Three Enterprise Software Stocks Facing Disruption from AI and Automation

jueves, 22 de enero de 2026, 1:31 am ET1 min de lectura
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Three software stocks, Datadog (DDOG), Fastly (FSLY), and Atlassian (TEAM), face disruption from AI and may struggle with growth and profit margins despite overall IT spending staying healthy. Citi has cut price targets on these stocks, citing AI-related disruption, slower customer expansion, and margin concerns. Investors may need to reconsider their long-term earnings power and the durability of these companies' advantages.

Three Enterprise Software Stocks Facing Disruption from AI and Automation

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