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BofA - 1 Frederic Boulan - 1 — CNBC's Michael Bloom - 1
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of America - 1 Dassault Systemes - 1 SAP - 1 Software - 1 IT - 1 International Data Corporation - 1

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3 mentions found


☆ 'Undeniably vast' opportunity: Bank of America names generative A.I. global 'winners'
  + stars: | 2023-07-14 | by ( Lucy Handley | ) www.cnbc.com   time to read: +2 min
Bank of America has dubbed global companies exposed to the demand for generative artificial intelligence solutions as "winners," picking stocks across the software and IT services sectors. It described the AI opportunity within the software industry as "undeniably vast" in a research note dated 12 July, and ranked European companies in the sector. "Huge quantities of data about a company's operations are held within a company's ERP system which makes the software vital in any generative AI integration," BofA's analysts stated. "We see gen AI as an opportunity for the Software industry to derive both potential revenue uplift via enhanced value proposition and data monetization, alongside productivity improvements," the bank said. BofA also looked at the effect of generative AI on the IT services industry and said implications "are the most polarised," noting concerns over drops in sales due to tasks being automated.
Persons: BofA, Frederic Boulan, — CNBC's Michael Bloom Organizations: of America, Dassault Systemes, SAP, Software, IT, International Data Corporation Locations: French, German
☆ Citi says it's time to reconsider ESG, naming 3 stocks that could soar by 30%
  + stars: | 2023-04-18 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +3 min
ESG investing underperformed the broader market in 2022, but strategists at Citi think the segment could be about to rebound. Last year, the MSCI Europe Socially Responsible Investing index declined by 13.4% compared to the 8.9% fall in the broader MSCI Europe index. But Citi said ESG stocks — or those which take environmental, social, and governance factors into account — have historically shown resilience, with profit growth outpacing the broader market during earnings slowdowns. In line with this renewed focus, Citi has identified a number of stocks that it expects to rebound this year. To identify ESG stocks with "resilient" earnings per share, Citi screened the Stoxx Europe 600 index for large-cap stocks meeting several proprietary criteria, including ranking in the top 50 percentile of Truvalue Labs ESG index.
☆ Wall Street likes software stocks for the long term. Here are top picks from Goldman, Citi and more
  + stars: | 2023-01-23 | by ( Zavier Ong | ) www.cnbc.com   time to read: +4 min
Citi is also sounding a cautious tone on the sector, calling 2023 a "year of dichotomy in software." Stock picks CNBC Pro had a look at Wall Street research to find the banks' top stock picks to play the software sector. The bank said the company's already "healthy" operating margins could grow about 20%. Goldman also likes tax technology software firm Vertex for its potential to "drive higher cloud margins over time." German software firm SAP is one of Bank of America 's top picks in European software.
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