Stock Markets July 16, 2026 08:09 AM

Morgan Stanley CIO Survey: IT Budgets Edge Higher; Microsoft and Security Stand Out

Quarterly poll shows modest lift in 2026 IT spending expectations with software and security as primary beneficiaries

By Leila Farooq
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Morgan Stanley's Q2 2026 CIO survey, conducted May 8 to June 8, shows CIOs expect IT budgets to grow 3.8% in 2026, a slight increase from 3.7% in 2025. Software is the fastest-growing technology segment, and Microsoft and security software emerge as the clearest winners from incremental spend. AI/ML remains top of mind for CIOs, but its perceived defensibility has weakened quarter-over-quarter.

Morgan Stanley CIO Survey: IT Budgets Edge Higher; Microsoft and Security Stand Out
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Key Points

  • CIOs expect IT budgets to grow 3.8% in 2026, up from 3.7% in 2025; this is a 14 basis point year-over-year improvement but remains below the 2010-2019 average of 4.1% - impacts technology sector and enterprise IT spending.
  • Software is forecast to be the fastest-growing technology category at 4.1% for 2026, while Communications, Hardware and Services are expected to decelerate - impacts software vendors and adjacent tech suppliers.
  • Microsoft is identified as the clearest public beneficiary of incremental GenAI and automation spend, with security software highlighted as the cleanest category-level winner due to priority, defensibility and accelerating spend outlook - impacts large-cap cloud/AI vendors and cybersecurity companies.

Morgan Stanley's second-quarter 2026 CIO survey found a modest uptick in IT budget growth expectations, with CIOs forecasting a 3.8% increase in IT spending for 2026, up from 3.7% in 2025. The survey was fielded between May 8 and June 8 and reflects a 14 basis point year-over-year improvement, though the projected growth still sits below the 2010-2019 average of 4.1%.

Within technology sectors, software is projected to be the fastest-growing category, where CIOs expect 4.1% growth in 2026, a 29 basis point acceleration versus 2025. By contrast, the Communications, Hardware and Services segments are all forecast to see decelerating growth.

Morgan Stanley highlighted a shift in the balance of potential budget revisions. The one-year up-to-down ratio for possible IT budget changes improved to 1.2x from 0.8x in the first quarter, marking the first reading above 1.0x since the first quarter of 2024. The firm framed that improvement as an indicator of a somewhat healthier revision outlook among CIOs.

On priorities, CIOs continue to place AI and machine learning at the top of their agenda, with 18.0% citing AI/ML as a leading focus. Security software ranks next at 11.3%, followed by digital transformation at 10.0%. Morgan Stanley noted, however, that AI/ML's net defensibility measure declined to 4% from 10% quarter-over-quarter, a change the bank said suggests CIOs are becoming more selective about which AI projects they view as defensible.

When assessing where incremental GenAI and automation dollars are likely to flow, Morgan Stanley identified Microsoft as the most apparent public beneficiary. The bank said Microsoft screens clearly across three axes: incremental GenAI spend, agentic automation and enterprise distribution. After Microsoft, the next tiers of potential public beneficiaries include large language model providers, followed by Amazon, Salesforce and Google.

At the category level, the bank singled out security as the cleanest winner. Morgan Stanley cited security software's combination of priority ranking, defensibility and an accelerating spend outlook, positioning the category as particularly advantaged in the current CIO spending environment.


Contextual notes

The survey results convey a cautious improvement in CIO sentiment about IT budgets heading into 2026, with a concentrated set of technology names and categories positioned to capture the bulk of incremental investment. The findings highlight software and security as relative beneficiaries, while Communications, Hardware and Services face slower expected growth.

Risks

  • AI/ML net defensibility dropped to 4% from 10% quarter-over-quarter, indicating uncertainty about which AI initiatives are truly defensible - risk for AI project investments in enterprise IT and AI vendors.
  • Overall IT budget growth expectations, while improved, remain below the 2010-2019 average, suggesting constrained upside for tech spending compared with the prior decade - risk for broad technology revenue growth.
  • Communications, Hardware and Services are expected to decelerate, creating potential downside pressure for vendors concentrated in those segments if CIO priorities favor software and security instead - risk for hardware manufacturers and communications service providers.

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