8legs: Jefferies

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Jefferies identifies 24 discounted stocks that could benefit from AI disruption, despite market fears.
Picks include Airbnb, Microsoft, Meta Platforms, Capital One, and CoStar Group among beneficiaries.
The report frames AI as a long-term disruptor, with some winners already earning upside from AI adoption.
Jefferies notes AI-related worries have underperformed some sectors like software, insurance, and brokers.
Analysts expect AI to augment financial advisors, not replace them, in the case of Lincoln National.
Meta Platforms is cited as a clear AI beneficiary with potential for a frontier model release in 1H26.
Microsoft is viewed as uniquely positioned to consolidate enterprise AI spend on its platform.
Jefferies highlights Capital One as the most AI-driven retail bank with strong merger ties to Discover.
Airbnb is listed among discounted AI picks expected to benefit from AI-driven efficiency.

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Larsen & Toubro remains under buy view from Jefferies with a lower target as West Asia exposure weighs on near-term earnings.
AB Capital gets a Buy from BoFA Securities, aided by MSME lending momentum and housing finance expansion.
Goldman Sachs initiates on Sun Pharmaceutical with a Sell stance, citing competition and mixed global performance.
Bajaj Finance observed by Kotak Institutional Equities with an Add rating and a focus on durable transformation.
Havells India kept neutral by Motilal Oswal, with margins supported by pricing actions despite short-term softness.
Market context highlights geopolitical risk and potential earnings impact across sectors in the near term.
Sun Pharma’s outlook discussed with focus on M&A strategy and GLP-1 competition implications.
West Asia exposure remains a critical factor for L&T’s earnings and order book resilience.
TOI Business Desk emphasizes a mix of growth opportunities and risks across financials, infra, and pharma.
The piece aggregates multiple broker views for March 6, 2026, reflecting a diverse analyst consensus.

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