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        <title>Sage Group Plc (LSE:SGE) Share Price, History, &amp; News | The Motley Fool UK</title>
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	<title>Sage Group Plc (LSE:SGE) Share Price, History, &amp; News | The Motley Fool UK</title>
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                                <title>Consider these FTSE 100 bargain shares in a Stocks and Shares ISA!</title>
                <link>https://www.fool.co.uk/2026/04/20/consider-these-ftse-100-bargain-shares-in-a-stocks-and-shares-isa/</link>
                                <pubDate>Mon, 20 Apr 2026 06:20:00 +0000</pubDate>
                <dc:creator><![CDATA[Royston Wild]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[Value Shares]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1676581</guid>
                                    <description><![CDATA[<p>These FTSE 100 shares are trading on rock-bottom P/E and PEG ratios. Royston Wild explains what makes them stunning value stocks to consider.</p>
<p>The post <a href="https://www.fool.co.uk/2026/04/20/consider-these-ftse-100-bargain-shares-in-a-stocks-and-shares-isa/">Consider these FTSE 100 bargain shares in a Stocks and Shares ISA!</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
]]></description>
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<p>Early data indicates this ISA season was a washout for <strong>FTSE 100</strong> shares. But it wasn&#8217;t just Footsie companies that suffered weak investor demand &#8212; UK shares of all colours were neglected before the end of the 2025/26 tax year.</p>



<p>Against the backdrop of the Iran War, investors&#8217; appetite for riskier assets like equiries crumbled. ISA users didn&#8217;t even need to buy any shares to utilise some or all of their £20k yearly allowance. Just depositing cash was enough. Yet investor appetite remained muted.</p>



<p>Given the huge discounts many stocks now trade on, this is a missed opportunity, in my view. History shows that quality stocks always recover strongly in value when confidence in the stock market improves. Buying these cheaply can supercharge one&#8217;s returns over time.</p>



<p>It&#8217;s not too late to go bargain-hunting with a <a href="https://www.fool.co.uk/investing-basics/isas-and-investment-funds/stocks-and-shares-isas/" id="https://www.fool.co.uk/investing-basics/isas-and-investment-funds/stocks-and-shares-isas/" target="_blank" rel="noreferrer noopener">Stocks and Shares ISA</a> though. Here are just twocheap FTSE 100 stocks that I think demand a close look.</p>



<h2 class="wp-block-heading" id="h-fresnillo">Fresnillo</h2>


<div class="tmf-chart-singleseries" data-title="Fresnillo Plc Price" data-ticker="LSE:FRES" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<p><a href="https://www.fool.co.uk/investing-basics/market-sectors/investing-in-gold-stocks-in-the-uk/" id="https://www.fool.co.uk/investing-basics/market-sectors/investing-in-gold-stocks-in-the-uk/" target="_blank" rel="noreferrer noopener">Precious metals stocks</a> like <strong>Fresnillo </strong>(<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-fres/">LSE:FRES</a>) have had a bumpy ride of late. The reason? Dollar-denominated commodities like gold and silver have slumped as the US currency has gained momentum.</p>



<p>This leaves some tasty bargains to consider. This particular FTSE 100 miner now trades on a forward price-to-earnings growth (PEG) ratio of 0.4. Any sub-1 reading implies excellent value.</p>



<p>Despite their recent blip, gold prices are <span style="text-decoration: underline">up 176%</span> over the last five years. In my view, investors can expect further strong gains over a longer time horizon. Central banks are tipped to keep buying bullion to diversify their currency holdings and guard against risk. I&#8217;m also expecting demand from retail and institutional investors to keep rising as geopolitical and macroeconomic issues linger.</p>



<p>Buying Fresnillo shares does expose stock investors to the unpredictable business of mining and that&#8217;s a risk that can&#8217;t be shrugged off. But the Mexican company&#8217;s huge operational footprint means less risk than most other UK mining shares.</p>



<h2 class="wp-block-heading" id="h-sage-group">Sage Group</h2>


<div class="tmf-chart-singleseries" data-title="Sage Group Plc Price" data-ticker="LSE:SGE" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<p>Over six months, <strong>Sage </strong>(<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-sge/">LSE:SGE</a>) shares have dropped a painful 25% in value. </p>



<p>Like Fresnillo, the software firm&#8217;s dropped sharply since the start of the Iran War. In this case, worries over company tech spending as inflation rises and growth slows has hit the stock.</p>



<p>But that&#8217;s not all pushing Sage&#8217;s share price lower. It&#8217;s also been a victim of recent AI-related volatility &#8212; could demand for its accounting and payroll software slump if businesses choose to do these processes with AI?</p>



<p>The threats are higher, no doubt, than they were six months ago. However, I feel the scale of the sell-off is overblown. Sage now trades on a forward price-to-earnings (P/E) ratio of 18.7 times. That&#8217;s significantly below the 10-year average of 31–32.</p>



<p>I feel the company&#8217;s strong long-term outlook remains intact. More and more businesses are digitalising their operations, and by embracing AI itself Sage is better placed to seize this opportunity. I think considering the FTSE 100 share at today&#8217;s low price is worthwhile.</p>
<p>The post <a href="https://www.fool.co.uk/2026/04/20/consider-these-ftse-100-bargain-shares-in-a-stocks-and-shares-isa/">Consider these FTSE 100 bargain shares in a Stocks and Shares ISA!</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>Down 45% and 33%! Consider these 2 cheap stocks to buy in April</title>
                <link>https://www.fool.co.uk/2026/04/02/down-45-and-33-consider-these-2-bargain-stocks-to-buy-in-april/</link>
                                <pubDate>Thu, 02 Apr 2026 06:04:00 +0000</pubDate>
                <dc:creator><![CDATA[Royston Wild]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[Value Shares]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1667555</guid>
                                    <description><![CDATA[<p>Looking for top stocks to buy at knockdown prices? Royston Wild reckons these FTSE 100 and FTSE 250 value stars demand a close look.</p>
<p>The post <a href="https://www.fool.co.uk/2026/04/02/down-45-and-33-consider-these-2-bargain-stocks-to-buy-in-april/">Down 45% and 33%! Consider these 2 cheap stocks to buy in April</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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<p>Even the best companies can experience periods of extreme share price volatility. Take the following two shares: <strong>Unite Group </strong>(<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-utg/">LSE:UTG</a>) and <strong>Sage Group </strong>(<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-sge/">LSE:SGE</a>). They&#8217;ve collapsed in value over the last year, leaving a terrific opportunity for shrewd investors seeking oversold stocks to buy.</p>



