# Buy Hold Sell: 5 ASX tech stocks bouncing back from the SaaS-pocalypse

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Text version: https://stenobird.com/podcast/buy-hold-sell-by-livewire-markets-599577/buy-hold-sell-5-asx-tech-stocks-bouncing-back-from-the-saas-pocalypse.md
Podcast: [Buy Hold Sell, by Livewire Markets](https://stenobird.com/podcast/buy-hold-sell-by-livewire-markets-599577)
Published: 2026-06-11T20:00:00+00:00
Episode link: https://buyholdsell.podbean.com/e/buy-hold-sell-5-asx-tech-stocks-bouncing-back-from-the-saas-pocalypse/
Audio file: https://mcdn.podbean.com/mf/web/mxirxxbad9cxwgfg/BHS-1_10Jun26_Podcast.mp3
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JSON: https://stenobird.com/v1/public/podcasts/buy-hold-sell-by-livewire-markets-599577/episodes/buy-hold-sell-5-asx-tech-stocks-bouncing-back-from-the-saas-pocalypse
Duration seconds: 1257

## Resource

The great ASX tech unwind has been brutal. After years of premium valuations, strong growth and near-bulletproof market faith, some of Australia’s best-known software and technology stocks have been dragged back to earth. The trigger? A mix of stretched multiples, slowing growth, investor fatigue and, increasingly, the disruptive threat of artificial intelligence. The five names in this episode – Life360 (ASX: 360), Pro Medicus (ASX: PME ), Xero (ASX: XRO), TechnologyOne (ASX: TNE) and WiseTech Global (ASX: WTC) – fell an average of around 65% from their highs to their lows. More recently, however, they have recovered an average of around 30%, with one stock now just 26% off its all-time high. So, is this the beginning of a genuine turnaround? Or just a relief rally in a sector still facing uncomfortable questions? In this special episode of Buy Hold Sell, Matthew Kidman returns as host for the first time in three years, alongside two familiar faces: Jun Bei Liu from Ten Cap and James Gerrish from Market Partners. Together, they run the ruler over five ASX tech leaders caught in the ‘SaaS-pocalypse’, and each names one beaten-up tech-related stock they believe is down, but not out. This episode was filmed on Wednesday, 10 June 2026.

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## Transcript

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