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Very optimistic about fundamentals in software through '26, says Goldman's Brook Dane


Published on 2024-12-09 18:21:15 - MSN
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  • Brook Dane, Goldman Sachs Asset Management co-head of public tech investing, joins 'Money Movers' to discuss the fundamentals in tech, which sectors can outperform together, and much more.

The video segment from MSN Money features Brook Dane, a Goldman Sachs analyst, discussing the outlook for the software industry. Dane expresses a very optimistic view on the fundamentals of software companies, projecting strong growth through at least 2026. He highlights several factors contributing to this optimism, including the ongoing digital transformation across various sectors, the increasing reliance on cloud computing, and the expansion of software-as-a-service (SaaS) models. Dane also notes that despite macroeconomic uncertainties, software companies are well-positioned due to their recurring revenue models, scalability, and the essential nature of their products in today's business environment. He suggests that investors should consider software stocks as a robust long-term investment opportunity.

Read the Full MSN Article at:
[ https://www.msn.com/en-us/money/topstocks/very-optimistic-about-fundamentals-in-software-through-26-says-goldman-s-brook-dane/vi-AA1vy4SZ ]