<p>Want to know what makes them excellent turnaround shares to consider? Read on&#8230;</p>



<h2 class="wp-block-heading" id="h-growing-market">Growing market</h2>


<div class="tmf-chart-singleseries" data-title="Unite Group Plc Price" data-ticker="LSE:UTG" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<p>Unite Group is the UK&#8217;s largest provider of student accommodation, operating 142 properties across 22 university towns. It&#8217;s slumped 44% in value over the last year during a tough period for the company.</p>



<p>Student numbers are still rising, but rental growth and reservations have cooled, reflecting pupils&#8217; currently fragile finances. In February, the company cut its full-year guidance and warned that rents would grow at the &#8220;<em>lower end</em>&#8221; of a 2%-3% range. To add to its problems, the soaring oil price is raising inflationary pressures and interest rate risks. Borrowing costs can balloon for property stocks when rates increase.</p>



<p>Yet the long-term outlook for its market remains robust as ever. Britain&#8217;s centuries-old position as an academic hub isn&#8217;t going to change any time soon. I expect revenues and earnings to pick up sharply when economic conditions improve.</p>



<p>This makes Unite shares an attractive recovery share in my book. And right now it offers terrific value, with a forward <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/pe-ratio/" id="https://www.fool.co.uk/investing-basics/how-to-value-shares/pe-ratio/" target="_blank" rel="noreferrer noopener">price-to-earnings (P/E) ratio</a> of 9.3 times. But that&#8217;s not all &#8212; the <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/dividend-yield/" id="https://www.fool.co.uk/investing-basics/how-to-value-shares/dividend-yield/" target="_blank" rel="noreferrer noopener">dividend yield</a> for 2026 is a pumped-up 8.4%.</p>



<p>One final thing: as a real estate investment trust (REIT), Unite must pay at least 90% of annual rental profits out in dividends. And dividend cover is robust at 1.2, making it a great share for dividend investors to consider.</p>



<p><em>Please note that tax treatment depends on the individual circumstances of each client and may be subject to change in future. The content in this article is provided for information purposes only. It is not intended to be, neither does it constitute, any form of tax advice. Readers are responsible for carrying out their own due diligence and for obtaining professional advice before making any investment decisions.</em></p>



<h2 class="wp-block-heading" id="h-another-bargain-stock-to-buy">Another bargain stock to buy?</h2>


<div class="tmf-chart-singleseries" data-title="Sage Group Plc Price" data-ticker="LSE:SGE" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<p>Sage&#8217;s share price has been hit by a double-whammy in recent months. It means the software share&#8217;s down 33% on a 12-month basis.</p>



<p>Firstly, it&#8217;s dropped on fears that widescale artificial intelligence (AI) adoption will hit client demand. Broader economic worries have also hit the broader IT sector, worsened by the escalating Middle East conflict.</p>



<p>It&#8217;s no surprise that fears of a cyclical downturn have hammered Sage&#8217;s shares. But have AI-related concerns been overblown? I think so. Over the longer term, I&#8217;m confident the <strong>FTSE 100</strong> share will rebound strongly as sales increase.</p>



<p>I&#8217;m confident for a few reasons. Accounting, payroll and HR are critical processes in any business, and I&#8217;m not certain millions of them will be willing to entrust this to AI. Particularly when you consider what a low proportion of a company&#8217;s total costs Sage&#8217;s software account for.</p>



<p>Furthermore, Sage is actually integrating AI into its products to turn this danger into an opportunity. And it seems to be paying off, driving double-digit revenue growth. </p>



<p>There&#8217;s clear risk here, but I think this is more than baked into Sage&#8217;s share price today. The forward P/E is 16.5 times, miles below the 10-year average of 31-32.</p>
<p>The post <a href="https://www.fool.co.uk/2026/04/02/down-45-and-33-consider-these-2-bargain-stocks-to-buy-in-april/">Down 45% and 33%! Consider these 2 cheap stocks to buy in April</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>Down 20%! I think the market’s got these 2 cheap shares all wrong</title>
                <link>https://www.fool.co.uk/2026/03/16/down-20-i-think-the-markets-got-these-2-cheap-shares-all-wrong/</link>
                                <pubDate>Mon, 16 Mar 2026 07:04:00 +0000</pubDate>
                <dc:creator><![CDATA[Ken Hall]]></dc:creator>
                		<category><![CDATA[Dividend Shares]]></category>
		<category><![CDATA[Investing Articles]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1661526</guid>
                                    <description><![CDATA[<p>These cheap shares have been hit hard in 2026, but Ken Hall thinks investors are too focused on short-term fear rather than the underlying businesses. </p>
<p>The post <a href="https://www.fool.co.uk/2026/03/16/down-20-i-think-the-markets-got-these-2-cheap-shares-all-wrong/">Down 20%! I think the market’s got these 2 cheap shares all wrong</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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<p>It’s hard to find cheap shares. For one thing, it’s often only in hindsight that a company can look ‘cheap’.</p>



<p>There’s no doubt 2026 has been a bumpy ride for shareholders. Whether it’s trade tariffs, oil prices, or war, there are plenty of things to keep investors up at night.</p>



<p>However, uncertainty also creates opportunity. As Warren Buffett said: <em>“Be greedy when others are fearful, and be fearful when others are greedy”</em>.</p>



<p>Two <strong>FTSE 100</strong> names have been smashed lately. Here’s why I think the market could be wrong about both of them.</p>



<h2 class="wp-block-heading" id="h-barclays-bargain"><strong>Barclays bargain?</strong></h2>



<p>The first stock on my list is <strong>Barclays</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-barc/">LSE: BARC</a>). I think the current risks are overblown, and the bank’s growth trajectory remains on track.</p>



<p>The worry around it is easy to understand. The shares were knocked after reports linked it to potential losses from the collapse of UK mortgage provider Market Financial Solutions.</p>



