tl;dr
UBS issued a report Wednesday spotlighting its highest-conviction artificial intelligence-themed equity ideas for the next 6 to 24 months. In total, the financial institution outlined 23 tactical names that it believes will capture opportunities presented by AI. “We expect corporations to use AI too...
UBS issued a report Wednesday spotlighting its highest-conviction artificial intelligence-themed equity ideas for the next 6 to 24 months. In total, the financial institution outlined 23 tactical names that it believes will capture opportunities presented by AI. “We expect corporations to use AI tools to drive efficiencies across their businesses—ranging from customer service to operations to finance to software development,” UBS stated. “From an investment perspective, the beneficiaries of AI can be broken down into four areas: infrastructure and input providers (cloud), hardware (GPU manufacturers), operators and enablers (large language models), and application\beneficiaries (text generation, programming, image/video generation),” the firm noted. See below some of the names UBS highlighted, along with each stock's year-to-date performance: - Adobe (ADBE) -18.8% YTD. - Advanced Micro Devices (AMD) 12.8% YTD. - Digital Reality (DLR) 4.5% YTD. - Equinix (EQIX) -3.7% YTD. - Microsoft (MSFT) 11.8% YTD. - Oracle (ORCL) 15.9% YTD. - Palo Alto (PANW) -5.3% YTD. - Qualcomm (QCOM) 19.1% YTD. - Salesforce.com (CRM) 13.9% YTD. - Workday (WDAY) -1.8% YTD.
More about Adobe Systems Incorporated
Adobe Inc. (ADBE) is a leading American multinational computer software company, headquartered in San Jose, California. The company specializes in software for content creation, including graphics, photography, animation, and multimedia. It has also ventured into digital marketing management software. Adobe boasts millions of users globally and offers flagship products such as Photoshop, Illustrator, Acrobat Reader, and tools for audio-visual content creation.
Sector: Technology
Industry: Services-Prepackaged Software
Market Cap: 220.66 billion
Current Price: $47.13
Dividend Yield: None
Price/Earnings Ratio: 10.45
52-Week High: $43.76
52-Week Low: $0.241
Revenue: 19.936 billion
EPS: $621.87
Beta: -0.498
Volatility: 0.113
More about Advanced Micro Devices Inc
Advanced Micro Devices Inc,Advanced Micro Devices, Inc. (AMD) is an American multinational semiconductor company based in Santa Clara, California, that develops computer processors and related technologies for business and consumer markets. AMD's main products include microprocessors, motherboard chipsets, embedded processors and graphics processors for servers, workstations, personal computers and embedded system applications.
Industry: MANUFACTURING, SEMICONDUCTORS & RELATED DEVICES
Market Cap: 274.58 Billion
Current Price: 320.57
Dividend Yield: None
Beta (5Y Monthly): 1.05
PE Ratio (TTM): 14.05
EPS (TTM): 0.0377
Shares Outstanding: 2.268 Billion
Day's Range: 190.75 - 48.69
1 Year Target: 0.102
More about Digital Realty Trust Inc
Stock Analysis: Digital Realty Trust Inc Stock Analysis: Digital Realty Trust Inc
Digital Realty Trust, Inc. is a real estate investment trust that invests in carrier-neutral data centers and provides colocation and peering services.
Sector: Real Estate & Construction
Industry: Real Estate Investment Trusts
Market Cap: 46,498,230,000
Current Price: $48.47
Dividend Yield: 4.88%
P/E Ratio: 3.01
EPS: 18.24
Beta: 0.174
Revenue: 5,447,270,000
Shares Outstanding: 144.58 million
Book Value per Share: $2.097
Operating Margin: 11.2%
More about Equinix Inc
Equinix Inc Summary Equinix, Inc. is an American multinational company headquartered in Redwood City, California, that specializes in Internet connection and data centers.
