Morgan Stanley Says To Snatch Up These 24 Ai-adopter Stocks As Their Profit Margins Balloon

Ticker: GOOGL
Sector: Communication Services
AI role: Enabler/Adopter
Commentary: "We view GOOGL as the leading full-stack AI winner"

Ticker: RBLX
Sector: Communication Services
AI role: Enabler/Adopter
Commentary: "In our view, RBLX is one of the clearest AI adoption success stories in SMID Internet, with AI embedded across creation, discovery, safety, and localization."

Ticker: META
Sector: Communication Services
AI role: Enabler/Adopter
Commentary: "Management has reported a 30% increase in output per engineer since the start of 2025 driven by agentic coding adoption"

Ticker: GRND
Sector: Communication Services
AI role: Adopter
Commentary: "AI is accelerating product development, helping the app add additional experiences (such as relationships) along with launch entirely new segments such as a telehealth business with limited resources."

Ticker: AMZN
Sector: Consumer Discretionary
AI role: Enabler/Adopter
Commentary: "AMZN's Retail business is, in our view, an under-appreciated GenAI winner"

Ticker: NAVN
Sector: Consumer Discretionary
AI role: Enabler/Adopter
Commentary: "Its AI-powered virtual agent Ava handles 55% of all support interactions without human intervention — at CSAT scores exceeding human agents — and has contributed approximately 1,100 basis points of non-GAAP gross margin improvement over two years by replacing human travel agents in COGS."

Ticker: EBAY
Sector: Consumer Discretionary
AI role: Adopter
Commentary: "We view EBAY as an underappreciated winner as agentic eCommerce scales. We think EBAY's large, unique, and used/C2C-focused inventory differentiates it from other eCommerce platforms and improves its visibility in horizontal agents like Gemini."

Ticker: JPM
Sector: Financials
AI role: Adopter
Commentary: "The largest US bank has made AI a firm-wide strategic priority, with AI viewed as critical to future success. JPM has the largest technology budget among our US bank coverage at ~$20B in 2026, of which roughly $2.3B is tied directly to AI. The bank has deployed nearly 1,000 AI use cases across functions, with roughly 50 already having 'significant' measurable impact."

Ticker: SEIC
Sector: Financials
AI role: Adopter
Commentary: "AI is driving positive results by improving scalability, strengthening client service, and expanding its value proposition."

Ticker: RKT
Sector: Financials
AI role: Adopter
Commentary: "RKT is deploying AI across the full mortgage value chain. Despite concerns mortgage originators are AI-exposed, we see RKT as a relative beneficiary, particularly when rates decline. RKT is deploying AI across customer acquisition, document processing, underwriting, servicing and refinance recapture."

Ticker: BX
Sector: Financials
AI role: Enabler/Adopter
Commentary: "Within its investment business, Blackstone is leveraging AI to streamline due diligence, analyze proprietary assets, and improve investment decision-making."

Ticker: BNY
Sector: Financials
AI role: Adopter
Commentary: "'AI for everyone, everywhere, and everything' mantra encapsules BNY's early, enterprise-wide AI adoption strategy that is showing through in strong operating leverage. All employees use BNY's proprietary AI engine called Eliza, a multiagentic, model-agnostic platform running OpenAI, Google, and Anthropic models."

Ticker: BAC
Sector: Financials
AI role: Adopter
Commentary: "BAC has been an early-mover in AI adoption, leveraging its Erica AI platform across the firm for several years."

Ticker: HNGE
Sector: Health Care
AI role: Adopter
Commentary: "The adoption of AI tools is key factor helping Hinge Health to scale its business efficiently, keeping its physical therapist and health coach head count relatively flat the past 2 years as revenue doubled."

Ticker: OMDA
Sector: Health Care
AI role: Adopter
Commentary: "Omada is using AI tools to drive productivity, keeping its care team flat the past few years even as the business has doubled. Gross margin has increased by 1500 bps the last 3 years to 68% and we expect continued leverage through AI to lead management to increase its long-term gross margin target of 70%+ at its first Investor Day in September."

Ticker: HTFL
Sector: Health Care
AI role: Enabler/Adopter
Commentary: "Pureplay AI/software. HTFL's platform uses machine learning and advanced computational fluid dynamics to create a personalized 3D model of a patient's coronary arteries and plaque composition based on a single CCTA scan, allowing physicians to make more informed risk-staging and treatment decisions."

Ticker: AXON
Sector: Industrials
AI role: Adopter
Commentary: "AXON is an AI adopter through products such as Draft One, which applies generative AI to report writing, alongside tools that support evidence transcription, policy retrieval and video review."

Ticker: JCI
Sector: Industrials
AI role: Enabler/Adopter
Commentary: "HVAC systems can account for 30-40% of a building's energy usage, so efficiency is key, and rising electricity prices only make it more valuable. JCI's investments in AI adoption, such as the Nantum AI acquisition, support an improved digital ecosystem, including advanced analytics and optimization, remote monitoring, and predictive maintenance."

Ticker: HAWK
Sector: Industrials
AI role: Adopter
Commentary: "HawkEye employs non-generative AI-based technology to accelerate the processing speeds of new emitter types, complemented by proprietary algorithms acquired through its 2025 purchase of Innovative Signal Analysis (ISA)"

Ticker: SNOW
Sector: Information Technology
AI role: Enabler/Adopter
Commentary: "Snowflake is a two-sided AI story: AI as a revenue driver and AI as an operatingleverage lever."

Ticker: PLTR
Sector: Information Technology
AI role: Enabler/Adopter
Commentary: "Palantir's core value proposition is not selling AI infrastructure — it is deploying AI operationally inside enterprises and governments to drive workflow automation and real-world productivity outcomes, with its forward-deployed engineer model allowing customers to realize early success on GenAI initiatives in a way that, in our view, represents a near-peak relative advantage at this stage of the cycle."

Ticker: CDNS
Sector: Information Technology
AI role: Enabler/Adopter
Commentary: "Cadence has emerged as the leader in Agentic AI within EDA, building on its AI-powered design optimization tools launched in 2021."

Ticker: VST
Sector: Utilities
AI role: Enabler/Adopter
Commentary: "VST is embedding AI solutions throughout its generation fleet to better optimize capacity forecasting, plant reliability (through predictive maintenance and valuesbased maintenance), efficiency, and performance management. Through its Retail business, the company is also deploying AI to manage energy flows in real time, resulting in a more responsive and efficient grid."

Ticker: NEE
Sector: Utilities
AI role: Enabler/Adopter
Commentary: "NEE is deploying AI across its operations, including financial analysis, strategic planning, field work intelligence, work scheduling, grid optimization, energy forecasting, customer service, and operations management."