I think these stocks will benefit the most from AI

I think these stocks will benefit the most from AI

Barclays has made a number of recommendations that it expects to benefit from the AI ​​trend. The investment bank says hardware and infrastructure giants, such as Nvidia and Microsoft, are currently flying high as a result of the AI ​​hype. However, they believe that companies in the service sector can benefit greatly from it in the long run.

The portfolio includes companies such as Canada-based Telus and France’s Capgemini.

According to the consensus, analysts expect the stock, which provides customer service, digital strategy and advisory services, to rise 67 and 31 percent, respectively.

“We believe that the lion’s share of the short-term economic value associated with AI will accrue to a few key players within the core hardware segments of the AI ​​value chain, while in the longer term software innovation will ultimately benefit technology and services primarily,” the Barclays analysts said. Led by Emmanuel Kao for clients in Memo: “Based Companies”.

Capgemini was also among the companies Goldman Sachs identified earlier this month as stocks with great potential.

The table below shows the non-US stocks in Barclays’ AI stock portfolio.

Barclays recommendations

a company specific nation Konensus ratio bullish
Tellus International text Canada 67.52
ALPHAWAVE IP AWE-GB United kingdom 58.35
Wix Wix Israel 36.07
capgemini CAP-FR France 31.38
Bedo Bedo China 26.69
laser tech 6920-JP Japan 25.89
SK HYNIX 000660-KR South Korea 8.30 pm
Samsung Electronics 005930-KR South Korea 19.93
ADY ADYEN-NL Holland 17.09
ASML Holding ASML-NL Holland 14.75
Taiwan Semiconductor Manufacturing 2330-TW Taiwan 13.67
succulents SAP-DE Germany 12.18
German check NEM-DE Germany 12.08
be semiconductor industries BESI-NL Holland 6.64
SoftBank Group 9984-JP Japan 5.22
ASMPT 522 hp Hong Kong 4.89
ASM International ASM-NL Holland 3.39
tokyo electron 8035-JP Japan 3.38
Sage group SGE-GB United kingdom 2.90
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Hanisi Anenih

Hanisi Anenih

"Web specialist. Lifelong zombie maven. Coffee ninja. Hipster-friendly analyst."

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