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2021 Infrastructure Software Outlook

  • Oppenheimer & Co. Inc.
  • January 12, 2021
Favorable Macro & Fundamental Dynamics Supporting Upside

Oppenheimer analysts are staying bullish on the Infrastructure Software industry and expect the excellent stock performance in 2020 to continue. Elevated cyber-threat activity, increased Work-from-Anywhere trends, and accelerated rates of digital transformation should prove to be key ingredients that sustain healthy industry growth and upside during 2021.

software infrastructure

The Tech Trends to monitor in 2021 include:
1) Cloud & Digital Transformation;
2) Zero Trust technologies;
3) Artificial Intelligence and Machine Learning; and
4) Automation.

Favorite Infrastructure Software stocks include: Cloudflare, Verint and Tufin.

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