Goldman Sachs names eight services stocks as AI winners amid market overreaction

13 articles · Updated · Barron's · Apr 28

Goldman highlights Verisk, Equifax, TransUnion, Fair Isaac, Moody’s, MSCI, S&P Global, and Thomson Reuters as resilient despite steep 2026 share price declines and compressed valuations driven by AI disruption fears.
The analysts argue that earnings estimates for these firms remain stable or have improved, making the recent selloff excessive. S&P Global and Equifax now trade at significantly lower price-to-earnings ratios than in January.
Goldman warns that companies like Gartner, FactSet, and Clarivate face higher AI risk, while others may benefit from AI-driven productivity gains, with investors potentially overlooking these positive impacts.

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