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BS Jobs '26: Slide Decks & Meetings
4 tickers · $66.63B total market cap
Group: BS Jobs
The "BS Jobs '26" theme posits that rapidly advancing and cost-effective AI will drive large, bureaucratic organizations to automate low-value white-collar tasks, leading to significant headcount reductions and productivity gains. This shift, fueled by competitive pressures and a growing market recognition of AI's broader benefits, presents a compelling bull case for companies leveraging or facilitating this efficiency revolution.
BS Jobs '26: Slide Decks & Meetings tracks 4 publicly listed stocks in this theme: DOCU, PUB.PA, WPP, ZM. See the constituent table for details.
Thesis update: 2026-03-22
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Zoom Communications, Inc.ZM | 02/25/2026 (AMC) | 05/21/2026 (AMC) | -13.45% | — | 28.93% | — | $28.70B | 25.0000 |
Publicis Groupe S.A.PUB.PA | 02/03/2026 (BMO) | — | -11.21% | — | 7.81% | — | $24.36B | 25.0000 |
DocuSign, Inc.DOCU | 03/17/2026 (AMC) | 06/04/2026 (AMC) | 0.44% | — | 1.06% | — | $9.60B | 25.0000 |
WPP plcWPP | 02/26/2026 (BMO) | — | -0.69% | — | -1.34% | — | $3.96B | 25.0000 |
| Average | -6.23% | — | 9.11% | — | $16.66B | 25.0000 | ||
| Median | -5.95% | — | 4.44% | — | $16.98B | 25.0000 | ||
| Std Dev | 6.17% | — | 11.92% | — | $10.19B | 0.0% | ||
| Min | -13.45% | — | -1.34% | — | $3.96B | 25.0000 | ||
| Max | 0.44% | — | 28.93% | — | $28.70B | 25.0000 | ||
| % Positive Tickers | 25.00% | — | 75.00% | — |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.