Goldman Sachs Reveals AI Stocks To Buy List

Analyst
โดย GuruFocus·US·Read original
Summary · why it matters

Goldman Sachs has refreshed its AI Productivity Beneficiaries basket, highlighting companies that could use AI to cut labor costs and boost productivity rather than chipmakers and infrastructure providers. CoStar Group topped the list, with Goldman estimating 37% of its wage bill is exposed to AI automation and labor costs representing 31% of sales, giving it an average sector ranking of 97%. Dollar Tree and eBay followed with average rankings of 89%, while insurance brokers Arthur J. Gallagher and Brown & Brown also ranked near the top. Goldman notes that about 65% of S&P 500 companies mentioned AI during earnings season and 46% discussed AI in connection with productivity or efficiency, yet only 11% quantified benefits for a specific use case and just 2% quantified an impact on earnings. Other notable names on the screen include Axon Enterprise, The Trade Desk, Airbnb, Boeing, Expedia, Target, and Charles Schwab.

Impact on stocks 13

Consumer Discretionary▲ · 3 stocks
Financials▲ · 3 stocks
Consumer Staples▲ · 2 stocks
Cloud & Digital Infrastructure▲ · 1 stocks
Defense & Geopolitical Fragmentation▲ · 1 stocks
Real Estate▲ · 1 stocks
Digital Finance & Tokenization▲ · 1 stocks
Communication Services▲ · 1 stocks
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