Broken Moats on X
FactSet trades above its pre-SaaS selloff price despite disruption and pricing pressure across FDS, PAYC, PCTY and WDAY.
NASDAQ
Paylocity Holding Corp
PCTY
2 articles
$7.9B Market cap · 2026-08-21
Broken Moats on X
Semiconductor swings and AI-driven software rallies have created idiosyncratic short setups, including private-credit-exposed insurers FG, MET and MFC and payroll vendors PCTY and PAYC.
