Software valuations have declined to levels not seen. Baron Discovery Fund invested in SentinelOne and owns Dynatrace, both using internal AI for cyber breach detection and automatic remediation. CyberArk was acquired by Palo Alto Networks in a deal closed in February 2026. The AI-driven shift is accelerating SaaS company revaluations and restructuring.
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DoubleLine, Oaktree Brace for Potential AI Pain - Bloomberg.com
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