Americas Technology_ IT Services_ 2025 Outlook_ See a gradually improving cyclical outlook; Upgrade ACN & EPAM to Buy

6 December 2024 | 4:28AM EST Americas Technology: IT Services 2025 Outlook: See a gradually improving cyclical outlook; Upgrade ACN & EPAM to Buy We see a gradually improving demand environment for IT Services heading into 2025, and are now more constructive on the sector. We think industry headwinds in the largest industry verticals - such as Financials - are abating, and we expect discretionary demand to pick up over the course of 2025 given a more benign regulatory and interest rate environment, as well ...