Cloud SaaS

Update

Cloud SaaS

Rally has reversed. SNOW $177.92 (RSI 49). DDOG $128.79 (RSI 57). CRWD $441.80 (RSI 59). NET $212.78 (RSI 66). SHOP $126.83 (RSI 49). INTU $438.47 (RSI 47). WDAY $136.05 (RSI 37). ZS $151.38 (RSI 39). ADBE $270.26 (RSI 46). CRM $199.83 (RSI 50). NOW $113.78 (RSI 48). OKTA $78.83 (RSI 48). MDB $262.18 (RSI 33, -26.5% 30D). TEAM $75.32 (RSI 35). HUBS $260.83 (RSI 46, -11.6% 7D).


Quick Snapshot

Signal Reading
Overall 🔴 DETERIORATING — The post-earnings bounce is fading hard. HUBS reversed -11.6% 7D. MDB RSI 33 deepening oversold at -26.5% 30D. TEAM RSI 35 continuing decline. WDAY RSI 37. Death crosses dominate — 11 of 14 names. Only NET (RSI 66) and CRWD (RSI 59) holding up.
Key insight MDB $262.18 RSI 33 — the most oversold SaaS name, -15.1% below SMA20. TEAM $75.32 RSI 35, -67.8% from 52wk high. HUBS $260.83 reversed hard — -11.6% 7D despite +13.9% 30D. NET $212.78 RSI 66 remains the only real leader. CRWD holding at RSI 59.

Action Matrix

Action Stocks Why
🔍 RESEARCH MDB $262.18, RSI 33, -26.5% 30D — verify if earnings thesis intact
🔍 RESEARCH TEAM $75.32, RSI 35, -67.8% from 52wk high — broken or bottoming?
📈 ACCUMULATE WDAY $136.05, RSI 37, -48.4% from 52wk high — deep value if thesis holds
📈 ACCUMULATE ZS $151.38, RSI 39, -55.1% from 52wk high — cyber deeply oversold
🔒 HOLD NET $212.78, RSI 66, +14.9% 30D — theme leader, holding breakout
🔒 HOLD CRWD $441.80, RSI 59, +7.4% 30D — cybersecurity strength
🔒 HOLD DDOG $128.79, RSI 57 — observability solid
🔒 HOLD CRM $199.83, RSI 50 — above SMA20
🔒 HOLD SNOW $177.92, RSI 49 — data cloud mid-range
🔒 HOLD INTU $438.47, RSI 47 — pulled back, above SMA20
🔒 HOLD ADBE $270.26, RSI 46 — stable above SMA
🔒 HOLD NOW $113.78, RSI 48 — above SMA20
🔒 HOLD OKTA $78.83, RSI 48 — near SMA20
⚠️ CAUTION HUBS $260.83, RSI 46, -11.6% 7D — reversal after strong run
🔒 HOLD SHOP $126.83, RSI 49 — slight pullback

Data (Validated 2026-03-12)

Stock Price 7D 30D 52wkHi RSI SMA20 vs SMA Status Action
MDB $262.18 +1.8% -26.5% -41.1% 33 $308.81 -15.1% 🔴 Oversold 🔍 Research
TEAM $75.32 -7.7% -12.9% -67.8% 35 $78.33 -3.8% 🔴 Deep decline 🔍 Research
WDAY $136.05 -6.6% -5.6% -48.4% 37 $140.05 -2.9% 🟡 Oversold zone 📈 Accumulate
ZS $151.38 -4.3% -11.4% -55.1% 39 $160.71 -5.8% 🟡 Oversold zone 📈 Accumulate
HUBS $260.83 -11.6% +13.9% -60.5% 46 $257.67 +1.2% 🟡 Reversing ⚠️ Caution
ADBE $270.26 -2.7% +3.0% -36.1% 46 $266.05 +1.6% 🟡 Above SMA 🔒 Hold
INTU $438.47 -4.5% +10.2% -46.1% 47 $413.91 +5.9% 🟡 Above SMA 🔒 Hold
OKTA $78.83 +3.3% -7.2% -37.6% 48 $77.63 +1.5% 🟡 Near SMA 🔒 Hold
NOW $113.78 -3.7% +10.2% -46.2% 48 $110.49 +3.0% 🟢 Above SMA 🔒 Hold
SNOW $177.92 +2.8% +2.9% -36.6% 49 $173.36 +2.6% 🟢 Above SMA 🔒 Hold
SHOP $126.83 -2.5% +14.6% -30.4% 49 $123.24 +2.9% 🟢 Above SMA 🔒 Hold
CRM $199.83 -3.8% +7.8% -32.5% 50 $192.03 +4.1% 🟢 Above SMA 🔒 Hold
DDOG $128.79 +3.3% +2.1% -36.8% 57 $118.75 +8.5% 🟢 Above SMA 🔒 Hold
CRWD $441.80 +4.6% +7.4% -22.1% 59 $404.62 +9.2% 🟢 Strong 🔒 Hold
NET $212.78 +10.9% +14.9% -18.2% 66 $187.33 +13.6% 🟢 Theme leader 🔒 Hold

Key Changes vs 03/11

Stock 03/11 Price 03/12 Price Move Note
NET $212.44 $212.78 +0.2% Holding breakout — RSI 66 sustained
HUBS $269.32 $260.83 -3.2% Reversing from run — RSI 46 from 49
MDB $270.46 $262.18 -3.1% Continues deeper — RSI 33 from 35
TEAM $78.01 $75.32 -3.4% More pain — RSI 35 from 37
WDAY $142.49 $136.05 -4.5% Accelerating decline — RSI 37 from 41
CRWD $441.93 $441.80 -0.0% Flat — RSI 59, holding gains
ZS $153.73 $151.38 -1.5% Mild giveback — RSI 39, still oversold
ADBE $273.75 $270.26 -1.3% Slight pullback
CRM $193.96 $199.83 +3.0% Bounce — RSI 50, death cross

Key Discoveries

Discovery Implication
HUBS reversed -11.6% 7D after +28.7% 30D run Post-earnings bounces fading — watch for continuation or reversal
MDB RSI 33 deepening, -15.1% below SMA20 Genuinely distressed — need earnings thesis validation before buying
NET sustaining RSI 66 breakout Cloudflare separating structurally from the SaaS pack
WDAY -48.4% from 52wk high, RSI 37 Enterprise SaaS getting crushed — value trap risk is real

Mistakes (Don't Repeat)

Mistake Lesson
Calling HUBS "strong recovery" last week Post-earnings bounces need follow-through confirmation

Open Questions

  • MDB RSI 33 — is the -19% earnings collapse pricing in a structural decline?
  • TEAM -67.8% from 52wk high — capitulation entry or continued structural impairment?
  • NET RSI 66, +13.6% above SMA20 — take partial profits or let it run?
  • HUBS reversal — one-day retracement or trend change?
  • CRWD vs ZS — which cybersecurity name wins from here?
10 events

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