The stock market can be a tricky beast, but sometimes it presents us with opportunities that are too good to ignore. Today, we're diving into the world of FTSE 100 stocks and exploring a potential once-in-a-decade chance to invest in a high-quality company.
The Opportunity Knocks
Imagine a company that has consistently delivered double-digit earnings growth, even during challenging times. That's Sage, a tech firm specializing in software solutions for small and medium-sized businesses. Despite its impressive track record, Sage's stock has taken a hit, dropping by a whopping 33% since January 2025. But is this a cause for concern, or an opportunity for savvy investors?
AI Disruption: Fact or Fiction?
One of the primary reasons for Sage's stock decline is the fear of AI disruption. Investors worry that general large language models and external AI agents might lure customers away from Sage's mission-critical finance,