<p>Investors are clearly worried about hidden credit problems. Still, I think the sell-off has gone too far. After all, the <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/price-to-book-ratio/">price-to-book</a> (P/B) ratio of 0.7 is a steep discount to the likes of <strong>HSBC </strong>(1.4) and <strong>NatWest </strong>(1.2).</p>



<p>In its full-year 2025 results, Barclays reported an 11.3% return on tangible equity, a 14.3% capital ratio, and said it aims to deliver more than £15bn of capital returns to shareholders between 2026 and 2028.</p>



<p>In other words, it remains profitable, well-capitalised, and willing to return cash to investors.</p>



<p>That doesn’t make it risk-free. If the economy weakens, bad debts rise, or the private credit story worsens, it could spell trouble. But when a large bank is still producing solid numbers, I think a 20% year-to-date drop looks harsh.</p>



<p>Even after the recent wobble, the stock is still up 114% over five years as I write, ahead of the market open on 16 March.</p>


<div class="tmf-chart-singleseries" data-title="Barclays Plc Price" data-ticker="LSE:BARC" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<h2 class="wp-block-heading" id="h-is-sage-oversold"><strong>Is Sage oversold?</strong></h2>



<p>The other Footsie stock I’ve been watching is <strong>Sage</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-sge/">LSE: SGE</a>). The recent weakness looks like a different kind of opportunity.</p>



<p>The concern is that advances in artificial intelligence could undercut existing software providers and impact future earnings.</p>



<p>The Sage share price has been under pressure, falling 20% year-to-date to 840p as I write on Sunday (15 March). It’s not alone. AI concerns have weighed on software stocks around the world in recent months.</p>



<p>However, Sage’s underlying business still looks strong to me. Its full-year 2025 results showed 11% growth in annual recurring revenue, 10% revenue growth, and a 17% rise in underlying operating <a href="https://www.fool.co.uk/investing-basics/understanding-company-accounts/the-profit-and-loss-account/">profit</a>. Management also reiterated guidance for 9% or more organic growth in FY26. That’s not what I’d expect from a business in imminent trouble.</p>



<p>Of course, there are risks. If AI tools put pressure on pricing, or if customers move faster than expected towards newer software options, the shares could still fall further.</p>



<p>But with recurring revenue, healthy margins, and steady growth, I think the market may be panicking unnecessarily.</p>



<h2 class="wp-block-heading" id="h-why-the-market-could-be-wrong"><strong>Why the market could be wrong</strong></h2>



<p>I think both of these companies are cheap shares right now. The recent repricing, amid wider uncertainty in the market, could be overdone.</p>



<p>Both companies are facing genuine risks. But neither business looks fundamentally broken to me and so could be worth considering.</p>



<p>That doesn’t mean either stock will bounce back quickly. It just means that when fear causes a sharp 20% decline, it makes me wonder about a potential buying opportunity.</p>
<p>The post <a href="https://www.fool.co.uk/2026/03/16/down-20-i-think-the-markets-got-these-2-cheap-shares-all-wrong/">Down 20%! I think the market’s got these 2 cheap shares all wrong</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>The SIPP deadline is looming! Here&#8217;s a last-minute FTSE 100 share to consider</title>
                <link>https://www.fool.co.uk/2026/03/07/the-sipp-deadline-is-looming-2-last-minute-ftse-100-shares-to-consider/</link>
                                <pubDate>Sat, 07 Mar 2026 07:02:00 +0000</pubDate>
                <dc:creator><![CDATA[Royston Wild]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[Investing For Beginners]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1657977</guid>
                                    <description><![CDATA[<p>Looking for last-minute stocks to buy for a self-invested personal pension (SIPP)? This FTSE 100 faller could be a great dip buy to consider.</p>
<p>The post <a href="https://www.fool.co.uk/2026/03/07/the-sipp-deadline-is-looming-2-last-minute-ftse-100-shares-to-consider/">The SIPP deadline is looming! Here&#8217;s a last-minute FTSE 100 share to consider</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
]]></description>
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<p>SIPP users have less than a month to use their full investment allowance for this year. The deadline is 5 April, the final day of the tax year. For many of us, any unused portion of this allowance will be lost forever.</p>



<p>Users can invest up to £60,000 in a SIPP each year or 100% of their annual earnings, whichever is lower. This includes total contributions from them and their employer, as well as tax relief. Any unused allowances from the prior three years can be moved forwards, though this won&#8217;t help investors who have already maxed out their allocation.</p>



<p>SIPP users only need to deposit cash in their account to secure the annual allowance. They don&#8217;t actually need to purchase any shares, funds, or trusts straight off the bat. But with the London stock market being packed with bargains right now, why wait?</p>



<p><strong>Sage Group </strong>(<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-sge/">LSE:SGE</a>) is one top cheap share to consider from the <strong>FTSE 100</strong>. What makes the software giant a top contender this SIPP season?</p>



<h2 class="wp-block-heading" id="h-a-beaten-down-giant">A beaten-down giant</h2>


<div class="tmf-chart-singleseries" data-title="Sage Group Plc Price" data-ticker="LSE:SGE" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<p>Sage Group is one of the FTSE 100&#8217;s worst performing shares over the last year. It&#8217;s slumped 31% in value, reflecting worries over potential artificial intelligence (AI) disruption. Investors are questioning why people would pay for its software-as-a-service (SaaS) offerings when they can do it cheaper and potentially easier with AI.</p>



<p>But have these fears been overblown? Possibly, though only time will tell. The rapid pace of AI development means no-one can confidently predict the outcome, and I&#8217;m not about to start!</p>



<p>Too cheap to miss?</p>



<p>That said, there are reasons to believe the market may have overreacted. And at current prices, I think Sage shares are worth close attention. They trade on a forward <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/pe-ratio/" target="_blank" rel="noreferrer noopener">price-to-earnings (P/E) ratio</a> of 18.8, well below the 10-year average of 31-32.</p>



<p>That&#8217;s not the only thing that&#8217;s caught my eye. City analysts expect Sage&#8217;s earnings growth to explode to 122% in 2026, leaving the FTSE firm on a <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/the-peg-ratio/" target="_blank" rel="noreferrer noopener">P/E-to-growth (PEG) ratio</a> of 0.9 as well. Any reading below 1 suggests a share that&#8217;s trading below value.</p>