Sector: Real Estate & Construction
Industry: Real Estate Investment Trusts
Market Cap: $75.81 billion
Current Price: $77.49
Dividend Yield: 14.49%
P/E Ratio: 10.34
52-Week High: $82.83
52-Week Low: $0.125
Volume: 7,754,491,000
Average Volume: 928.25
Beta: 0.731
EPS: 0.154
More about Microsoft Corporation
Microsoft Corporation is an American multinational technology company which produces computer software, consumer electronics, personal computers, and related services. Its best known software products are the Microsoft Windows line of operating systems, the Microsoft Office suite, and the Internet Explorer and Edge web browsers. Its flagship hardware products are the Xbox video game consoles and the Microsoft Surface lineup of touchscreen personal computers. Microsoft ranked No. 21 in the 2020 Fortune 500 rankings of the largest United States corporations by total revenue; it was the world's largest software maker by revenue as of 2016. It is considered one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Amazon, and Facebook.
Sector: TECHNOLOGY
Industry: SERVICES-PREPACKAGED SOFTWARE
Market Cap: $316.74 billion
Current Price: $38.61
Change: 2.86
% Change: 11.04%
52-Week Range: $30.61
EPS: $0.363
Volume: 227,583,001
Avg. Volume: 460.92
PE Ratio: 0.332
Dividend Yield: 0.176
More about Oracle Corporation
Company: Oracle Corporation
Industry: Technology, Services-Prepackaged Software
Market Cap: 338.70 billion
Current Price: $32.43
Dividend Yield: 1.6%
Price/Earnings Ratio: 3.8
52-Week High: $19.21
RSI: 0.203
Volume: 52,509,990
Market Cap (intraday): 140.07 billion
Beta: 0.25
EPS: 0.071
More about Palo Alto Networks Inc
Palo Alto Networks Inc Summary
Palo Alto Networks, Inc. provides cybersecurity platform solutions globally. The company is headquartered in Santa Clara, California.
Company Details:
Sector: Technology
Industry: Computer Peripheral Equipment
Market Cap: $90.19 billion
Stock Price: $43.21
Dividend Yield: None
P/E Ratio: 6.46
EPS: 24.27
ROE: 30.2%
Volume: 7,527,400,000
Revenue: $33.63 billion
Net Income: $18.56 billion
Profit Margin: 19.3%
More about Qualcomm Incorporated
Qualcomm Incorporated is an American multinational corporation headquartered in San Diego, California, and incorporated in Delaware. It creates semiconductors, software, and services related to wireless technology. It owns patents critical to the 5G, 4G, CDMA2000, TD-SCDMA, and WCDMA mobile communications standards.
Industry: Manufacturing, Radio & TV Broadcasting & Communications Equipment
Market Cap: 195.93 billion
Current Price: $25.05
PE Ratio: 3.15
EPS: 7.01
52-Week High: $32.53
52-Week Low: $0.214
Revenue: 36.29 billion
Net Income: 166.29 billion
Dividend Yield: 0.245
Beta: 0.05
More about Salesforce.com Inc
Salesforce.com Inc Summary Salesforce.com Inc
Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management (CRM) service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.
Sector: Technology
Industry: Services-Prepackaged Software
Market Cap: 293.30 billion
Stock Price: $71.99
Dividend Yield: 0%
P/E Ratio: 4.2
EPS: $35.79
Beta: 0.119
Revenue: 34.86 billion
Operating Income: $328.93 million
Net Income: $4.952 billion
EBITDA: 0.108
More about Workday Inc
Company: Workday Inc
Description: Workday, Inc. provides business applications in the cloud worldwide. The company is headquartered in Pleasanton, California.
Sector: Technology
Industry: Services-Computer Processing & Data Preparation
Market Cap: $71.62 billion
Current Price: $52.13
Dividend Yield: None
P/E Ratio: 5.2
EPS: $27.78
Beta: 0.19
Revenue: $7.25 billion
Net Income: $317.73 million
Shares Outstanding: 0
Book Value per Share: $0.168
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