AI带来收入增强的股票- GS

Goldman Sachs analysts listed stocks with revenue enhancement from artificial intelligence.

In a U.S. Equity Market Update, led by David J. Kostin, chief U.S. equity strategist, analysts listed firms that can incorporate AI in their product offerings to boost sales.

According to the report, the relative performance of AI stocks vs. the S&P 500 (SP500) during the “enabled revenues phase” of the AI adoption trade is 8%.

The stocks are compared to Nvidia (NASDAQ:NVDA), which has a trailing six-month return of 146% and a P/E multiple of 31x during the first phase of AI adoption.

These are the stocks:

• Meta Platforms Inc. (META) - Forward P/E: 19x; Sensitivity to Nvidia: 5.7
• MongoDB, Inc. (MDB) - Forward P/E: 99x; Sensitivity to Nvidia: 5.3
• Intuit Inc. (INTU) - Forward P/E: 30x; Sensitivity to Nvidia: 5.1
• Nutanix, Inc. (NTNX) - Forward P/E: 37x; Sensitivity to Nvidia: 4.9
• ServiceNow, Inc. (NOW) - Forward P/E: 41x; Sensitivity to Nvidia: 4.7
• Accenture Plc (ACN) - Forward P/E: 22x; Sensitivity to Nvidia: 2.8
• ACV Auctions, Inc. (ACVA) - Forward P/E: 28x; Sensitivity to Nvidia: 4.0
• Adobe Inc. (ADBE) - Forward P/E: 23x; Sensitivity to Nvidia: 3.7
• Q2 Holdings, Inc. (QTWO) - Forward P/E: 32x; Sensitivity to Nvidia: 3.7
• Cloudflare Inc (NET) - Forward P/E: 89x; Sensitivity to Nvidia: 3.7
• Uber Technologies, Inc. (UBER) - Forward P/E: 28x; Sensitivity to Nvidia: 3.6
• Autodesk, Inc. (ADSK) - Forward P/E: 23x; Sensitivity to Nvidia: 3.5
• Zscaler, Inc. (ZS) - Forward P/E: 43x; Sensitivity to Nvidia: 3.4
• Mastercard Inc. (MA) - Forward P/E: 26x; Sensitivity to Nvidia: 3.4
• Dynatrace, Inc. (DT) - Forward P/E: 29x; Sensitivity to Nvidia: 3.3
• Salesforce, Inc. (CRM) - Forward P/E: 24x; Sensitivity to Nvidia: 3.3
• Apple Inc. (AAPL) - Forward P/E: 24x; Sensitivity to Nvidia: 3.3
• HubSpot, Inc. (HUBS) - Forward P/E: 64x; Sensitivity to Nvidia: 3.2
• Box, Inc. (BOX) - Forward P/E: 14x; Sensitivity to Nvidia: 3.2
• Gartner, Inc. (IT) - Forward P/E: 32x; Sensitivity to Nvidia: 3.1
• Couchbase, Inc. (BASE) - Forward P/E: NM; Sensitivity to Nvidia: 3.0
• DigitalOcean Holdings, Inc. (DOCN) - Forward P/E: 17x; Sensitivity to Nvidia: 2.9
• Yext, Inc. (YEXT) - Forward P/E: 12x; Sensitivity to Nvidia: 2.9
• CarGurus, Inc. (CARG) - Forward P/E: 13x; Sensitivity to Nvidia: 2.8
• Commvault Systems, Inc. (CVLT) - Forward P/E: 28x; Sensitivity to Nvidia: 2.8
• Snowflake, Inc. (SNOW) - Forward P/E: 109x; Sensitivity to Nvidia: 2.8
• Fortinet, Inc. (FTNT) - Forward P/E: 29x; Sensitivity to Nvidia: 2.8
• Workiva Inc. (WK) - Forward P/E: 43x; Sensitivity to Nvidia: 2.8
• GitLab, Inc. (GTLB) - Forward P/E: 100x; Sensitivity to Nvidia: 2.7
• Squarespace, Inc. (SQSP) - Forward P/E: 28x; Sensitivity to Nvidia: 2.6
• Datadog Inc. (DDOG) - Forward P/E: 56x; Sensitivity to Nvidia: 2.6