<h2 class="wp-block-heading" id="h-seizing-the-ai-opportunity">Seizing the AI opportunity</h2>



<p>Not having proper accounting, payroll, and HR systems in place can cause enormous operational disruption and potential legal problems. Will companies want to risk this with AI? I&#8217;m not so sure, and especially as the cost benefit of switching from Sage would likely be negligible.</p>



<p>Sage is actually investing large sums in its own AI capabilities to capitalise on growing user interest here, and is integrating AI more deeply into its standard software. Last year it introduced its <em>Sage Copilot </em>tool that automates routine tasks and monitors data to identify errors.</p>



<p>It&#8217;s also moving more closely to agentic AI that can complete multi-step tasks autonomously. Its AI Developer Solutions will launch in November to allows partners to build custom models directly inside Sage products.</p>



<p>So are Sage shares a buy? While they&#8217;re not without risk, I think they&#8217;re worth a close look from SIPP investors at current prices.</p>
<p>The post <a href="https://www.fool.co.uk/2026/03/07/the-sipp-deadline-is-looming-2-last-minute-ftse-100-shares-to-consider/">The SIPP deadline is looming! Here&#8217;s a last-minute FTSE 100 share to consider</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>Down 34%, I think this FTSE 100 stock&#8217;s a top share to consider in March!</title>
                <link>https://www.fool.co.uk/2026/03/02/down-34-or-more-2-ftse-100-stocks-i-think-could-rebound-in-2026/</link>
                                <pubDate>Mon, 02 Mar 2026 15:35:00 +0000</pubDate>
                <dc:creator><![CDATA[Royston Wild]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[Investing For Beginners]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1655272</guid>
                                    <description><![CDATA[<p>This FTSE 100 share's slumped in value as software stocks across the globe have retraced. Royston Wild asks: is this a top dip-buying opportunity?</p>
<p>The post <a href="https://www.fool.co.uk/2026/03/02/down-34-or-more-2-ftse-100-stocks-i-think-could-rebound-in-2026/">Down 34%, I think this FTSE 100 stock&#8217;s a top share to consider in March!</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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<p>The <strong>FTSE 100</strong> is striking new heights as demand for cheap UK stocks soars. It&#8217;s a whisker away from 11,000, and could well take out this key milestone in March. But not all blue-chip shares are keeping pace.</p>



<p>Take <strong>Sage Group </strong>(<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-sge/">LSE:SGE</a>). This FTSE-listed company plummeted in 2025, and hasn&#8217;t exactly got the current calendar year off to a flyer. But could this mark an attractive dip-buying opportunity for patient investors?</p>



<p>I think so, and believe it could rebound strongly in 2026. Here&#8217;s why, along with an explanation as to why it&#8217;s a top stock to consider.</p>



<h2 class="wp-block-heading" id="h-cheap-as-chips">Cheap as chips</h2>



<p>Like hundreds of software stocks the world over, Sage shares have toppled amid mounting worries over artificial intelligence (AI) disruption. At 830p per share, they&#8217;re down 20% since 1 January. They&#8217;ve dropped more than a third over a year (34%).</p>


<div class="tmf-chart-singleseries" data-title="Sage Group Plc Price" data-ticker="LSE:SGE" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<p>Has the market overreacted though? We&#8217;re still at the early stages of the AI revolution, so it&#8217;s hard to make a definitive conclusion. But investors are certainly spooked, fearing businesses will switch to cheaper alternatives for their accounting, payrolls and HR functions.</p>



<p>But here&#8217;s the thing: after Sage&#8217;s price correction, it&#8217;s possible that this danger&#8217;s more than reflected in its rock-bottom valuation. Today, the tech giant trades on a forward <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/pe-ratio/" target="_blank" rel="noreferrer noopener">price-to-earnings (P/E) ratio</a> of 18.5 times. That&#8217;s some way below the long-term average of roughly 31.</p>



<h2 class="wp-block-heading" id="h-is-sage-ai-resistant">Is Sage AI-resistant?</h2>



<p>In public at least, the FTSE 100 company&#8217;s putting on a brave face. In fact, it argues that AI has strengthened its business model, not weakened it.</p>



<p>You might be thinking &#8220;<em>ah, but of course the company would say that&#8221;!</em> But early evidence suggests it might be onto something. Its organic <a href="https://www.fool.co.uk/investing-basics/investment-glossary/what-is-revenue/" id="www.fool.co.uk/investing-basics/investment-glossary/what-is-revenue/" target="_blank" rel="noreferrer noopener">sales</a> growth accelerated to 10% between October and December, which the company put down to the integration of the <em>Sage Copilot</em> tool in its products.</p>



<p>Again, these are early days. But I&#8217;m optimistic Sage can thrive in the AI era for many reasons. Accounting is a complex, highly regulated process and subject to different laws across regions. This creates natural barriers.</p>



<p>There&#8217;s also the trust issue &#8212; will businesses want to give control to critical processes like tax compliance to a new AI tool? I&#8217;m not so sure. In this regard Sage holds a trump card, with a track record of providing reliable accounting solutions since the early 80s.</p>



<p>The final thing to remember is that Sage&#8217;s products aren&#8217;t that expensive. In the UK, its more advanced AI-assisted Accounting Plus package is just £59 a month, plus VAT. At these prices, I&#8217;m not sure businesses will up and leave in massive numbers, and especially considering the points we&#8217;ve discussed.</p>



<h2 class="wp-block-heading" id="h-a-top-ftse-100-share">A top FTSE 100 share</h2>



<p>So will Sage&#8217;s share price rebound in 2026? I can&#8217;t be certain, naturally. None of us can. However, I have a feeling that fears over AI disruption here may have been overblown, leading to a potential price recovery. For more risk-tolerant investors, I think it&#8217;s a top FTSE 100 stock to consider.</p>
<p>The post <a href="https://www.fool.co.uk/2026/03/02/down-34-or-more-2-ftse-100-stocks-i-think-could-rebound-in-2026/">Down 34%, I think this FTSE 100 stock&#8217;s a top share to consider in March!</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>Attention! these FTSE 100 shares are growing in Stocks and Shares ISA popularity</title>
                <link>https://www.fool.co.uk/2026/02/24/attention-these-ftse-100-shares-are-growing-in-stocks-and-shares-isa-popularity/</link>
                                <pubDate>Tue, 24 Feb 2026 16:15:00 +0000</pubDate>
                <dc:creator><![CDATA[Alan Oscroft]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[Value Shares]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1651040</guid>
                                    <description><![CDATA[<p>Is AI the friend or enemy of the UK's Stocks and Shares ISA favourites? Here are two that have suffered, but could be temptingly cheap.</p>
<p>The post <a href="https://www.fool.co.uk/2026/02/24/attention-these-ftse-100-shares-are-growing-in-stocks-and-shares-isa-popularity/">Attention! these FTSE 100 shares are growing in Stocks and Shares ISA popularity</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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<p>February has seen many of the UK&#8217;s favourite Stocks and Shares ISA picks still appearing in the monthly top 10 lists. But investors are turning towards a couple of intriguing options that catch my eye.</p>



