Jun. 2 at 12:36 AM
Market has rallied over the last 2 months, but some quality names remain attractive
$ACN
Consulting demand holding up, digital transformation continues
2026 growth ~6%, Fwd PE 13.9
$SAP
AI ecosystem expanding, agentic AI upside
2026 growth ~9%, Fwd PE 21.8
$ADBE
Generative AI enhancing products, not replacing
2026 growth ~10%, Fwd PE 14.2
$DLO
Cross-border payment growth remains strong
2026 growth ~40%, Fwd PE 14.9
Focus shifting from short-term hype to execution and sustainable growth