HomeIndustriesTechnologyMega Cap Software's 'Mullet' Year: Growth Cut by Chop
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Mega Cap Software's 'Mullet' Year: Growth Cut by Chop

Mega Cap Software's 'Mullet' Year: Growth Cut by Chop

Jefferies expects a "mullet" year for U.S. software companies, expecting first-half chop and second-half flow. Caroline Woods takes a closer look into the analyst note which cut price targets on Amazon (AMZN), Alphabet (GOOGL), Meta Platforms (META) and Microsoft (MSFT). When it comes to the Mag 7's next wave, Caroline notes the group could look different if the year continues current trends.

Next Gen Investing

31 Mar 2025

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