<p>And don&#8217;t forget, we&#8217;re heading into the last full month before the ISA deadline, so we need to get our choices in order soon if we want to top up our ISAs before time runs out.</p>



<p>So which <strong>FTSE 100</strong> shares do UK investors favour now?</p>



<h2 class="wp-block-heading" id="h-february-top-picks">February top picks</h2>



<p><strong>RELX</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-rel/">LSE: REL</a>) has been creeping up the ISA popularity lists, as its share price has been sliding. It&#8217;s down 47% since its 52-week high of May 2025. And the share price dropped sharply as we headed towards full-year results on 12 February &#8212; which turned out solid.</p>



<p>Revenue increased 7%, adjusted <a href="https://www.fool.co.uk/investing-basics/understanding-company-accounts/the-profit-and-loss-account/" target="_blank" rel="noreferrer noopener">operating profit </a>perked up 9%, and adjusted earnings per share jumped 10%. The company lifted the dividend 7%, well ahead of inflation. RELX returned £1.5bn to shareholders via <a href="https://www.fool.co.uk/investing-basics/understanding-the-market/share-buybacks/" target="_blank" rel="noreferrer noopener">share buybacks</a> over the year. And we should expect a further £2.25bn in 2026.</p>



<p>As with so many share price upsets these days, AI lies behind the drop &#8212; made worse by Anthropic&#8217;s Claude legal chatbot release. Nobody can have missed the software sell-off that&#8217;s hit more traditional tech stocks across the board.</p>



<p>The future is likely to see RELX sentiment pulled two ways. In the positive direction we have long-term customers who rely on human-led trust, with a well-proven track record. That can be especially important in RELX&#8217;s legal data offerings. Against that we have the promise of cheap and fast AI services, and the hope that the proportion of misleading slop they churn out will diminish.</p>



<p>Optimists see AI as an opportunity for companies to incorporate it and offer the best of both worlds. Investors who feel like that should consider RELX while the shares are down, I reckon.</p>


<div class="tmf-chart-multipleseries" data-title="RELX + Sage Group Plc Price" data-tickers="LSE:REL LSE:SGE" data-range="5y" data-start-date="" data-end-date="" data-comparison-value="percent"></div>



<h2 class="wp-block-heading" id="h-suffering-softies">Suffering softies</h2>



<p>The <strong>Sage</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-sge/">LSE: SGE</a>) share price trajectory closely follows RELX, for the same reason. Sage has for years been a number one pick for business and accounting software. And yes, the AI beast is threatening to take the food from the mouths of human software developers here too.</p>



<p>But it hasn&#8217;t held Stocks and Shares ISA investors back. And Sage made a new entry in interactive investor&#8217;s top 10 ISA list in February.</p>



<p>We&#8217;ll have to wait until May to see how the first half of Sage&#8217;s current financial year goes. But in January&#8217;s first-quarter update, CFO Jacqui Cartin reported &#8220;<em>a strong start to FY26, with Q1 organic revenue growth accelerating to 10%</em>.&#8221; And she reiterated full-year guidance from November&#8217;s 2025 full-year results.</p>



<p>Back then, management spoke of organic revenue growth of 9% or better. Operating margins were &#8220;<em>expected to continue trending upwards in FY26 and beyond.</em>&#8220;</p>



<p>Is this another company that could embrace AI and use it for future growth rather than being made redundant by it? I see a good chance of it. And I rate Sage as another that long-term ISA investors should consider. Just beware of the AI threat too.</p>
<p>The post <a href="https://www.fool.co.uk/2026/02/24/attention-these-ftse-100-shares-are-growing-in-stocks-and-shares-isa-popularity/">Attention! these FTSE 100 shares are growing in Stocks and Shares ISA popularity</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>2 FTSE 100 shares that look dirt-cheap despite record highs!</title>
                <link>https://www.fool.co.uk/2026/02/21/2-ftse-100-shares-that-look-dirt-cheap-despite-record-highs/</link>
                                <pubDate>Sat, 21 Feb 2026 07:05:00 +0000</pubDate>
                <dc:creator><![CDATA[Royston Wild]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[Value Shares]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1651655</guid>
                                    <description><![CDATA[<p>These FTSE 100 shares are on sale, even as the broader blue-chip index scales fresh peaks. Royston Wild explains why these top stocks demand attention.</p>
<p>The post <a href="https://www.fool.co.uk/2026/02/21/2-ftse-100-shares-that-look-dirt-cheap-despite-record-highs/">2 FTSE 100 shares that look dirt-cheap despite record highs!</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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<p>The <strong>FTSE 100</strong> index of elite shares continues to rocket. This week it hit new record peaks above 10,700 points, taking gains over the last year to 23%. In today&#8217;s climate, it&#8217;s extremely challenging for investors to discover cheap quality stocks to buy.</p>



<p>Or is it? My research has just thrown up two bona-fide bargains I think are too good to ignore. <strong>Babcock International </strong>(<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-bab/">LSE:BAB</a>) and <strong>Sage Group </strong>(<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-sge/">LSE:SGE</a>) both offer exceptional value for money at current prices.</p>



<p>But what makes them worthy of your attention today? Read on.</p>



<h2 class="wp-block-heading" id="h-a-ftse-100-momentum-stock">A FTSE 100 momentum stock</h2>


