SaaS Sector Faces AI-Driven Market Disruption

In the first week of February 2026, software stocks lost over $1 trillion in market capitalization amid investor concern that rapid AI agent innovation will displace traditional SaaS workflows and per-seat models. Forrester argues the enterprise core will persist, forecasts vertical SaaS growth, warns of consolidation and disintermediation risks, and recommends rearchitecting SaaS investments and renegotiating contracts.