** Brokerage Scotiabank says 2024 has been disappointing for the software sector, with investors unwilling to make bold long or short bets
** Wall Street's 2025 ests look too high, so investors are bracing for downward revisions - brokerage
** Investors following CrowdStrike's recent analyst day feel the company is managing the fallout from the July outage incident well - brokerage
** Competitive environment is favoring software observability platform Dynatrace , with rivals Datadog's
pricing as high and New Relic is being considered less often - brokerage
** Brokerage recommends investors take a wait-and-see approach on software firm MongoDB as recovery in demand is unlikely in 2024
** Scotiabank says data cloud company Snowflake faces less severe challenges than current investor sentiment suggests
** Cybersecurity firm Zscaler competitively retains its leadership position, its profitability could increase further
** Palo Alto Networks will benefit from its consolidation efforts, standardizing security operations on a single platform
** Brokerage looks for data whether cybersecurity firm SentinelOne can capitalize on the CrowdStrike outage
(Reporting by Jaspreet Singh in Bengaluru)
((Jaspreet.Singh@thomsonreuters.com ; ))
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