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Goldman Sachs identifies software stocks as a promising area within the struggling AI sector. Despite a challenging year for AI infrastructure stocks, phase 3 AI stocks are showing positive sales revisions, indicating potential for growth. The bank suggests that as AI costs decrease, investors should focus on companies with AI-enabled revenues.
The report highlights several software companies expected to achieve significant sales growth over the next two years, with Palantir Technologies leading the pack. While phase 2 stocks related to AI infrastructure face downward revisions, phase 3 stocks are trading at more attractive valuations. This shift presents an opportunity for investors to capitalize on the evolving AI landscape.
• Goldman Sachs recommends investing in phase 3 AI software stocks.
• Phase 2 AI infrastructure stocks are experiencing negative sales revisions.
AI infrastructure refers to the foundational technologies and systems that support AI applications and services.
Sales revisions involve adjustments to projected sales figures based on market conditions and company performance.
AI-enabled revenues are earnings generated from products or services that incorporate artificial intelligence technologies.
Palantir Technologies specializes in data analytics and AI solutions, expected to achieve a 29% sales growth.
Cloudflare provides web infrastructure and security services, projected to grow sales by 26% through AI integration.
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