AI stocks seen leading US earnings growth with 48% annualised growth through 2027: Jefferies

New Delhi [India], August 14 (ANI): AI-related companies are expected to lead US corporate earnings growth through 2027, with earnings of the S&P 500’s AI basket projected to grow at an annualised 48 per cent during 2026-27, according to a Jefferies report.

Jefferies said the estimate is more than double the projected 23 per cent annualised earnings growth for the broader S&P 500 and 12 per cent for the index excluding AI-related companies. “Overall AI EPS growth for the S&P500 AI basket” is estimated at 48 per cent annualised for 2026-27, the report said.