<div class="tmf-chart-singleseries" data-title="Babcock International Group Plc Price" data-ticker="LSE:BAB" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<p>Babcock shares have been playing catch-up to the broader defence sector in recent times. Yet despite more than doubling in value over the past year, the <a href="https://www.fool.co.uk/personal-finance/share-dealing/guides/what-is-the-ftse-100/" target="_blank" rel="noreferrer noopener">Footsie</a> firm still offers market-beating value. At £14.14 per share, its forward <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/pe-ratio/" target="_blank" rel="noreferrer noopener">price-to-earnings (P/E) ratio</a> of 22.3 times is one of the lowest in the sector.</p>



<p>It&#8217;s true that Babcock is less geographically diversified that many blue-chip defence companies. It sources around 75% of total sales from the UK. That said, with the government taking steps to supercharge defence spending &#8212; it&#8217;s one of NATO&#8217;s frontrunners in terms of hiking spending &#8212; this doesn&#8217;t cause me too much discomfort right now.</p>



<p>Rising revenues and improving margins drove operating profit 27% higher in the first half, illustrating Babcock&#8217;s ability to capture business in the current favourable climate. Its contract backlog is also rising and was up £400m year on year as of September, at £9.9bn.</p>



<p>I think it could be one of the sector&#8217;s big winners as NATO nations rapidly rebuild their arsenals.</p>



<h2 class="wp-block-heading" id="h-a-top-dip-buy">A top dip buy?</h2>


<div class="tmf-chart-singleseries" data-title="Sage Group Plc Price" data-ticker="LSE:SGE" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<p>Sage is possibly one of the most &#8216;at-risk&#8217; FTSE shares when it comes to price volatility. Fears over the potential impact of artificial intelligence (AI) on software stocks like this aren&#8217;t going away any time soon. AI could decimate their revenues if businesses choose more cost-effective options.</p>



<p>But at current prices, I think Sage shares are worth a close look from those who don&#8217;t follow the herd. At 823p, the firm trades on a forward P/E ratio of 17.8 times following recent price falls. That&#8217;s far below the 10-year average of roughly 31.</p>



<p>The company provides accounting, payroll, and human resources software. And it&#8217;s earned universal trust for handling these critical tasks. Will companies want to risk upsetting the apple cart by trusting these to AI? It&#8217;s possible, but I&#8217;m not sure. Besides, the cost of Sage&#8217;s services are negligible in the broader scheme of companies&#8217; overall outgoings. I don&#8217;t see customers flocking to AI in large enough numbers to materially hurt revenues.</p>



<p>It&#8217;s also worth noting the FTSE 100 share has spent heavily on its own AI tools. And it is seeing some success, its <em>Sage Copilot</em> helping drive organic revenues 10% higher during September-December. As dip buys go, I think this is one of the best to consider.</p>
<p>The post <a href="https://www.fool.co.uk/2026/02/21/2-ftse-100-shares-that-look-dirt-cheap-despite-record-highs/">2 FTSE 100 shares that look dirt-cheap despite record highs!</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>Thank goodness I avoided these 2 FTSE 100 stocks a year ago. Should I consider them today?</title>
                <link>https://www.fool.co.uk/2026/02/15/thank-goodness-i-avoided-these-2-ftse-100-stocks-a-year-ago-should-i-consider-them-today/</link>
                                <pubDate>Sun, 15 Feb 2026 07:23:00 +0000</pubDate>
                <dc:creator><![CDATA[Mark Hartley]]></dc:creator>
                		<category><![CDATA[Growth Shares]]></category>
		<category><![CDATA[Investing Articles]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1648172</guid>
                                    <description><![CDATA[<p>Two high-quality but beaten-down FTSE 100 growth shares are on my radar today as potential undervalued plays with recovery potential.</p>
<p>The post <a href="https://www.fool.co.uk/2026/02/15/thank-goodness-i-avoided-these-2-ftse-100-stocks-a-year-ago-should-i-consider-them-today/">Thank goodness I avoided these 2 FTSE 100 stocks a year ago. Should I consider them today?</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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<p>After a roller coaster 2025, plenty of <strong>FTSE 100</strong> shares have been left nursing painful losses &#8212; but that’s often where the most compelling opportunities emerge.</p>



<p>Some high-quality blue-chip businesses have seen their share prices knocked down far more sharply than their underlying fundamentals. For investors with a long-term outlook, this could provide a chance to grab some undervalued shares before they rebound.</p>



<h2 class="wp-block-heading" id="h-experian">Experian</h2>



<p>Despite strong fundamentals, <strong>Experian</strong>&#8216;s (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-expn/">LSE: EXPN</a>) share price has plunged about 40% over the past year. According to reports, the market fears that artificial intelligence (AI) might disrupt the company&#8217;s business model.</p>


<div class="tmf-chart-singleseries" data-title="Experian Plc Price" data-ticker="LSE:EXPN" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<p>The question now is: will it find new ways to remain relevant in an increasingly AI-dominated world?</p>



<p>On paper, things still look good. Most notably, it boasts a stellar <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/return-on-equity-and-return-on-capital-employed/" target="_blank" rel="noreferrer noopener">return on equity</a> (ROE) of 27.6%, reflecting efficient profit generation from shareholder capital &#8212; well above industry averages.</p>



<p>The balance sheet and recent results are also impressive. Equity comfortably covers debt, revenue grew 5.8% year on year, and organic growth reached 8% in recent results. A majority of analysts give the stock a Strong Buy rating. Targets like 4,300p from <strong>UBS</strong> highlight optimism about its cloud migration and margin expansion.</p>



<p>Earnings per share (EPS) rose 15% even as the share price fell, reiterating the external impact of AI and potentially setting up a rebound if fears subside.</p>



<p>One key risk is sensitivity to interest rate shifts and lender caution. This could slow credit checks and fraud screenings (one of its main revenue drivers) if borrowing stays subdued longer than expected.</p>



<p>Considering Experian&#8217;s market-leading position, it seems unlikely that these temporary challenges are insurmountable. For patient investors, I think this price slump presents an opportunity worth exploring &#8212; and one I plan to capitalise on.</p>



<h2 class="wp-block-heading" id="h-sage-group">Sage Group</h2>



<p>Shares in <strong>Sage</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-sge/">LSE:SGE</a>) are down 39% in the past year, hitting new lows around 800p after analyst tweaks. But like Experian, its fundamentals remain solid. An exceptional ROE of 40% suggests excellent capital efficiency, with its net margin at a decent 14.68%.</p>


