Morgan Stanley shuffles rating on software
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US systems software stocks: Here are Citi's Top Picks
January 17, 2025 6:00 PM ESTCiti analysts outlined their 2025 roadmap for North American systems software stocks on Friday, favoring IT and DevOps-centric names over cybersecurity due to muted budget growth in the cyber sector.
Citi said that "another year of anemic cyber budget growth is surfacing in their CIO survey, which has led the bank to shift focus toward broader software opportunities, particularly in IT/DevOps.
Citi highlights Datadog, Inc. (NASDAQ:... More
