From Investing.com: 2025-01-18 06:00:15

Tech stocks may have wobbled, but US software sector remains inexpensive, poised to benefit from growing consumer and enterprise AI adoption, says BofA analysts. 2025 trends include enterprise AI going into production, AI software spend prioritizing AI projects, and Agentic AI and SLM development gaining momentum.

Secular themes for 2025 include Agentic AI becoming key differentiator, enterprise IT budgets accelerating, and cloud migration driving revenue growth. Top 10 software companies to own in 2025 include Salesforce, HubSpot, Microsoft, ServiceNow, Datadog, Gitlab, Global-E Online, Five9, Monday.com, and Asana, according to BofA.



Read more at Investing.com: 5 key trends, 3 secular themes and 10 top software stocks to own for 2025: BofA By Investing.com