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"The AI tide won't lift all boats": Bernstein flags best software stocks to buy

Tue, 09 Jun 2026 08:00:00 -0400

Artificial intelligence (AI) is reshaping European software and information technology (IT) services in ways that will create clear winners and losers, rather than delivering broad-based gains across the sector, according to Bernstein analysts.

“The AI tide won't lift all boats,” analysts led by Richard Nguyen said, noting that the rapidly growing technology “is forcing a structural reset across European software and IT services.”

They argue that AI is already reshaping business models, pricing, and margins across the sector, not merely boosting productivity, and that dispersion between winners and losers is set to widen faster than the market currently expects.

"AI is a

"The AI tide won't lift all boats": Bernstein flags best software stocks to buy

Tue, 09 Jun 2026 08:00:00 -0400

“The AI tide won't lift all boats,” analysts led by Richard Nguyen said, noting that the rapidly growing technology “is forcing a structural reset across European software and IT services.”

"AI is a

"The AI tide won't lift all boats": Bernstein flags best software stocks to buy

Tue, 09 Jun 2026 08:00:00 -0400

“The AI tide won't lift all boats,” analysts led by Richard Nguyen said, noting that the rapidly growing technology “is forcing a structural reset across European software and IT services.”

"AI is a

"The AI tide won't lift all boats": Bernstein flags best software stocks to buy

Tue, 09 Jun 2026 08:00:00 -0400

“The AI tide won't lift all boats,” analysts led by Richard Nguyen said, noting that the rapidly growing technology “is forcing a structural reset across European software and IT services.”

"AI is a

"The AI tide won't lift all boats": Bernstein flags best software stocks to buy

Tue, 09 Jun 2026 08:00:00 -0400

“The AI tide won't lift all boats,” analysts led by Richard Nguyen said, noting that the rapidly growing technology “is forcing a structural reset across European software and IT services.”

"AI is a

"The AI tide won't lift all boats": Bernstein flags best software stocks to buy

Tue, 09 Jun 2026 08:00:00 -0400

“The AI tide won't lift all boats,” analysts led by Richard Nguyen said, noting that the rapidly growing technology “is forcing a structural reset across European software and IT services.”

"AI is a

"The AI tide won't lift all boats": Bernstein flags best software stocks to buy

Tue, 09 Jun 2026 08:00:00 -0400

“The AI tide won't lift all boats,” analysts led by Richard Nguyen said, noting that the rapidly growing technology “is forcing a structural reset across European software and IT services.”

"AI is a

"The AI tide won't lift all boats": Bernstein flags best software stocks to buy

Tue, 09 Jun 2026 08:00:00 -0400

“The AI tide won't lift all boats,” analysts led by Richard Nguyen said, noting that the rapidly growing technology “is forcing a structural reset across European software and IT services.”

"AI is a

"The AI tide won't lift all boats": Bernstein flags best software stocks to buy

Tue, 09 Jun 2026 08:00:00 -0400

“The AI tide won't lift all boats,” analysts led by Richard Nguyen said, noting that the rapidly growing technology “is forcing a structural reset across European software and IT services.”

"AI is a

"The AI tide won't lift all boats": Bernstein flags best software stocks to buy

Tue, 09 Jun 2026 08:00:00 -0400

“The AI tide won't lift all boats,” analysts led by Richard Nguyen said, noting that the rapidly growing technology “is forcing a structural reset across European software and IT services.”

"AI is a

"The AI tide won't lift all boats": Bernstein flags best software stocks to buy

Tue, 09 Jun 2026 08:00:00 -0400

“The AI tide won't lift all boats,” analysts led by Richard Nguyen said, noting that the rapidly growing technology “is forcing a structural reset across European software and IT services.”

"AI is a

"The AI tide won't lift all boats": Bernstein flags best software stocks to buy

Tue, 09 Jun 2026 08:00:00 -0400

“The AI tide won't lift all boats,” analysts led by Richard Nguyen said, noting that the rapidly growing technology “is forcing a structural reset across European software and IT services.”

"AI is a

"The AI tide won't lift all boats": Bernstein flags best software stocks to buy

Tue, 09 Jun 2026 08:00:00 -0400

“The AI tide won't lift all boats,” analysts led by Richard Nguyen said, noting that the rapidly growing technology “is forcing a structural reset across European software and IT services.”