<div class="tmf-chart-singleseries" data-title="Sage Group Plc Price" data-ticker="LSE:SGE" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<p>Revenue climbed 7.76% year on year (averaging 6.9% historically), fueled by recurring SaaS subscriptions and cloud transitions in accounting software. Most analysts view it as a Strong Buy, with a board-approved buyback signaling potential undervaluation. It has a moderately low forward <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/pe-ratio/" target="_blank" rel="noreferrer noopener">price-to-earnings</a> (P/E) ratio of 15.9 and an acceptable P/E growth (PEG) ratio of 1.22.</p>



<p>Plus, EPS forecasts of 42p support dividend sustainability.</p>



<p>However, an increase in insider sales have raised eyebrows. Total insider ownership remains below 1%, so the impact is minimal, but the sentiment is concerning. But a more pressing risk is elevated debt &#8212; more than double equity. That could strain finances or lead to a default if earnings slip amid economic slowdowns or delayed cloud adoption.</p>



<p>To some degree, the company&#8217;s solid cash flow and strong ROE mitigate this risk.&nbsp;Plus, the share price decline appears overstated due to sector rotation away from growth tech.&nbsp;</p>



<p>For risk-tolerant buyers eyeing long-term compounding, this could be an opportunity to grab some shares in a growing firm with loyal enterprise customers. The tech rally might be cooling off in the short-term, but Sage remains a compelling stock worth considering.</p>
<p>The post <a href="https://www.fool.co.uk/2026/02/15/thank-goodness-i-avoided-these-2-ftse-100-stocks-a-year-ago-should-i-consider-them-today/">Thank goodness I avoided these 2 FTSE 100 stocks a year ago. Should I consider them today?</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>Down 73%! 2 moves I just made in my Stocks and Shares ISA</title>
                <link>https://www.fool.co.uk/2026/02/15/down-73-2-moves-i-just-made-in-my-stocks-and-shares-isa/</link>
                                <pubDate>Sun, 15 Feb 2026 06:49:57 +0000</pubDate>
                <dc:creator><![CDATA[Ben McPoland]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1647716</guid>
                                    <description><![CDATA[<p>Find out why our writer added these two names to his Stocks and Shares ISA despite them being absolutely hammered in recent months. </p>
<p>The post <a href="https://www.fool.co.uk/2026/02/15/down-73-2-moves-i-just-made-in-my-stocks-and-shares-isa/">Down 73%! 2 moves I just made in my Stocks and Shares ISA</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
]]></description>
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<p>As a long-term investor, I&#8217;m used to rocky periods of volatility in my Stocks and Shares ISA. Normally, it&#8217;s water off a duck&#8217;s back, but the stomach-churning turbulence in 2026 has been quite extraordinary.</p>



<p>Nevertheless, I continue to add money to my portfolio when I can as I aim to build long-term wealth. I bought four stocks recently, including <strong>Ferrari</strong> and <strong>LondonMetric Property</strong>.</p>



<p>Here are the other two, which I think are worth considering today.</p>



<h2 class="wp-block-heading" id="h-saas-apocalypse">SaaS Apocalypse</h2>



<p><strong>Sage Group</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-sge/">LSE:SGE</a>) has been caught up in the historic sell-off in the software sector (dubbed the &#8216;SaaS Apocalypse&#8217;). The <strong>FTSE 100</strong> stock is down 40% in just over a year! </p>


<div class="tmf-chart-singleseries" data-title="Sage Group Plc Price" data-ticker="LSE:SGE" data-range="5y" data-start-date="2021-02-15" data-end-date="2026-02-15" data-comparison-value=""></div>



<p>Sage provides accounting software for millions of small and medium-sized enterprises (SMEs). The market fear is that powerful new AI models will end up eating the company&#8217;s lunch. </p>



<p>However, entire finance teams are trained on Sage. Switching to a new AI platform might require re-training every employee, which many SMEs probably won&#8217;t risk doing.&nbsp;</p>



<p>Moreover, Sage has its own Copilot generative AI assistant that does similar things (automating invoices, chasing payments, spotting errors, etc). But crucially, it does these inside the trusted environment where the customer’s data already lives.&nbsp;</p>



<p>CEO Steve Hare called the notion that AI agents means nobody needs accountants anymore &#8220;<em>completely ludicrous</em>&#8220;. </p>



<p>After plummeting 25% year to date, the stock is trading at just 14.5 times fiscal 2027&#8217;s forecast <a href="https://www.fool.co.uk/investing-basics/understanding-company-accounts/the-profit-and-loss-account/">earnings</a>. For a quality tech company still growing profits by double digits, that looks far too low to me.</p>



<p>There&#8217;s also a well-covered forecast <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/dividend-yield/">dividend yield</a> of 3.2%.</p>



<h2 class="wp-block-heading" id="h-down-73">Down 73%</h2>



<p>The second stock I bought was language learning leader <strong>Duolingo</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/nasdaq-duol/">NASDAQ:DUOL</a>). Down 73% in a year, this has also been put in the skip lately due to AI fears.</p>


<div class="tmf-chart-singleseries" data-title="Duolingo Price" data-ticker="NASDAQ:DUOL" data-range="5y" data-start-date="2021-07-28" data-end-date="2026-02-15" data-comparison-value=""></div>



<p>The news that sent the stock down 12% this week was <strong>T-Mobile</strong> launching a tool that allows users to translate phone calls in real-time.</p>



<p>To borrow Sage CEO&#8217;s language, this latest sell-off appears ludicrous. Duolingo is an AI-powered learning app, not a translation tool. Most of its 11.5m paid users are learning a language to get a job, study abroad, integrate into a culture, or simply for fun.</p>



<p>AI enhances the user experience rather than destroys the business model. We haven&#8217;t got Q4 earnings yet but Duolingo says daily active users grew roughly <span style="text-decoration: underline">30%</span>, despite the existing threat from Google Translate and ChatGPT.</p>



<p>Q4 bookings might even be slightly above the high end of previously announced guidance of $329.5m to $335.5m. That would represent growth of roughly 23%, despite the firm currently prioritising long-term user growth over short-term bookings/profits.</p>



