$72.52 |
+1.9% |
-13.1% |
$88.45 |
— |
— |
— |
🟡 Recovering |
📈 Accumulate |
| ZS |
$154.67 |
+3.6% |
-16.8% |
$185.79 |
— |
— |
— |
🟡 Recovering |
📈 Accumulate |
| WDAY |
$143.61 |
+10.3% |
-15.6% |
$170.15 |
— |
— |
— |
🟡 Recovering |
📈 Accumulate |
| SNOW |
$165.51 |
+2.8% |
+0.1% |
$182.58 |
— |
— |
— |
🟢 Recovering |
🔒 Hold |
| DDOG |
$111.77 |
+7.0% |
-3.4% |
$129.67 |
— |
— |
— |
🟢 Bouncing |
🔒 Hold |
| SHOP |
$122.00 |
+4.3% |
+7.0% |
$127.24 |
— |
— |
— |
🟢 Above prior lows |
🔒 Hold |
| CRM |
$198.15 |
+6.9% |
-13.6% |
$229.40 |
57 |
$192.90 |
+2.7% |
🟢 Recovering (stale 02/26) |
🔒 Hold |
| NOW |
$107.57 |
+0.2% |
-21.1% |
$136.34 |
57 |
$106.89 |
+0.6% |
🟢 At SMA (stale 02/26) |
🔒 Hold |
| NET |
$178.83 |
+9.2% |
+7.2% |
$195.85 |
— |
— |
— |
🟢 Strong |
🔒 Hold |
| CRWD |
$391.83 |
+11.9% |
-5.7% |
$429.64 |
— |
— |
— |
🟢 Bouncing |
🔒 Hold |
| INTU |
$433.35 |
+20.8% |
-2.8% |
$445.64 |
— |
— |
— |
🟠 Large surge |
⚠️ Watch |
Note: ADBE data as of 02/05, CRM/NOW as of 02/26 — stale. WDAY, ZS, OKTA, CRWD, SNOW, DDOG, NET, SHOP, INTU price updated 03/03 but no RSI/SMA in feed.
Key Changes vs 02/26
| Stock |
02/26 Price |
03/03 Price |
Move |
Note |
| INTU |
$389.33 |
$433.35 |
+11.3% |
Massive week — was RSI 35 laggard, now near 52wk high |
| CRWD |
$429.64 |
$391.83 |
-8.8% |
Dropped then recovered — current +11.9% 7D is from lower base |
| WDAY |
$138.57 |
$143.61 |
+3.6% |
Last laggard recovering but -15.6% 30D still deep |
| NET |
$173.33 |
$178.83 |
+3.2% |
Now +7.2% 30D — outperforming SaaS peers |
| SNOW |
$169.70 |
$165.51 |
-2.5% |
Slight pullback — still recovering |
| DDOG |
$114.28 |
$111.77 |
-2.2% |
Slight pullback — +7.0% 7D confirms bounce |
| ZS |
$169.39 |
$154.67 |
-8.7% |
Continued weakness despite sector recovery |
| OKTA |
$81.64 |
$72.52 |
-11.2% |
Continued decline — not participating in bounce |
Key Discoveries
| Discovery |
Implication |
| INTU +20.8% week from RSI 35 laggard |
Earnings/guidance drove massive reversal — thesis validated |
| ZS/OKTA not participating in SaaS bounce |
Cybersecurity sub-sector lagging — check individual catalysts |
| NET +7.2% 30D while peers flat-to-down |
Cloudflare outperforming — check for differentiated catalyst |
Mistakes (Don't Repeat)
| Mistake |
Lesson |
| Waiting for price confirmation on RSI 35 INTU |
RSI 35 was the entry — missed +20.8% surge |
Open Questions
- ZS/OKTA -13-17% 30D while peers recovering — structural issues or delayed recovery?
- INTU +20.8% week — is $433 a new base or exhaustion after the surge?
- WDAY recovering +10.3% week but -15.6% 30D — is the worst over?