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AI could lower equity multiples for major firms, Patrick OShaughnessy notes

AI could lower equity multiples for major firms, Patrick OShaughnessy notes
AI may reduce equity multiples broadly

Patrick OShaughnessy discusses an argument presented by Vlad regarding the potential impact of artificial intelligence on equity multiples across publicly traded companies.

OShaughnessy highlights that even companies such as Salesforce, which can serve nearly every Fortune 500 firm indefinitely, still face significant valuation challenges due to changing market forces attributed to AI. According to Vlad, there has not been another period in his career or in history where such a dynamic has existed.

Earlier, OShaughnessy examined how Uber posted $10 billion in free cash flow and ramped up AI spending in a single quarter, citing company disclosures in a recent report. He has also commented on Bending Spoons’ public filing, highlighting the firm's focus on luck and operational excellence as detailed in its S-1 documentation. These observations indicate ongoing interest in how technology and AI spending shape company fundamentals.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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