<p>Going off 2026&#8217;s forecast, the enterprise value-to-free-cash-flow (EV/FCF) ratio&nbsp;is now around eight, down from 61 in 2023. So the market basically thinks this growing business is toast, which I&#8217;m betting is not the case.  </p>



<h2 class="wp-block-heading" id="h-foolish-takeaway">Foolish takeaway </h2>



<p>Of course, I might be wrong about these two stocks. Perhaps Sage will lose customers to new AI tools, limiting its pricing power. </p>



<p>Meanwhile, Duolingo&#8217;s user base may dwindle as people stop learning languages and instead rely on live translation tools. I accept both Sage and Duolingo could head lower as more powerful AI models are released. </p>



<p>Yet I believe that this tech/software crash is creating lucrative buying opportunities, especially as the fear spreads to other areas of the stock market. </p>
<p>The post <a href="https://www.fool.co.uk/2026/02/15/down-73-2-moves-i-just-made-in-my-stocks-and-shares-isa/">Down 73%! 2 moves I just made in my Stocks and Shares ISA</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>The stock market might be ready for a crash!</title>
                <link>https://www.fool.co.uk/2026/02/11/the-stock-market-might-be-ready-for-a-crash/</link>
                                <pubDate>Wed, 11 Feb 2026 07:12:41 +0000</pubDate>
                <dc:creator><![CDATA[Ben McPoland]]></dc:creator>
                		<category><![CDATA[Growth Shares]]></category>
		<category><![CDATA[Investing Articles]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1645491</guid>
                                    <description><![CDATA[<p>The massive software and data company sell-off in 2026 means there's a growing number of opportunities in the stock market today. </p>
<p>The post <a href="https://www.fool.co.uk/2026/02/11/the-stock-market-might-be-ready-for-a-crash/">The stock market might be ready for a crash!</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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<p>Is the stock market going to crash? It might seem a strange question to ask, given the <strong>S&amp;P 500</strong> and <strong>FTSE 100</strong> are both still riding high.</p>



<p>However, all&#8217;s not well under the surface, with the software component of the S&amp;P 500 down by around 30% since October. This has been dubbed the &#8216;SaaSpocalypse&#8217;.</p>



<p>Meanwhile, FTSE 100 data companies such as <strong>Experian</strong>, <strong>Sage</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-sge/">LSE:SGE</a>), <strong>London Stock Exchange Group</strong>, and <strong>RELX</strong> haven&#8217;t been spared. All have bombed 35% or more over the past year.</p>



<p>According to <strong>Deutsche Bank</strong>, this sudden sell-off has echoes of the early stages of the dotcom bubble bursting. In March 2000, tech stocks started declining while other sectors rallied for a few months. This is what&#8217;s happening now.</p>



<p>Back then, almost everything eventually went south, including non-tech shares like <strong>McDonald&#8217;s</strong>.</p>



<h2 class="wp-block-heading" id="h-portfolio-pain">Portfolio pain</h2>



<p>Like most investors, my portfolio hasn&#8217;t escaped unscathed. <strong>Axon Enterprise</strong>, which has a cloud business that stores digital evidence and offers efficiency tools for law enforcement agencies, and gaming platform <strong>Roblox</strong> have been hit hard.</p>



<p>So too has e-commerce <a href="https://www.fool.co.uk/investing-basics/market-sectors/investing-in-tech-stocks-in-the-uk/">software</a> provider <strong>Shopify</strong> and language learning leader <strong>Duolingo</strong>. Meanwhile, smaller holdings including <strong>Salesforce</strong> and <strong>Cloudflare</strong> have tumbled, along with cybersecurity leader <strong>Crowdstrike</strong>.</p>



<p>To some extent, I was prepared for this. One year ago, I wrote: &#8220;<em>More than ever, I think it’s crucial to make sure the software/tech companies we’re invested in aren’t vulnerable to being disrupted by AI. The technology is likely to cause as much value destruction as creation</em>.&#8221;</p>



<p>I&#8217;m confident that most of these firms will benefit from AI technology rather than be disrupted by it. Especially Shopify, Axon, CrowdStrike and Cloudflare. </p>



<p>I&#8217;m not saying each is immediately worth considering, as they all have their own risks. But having confidence in their business models, competitive positions and prospects helps me to stay patient during this period of massive <a href="https://www.fool.co.uk/investing-basics/understanding-the-market/what-is-market-volatility/">volatility</a>.</p>



<p>Even if the market crashes, I&#8217;m not selling any of my shares.</p>



<h2 class="wp-block-heading" id="h-opportunities-galore">Opportunities galore  </h2>



<p>Lately, we&#8217;ve seen an accelerating rotation out of software companies deemed vulnerable to AI disruption. Anthropic has equipped its Claude Cowork AI agent with new tools that allow it to perform complex workflows – the kinds of tasks many specialised software providers sell as their bread-and-butter products.</p>



<p>The largely indiscriminate nature of the sell-off has created many opportunities, in my opinion. One could be Sage, whose shares have crashed over 20% year to date.</p>


<div class="tmf-chart-singleseries" data-title="Sage Group Plc Price" data-ticker="LSE:SGE" data-range="5y" data-start-date="2021-02-10" data-end-date="2026-02-10" data-comparison-value=""></div>



<p>The firm provides business-critical accounting and payroll software for small- and medium-sized enterprises (SMEs). The company has over 2m customers, so AI could be a theoretical future risk if firms leave to save money.</p>



<p>In reality however, accountants at medium-sized firms are risk-averse. I seriously doubt they’re going to ditch a trusted, compliant system for a new unproven AI tool. And even entrepreneurs at small firms take advice from their accountants.&nbsp;</p>



<p>Moreover, Sage has rolled out its own Copilot, an AI assistant designed to automate tedious tasks&nbsp;like chasing invoices and generating financial reports. In Q1 2026, organic revenue grew 10% £674m, with impressive 13% growth recorded in North America.</p>



<p>After the crash, Sage stock&#8217;s trading at a forward earnings multiple of 15 (for FY27). That looks far too low for a high-quality and growing company like this, leading me to believe this is a FTSE 100 dip-buying possibility worth taking seriously.</p>
<p>The post <a href="https://www.fool.co.uk/2026/02/11/the-stock-market-might-be-ready-for-a-crash/">The stock market might be ready for a crash!</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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