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Bernstein Identifies Eight Resilient European Stocks Amid AI Market Volatility

DATA AND AI INFRASTRUCTURE

Bernstein has listed eight European stocks that are considered resilient to the recent volatility caused by the 'AI scare trade.' Key sectors affected include logistics, software, real estate, and financials.

The list features EasyJet, which benefits from airport slots, and Royal BAM Groep, where reputation and client relationships are crucial. Merlin Properties is noted for its shift towards data center operations, while Enagás remains insulated from AI disruptions.

Analysts highlight the potential for these companies to outperform peers due to structural advantages. The sell-off has created buying opportunities despite concerns over long-term business prospects.

Bernstein Identifies Eight Resilient European Stocks Amid AI Market Volatility
Feb 17, 2026, 2:34 PM

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