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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

5 European stocks to own after Q3 results

Tue, 18 Nov 2025 08:00:00 -0400

European companies delivered a steadier third quarter than many had expected, with 76% of the Stoxx 600 now having reported and a 55% earnings beat rate that sits close to long-run norms, according to brokerage Kepler Cheuvreux.

Financials and Technology names stood out, while Communication Services lagged. Sales beats were softer, but profit estimates for 2026 have edged 2% higher since mid-September, supporting expectations for an 11% earnings rebound next year after a modest decline in 2025.

Among individual names, Kepler analysts highlighted five stocks where conviction strengthened after Q3. These include Legrand, Rovi, Reply, Richemont, and Bechtle.

1) Legrand appears among

5 European stocks to own after Q3 results

Tue, 18 Nov 2025 08:00:00 -0400

Among individual names, Kepler analysts highlighted five stocks where conviction strengthened after Q3. These include Legrand, Rovi, Reply, Richemont, and Bechtle.

1) Legrand appears among

5 European stocks to own after Q3 results

Tue, 18 Nov 2025 08:00:00 -0400

Among individual names, Kepler analysts highlighted five stocks where conviction strengthened after Q3. These include Legrand, Rovi, Reply, Richemont, and Bechtle.

1) Legrand appears among

5 European stocks to own after Q3 results

Tue, 18 Nov 2025 08:00:00 -0400

Among individual names, Kepler analysts highlighted five stocks where conviction strengthened after Q3. These include Legrand, Rovi, Reply, Richemont, and Bechtle.

1) Legrand appears among

5 European stocks to own after Q3 results

Tue, 18 Nov 2025 08:00:00 -0400

Among individual names, Kepler analysts highlighted five stocks where conviction strengthened after Q3. These include Legrand, Rovi, Reply, Richemont, and Bechtle.

1) Legrand appears among

5 European stocks to own after Q3 results

Tue, 18 Nov 2025 08:00:00 -0400

Among individual names, Kepler analysts highlighted five stocks where conviction strengthened after Q3. These include Legrand, Rovi, Reply, Richemont, and Bechtle.

1) Legrand appears among

5 European stocks to own after Q3 results

Tue, 18 Nov 2025 08:00:00 -0400

Among individual names, Kepler analysts highlighted five stocks where conviction strengthened after Q3. These include Legrand, Rovi, Reply, Richemont, and Bechtle.

1) Legrand appears among