"AI is a

"The AI tide won't lift all boats": Bernstein flags best software stocks to buy

Tue, 09 Jun 2026 08:00:00 -0400

“The AI tide won't lift all boats,” analysts led by Richard Nguyen said, noting that the rapidly growing technology “is forcing a structural reset across European software and IT services.”

"AI is a

"The AI tide won't lift all boats": Bernstein flags best software stocks to buy

Tue, 09 Jun 2026 08:00:00 -0400

“The AI tide won't lift all boats,” analysts led by Richard Nguyen said, noting that the rapidly growing technology “is forcing a structural reset across European software and IT services.”

"AI is a

"The AI tide won't lift all boats": Bernstein flags best software stocks to buy

Tue, 09 Jun 2026 08:00:00 -0400

“The AI tide won't lift all boats,” analysts led by Richard Nguyen said, noting that the rapidly growing technology “is forcing a structural reset across European software and IT services.”

"AI is a

"The AI tide won't lift all boats": Bernstein flags best software stocks to buy

Tue, 09 Jun 2026 08:00:00 -0400

“The AI tide won't lift all boats,” analysts led by Richard Nguyen said, noting that the rapidly growing technology “is forcing a structural reset across European software and IT services.”

"AI is a

"The AI tide won't lift all boats": Bernstein flags best software stocks to buy

Tue, 09 Jun 2026 08:00:00 -0400

“The AI tide won't lift all boats,” analysts led by Richard Nguyen said, noting that the rapidly growing technology “is forcing a structural reset across European software and IT services.”

"AI is a

Can Capgemini turn Agentic AI into sustainable growth?

Fri, 29 May 2026 05:00:00 -0400

Capgemini presented a case at its Capital Markets Day that agentic AI represents a structural growth opportunity, not a threat, but Morgan Stanley maintained its “equal-weight” rating with a price target of €117, citing unresolved questions about AI's impact on contract pricing and revenue visibility.

CEO Aiman Ezzat told investors,"AI is not a threat to Capgemini. On the contrary, it represents a structural growth opportunity and a catalyst for margin expansion."

The French IT services group outlined five agentic AI value pools, enterprise technology modernization, agentic technology stack, agentic control plane, agentic products and services, and agentic enterprise operations, which

Can Capgemini turn Agentic AI into sustainable growth?

Fri, 29 May 2026 05:00:00 -0400

CEO Aiman Ezzat told investors,"AI is not a threat to Capgemini. On the contrary, it represents a structural growth opportunity and a catalyst for margin expansion."

Capgemini selected by TELUS to modernize network automation platform

Thu, 26 Feb 2026 11:47:36 -0400

Capgemini announced it has been selected by TELUS to support the Canadian telecommunications company's network automation initiative. The partnership focuses on modernizing TELUS's proprietary network-automation platform to enable autonomous network operations.

The collaboration aims to transform TELUS's network from manual, rules-based operations to intent-based and closed-loop systems. These autonomous networks are designed to detect anomalies, predict equipment failures, and resolve issues in real-time, according to the press release.

"TELUS is continually evolving its network to deliver the best possible experiences for its customers," said Tim Fell, Vice-President, Wireline Technology & Services at TELUS. "This partnership with Capgemini builds on our strong foundation

Capgemini selected by TELUS to modernize network automation platform

Thu, 26 Feb 2026 11:47:36 -0400

Capgemini and TELUS to Accelerate Towards Autonomous Telecommunications Networks

Thu, 26 Feb 2026 11:45:00 -0400

TORONTO--(BUSINESS WIRE)-- Capgemini today announced that it has been selected by leading communications technology company, TELUS, to evolve how its network operates through an automation initiative. This agreement reinforces Capgemini in Canada’s leadership in autonomous network transformation, setting a new benchmark for telecom innovation.

An autonomous network evolves from manual, rules-based operations to intent-based and closed-loop systems. These intelligent networks can detect anomalies, predict equipment failures and resolve issues in real-time. The result is a more resilient, efficient network that delivers consistent performance while significantly reducing operational complexity. Through this

Capgemini and TELUS to Accelerate Towards Autonomous Telecommunications Networks

Thu, 26 Feb 2026 11:45:00 -0400

Capgemini and TELUS to Accelerate Towards Autonomous Telecommunications Networks

Thu, 26 Feb 2026 11:45:00 -0400