Goldman Sachs AI Software Sell-Off Was Overdone: Best Growth Stocks to Buy Now

# Goldman Sachs AI Software Sell-Off Was Overdone: Best Growth Stocks to Buy Now

> **Quick answer:** Goldman Sachs CEO David Solomon says the 2026 AI software sell-off was "too broad," and analyst Matthew Martino confirmed the market repriced SaaS stocks broadly rather than selectively. The firm flags Figma (FIG) and Atlassian (TEAM) — both down 50–60% despite strong revenue growth — as top recovery candidates.

The Goldman Sachs AI software sell-off was overdone. That's now the official position of one of Wall Street's most watched investment banks, and it comes with specific stock picks and a data framework that changes how investors should think about the 2026 "Saaspocalypse." Here's what Goldman's analysts found, which stocks they're watching, and what the market got wrong.

*This article is for informational purposes only and does not constitute financial advice. Consult a qualified financial advisor for personal financial decisions.*

## What Goldman Sachs Said About the AI Software Sell-Off

Goldman Sachs CEO David Solomon put it bluntly at a financial conference in February 2026: the software sell-off was "too broad." In his view, AI won't create the sweeping destruction Wall Street feared — "there'll be winners and losers, and plenty of companies will pivot and do just fine."