Atlassian and Doximity surged over 30% after earnings by exceeding low expectations with strong AI adoption. Three similar SaaS stocks—GitLab, UiPath, and Asana—have comparable setups with low expectations, high short interest, and emerging AI solutions that could drive significant post-earnings gains.
Axe note: JSE investors can learn from high-flying US software plays driving gains through AI adoption, with implications for tech-linked rand exposure.