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US IT Services: All Eyes on Outlook-20260727
花旗· 2026-07-27 17:07
27 Jul 2026 03:59:20 ET │ 22 pages US IT Services All Eyes on Outlook CITI'S TAKE Valuations across the IT Services space have materially come in following instances of slipped bookings, more delayed decision making, and continued pricing pressure due to GenAI, but we believe that 2Q organic revenue growth should be in-line with guidance for the digital engineering focused players EPAM and GLOB. Thematically, discretionary spend has yet to unlock and AI has yet to drive any noticeable acceleration (mostly p ...