Three Enterprise Software Stocks Facing Disruption from AI and Automation
ByAinvest
Thursday, Jan 22, 2026 1:31 am ET1min read
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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.
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